Shared note

📝 Strategy Kickoff and Tendering Pilot

TL;DR

Strategy kickoff preparation will proceed remotely, with stakeholder alignment through Dr. Yasser before in-person interviews. An affordable, phased proposal and budget for both pilots is needed today, covering the first eight weeks and delivery through April 2027. Tendering value should include AI-generated tender documents, not just go/no-go assessment. Miram pilot coverage remains conditional on data readiness and clarification of asset types and quantities.

Key points

  • •The strategy work is already signed and is separate from the two implementation pilots.
  • •The soft kickoff will be remote, including preparation of requests and interview scheduling. All interviews must take place in person.
  • •Dr. Yasser must first confirm the stakeholders. He does not need to attend interviews; the agreed reporting cadence is weekly updates and face-to-face meetings every two weeks.
  • •Tagir and the strategy lead will conduct strategy interviews, with the relevant assessment team involved. Vasili will focus on the two pilots and their more technical interviews.
  • •Business users described the initial tendering go/no-go deliverable as only 2% of the value they seek. A go/no-go capability has already been developed in-house.
  • •The desired tendering outcome includes AI-generated tender documents, with contractual, engineering and supply-chain sections directed to the relevant teams, enabling more work with the same team and improving bidding outcomes.
  • •The existing eight-week implementation price was considered too high relative to its outcome. Acceptable figures are urgently needed for budget submission today.
  • •Tendering benefits and financial impact remain unvalidated and require further alignment with business users.
  • •The Miram discussion distinguished scaling across substations from expanding to other asset classes, such as compressors and pumps.
  • •A request was made to restore agent productization to next year's budget after it had previously been removed from scope.

Decisions

  • •Target the meeting with Dr. Yasser for Thursday 22nd or Friday 23rd, with Monday 26th as the latest option; no final slot was confirmed.
  • •Use Dr. Yasser's office assistant to issue the meeting invitation and signal its organizational importance.
  • •Align stakeholders and requests with Dr. Yasser before initiating data collection and interview arrangements.
  • •Prepare a phased proposal separating the first eight weeks' deliverables and budget from subsequent delivery through the end of April 2027.
  • •The team confirmed that go/no-go assessment, market intelligence and global opportunity intelligence can be delivered in the first eight weeks.
  • •Limit the energy pilot discussion to Miram rather than expansion across multiple projects.
  • •Clarify Miram's asset types, quantities and data readiness before committing to full coverage.

Action items

  • •Prepare the plan, requests, stakeholder list and decision items for alignment with Dr. Yasser. — Next week, ahead of the meeting with Dr. Yasser
  • •Share the prepared materials with Dr. Yasser for input before the meeting. — Target Thursday 22nd or Friday 23rd; no later than Monday 26th
  • •Arrange the meeting invitation through Dr. Yasser's office assistant.
  • •Prepare an affordable proposal and budget for both pilots, detailing eight-week deliverables and subsequent delivery through April 2027. — Today
  • •Align tendering deliverables and quantified benefits with business users for the business plan.
  • •Contact Mahmoud to clarify Miram's asset types, asset quantities and data readiness. — Today
  • •Send an email update once Mahmoud has been reached. — Once Mahmoud responds
  • •Check feasible Miram coverage and timelines for substations and additional asset classes before finalizing commitments.

Open questions

  • •Which meeting slot will Dr. Yasser confirm, and which stakeholders will he approve?
  • •What price and quantified benefits will make the two-pilot proposal acceptable for budget approval?
  • •What exact tender-document generation capabilities will be delivered by April 2027?
  • •Will the first eight weeks cover all Miram substations or focus on substation 5.2.4? Both positions were expressed, and broader coverage was conditional on data readiness.
  • •How many assets and asset types constitute full Miram coverage, and what can realistically be committed to by April?
  • •Can Mahmoud provide the required data quickly enough to support broader substation coverage?
  • •Will agent productization be restored to next year's budget?

Next meeting

Meeting with Dr. Yasser targeted for Thursday 22nd, Friday 23rd or, at the latest, Monday 26th; exact slot unconfirmed.

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