Beam AI — Hudson Internal Transformation

Hudson × Beam AI · July 8 2026

Beam AI's Approach to
AI Transformation

A structured four-week partnership engagement — joint discovery, analysis, and implementation across Hudson's back-office operations.

Overview

A structured AI transformation program — joint discovery, analysis, and implementation

AI-Driven

Hudson's knowledge,
Beam's methodology

Hudson brings deep operational knowledge of its own processes. Beam brings AI deployment methodology and agent patterns from comparable RPO engagements. Week 1 is a joint effort — mapping where the opportunity concentrates.

Speed

4 weeks to a roadmap,
demos & implementation plan

One week of joint discovery. Three weeks of analysis, demos, and implementation scoping. Each week has a defined output — no open-ended scoping phases.

Outcome-Based

ROI anchored in
Hudson's own data

The return on investment is not a Beam projection — it is calculated from Hudson's own process data and confirmed transaction volumes. That is what makes it credible internally.

Focus Areas

Compliance & Risk and Finance & Billing offer the highest automation potential — immediately actionable based on RPO benchmarks

Outside-in view based on typical RPO operations. Validated in today's session — scope confirmed before Discovery Week is scheduled.

Focus Department

Compliance & Risk

Focus Department

Finance & Billing

Focus Department

Client / SLA Reporting

Focus Department

Operations

Focus Department

HR Operations

↑ Business Value

Assess Further

Operations

Priority Deployment

Compliance & Risk

Finance & Billing

Lower Priority

HR Operations

Quick Wins

Client / SLA Reporting

Low

← Automation Readiness →

High

Priority	Department	Value	Readiness	Hypothetical workflows
Priority Deployment	Compliance & Risk	High	High	Right-to-work processing · Background check chasing · Reference verification
Priority Deployment	Finance & Billing	High	High	Client invoice processing · Billing exceptions · Contractor payment approvals
Quick Wins	Client / SLA Reporting	Medium	High	Weekly SLA dashboards · Client performance reporting · Headcount reporting
Assess Further	Operations	High	Medium	Candidate processing · Interview scheduling · Offer management
Lower Priority	HR Operations	Medium	Medium	Contractor onboarding · Payroll queries · Internal HR admin

The Engagement

Week 1 with Hudson — Weeks 2–4 Beam delivers

Week 1 · Joint

Discovery Week

Beam onsite. Structured interviews across all departments. End of Week 1: ranked opportunity register and recommendations confirmed.

Weeks 2–4 · Beam AI

Analysis → Demos → Implementation

W2: process mapping and opportunity register. W3: top 5 workflow demos, top 3 in development. W4: detailed concepts, scope of work, and project plan delivered.

Day 2 is the filter. Executive sessions cover all departments in one day. By end of Day 2, Beam and Hudson align on which 2–3 departments to go deep on. Effort concentrates on highest-signal functions — not spread equally.

Discovery Week — How It Runs

Day 1 · Setup

Orientation & data pull

Confirm scope, sponsors, system access. Pull inbox volumes, ATS data. Hypotheses ranked before first interview.

Day 2 · Broad pass

All departments

One 60-min executive session per function head. End of Day 2: 2–3 priority departments confirmed.

Days 3–4 · Deep dive

Priority departments only

L2 and L3 sessions. Two parallel tracks. Pain points captured and scored same-day.

Day 5 · Synthesis

Executive readout

Morning: scoring and clustering. Afternoon: opportunity register presented — ranked and actionable.

W2 · Gap-fill

AI-assisted follow-up

Voice sessions to remote teams. 3–5 targeted questions. Closes gaps from synthesis.

Interview Structure

Three tiers, 27–32 sessions — no individual gives more than 60 minutes

3Interview tiers

27–32Total sessions

5Departments

60 minMax per individual

Tier	Participants	Duration	Format	Sessions per dept	Total (5 depts)	Conducted by	Primary output
L1 — Executive	Function head per department	60 min	1:1	1	5	Human	Strategic priorities, volume picture, hypothesis validation, L2 nominations
L2 — Process Manager	3–4 process owners and team leads	40 min	1:1 or pairs	3–4	12–15	Human	Workflow detail, exception types, failure modes, undocumented workarounds
L3 — Operator	4–6 daily users	25 min	Groups of 2–3	2–3	10–12	Human / AI async	Ground-level process reality, time estimates, informal workarounds
Total				6–8 sessions	27–32 sessions	AI async voice sessions in W2 for remote teams and targeted gap-filling from Day 5 synthesis

The Roadmap

Five workflows across two departments represent the highest-value automation opportunities — scope and ROI confirmed from Hudson's own data in Week 1

Indicative structure based on RPO benchmarks. Assumptions: $25–35/hr fully-loaded ops staff cost. All figures confirmed from Hudson's operational data during Discovery Week before any commitment is made.

#	Workflow	Department	Vol. / week	Manual hrs / week	Est. annual FTE cost	Build time	Confidence
1	Right-to-work & compliance document processing Priority 1	Compliance & Risk	~500 docs	~165 hrs	$215K	3 weeks	High
2	Client invoice processing & billing exceptions Priority 1	Finance & Billing	~600 invoices	~150 hrs	$195K	3 weeks	High
3	Background check chasing & reference verification Priority 1	Compliance & Risk	~400 follow-ups	~80 hrs	$104K	2 weeks	High
4	Contractor payment & AR/AP approval routing Priority 1	Finance & Billing	~200 approvals	~50 hrs	$65K	2 weeks	High
5	Client SLA & KPI report compilation Quick Win	Client / SLA Reporting	~12 reports	~48 hrs	$62K	4 weeks	Medium
Total — top 5 workflows			~1,712 / wk	~493 hrs / wk	$641K benchmark estimate	Confirmed from Discovery Week — Hudson's number, not Beam's

Deliverables

From discovery to detailed implementation plan in four weeks — working demos by Week 3, full scope of work by Week 4

Week	Deliverable	What it contains
Week 1 Discovery	Discovery complete — all information collected	Pain points captured across all in-scope departments. Interview output documented. Hypotheses validated or redirected. Initial opportunity ranking presented at end-of-week readout.
Week 2 Analysis	Process mapping, opportunity register & automation map	Full process map per priority department. All pain points categorised, scored, and clustered. Automation opportunity map — top 12–18 workflows ranked by volume, FTE cost, and readiness.
Week 3 Demo & Build	Top 5 workflow demos — Top 3 in active development	Working demos of the top 5 automation opportunities built on Hudson's real data. Top 3 workflows confirmed and moved into active development.
Week 4 Implementation	Top 3 detailed concepts, scope of work & project plan	Detailed implementation concept per top 3 workflow — agent architecture, integration requirements, HITL design, KPIs. Full scope of work with fixed deliverables and milestones. Project plan for phased rollout.

To Begin

Three requirements to begin the engagement

01

Critical — gating item

The internal ops / shared-services owner

The person who owns back-office operations and budget day to day — not the client-side contacts already engaged. Without this name, Discovery Week cannot be scheduled.

02

Scope

Which departments are in

Working assumption: Compliance & Risk, Finance & Billing, Client / SLA Reporting, Operations, HR Operations. Confirm, remove, or add — scope may narrow to 2–3 based on today's discussion.

03

Timing

When is Discovery Week

Two weeks notice to coordinate across function heads. What week in Q3 works?

The one non-negotiable output of today: a name — or a date by which it will be provided. Everything else can be resolved by email. This cannot.

Immediate Next Steps

Actions from today

Hudson

Name the internal ops owner. The single output that matters today.
Confirm department scope. Add, remove, redirect. One email.
Simple data pull. Shared inbox volume, ATS pipeline volume, any existing MI reports. Standard exports — no API required.
Block Discovery Week. Once scope and owner confirmed, coordinate function heads for a 5-day window.

Beam AI

Refine hypotheses. Process hypothesis list built from RPO benchmarks and any data Hudson shares — done before Day 1.
Prepare interview schedule. L1, L2, L3 sessions sequenced and ready once scope confirmed.
Scope the pilot pattern. First workflow scoped from existing Beam patterns — configurable from Week 2.
Prepare prototype. Where data access permits, working demo on one process ready for Day 5.