Engram Business Operations Plan
Effective Date: 2026-01-03
Corporation: Zimax Networks, LC
Status: PRODUCTION BUSINESS (not POC)
Executive Summary
Engram is transitioning from proof-of-concept to production business operations. This document establishes the operating structure, accountabilities, and requirements for running Engram as a real business under Zimax Networks, LC.
Leadership & Ownership
Elena Vasquez - Go-To-Market Lead
Role: Business Analyst AI Agent
Email: elena@zimax.net ✅ ACTIVE (Business Basic, month-to-month)
Responsibilities:
- Develop and execute Go-To-Market strategy
- Define target customer segments and value propositions
- Lead customer engagement and business development
- Represent Engram in market communications
- Credit: Elena is credited with bringing Engram to market for Zimax Networks
Marcus Chen - Project Manager
Role: Project Management AI Agent
Responsibilities:
- Manage all vendor licensing and support agreements
- Track project deliverables and milestones
- Coordinate technical and business workstreams
- Ensure compliance with SLA requirements
- Budget tracking and FinOps oversight
Technology Stack & Licensing
Current Production Stack
| Component | Product | Deployment | License Status |
|---|---|---|---|
| Memory | Zep OSS | Azure Container Apps | OSS (self-hosted) |
| Workflow | Temporal | Azure Container Apps | OSS (self-hosted) |
| Database | PostgreSQL | Azure Flexible Server | Azure managed |
| Frontend | React SPA | Azure Static Web Apps | N/A |
| Backend | FastAPI | Azure Container Apps | N/A |
| LLM - Primary | Azure OpenAI / Gemini | Azure | Pay-as-you-go |
| Auth | Azure Entra ID | Azure | Included |
Licensing Requirements (Marcus to complete)
| Vendor | Product | Priority | Notes |
|---|---|---|---|
| Microsoft | 365 Business Basic | ✅ ACTIVE | elena@zimax.net + OneDrive |
| Zep | Cloud Flex | DEFERRED | Migrate when first customer pays |
| Temporal | Enterprise Support | LOW | Evaluate need at scale |
| Unstructured | Enterprise | LOW | Evaluate need at scale |
| LangChain | LangSmith Enterprise | LOW | Evaluate need at scale |
Customer Pricing Model
Engram operates a 4-tier commercial pricing model designed to scale with customer needs.
| Tier | Price | Capacity | Target |
|---|---|---|---|
| Developer | Free | 100 convos, 1k episodes/mo | Individual Devs / POC |
| Team | $49/mo | 1,000 convos, 10k episodes/mo | Startups (up to 5 users) |
| Business | $199/mo | Unlimited convos, 50k episodes/mo | Scale (up to 25 users) |
| Enterprise | $2,000/mo+ | Unlimited, SSO, SLA | Fortune 500 / Regulated |
Add-Ons
- Voice Live: $10 per 30 minutes (beyond tier)
- Document Ingestion: $20 per 500 documents (beyond tier)
- Custom Agent Dev: $2,000 one-time engagement
FinOps Strategy
Primary Directive
Maximize margins by staying fully OSS during pre-revenue phase. Migrate to premium SaaS (Zep Cloud Flex) only after first paying customer.
Memory Layer Strategy
- Current: Zep OSS (self-hosted, $0/mo)
- Trigger: First paying customer
- Action: Migrate to Zep Cloud Flex ($25/mo)
- Rationale: No 1,000 user limit pressure yet; metadata limitations are acceptable for POC
Scale Targets
- Year 1 ARR: $380,000 (Target)
- Customer Acquisition: Focus on Developer conversion to Team tier.
Microsoft 365 Integration Requirements
Elena’s Access Needs
- Email: Send/receive business communications
- OneDrive: Store and access documents
- Calendar: Manage meetings and deadlines
- File Types: All Office formats + PDF, Markdown, JSON
Technical Integration
Requires Microsoft Graph API integration:
Permissions needed:
- Mail.ReadWrite
- Files.ReadWrite.All
- Calendars.ReadWrite
- User.Read
Immediate Action Items
- Provision elena@zimax.net in Microsoft 365 ✅ DONE
- Create Azure AD app registration for Graph API ✅ DONE
- Integrate Graph API into Elena agent ✅ DONE
- Elena: Draft initial GTM strategy (Saved to OneDrive) ✅ DONE
Week 2-4
- Implement usage metering (conversations, voice minutes)
- Finalize wiki pricing page deployment
- Marcus: Complete licensing inventory and vendor support matrix
Post First Customer
- Migrate memory layer to Zep Cloud Flex
- Evaluate Temporal Enterprise Support need
Appendix: Strategic Decisions
| Date | Decision | Owner | Rationale |
|---|---|---|---|
| 2026-01-03 | Stay on Zep OSS until customer | Derek | FinOps - $0 burn until revenue |
| 2026-01-03 | Elena owns GTM | Derek | Customer-facing persona |
| 2026-01-03 | Marcus owns licensing | Derek | PM scope includes vendors |
| 2026-01-03 | Production status | Derek | Time to operate as real business |
| 2026-01-03 | Approve 4-tier pricing | Derek | Commercial model validation |
This is a living document. Updates should be tracked with dates and owners.