Midwest Bus Sales · Synthesis

Workshop Artifacts & Decisions

Beacon Mobility

1workshop day6artifacts10decisions

Thursday, May 14, 2026

6artifacts10decisions6AI themes
Artifacts
  1. Photo09:28 AM

    Dot-vote result: heaviest red concentration on fg-tension-intercomp and fg-tension-leasing-constrained.

    incentive misalignmentleasing constraintcultural identity
  2. Board10:38 AM

    Board shows two columns: "What MBS sees" vs. "What Beacon expects" — gap visible in internal sales treatment.

    intercompany margingoal congruencymeasurement gap
  3. Board12:08 PM

    Tarik drew the full-circle model live: lease → used bus → parts revenue → re-lease. Room agreed on the model; disagreed on the constraint.

    full-circle revenue modelleasing flywheelAudax constraint
  4. Photo01:52 PM

    Lisa and Allegra mapped the DS bus request process together; 4 handoff points identified with no documented SLA.

    communication breakdownprocess handofflead-time SLA
  5. Board02:26 PM

    Top-voted HMW: "How might we create a shared wins moment that Beacon and MBS both celebrate?" and "How might we redesign the internal bus sale so MBS staff feel recognized for platform value?"

    platform identitycultural integrationrecognition
  6. Photo03:10 PM

    Top-left quadrant (high impact, lower effort): incentive framework redesign and leasing volume commitment. Top-right (high impact, higher effort): Chicago service expansion.

    initiative prioritisationeffort-impactroadmap
AI-extracted themes — patterns surfaced from captured content, not written by AI
Decisions Logged
  1. Measure MBS internal platform sales on Beacon EBITDA contribution rather than standalone dealership margin.

    Tarik Sentissiby 2026-07-01
    incentivemeasurementfinance
  2. Karim Jules to model the consolidated P&L impact of restating intercompany bus sales at cost vs. market rate.

    Karim Julesby 2026-06-14
    financemodellingintercompany
  3. Beacon to commit to a minimum of 80 strategic leases per year for 3 years to sustain the full-circle used-bus pipeline.

    Tarik Sentissiby 2026-06-30
    leasingstrategic-commitmentAudax
  4. Tarik to present the 80-lease strategic commitment proposal to Audax at the Q2 board review as a capital allocation priority.

    Tarik Sentissiby 2026-06-15
    leasingAudaxboard-presentation
  5. Institute a 21-day minimum lead time for any Beacon-to-MBS bus reallocation request exceeding 5 vehicles.

    Lisa Alterisioby 2026-06-01
    communicationprotocoloperations
  6. Allegra Swift to designate a named MBS liaison (Phil Mathews) as the single point of contact for all Beacon DS fleet requests.

    Allegra Swiftby 2026-05-21
    communicationliaisonDS
  7. Redesign MBS parts pricing for internal Beacon entities using a tiered partnership discount that keeps platform purchases in-house.

    Mike Rorisonby 2026-07-15
    parts-pricinginternal-partnershiptrust
  8. Include a joint MBS + Beacon segment in the next quarterly all-hands to publicly acknowledge MBS as a Beacon platform asset.

    Tarik Sentissiby 2026-07-31
    cultureintegrationall-hands
  9. Allegra Swift to commission a feasibility study on establishing a service satellite in the Chicago metro market.

    Allegra Swiftby 2026-08-01
    service-coverageChicagogrowth
  10. Phil Mathews to draft a territory capacity plan proposing a 3rd sales rep to cover the 1,200-district geography.

    Phil Mathewsby 2026-06-30
    sales-capacityterritorygrowth