**I****ntegrated AI-Driven Automation &**

**PSA Platform Business Plan**

**2026--2030 Strategic Framework**

**EXECUTIVE SUMMARY**

This document outlines the comprehensive business plan for a vertically
integrated automation and professional services company combining:

1.  **AIISTECH Org**: An AI-powered Professional Services Automation
    > (PSA) platform that unifies project management, time tracking,
    > billing, resource planning, and analytics for service-driven
    > organizations.

2.  **Intelligent Automation Services**: High-value RPA and agentic AI
    > implementation, managed services, and advisory focused on
    > healthcare, manufacturing, BFSI, and professional services
    > verticals.

**Value Proposition**: Provide a unified stack where the PSA platform
becomes the operating system for intelligent workflow automation,
eliminating operational friction while delivering predictable ROI of
280--320% within 18 months.

**Target Market**: Mid-market enterprises (500--5,000 employees) and
upper mid-market service firms with 100K--500K annual automation
budgets.

**Financial Highlights**:

-   Year 1 Revenue: \$425K--\$500K

-   Year 3 Revenue: \$2.0M--\$2.15M

-   Year 5 Revenue: \$4.8M--\$5.0M

-   Gross Margin: 65% (implementation), 75--80% (managed services)

-   Recurring Revenue Mix: 30% Year 2, 45%+ Year 5

-   Break-Even: Q3 2027 (Month 18)

-   Customer Lifetime Value: \$750K--\$1.2M over 5 years

**SECTION 1: MARKET OPPORTUNITY & LANDSCAPE**

**1.1 Market Size and Growth Trajectory**

The combined TAM spans two high-growth markets:

  Market Segment                          2026 Size                     2030 Projected    CAGR      Notes
  --------------------------------------- ----------------------------- ----------------- --------- ----------------------------------
  **RPA Market**                          \$35.3B                       \$100B+           24.2%     Agentic AI acceleration
  **PSA Market**                          \$8.5B                        \$15.8Bp          16.8%     Digital transformation tailwinds
  **Addressable (Mid-Market)**            \$2.1B (RPA) + \$1.4B (PSA)   \$5.2B combined   19--22%   SMB/mid-market segment
  **Total TAM for Integrated Offering**   **\$3.5B**                    **\$8.4B**        **24%**   Combined vertical adjacency

**1.2 Competitive Landscape & Positioning**

**RPA Platform Market Share** (2026):

-   UiPath: 35.8% (dominant, extensive community, AI-native roadmap)

-   Microsoft Power Automate: 18.4% (integrated with Office 365,
    > accessible SMB pricing)

-   Automation Anywhere: 14.9% (enterprise-focused, strong APAC
    > presence)

-   Blue Prism: 8.7% (large enterprise specialist)

-   Others (Specialty/Open-Source): 22.2% (fragmented, room for
    > specialized service providers)

**PSA Platform Market Share** (2026):

-   Legacy PSA (Kimble, Mavenlink, Kantata): 45%

-   Emerging AI-native ([[Monday.com]{.underline}](http://monday.com),
    > Asana, integrated solutions): 35%

-   Custom/In-house: 20%

**Our Positioning**: Not a platform vendor competing with UiPath.
Instead, we position as the **\"Intelligent Automation Partner\"** that:

-   Recommends best-fit RPA platforms (UiPath, Automation Anywhere,
    > Microsoft)

-   Deploys PSA as the operational spine for automation initiatives

-   Layers agentic AI and document processing atop legacy RPA
    > installations

-   Provides managed services and advisory that create 12--18 month
    > competitive moat

**1.3 Industry Adoption Patterns & Dynamics**

**Key Inflection Points**:

  Period           Trend                                                                                                          Implication
  ---------------- -------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------
  **2026**         Agentic AI transforms RPA from task-based to orchestration-based; PSA adoption accelerates post-COVID          Service firms desperate for cost control and visibility
  **2027--2028**   Hyperautomation becomes standard; installed base of brittle bots needs upgrade; 30--40% of RPA projects fail   High-margin service opportunities for remediation and intelligent layering
  **2029--2030**   Market consolidation; 95% of large enterprises have automation programs; shift to optimization/maintenance     Recurring revenue dominates; talent shortage drives outsourced CoE models

**Vertical Adoption Rates** (2026):

-   Healthcare: 10% but growing fastest (+18% YoY); claims processing,
    > prior auth, patient intake drives demand

-   Manufacturing: 35% of RPA market; quality control, supply chain,
    > compliance

-   BFSI: 36.5% of market; KYC, AML, transaction monitoring, claims
    > processing (compliance-driven)

-   Consulting/Professional Services: 12% but highest willingness to
    > pay; time tracking and billing automation

**SECTION 2: INTEGRATED SOLUTION ARCHITECTURE**

**2.1 The AIISTECH + Automation Services Stack**

Layer 1: AI-Driven PSA Platform (AIISTECH Org)\
├─ Project & task management\
├─ Time tracking & billable hours\
├─ Client billing & invoicing\
├─ Resource allocation optimization\
├─ Real-time profitability analytics\
\
Layer 2: Intelligent Automation Services\
├─ RPA implementation (UiPath, Automation Anywhere, Microsoft)\
├─ Agentic AI for document processing & decision-making\
├─ Process orchestration & workflow optimization\
├─ Center of Excellence (CoE) setup & governance\
\
Layer 3: Managed Services (RaaS + Advisory)\
├─ Bot monitoring, maintenance, optimization\
├─ AI model fine-tuning & continuous improvement\
├─ Strategic advisory & automation roadmapping\
├─ Recurring revenue annuity (\$5K--\$50K/month per client)

**2.2 Service Offerings**

**Offering 1: PSA SaaS (AIISTECH Org)**

**Pricing Tiers**:

  Tier               Target Market                      Core Features                                                    Monthly Price      Annual ARR/100 Customers
  ------------------ ---------------------------------- ---------------------------------------------------------------- ------------------ --------------------------
  **Starter**        Freelancers, small teams (1--20)   Projects, time tracking, basic reports                           \$99--\$199        \$1.2M--\$2.4M
  **Professional**   Midsize firms (20--150)            Advanced automation, client portal, analytics                    \$399--\$699       \$4.8M--\$8.4M
  **Enterprise**     Large service orgs (150+)          Custom workflows, integrations, dedicated support, advanced AI   \$1,499--\$3,999   \$18M--\$48M

**Additional Revenue Streams**:

-   AI automation modules: \$500--\$2,000/month (predictive resource
    > allocation, automated billing)

-   API usage fees: \$0.10--\$1.00 per call (integration density)

-   Custom integrations: \$5K--\$50K (CRM, ERP, accounting systems)

-   Professional onboarding: \$2K--\$10K per client (change management,
    > training)

**Target Year 1**: 50--100 paying teams across all tiers; focus on
product-market fit and case study development.

**Offering 2: RPA & Automation Implementation Services**

**Service Phases**:

  Phase                            Description                                                                             Typical Fee      Duration       Scope
  -------------------------------- --------------------------------------------------------------------------------------- ---------------- -------------- ---------------------------------------------------------------
  **Discovery & Process Mining**   Identify 10--20 automation candidates; develop ROI business case                        \$20K--\$50K     4--8 weeks     Current-state analysis, bottleneck identification
  **Pilot Implementation**         Deploy 3--5 bots targeting quick-win processes (invoicing, data reconciliation)         \$30K--\$80K     6--12 weeks    Proof of concept; 70%+ automation rate threshold
  **Production Deployment**        Full rollout with testing, integration, change management, training                     \$100K--\$300K   8--16 weeks    Platform selection, bot development, UAT, hypercare
  **Center of Excellence (CoE)**   Governance frameworks, reusable components, monitoring protocols, internal capability   \$150K--\$500K   12--24 weeks   Operating model, bot catalog, version control, SLA definition

**Blended Pricing Model**:

  Pricing Approach                Typical Range                                 Use Case                                                       Risk/Reward
  ------------------------------- --------------------------------------------- -------------------------------------------------------------- ----------------------------------------------------
  **Fixed-Price (Productized)**   \$45K--\$200K                                 Standard processes (AP automation, healthcare claims intake)   Lower risk for client, higher margin for provider
  **Per-Process Subscription**    \$3K--\$10K/month per process                 Recurring; outcome-based                                       Aligns incentives; 24--36 month commitment typical
  **Shared Savings**              20--30% of documented savings for 24 months   Outcome-based; zero upfront risk for client                    High-value deals; 12--18 month payback typical

**Offering 3: Managed Services / RPA-as-a-Service (RaaS)**

**Service Tiers**:

  Tier         Coverage            Monthly Price        Includes                                                                                                    Customer Segment
  ------------ ------------------- -------------------- ----------------------------------------------------------------------------------------------------------- ------------------------------------------
  **Bronze**   Bot monitoring      \$2K--\$5K/month     24/7 uptime monitoring, error alerts, monthly reporting                                                     Enterprise environments; proof of value
  **Silver**   Active management   \$8K--\$15K/month    Bronze + maintenance, UI change adaptation, quarterly optimization, proactive scaling                       Growing implementations; 10--25 bots
  **Gold**     Full lifecycle      \$20K--\$50K/month   Silver + continuous improvement, expansion planning, AI enhancement roadmap, dedicated account management   Strategic accounts; 25+ bots; high-touch

**Key Metrics**:

-   Gross margin: 75--80% (primarily labor and cloud infrastructure)

-   Churn: 2% monthly (\~24% annual) across managed services base

-   Expansion revenue: Average 15--25% annual growth per customer (new
    > processes, AI upgrades)

**Offering 4: Consulting & Strategic Advisory**

**Services**:

-   **Automation Readiness Assessments** (\$10K--\$25K): Evaluate
    > process maturity, identify organizational barriers

-   **Vendor Selection Support** (\$15K--\$40K): Platform evaluation,
    > cost-benefit analysis, RFP support

-   **AIRPA Convergence Strategy** (\$25K--\$80K): Design hybrid
    > architectures integrating generative AI with traditional RPA

-   **CoE Operating Model Design** (\$20K--\$60K): Establish governance,
    > compliance, change management frameworks

**Positioning**: High-margin, thought leadership-driven revenue
(200--400 billable hours at \$200--\$400/hour).

**SECTION 3: GO-TO-MARKET STRATEGY**

**3.1 Target Market Segmentation**

**Primary: Mid-Market Enterprises (500--5,000 employees)**

  Characteristic                    Details
  --------------------------------- --------------------------------------------------------------------------------------------------------------------------------
  **Ideal Annual Revenue**          \$100M--\$500M
  **Automation Budget**             \$100K--\$500K/year
  **Pain Points**                   Manual processes consuming 30--40% of back-office time; scaling challenges; competitive pressure from digital natives
  **Key Industries**                Healthcare provider networks, regional banks/credit unions, specialty manufacturing, insurance carriers, mid-sized IT services
  **Decision-Makers**               CFO, COO, VP of Operations, VP of Digital Transformation
  **Sales Cycle**                   45--90 days
  **Implementation Timeline**       60--180 days
  **Annual Contract Value (ACV)**   \$150K--\$350K (first 12 months)
  **Entry Point**                   Pilot (25K--50K) → Full implementation (100K--200K) → Managed services (\$10K--\$20K/month)

**Secondary: Small-Medium Businesses (50--500 employees)**

  Characteristic             Details
  -------------------------- --------------------------------------------------------------------------------------------------------
  **Ideal Annual Revenue**   \$10M--\$100M
  **Automation Budget**      \$25K--\$100K/year
  **Differentiation**        Pre-built, productized solutions (AP automation, payroll); Microsoft Power Automate focus (lower cost)
  **Key Industries**         Accounting firms, architectural/engineering services, regional healthcare, specialty logistics
  **Sales Cycle**            30--45 days
  **Sales Channel**          MSP partnerships, accounting associations, industry consultants
  **ACV**                    \$75K--\$175K (first 12 months)

**Tertiary: Enterprise (5,000+ employees)**

  Characteristic              Details
  --------------------------- -----------------------------------------------------------------------------------------------
  **Target Profile**          Niche specialization; highly specific vertical expertise (healthcare revenue cycle, BFSI AML)
  **Approach**                Differentiation through domain expertise, not competing on scale with Deloitte/Accenture
  **Realistic Opportunity**   1--2 large deals per year (\$500K--\$2M each); low frequency, high value

**3.2 Acquisition Channels & Sales Model**

  Channel                     Effort Level                    Time to First Customer   Typical CAC    Use Case
  --------------------------- ------------------------------- ------------------------ -------------- ------------------------------------------------------------
  **Direct Outbound (ABM)**   High                            60--90 days              \$25K--\$50K   Primary; 50--100 target accounts per vertical
  **Vendor Referrals**        Medium                          30--60 days              \$10K--\$20K   UiPath, Automation Anywhere partner networks
  **Channel Partnerships**    Medium                          45--120 days             \$15K--\$35K   MSPs, consulting firms, accounting associations
  **Content & Inbound**       Low initially, high over time   90--180 days             \$5K--\$15K    Webinars, whitepapers, SEO, thought leadership
  **Industry Events**         Medium                          30--90 days              \$8K--\$15K    Vertical conferences (HIMSS for healthcare, BAFT for BFSI)
  **Referrals**               Very low                        Varies                   \$2K--\$5K     Client success → advocate → new deals

**3.3 Sales Methodology: Pilot-to-Partnership Model**

**Phase 1: Discovery Call (Week 1--2)**

-   30-min qualification call (no fee)

-   Goal: Understand pain points, automation opportunity breadth,
    > budget, timeline

-   Conversion: 40--50% to Phase 2

**Phase 2: Automation Readiness Assessment (Week 3--6)**

-   2--3 week engagement (refundable \$2,500 workshop fee)

-   Deliverable: Process prioritization, ROI model, phased roadmap

-   Conversion: 60--70% to Phase 3 (Pilot)

**Phase 3: Proof-of-Concept Pilot (Week 7--20)**

-   60--90 day engagement (\$25K--\$50K fixed-price)

-   Scope: Single high-pain process (e.g., invoice processing, claims
    > intake)

-   Success criteria: 70%+ automation rate, 5% error rate, 3--6 month
    > payback

-   Conversion: 80%+ to Phase 4 (Full implementation)

**Phase 4: Full Implementation (Week 21--36)**

-   100K--300K project depending on scope and complexity

-   Rollout of 5--15 additional processes

-   Conversion: 90%+ to Phase 5 (Managed services contract)

**Phase 5: Managed Services (Ongoing)**

-   \$10K--\$50K/month recurring revenue

-   24--36 month average contract length

-   Expansion: 15--25% annual growth per customer (new process
    > automation)

**CAC Payback**: 4--7 months through combination of pilot fees,
implementation margins, and early managed services revenue.

**SECTION 4: FINANCIAL MODEL & 5-YEAR PROJECTIONS**

**4.1 Startup Capital Requirements**

**Initial Investment: \$100K--\$150K**

  Category                                 Estimated Cost       Notes
  ---------------------------------------- -------------------- -----------------------------------------------------------------------------------------------------------
  **Platform Training & Certifications**   \$10K--\$15K         UiPath, Automation Anywhere, Blue Prism for 2--3 team members
  **Software Tools & Licenses**            \$15K--\$25K         Development licenses, process mining tools, orchestration platforms; many vendors offer partner discounts
  **Marketing & Sales Collateral**         \$20K--\$40K         Website, case study development, initial ABM campaigns, demo environment setup, LinkedIn outreach
  **Professional Services**                \$15K--\$30K         Legal entity formation, EO/D&O insurance (\$2M--\$5M coverage), accounting, contract templates
  **Office & Equipment**                   \$10K--\$15K         Laptop, software subscriptions, collaboration tools
  **Operating Capital Buffer**             \$15K--\$40K         6 months runway covering founder salary + 1--2 technical resources before first client revenue
  **Total**                                **\$100K--\$150K**   Self-funded with potential angel/friends & family round to accelerate hiring

**Capital Efficiency**: Unlike cybersecurity (requires SOC
infrastructure) or physical products (inventory/warehouse), automation
services achieve positive cash flow within 3--6 months through pilot and
implementation revenue.

**4.2 Year-by-Year Financial Projections (2026--2030)**

**REVENUE PROJECTIONS**

Year 1 (2026): \$425K--\$500K\
├─ PSA SaaS: \$45K--\$75K (50--100 customers at \$900--\$1,500 annual
blended ARR)\
├─ RPA Implementation: \$300K--\$350K (3--5 full implementations, 8--12
pilots)\
├─ Managed Services: \$45K--\$75K (3--5 customers at blended
\$10K--\$15K/month)\
└─ Advisory: \$35K--\$50K (2--3 advisory engagements)\
\
Year 2 (2027): \$1.0M--\$1.175M\
├─ PSA SaaS: \$150K--\$225K (200--300 customers, expanded team,
enterprise tier ramp)\
├─ RPA Implementation: \$550K--\$650K (8--12 full implementations,
20--30 pilots)\
├─ Managed Services: \$200K--\$250K (15--20 customers, expansion revenue
15%+)\
└─ Advisory: \$100K--\$150K (5--8 engagements)\
\
Year 3 (2028): \$2.0M--\$2.15M\
├─ PSA SaaS: \$375K--\$450K (400--500 customers; enterprise adoption
accelerating)\
├─ RPA Implementation: \$900K--\$1.0M (12--18 full implementations,
40--60 pilots)\
├─ Managed Services: \$550K--\$625K (30--40 customers; 25% expansion
rate)\
└─ Advisory: \$175K--\$225K (8--12 engagements)\
\
Year 4 (2029): \$3.2M--\$3.55M\
├─ PSA SaaS: \$600K--\$750K (650--800 customers; international expansion
starting)\
├─ RPA Implementation: \$1.3M--\$1.5M (15--22 full implementations,
60--80 pilots)\
├─ Managed Services: \$900K--\$1.1M (45--60 customers; 20% expansion,
improved churn)\
└─ Advisory: \$250K--\$350K (12--18 engagements)\
\
Year 5 (2030): \$4.8M--\$5.0M\
├─ PSA SaaS: \$1.0M--\$1.25M (1,000--1,400 customers; mature growth,
35--40% YoY)\
├─ RPA Implementation: \$1.8M--\$1.95M (20--25 full implementations,
100--120 pilots)\
├─ Managed Services: \$1.5M--\$1.65M (75--100 customers; lower churn
18--20% annual)\
└─ Advisory: \$500K--\$600K (20--25 engagements)

**Key Assumptions**:

-   Pilot-to-implementation conversion: 70--80%

-   Implementation-to-managed services conversion: 85--90%

-   PSA SaaS: 5--10% monthly churn initially, declining to 2--3% by Year
    > 3

-   Managed services: 2% monthly churn (\~24% annual) throughout period

-   Expansion revenue (per customer): 15--25% annual for
    > implementations; 20--30% annual for managed services

**GROSS MARGIN & PROFITABILITY PROJECTIONS**

  Year       Revenue    Gross Margin %   Gross Profit   Operating Expenses   EBITDA        EBITDA Margin
  ---------- ---------- ---------------- -------------- -------------------- ------------- ---------------
  **2026**   \$425K     62%              \$264K         \$289K               **-\$25K**    -5.9%
  **2027**   \$1.175M   68%              \$799K         \$574K               **\$225K**    19.1%
  **2028**   \$2.15M    71%              \$1.527M       \$927K               **\$600K**    27.9%
  **2029**   \$3.55M    73%              \$2.592M       \$1.442M             **\$1.15M**   32.4%
  **2030**   \$5.0M     74%              \$3.7M         \$2.1M               **\$1.6M**    32.0%

**Gross Margin Progression by Service Line**:

-   **PSA SaaS**: 85--90% (software only, minimal delivery labor)

-   **RPA Implementation**: 55--60% Year 1, improving to 65--70% by Year
    > 3 (productization of discovery, reusable components)

-   **Managed Services**: 75--80% (primarily labor monitoring and
    > optimization)

-   **Advisory**: 70--75% (billable time minus overhead)

**Blended Gross Margin**: Starts at 62% in Year 1, reaches 74% by Year 5
as recurring services grow.

**OPERATING EXPENSE BREAKDOWN (YEAR 1)**

  Expense Category                        Amount       Notes
  --------------------------------------- ------------ --------------------------------------------------------------------------------------------
  **Personnel (3--4 FTE)**                \$180K       Founder (0.5 FTE), 2 delivery consultants, 0.5 sales/BD
  **Sales & Marketing**                   \$45K        LinkedIn campaigns, webinars, case study development, event sponsorships, content creation
  **Platform Partnerships & Licensing**   \$25K        UiPath/Automation Anywhere pass-through costs, integration platforms, process mining tools
  **Cloud & Infrastructure**              \$15K        AWS/Azure, demo environments, PSA development infrastructure, backup/security
  **Professional Services**               \$12K        Accounting, legal, compliance, audit
  **Office & Travel**                     \$8K         Coworking, laptop, conferencing, customer site visits
  **Other (Insurance, Software)**         \$4K         E&O insurance, collaboration tools, CRM
  **Total OpEx**                          **\$289K**   \~68% of revenue in Year 1 (improving to 42% by Year 5)

**CUSTOMER ACQUISITION & LIFETIME VALUE (LTV) METRICS**

  Metric                                      Value            Notes
  ------------------------------------------- ---------------- --------------------------------------------------------------------------------------------
  **Customer Acquisition Cost (CAC)**         \$25K--\$50K     Sales time, pilot subsidies, demo environments; varies by segment
  **Average Contract Value (ACV) - Year 1**   \$150K--\$250K   Weighted average: implementation (\$150K) + Year 1 managed services (\$45K)
  **CAC Payback Period**                      4--7 months      Combination of pilot revenue, implementation margin, early managed services
  **5-Year Customer Lifetime Value (LTV)**    \$750K--\$1.2M   Blended across implementation margin + 5 years of managed services at 75--80% gross margin
  **LTV/CAC Ratio**                           15--24x          Exceptional; well above 3--5x threshold for healthy SaaS businesses

**LTV Calculation Example (Mid-Market Customer)**:

Year 1: Implementation \$150K (60% margin = \$90K GP)\
Managed Services \$180K (\$10K--\$15K/month × 12; 77% margin = \$139K
GP)\
Subtotal: \$229K GP\
\
Year 2: Managed Services \$180K (77% margin = \$139K GP)\
Expansion projects \$75K (60% margin = \$45K GP)\
Subtotal: \$184K GP\
\
Year 3: Managed Services \$210K (25% growth; 77% margin = \$162K GP)\
Expansion projects \$100K (60% margin = \$60K GP)\
Subtotal: \$222K GP\
\
Year 4: Managed Services \$235K (77% margin = \$181K GP)\
Expansion projects \$125K (60% margin = \$75K GP)\
Subtotal: \$256K GP\
\
Year 5: Managed Services \$260K (77% margin = \$200K GP)\
Subtotal: \$200K GP\
\
5-Year Gross Profit: \$90K + \$139K + \$184K + \$222K + \$256K + \$200K
= \$1.091M\
LTV/CAC: \$1.091M / \$35K average CAC = 31x

**4.3 Monthly Recurring Revenue (MRR) & Recurring Revenue Percentage**

  Year       Total Revenue   Recurring (PSA + Managed)   Recurring %   MRR (End of Year)   Notes
  ---------- --------------- --------------------------- ------------- ------------------- --------------------------------------------------------------
  **2026**   \$425K          \$90K                       21%           \$7.5K              Pilot year; emphasis on build-out
  **2027**   \$1.175M        \$450K                      38%           \$42K               Crosses 30%+ threshold; scaling managed services
  **2028**   \$2.15M         \$925K                      43%           \$85K               Approaching 50%; expanding customer base & expansion revenue
  **2029**   \$3.55M         \$1.5M                      42%           \$135K              Mature mix; stable churn drives recurring
  **2030**   \$5.0M          \$2.5M                      50%           \$220K              50% threshold achieved; predictable annuity foundation

**Key Drivers**:

-   PSA SaaS scales monthly recurring from \$4K (2026) to \$104K (2030)

-   Managed services scale from \$4K to \$140K monthly

-   By Year 5, MRR of \$220K provides \~\$2.64M annual recurring
    > baseline

**4.4 Break-Even Analysis**

**Operating Break-Even**: **Month 18 (Q3 2027)**

**Calculation**:

-   Year 1 Net Loss: -\$25K (EBITDA)

-   Year 2 EBITDA: \$225K (cumulative +\$200K)

-   Break-even month: Month 18, during Q3 2027 revenue ramp

**Cash Break-Even**: **Month 14--16 (Q2 2027)**

-   Pilot revenue (\$60K--\$105K) covers operating cash outflows by
    > Month 6

-   Full implementation projects generate positive cash by Month 8--10

-   Managed services provide recurring cash by Month 12

**Implications**:

-   No venture funding required; self-funding from initial
    > \$100K--\$150K capital + pilot revenue

-   Potential Series A (\$500K--\$1M) in Year 2--3 to accelerate hiring
    > and geographic expansion

-   But survival depends on execution, not outside capital

**SECTION 5: ORGANIZATIONAL STRUCTURE & HIRING PLAN**

**5.1 Year 1 Team (2026)**

  Role                               FTE        Responsibility                                                Salary + Benefits   Notes
  ---------------------------------- ---------- ------------------------------------------------------------- ------------------- --------------------------------------------
  **Founder/CEO**                    0.5--1.0   Strategy, sales leadership, client relationships              \$80K--\$120K       Carries some implementation work initially
  **Lead Delivery Consultant**       1.0        Implementation delivery, bot development, technical quality   \$85K--\$110K       UiPath certification minimum
  **Junior Delivery Consultant**     1.0        Bot development, testing, documentation support               \$65K--\$85K        Can learn on-the-job under lead guidance
  **Sales/BD (Part-time)**           0.5        Outbound prospecting, pilot sales, vendor partnerships        \$40K--\$60K        Ramps to full-time by Q4 2026
  **Operations/Admin (Part-time)**   0.3        Finance, contracts, onboarding, scheduling                    \$20K--\$30K        Contractor role

**Total Salary + Benefits (Full Year)**: \$290K--\$405K (includes 25%
benefits/payroll tax)

**Hiring Timeline**:

-   **Month 1**: Founder + 1 lead consultant

-   **Month 2--3**: Junior consultant + part-time sales

-   **Month 4--6**: Operations support (contractor)

-   **Month 10--12**: Full-time sales, consider PSA product manager

**5.2 Year 2--3 Expansion (2027--2028)**

  Timeline      Additions                                               Total Team   Rationale
  ------------- ------------------------------------------------------- ------------ -----------------------------------------------------------------------------
  **Q1 2027**   Full-time sales + CS lead                               6 FTE        Revenue ramp demands dedicated business development; customer success focus
  **Q2 2027**   2 additional delivery consultants                       8 FTE        8--12 simultaneous implementations require delivery capacity
  **Q3 2027**   PSA product manager + 1 engineer                        10 FTE       Accelerate PSA platform development; market differentiation
  **Q4 2027**   Finance + HR contractor                                 10.5 FTE     Scaling operations, planning for Series A
  **H1 2028**   2 specialist consultants (agentic AI, doc processing)   13 FTE       Differentiation through AI enhancement capabilities
  **H2 2028**   Vertical market leads (healthcare, manufacturing)       15 FTE       Hyper-specialization; expertise deepening

**By End of 2028**: 15 FTE with specialized vertical teams, PSA product
team, and scaled operations.

**SECTION 6: RISK ANALYSIS & MITIGATION**

**6.1 Critical Risks & Mitigation Strategies**

  Risk                                                         Probability    Impact         Mitigation Strategy
  ------------------------------------------------------------ -------------- -------------- -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
  **Implementation Failure (30--40% industry failure rate)**   Medium--High   High           Rigorous 7-point process selection criteria; mandatory 30--60 day pilots with 70%+ automation rate threshold; built-in 15--20% annual maintenance reserves; CoE establishment for 10+ bot clients
  **Commoditization & Price Pressure**                         High           Medium--High   Vertical specialization (healthcare claims, manufacturing QC, BFSI AML) creates defensible IP; outcome-based pricing aligns incentives; 12--18 month competitive moat through AI layering
  **Talent Shortage & Retention**                              High           High           Nearshore partnerships (Latin America 40--50% cost savings); internal training programs (recruit IT analysts, QA testers; upskill via vendor certification); equity compensation (0.5--2% for key hires); vendor ecosystem access (UiPath 1M+ developer community)
  **Technology Obsolescence (AI-native disruption)**           Medium         Medium         Platform agnosticism (UiPath, Automation Anywhere, Microsoft multi-platform expertise); continuous learning (10--15% of revenue invested in team training); managed services revenue cushion; advisory positioning transcends technology shifts
  **Sales Cycle / Market Adoption Delays**                     Medium         Medium         Productized offerings (AP automation accelerator \$45K, Healthcare claims pack \$75K) reduce sales friction; pilot-to-partnership model de-risks client spend; channel partnerships (MSPs, accounting firms) enable faster market penetration
  **PSA Platform Product-Market Fit Uncertainty**              Medium         Medium--High   MVP launch in Q1 2026 with limited feature set; weekly user feedback loops with early 20--30 customer cohort; rapid pivot capability via Bubble no-code platform; advisory offers consulting revenue while developing product; consider white-label partnerships if organic growth lags
  **Economic Downturn**                                        Low--Medium    Medium         RPA/automation is cost-transformation play; defensive spend during recessions; outcome-based pricing de-risks client spend; demonstrate TCO & 12--18 month payback; recurring services base (\$2.5M+ by Year 5) provides revenue stability
  **Key Person Risk (Founder dependency)**                     Medium         High           Hire VP Sales by Month 6--8; VP Product (PSA) by Month 8--10; VP Operations by Month 12; document all key processes; build advisory board (1--2 industry veterans) by Year 2

**6.2 Competitive Threats & Responses**

  Threat                                                                                                 Source        Response
  ------------------------------------------------------------------------------------------------------ ------------- ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
  **Larger consulting firms (Deloitte, Accenture) enter market**                                         Competitive   Focus on vertical specialization, SMB/mid-market where they don\'t have margins; position as boutique with faster delivery, lower cost
  **RPA platforms (UiPath) build services arms**                                                         Competitive   Vendor-agnostic positioning; build on multiple platforms; create switching costs through implementation IP and managed services relationships
  **Low-code automation (Power Automate, Zapier) commoditize RPA**                                       Competitive   Position as orchestration + intelligent automation, not commodity bots; focus on complex, high-value processes unsuitable for low-code
  **AI-native competitors (agentic automation startups)**                                                Competitive   Multi-technology approach (RPA + agentic AI); deep industry expertise; recurring revenue base provides cash to invest in R&D
  **PSA platform competition ([[Monday.com]{.underline}](http://monday.com), Asana, Kantata updates)**   Competitive   Niche positioning: AI-automation-first, not project-management-first; integration with automation workflow; vertical-specific features (healthcare billing rules, manufacturing compliance)

**SECTION 7: IMPLEMENTATION ROADMAP (18 MONTHS)**

**7.1 Phase 1: Months 1--3 (Foundation & Certification)**

  Milestone                Deliverables                                                                                                            Success Metrics
  ------------------------ ----------------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------
  **Founder enablement**   UiPath Advanced RPA Developer + Automation Anywhere Certified Advanced RPA Developer; platform partnership agreements   2--3 certifications completed; 5--8 demo bots built
  **Business formation**   Legal entity, EO insurance (\$2M--\$5M), service agreements, SOW templates, accounting system                           Insurance policies in place; contracts ready for signature
  **PSA MVP design**       Feature set locked; Bubble prototype with 5--6 core screens                                                             Interactive prototype ready for user testing
  **Initial marketing**    Website launch, LinkedIn profile optimization, demo environment setup, 1--2 case studies from past projects             Website traffic; 50--100 qualified prospects in pipeline
  **Lead generation**      Warm network outreach to 50 target accounts; vendor referral partnerships initiated                                     5--10 discovery calls booked; 2--3 pilot leads

**7.2 Phase 2: Months 4--6 (Pilot Execution & Early Clients)**

  Milestone                         Deliverables                                                                                               Success Metrics
  --------------------------------- ---------------------------------------------------------------------------------------------------------- ----------------------------------------------------
  **Pilot implementations**         2--3 full pilot projects (25K--50K each) at reduced rates; extensive documentation and change management   60K--105K pilot revenue; 3--5 case studies started
  **PSA MVP launch**                Minimum viable product (project, time, billing core workflows) available to 20--30 early beta customers    20--30 sign-ups; daily active usage data
  **Managed services launch**       Bronze/Silver service tiers ready; 2--3 pilot customers on monitoring contracts                            3--5 customers; \$15K--\$30K monthly MRR target
  **First full implementation**     1--2 complete mid-market implementations (\$100K+) moving from design to production                        \$150K--\$250K implementation revenue booked
  **Sales process formalization**   Standardized discovery methodology, ROI templates, proposal frameworks                                     Sales cycle reduced from 90 days to 60 days
  **Hiring**                        Junior consultant + part-time sales hired; operations contractor on-boarded                                Team of 4 core FTE

**7.3 Phase 3: Months 7--12 (Scaling & Productization)**

  Milestone                     Deliverables                                                                                                                          Success Metrics
  ----------------------------- ------------------------------------------------------------------------------------------------------------------------------------- -----------------------------------------------------------
  **Accelerator development**   Reusable component libraries for healthcare claims or manufacturing QC (choose vertical focus); 2--3 pre-built bot templates          40--50% faster deployment; standardized delivery
  **PSA feature expansion**     Advanced analytics, resource planning AI, integrations with Salesforce/Stripe/Xero                                                    50--100 paid customers; \$150K+ annual ARR
  **Vertical positioning**      Rebrand marketing around chosen vertical (e.g., \"Healthcare Revenue Cycle Automation Specialists\"); thought leadership content      Industry recognition; 10--15 high-quality leads per month
  **AI capability addition**    Partner with document processing vendor (ABBYY, Hyperscience, Indico) or integrate LLM APIs for intelligent document interpretation   Agentic AI service offering live; 2--3 pilots
  **Channel partnerships**      2--3 formal referral partnerships with MSPs or industry consultants                                                                   5--10 qualified leads from partners per month
  **Team scaling**              Full-time sales hire; 2nd delivery consultant; consider product hire for PSA                                                          Team of 6--7 FTE
  **Financial milestone**       \$250K--\$350K Q2--Q3 revenue (annualized \$800K--\$1.2M run rate)                                                                    Track toward Year 1 target of \$425K--\$500K

**7.4 Phase 4: Months 13--18 (Operational Maturity & Series A
Readiness)**

  Milestone                       Deliverables                                                                                                                      Success Metrics
  ------------------------------- --------------------------------------------------------------------------------------------------------------------------------- -------------------------------------------------
  **Process codification**        Documented delivery methodology; playbooks for discovery, pilot, implementation, managed services; quality assurance frameworks   Consistent 70%+ client satisfaction (NPS 50+)
  **Vertical depth**              3--5 reference customers per vertical; industry-specific ROI models; competitive case studies                                     Win rate 30--40% in target verticals
  **PSA international roadmap**   Multi-currency support, GDPR compliance; roadmap for European expansion                                                           Prepared for Year 2 geographic expansion
  **Recurring revenue focus**     35--45% of revenue recurring (PSA + managed services); clear path to 50% by Year 3                                                \$50K+ monthly recurring revenue
  **Team consolidation**          VP Sales, VP Product (PSA), VP Operations hired or on offer; advisory board of 2--3 industry veterans formed                      Leadership team in place for growth phase
  **Financial milestone**         Year 1 close: \$425K--\$500K revenue; -\$25K net income (break-even cash); \$200K+ cash on hand                                   Ready for Series A or debt financing in Q1 2027
  **Series A preparation**        Pitch deck, financial model, customer references, cap table ready; target \$500K--\$1M at \$3M--\$5M post-money valuation         Investor meetings in Q4 2026 / Q1 2027

**SECTION 8: KEY SUCCESS METRICS & TRACKING**

**8.1 Monthly/Quarterly KPIs**

  KPI                                         Year 1 Target           Year 3 Target           Owner        Frequency
  ------------------------------------------- ----------------------- ----------------------- ------------ -----------
  **Revenue (Monthly)**                       \$35K--\$42K avg        \$180K--\$210K avg      CEO/CFO      Weekly
  **Recurring Revenue %**                     21%                     43%                     VP Sales     Monthly
  **Pipeline Value**                          4--6x monthly revenue   4--6x monthly revenue   VP Sales     Weekly
  **Sales Cycle Length**                      45--60 days             45--60 days             VP Sales     Monthly
  **Win Rate**                                30--40% of proposals    35--45% of proposals    VP Sales     Monthly
  **Average Contract Value**                  \$150K--\$200K Year 1   \$200K--\$250K          VP Sales     Monthly
  **Customer Acquisition Cost**               \$25K--\$50K            \$30K--\$45K            VP Sales     Quarterly
  **CAC Payback Period**                      4--7 months             3--5 months             CFO          Quarterly
  **Gross Margin %**                          62%                     71%                     CFO          Monthly
  **EBITDA**                                  -\$25K (Year 1)         \$600K (Year 3)         CFO          Monthly
  **Customer Retention (Managed Services)**   90% annual              92% annual              VP CS        Monthly
  **Churn Rate (Managed Services)**           2% monthly              1.5% monthly            VP CS        Monthly
  **Expansion Revenue/Customer**              15% annual              25% annual              VP CS        Quarterly
  **Team Utilization Rate**                   70--75%                 75--80%                 VP Ops       Monthly
  **PSA Customer Count**                      50--100                 400--500                VP Product   Monthly
  **Managed Services Customers**              3--5                    30--40                  VP CS        Monthly

**SECTION 9: FINANCIAL STATEMENTS (DETAILED YEAR 1)**

**9.1 Year 1 (2026) Detailed P&L Projection**

  Item                                        Q1           Q2           Q3           Q4           **Year 1 Total**
  ------------------------------------------- ------------ ------------ ------------ ------------ ------------------
  **REVENUE**                                                                                     
  PSA SaaS                                    \$5K         \$8K         \$15K        \$27K        **\$55K**
  RPA Implementations                         \$35K        \$85K        \$100K       \$80K        **\$300K**
  Managed Services                            \$5K         \$10K        \$15K        \$25K        **\$55K**
  Advisory                                    \$5K         \$8K         \$10K        \$12K        **\$35K**
  **Total Revenue**                           **\$50K**    **\$111K**   **\$140K**   **\$144K**   **\$445K**
                                                                                                  
  **Cost of Revenue**                                                                             
  Delivery Salaries                           \$32K        \$38K        \$45K        \$50K        **\$165K**
  Platform Licensing (pass-through)           \$5K         \$12K        \$15K        \$12K        **\$44K**
  Cloud Infrastructure                        \$2K         \$2K         \$3K         \$3K         **\$10K**
  Contractor/Subcontractor                    \$4K         \$8K         \$10K        \$8K         **\$30K**
  **Total Cost of Revenue**                   **\$43K**    **\$60K**    **\$73K**    **\$73K**    **\$249K**
  **Gross Profit**                            **\$7K**     **\$51K**    **\$67K**    **\$71K**    **\$196K**
  **Gross Margin %**                          14%          46%          48%          49%          **44%**
                                                                                                  
  **Operating Expenses**                                                                          
  Salaries (CEO, Sales, Ops)                  \$25K        \$38K        \$38K        \$42K        **\$143K**
  Sales & Marketing                           \$8K         \$10K        \$12K        \$15K        **\$45K**
  Professional Services (Legal, Accounting)   \$3K         \$3K         \$3K         \$3K         **\$12K**
  Cloud & Infrastructure                      \$2K         \$2K         \$2K         \$2K         **\$8K**
  Office & Travel                             \$2K         \$3K         \$3K         \$4K         **\$12K**
  Insurance, Software, Other                  \$2K         \$2K         \$2K         \$2K         **\$8K**
  **Total OpEx**                              **\$42K**    **\$58K**    **\$60K**    **\$68K**    **\$228K**
                                                                                                  
  **EBITDA**                                  **-\$35K**   **-\$7K**    **\$7K**     **\$3K**     **-\$32K**
  **EBITDA Margin %**                         -70%         -6%          5%           2%           **-7%**
                                                                                                  
  *Cumulative EBITDA*                         *-\$35K*     *-\$42K*     *-\$35K*     *-\$32K*     *-\$32K*

**Cash Impact**:

-   Q1--Q2: Burning \$75K cumulative; survived by initial capital

-   Q3 onward: Cash-flow positive on accrual basis

-   By Q4 2026, company on trajectory to EBITDA-positive in Q3 2027

**9.2 Balance Sheet (Pro Forma Year 1 End)**

  Asset                                   Amount       Liability                              Amount
  --------------------------------------- ------------ -------------------------------------- ------------
  **Cash**                                \$35K        **Accrued Expenses**                   \$25K
  **Receivables**                         \$80K        **Deferred Revenue (PSA)**             \$15K
  **Demo Equipment & Software**           \$20K        **Total Liabilities**                  **\$40K**
  **Intellectual Property (Demos, IP)**   \$15K                                               
  **Total Assets**                        **\$150K**   **Equity**                             
                                                       **Founder Equity**                     \$100K
                                                       **Retained Earnings**                  -\$32K
                                                       **Unrealized Gains (AR collection)**   \$22K
                                                       **Total Equity**                       **\$110K**
                                                       **Total Liabilities + Equity**         **\$150K**

**SECTION 10: CONCLUSION & NEXT STEPS**

**10.1 Strategic Rationale**

The integrated AIISTECH + Automation Services model addresses a
structural gap in the market:

1.  **PSA platforms** solve operational friction but require
    > complementary automation to unlock full value

2.  **RPA services** deliver automation but lack the operational system
    > to coordinate, monitor, and scale

3.  **Combined offering** creates a defensible moat: clients adopt PSA,
    > then progressively automate, building switching costs through
    > data, customization, and managed services

**Competitive Advantages**:

-   **Vertical specialization**: Domain expertise in healthcare,
    > manufacturing, BFSI that large consultancies lack

-   **Speed & cost**: 60--90 day implementations at \$75K--\$200K vs.
    > 6--12 months at \$500K--\$2M for Deloitte/Accenture

-   **Outcome-based pricing**: De-risks client spend; 25--30% of savings
    > for 24 months creates alignment

-   **Recurring revenue foundation**: 50% of revenue recurring by Year 5
    > creates predictable annuity and enables valuation multiples

-   **AI-forward positioning**: Bridging legacy RPA to intelligent
    > automation creates 12--18 month competitive moat

**10.2 Funding Strategy**

**Year 1: Self-Funded**

-   Initial \$100K--\$150K capital from founder + friends & family

-   Revenue breakeven by Month 6--8; EBITDA positive by Month 18
    > (Q3 2027)

-   No venture funding required for survival

**Year 2--3: Optional Series A**

-   Raise \$500K--\$1M at \$3M--\$5M post-money valuation (if pursuing
    > aggressive scaling)

-   Use capital for: (1) Hiring (5--10 FTE), (2) PSA product
    > acceleration, (3) Geographic expansion (Canada, UK), (4) M&A of
    > complementary capabilities

-   Not survival-dependent; organic path to profitability achievable
    > without external capital

**10.3 Success Criteria & Milestones**

  Milestone                          Timeline   Success Definition
  ---------------------------------- ---------- -----------------------------------------------------------------------------------------------------------------------------------------------------------------------
  **MVP PSA Platform**               Q1 2026    20--30 beta customers signed; daily active usage data; net promoter score 40+
  **First Reference Customer**       Q2 2026    1 healthcare or manufacturing implementation deployed to production; documented ROI (250%+); case study published
  **Profitability Path Confirmed**   Q3 2026    EBITDA positive on monthly basis; projected break-even Month 18; CAC payback 4--7 months validated
  **Vertical Leadership**            Q1 2027    Become top-3 recognized automation services provider in healthcare claims or manufacturing QC; thought leadership presence; 10--15 qualified leads/month from content
  **Recurring Revenue Inflection**   Q2 2027    30%+ of revenue recurring; \$35K--\$50K monthly recurring run rate; managed services churn \<2.5% monthly
  **Series A Ready**                 Q4 2027    \$1M+ ARR run rate; \$150K+ monthly revenue; clear path to \$3M+ by Year 3; leadership team in place; cap table clean

**10.4 Immediate Action Items (Next 30 Days)**

1.  **Validate ICP & Build Pipeline**

    -   Identify 50--100 target accounts in healthcare, manufacturing,
        > BFSI (500--5,000 employees, \$100M--\$500M revenue)

    -   Schedule 10 coffee chats to refine pain points and positioning

    -   Action: 2--3 hours/week outbound, 1--2 meetings/week

2.  **Formalize Platform Partnerships**

    -   Apply for UiPath Partner program; Automation Anywhere Cloud
        > Starter Pack

    -   Negotiate revenue-share terms; request training & collateral

    -   Action: Partner agreements signed by Month 1

3.  **PSA MVP Specification Lock**

    -   Finalize Bubble prototype design for projects, time, billing,
        > analytics

    -   Define MVP feature set (core workflows only; 6--8 week build
        > window)

    -   Action: Design doc finalized; development starts Month 2

4.  **Hiring & Team Formation**

    -   Interview for Lead Delivery Consultant (UiPath certified)

    -   Identify part-time sales/BD resource (commission-based
        > initially)

    -   Action: Offers extended by end of Month 1

5.  **Marketing Foundation**

    -   Launch website (positioning on vertical automation expertise)

    -   Build 5--8 demo bot examples (invoice processing, healthcare
        > intake, manufacturing QC)

    -   Create LinkedIn content calendar (2 posts/week on automation
        > trends, ROI)

    -   Action: Website live, LinkedIn active by Month 2

6.  **Financial & Legal Setup**

    -   Form C-Corp (or S-Corp); open business bank account

    -   Obtain EO/D&O insurance (\$2M--\$5M coverage)

    -   Create service agreements, MSA templates, SOW format

    -   Action: All completed Month 1

**10.5 Final Thoughts**

The intersection of AI-driven PSA platforms and intelligent automation
services represents a rare opportunity: explosive market growth (24%+
CAGR), accessible entry barriers (\$100K--\$150K), low customer
acquisition costs (4--7 month payback), and defensible competitive
advantages through vertical specialization and recurring revenue models.

Success requires disciplined execution across three dimensions:

1.  **Product Excellence**: Build PSA platform that becomes
    > indispensable; launch managed services that scale cost-effectively

2.  **Sales Execution**: Focus on pilot-to-partnership model; emphasize
    > ROI and risk-mitigation; expand through channels (MSPs,
    > consultants)

3.  **Team Building**: Hire for vertical domain expertise, not just
    > technical skills; maintain culture of customer obsession and
    > continuous learning

With this plan, the pathway to \$5M+ ARR by Year 5 is achievable without
venture capital, with 32%+ EBITDA margins and \$1.6M+ annual
profitability providing a solid platform for future growth, acquisition,
or reinvestment.

**Document prepared**: January 9, 2026\
**Next review**: April 9, 2026 (post-MVP launch)
