McBee Associates

Engagement Summary

McBee is an outsourced UM/nursing services firm. We're proposing to embed AI-driven chart summarization and UM flag extraction into their nursing workflows — reducing manual review time by 50%+.

Working Team

• McBee: Jonna Mayfield (primary contact), nursing SMEs TBD
• DaisyAI: Thomas, Michael

Status

• Stage: Proposal sent, verbal thumbs up, waiting on formal response
• Proposal sent: Feb 4, 2026
• Commercial: $40K implementation + $150K–$200K ACV
• Temperature: Warm — they liked it but haven't come back formally

What's Next

• Need formal response / green light to proceed
• Phase 0 would be contracting & security (weeks 0–4)

Risk

• Silence after thumbs up — could mean internal review, budget cycles, or lost momentum
• Need to follow up without being pushy