Action Plan · Board of Directors
30 · 60 · 90 days — Intelligence Layer for Physical Commerce
First 30 days
Foundations- Convene cross-functional steering committee to align on Intelligence Layer vision and KPIs (Recurring digital revenue mix, Items on atma.io, Forward EV/EBITDA multiple)
- Secure executive sponsorship from Walmart and adidas for pilot expansion of atma.io-enabled RFID/Intelligent Labels in apparel and supply chain use cases
- Initiate commercial model review with CFO to define digital recurring revenue streams and pricing for atma.io platform
- Commission competitive benchmarking to quantify valuation uplift from platform multiples (assumption: target peer set includes Sensormatic, Impinj, Zebra Technologies)
First 60 days
Validate- Launch Walmart pilot expansion: track incremental items onboarded to atma.io (target: +10B items)
- Negotiate multi-year digital services agreement with adidas for atma.io analytics and consumer engagement modules
- Integrate atma.io with SAP S/4HANA at Gap/Athleta to demonstrate closed-loop inventory and sustainability tracking (metric: system live, 1B items onboarded)
- Define and socialize recurring digital revenue reporting cadence with investor relations and finance
First 90 days
Decide & scale- Publish quarterly Intelligence Layer progress update to Board: recurring digital revenue mix, items on atma.io, and forward EV/EBITDA multiple (baseline vs. target)
- Secure Burton Snowboards as lighthouse customer for connected packaging/consumer engagement (commitment: 100M items on atma.io, digital services upsell)
- Present platform roadmap and monetization strategy to top 10 institutional investors (focus: digital revenue mix, platform differentiation, valuation expansion)
- Initiate external valuation review with leading investment bank to validate platform re-rating assumptions