Beam AI × Hudson — Back Office Follow-Up

Beam AI × Hudson Talent Solutions

Back Office Transformation —
Confirmed Focus Areas & Two-Week Plan

Following the July 7 discussion with Andrew Baker. Finance and HR confirmed as the priority. This document outlines Beam's approach and commitment for the next two weeks.

What We Heard

Andrew's three confirmed priorities — and what is already in place

Andrew has already built the foundation. CORA (orchestration agent) covers ~half the back office. VERA, a solution agent, and a Fusion Talent agent are live in his immediate world. The opportunity now is Finance, HR, and Reporting — areas he hasn't touched yet, with clear appetite from Jake and Steph.

Finance & Billing — Confirmed

~200 people in finance for a 1,000-person company

4 FTEs doing nothing but entering invoices into the system. AP/AR workflow broken. Legacy Citrix systems. Andrew's word: "It doesn't work today." CFO Mike meeting Thursday.

HR Operations — Confirmed

Two HR heads — North America and APAC

Teams burdened with bad process and technology. Can't deliver value-added work. Go-to solution has been headcount — Beam solves the actual work. Andrew meeting both HR heads this week.

Client / SLA Reporting — Confirmed

Reporting data is six months old

Leadership can't make decisions based on current data. "Unlimited opportunity" in reporting and analytics. Head of Reporting meeting Andrew Thursday.

Andrew's Goals — Verbatim

What success looks like — in Andrew's own words

"Teams that have the right intent, but for one reason or another can't execute on that intent. If we can show them a roadmap to get there, that would be an incredible unlock."

— On Finance

"HR will probably be able to free them up to do more value-added work that they can't get to."

— On HR

"Having better reporting that ultimately flows out — so our people can make decisions based on data that isn't six months old. That would be a step change."

— On Reporting

"I think we get the best adoption in this company when we choose to eliminate or augment a task, show value, and then work towards a multi-agent workflow. Start small, prove value."

— On the approach

Confirmed Opportunity

Specific workflows confirmed — these are no longer hypotheses

Andrew's own data: ~200 people in finance for a 1,000-person company. 4 full-time employees entering invoices manually. These numbers come from Hudson's operational reality — not RPO benchmarks.

#	Workflow	Department	Confirmed by Andrew	Build time	Confidence
1	Invoice intake & AP/AR processing	Finance & Billing	4 FTEs on manual invoice entry. "You could probably eliminate that."	3 weeks	Confirmed
2	Accounts Payable / Receivable workflow	Finance & Billing	Process maps already started by Andrew's team. Use case defined.	3 weeks	Confirmed
3	HR operations — North America	HR Operations	Andrew meeting NA HR head this week. Top 3 use cases to be surfaced.	TBD post-discovery	In scoping
4	HR operations — APAC	HR Operations	Andrew meeting APAC HR head this week. Same use case exploration.	TBD post-discovery	In scoping
5	Reporting & analytics aggregation	Client / SLA Reporting	Data 6 months old. Head of Reporting meeting Andrew Thursday.	4 weeks	In scoping
Finance alone			~200 FTEs in finance. 4 FTEs on invoice entry confirmed for immediate automation.	ROI from Andrew's own cost base — not Beam's estimate

The Plan

Two weeks — Beam plays back ROI and a first proposal

This is what was agreed on the call. Andrew orchestrates Hudson's side. Beam does the analytical work and comes back with a structured proposal.

This week

Andrew + Beam

Andrew: Calls with CFO Mike, Head of Reporting/Analytics, and HR heads (North America + APAC) Thursday. Surfaces top 3 use cases per function. Shares with Beam. Will also provide current FTE cost base so ROI can be calculated.

Beam: Sends email to Andrew this week articulating the approach, the commitment needed, and the output that will be delivered in two weeks.

Week 2

Beam delivers

Beam analyzes everything Andrew shares from Thursday calls. Maps use cases to automation patterns. Calculates ROI using Hudson's actual FTE cost base (not benchmarks). Plays back exactly where we see the value and what we would build first.

Week 2 output

First proposal

Detailed ROI per function based on Hudson's own numbers. First recommended workflow to automate with a specific KPI. Proposal structure Andrew can take to Jake and Steph. "By Friday I can play back to the teams and say — here's the plan."

What We Need

Four things from Andrew — this week

01

This week — highest priority

Use cases from Thursday calls

Top 3 use cases from CFO Mike (Finance), Head of Reporting/Analytics, and both HR heads. These are the inputs Beam needs to calculate real ROI and build the proposal.

02

Finance

Current FTE cost base for Finance

~200 people confirmed. Loaded cost estimate per FTE lets Beam calculate the ROI of automating invoice processing and AP/AR. Andrew offered to help find this — critical for a credible proposal.

03

Access

Introduction to department heads for scoping sessions

Andrew will orchestrate. Beam needs 30–40 minutes with each relevant head in the two-week window — Finance, HR, Reporting. Andrew confirmed: "More than happy to orchestrate the right people."

04

Context

Process documentation for Finance AP/AR

The process maps Andrew's team already started. Any existing documentation on the invoice workflow and the legacy system setup. This accelerates Beam's analysis significantly.

Immediate Next Steps

Actions — agreed on the call

Andrew — Hudson

Thursday — CFO Mike: Surface top 3 Finance use cases. Share with Beam.
Thursday — Head of Reporting/Analytics: Surface top 3 reporting use cases. Share with Beam.
This week — HR heads (NA + APAC): Book and surface HR use cases. Share with Beam.
FTE cost base: Finance headcount and loaded cost estimate for ROI calculation.
Finance process docs: Existing process maps and AP/AR workflow documentation.

Beam AI

Email to Andrew this week: Approach, commitment needed, output timeline. Andrew uses this in Thursday conversations.
Analyze Thursday outputs: Map use cases to automation patterns once Andrew shares.
Calculate ROI: Using Hudson's actual FTE cost base — Finance first, then HR and Reporting.
Week 2 proposal: ROI per function, first recommended workflow and KPI, full proposal structure for Jake and Steph.

Agreed on the call: Andrew plays back to all three teams by Friday. If they land, the plan is confirmed. Beam's two-week proposal gives them what they need to move forward and make the required changes.