Workshop Artifacts & Decisions
Beacon Mobility
Thursday, May 14, 2026
- Photo09:28 AM
Dot-vote result: heaviest red concentration on fg-tension-intercomp and fg-tension-leasing-constrained.
✦ incentive misalignment✦ leasing constraint✦ cultural identity - Board10:38 AM
Board shows two columns: "What MBS sees" vs. "What Beacon expects" — gap visible in internal sales treatment.
✦ intercompany margin✦ goal congruency✦ measurement gap - 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 model✦ leasing flywheel✦ Audax constraint - Photo01:52 PM
Lisa and Allegra mapped the DS bus request process together; 4 handoff points identified with no documented SLA.
✦ communication breakdown✦ process handoff✦ lead-time SLA - 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 identity✦ cultural integration✦ recognition - 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 prioritisation✦ effort-impact✦ roadmap
Measure MBS internal platform sales on Beacon EBITDA contribution rather than standalone dealership margin.
Tarik Sentissiby 2026-07-01incentivemeasurementfinanceKarim Jules to model the consolidated P&L impact of restating intercompany bus sales at cost vs. market rate.
Karim Julesby 2026-06-14financemodellingintercompanyBeacon to commit to a minimum of 80 strategic leases per year for 3 years to sustain the full-circle used-bus pipeline.
Tarik Sentissiby 2026-06-30leasingstrategic-commitmentAudaxTarik to present the 80-lease strategic commitment proposal to Audax at the Q2 board review as a capital allocation priority.
Tarik Sentissiby 2026-06-15leasingAudaxboard-presentationInstitute a 21-day minimum lead time for any Beacon-to-MBS bus reallocation request exceeding 5 vehicles.
Lisa Alterisioby 2026-06-01communicationprotocoloperationsAllegra Swift to designate a named MBS liaison (Phil Mathews) as the single point of contact for all Beacon DS fleet requests.
Allegra Swiftby 2026-05-21communicationliaisonDSRedesign MBS parts pricing for internal Beacon entities using a tiered partnership discount that keeps platform purchases in-house.
Mike Rorisonby 2026-07-15parts-pricinginternal-partnershiptrustInclude a joint MBS + Beacon segment in the next quarterly all-hands to publicly acknowledge MBS as a Beacon platform asset.
Tarik Sentissiby 2026-07-31cultureintegrationall-handsAllegra Swift to commission a feasibility study on establishing a service satellite in the Chicago metro market.
Allegra Swiftby 2026-08-01service-coverageChicagogrowthPhil Mathews to draft a territory capacity plan proposing a 3rd sales rep to cover the 1,200-district geography.
Phil Mathewsby 2026-06-30sales-capacityterritorygrowth