NOTQIN — OT Track

NOTQIN BMC

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NOTQIN — Business Model Canvas (v0.1)

One-page sanity check of business coherence. Osterwalder’s 9 blocks. Refresh when pricing locks (after discovery sprint), when team plan shifts (Eng #1 hire), or when a sector wedge changes. The narrative prose version is at NOTQIN Business Model. The execution playbook is at NOTQIN Go-to-Market OS.

Current state (2026-05-21): Pre-revenue. Zero signed paying customers. Pricing bands are indicative — being validated in the 5-day discovery sprint (H3 in Feasibility Study — NOTQIN Auto Tier-2 Scorecard 2026). Phase-1 narrow thesis: AMICA Tier-2/3 Moroccan-owned automotive scorecard defense.

The 9 blocks

1. Customer Segments

Primary (Phase 1 — narrow thesis): Moroccan-owned and independent Tier-2/3 plants in the AMICA cluster (Tanger Med Zone, Kenitra AFZ, Casablanca–Berrechid axis). ~80–120 firms after filtering. Plant director can sign 5–10k MAD locally; weekly OEM scorecard pain.

Secondary (Phase 2 — broader auto + aero): Multinational Tier-1 auto suppliers in Morocco (Lear, Yazaki, Antolin, etc.) + aero MRO + GIMAS Tier-2 build-to-print.

Tertiary (Phase 3 — broader sectors + adjacent): Moroccan industrials in textile / cement / steel / agrifood (CBAM-exposed). Academic + institutional partners (UM6P, ENSA, IRESEN, FIMME, CGEM) for credibility + grants. Integrator partners (MaestroHub, ThreadCloud, 4.0 Solutions) for reselling sector packs.

2. Value Propositions

  1. Protect your OEM scorecard. Sub-minute line-stop root cause, live PPM at the part level, IATF / AS9100D audit evidence on tap, PPAP automation — defending the weekly grade Stellantis / Renault / Safran / Boeing publish on you.
  2. Sector pack from day one, not 18 months of customisation. Pre-built templates for auto / aero / textile / cement / steel / agrifood — your competition with foreign integrators is months, not years.
  3. Open stack — no vendor lock. UNS / Sparkplug B / OPC UA on Siemens S7 / Omron / Schneider / Allen-Bradley. Your data stays portable.
  4. Made in Morocco, hosted in Morocco. CNDP + DGSSI compliance baked in. Founder-led pilots, not subcontracted delivery.

3. Channels

  • Direct founder-led outbound — LinkedIn DM + WhatsApp + warm-intros (primary, per NOTQIN Go-to-Market OS §9). Founder LinkedIn Cadence is the discipline.
  • Federation events + memberships — AMICA (auto), GIMAS (aero), FIMME (metals & engineering), CGEM (broad employers).
  • Warm intros via academic + institutional network — UM6P, ENSA Berrechid, IRESEN, Math & Maroc.
  • Integrator referrals — MaestroHub, ThreadCloud, 4.0 Solutions (future).
  • Content — vault → public site (interim ahmedbenahmed.com, eventual notqin.ma) → LinkedIn → eventually trade press.

4. Customer Relationships

Trust Ladder R0 → R4 (per NOTQIN Pilot Playbook). High-touch founder relationship until customer #3.

  • R0 — Simulation only. 1–2 weeks. Demo on synthetic data.
  • R1 — Isolated bench. 1–2 weeks. Off-line network.
  • R2 — Read-only shadow on production. 2–4 weeks. No PLC write.
  • R3 — Limited supervised write. 2–4 weeks. Plant engineer signs each cycle.
  • R4 — Production envelope. Ongoing.

No PLC write before signed audit. Plant-engineer veto at every step.

5. Revenue Streams

Three product lines (see NOTQIN Business Model for full prose):

ProductAuto/Aero bandBroader-sector bandCyclePurpose
Diagnostic PackMAD 5–10kMAD 2.5–5k (free for strategic)2 wksAudit + 30-day pilot scope
30-day PilotMAD 300k–1.2MMAD 180–800k4–8 wksProve value, baseline KPI
Annual SaaSMAD 900k–3.5M / siteMAD 600k–2.5M / siteRecurringProduction access + SLA

Secondary streams: grants (Tamwilcom, MITC, IRESEN, MOWAKABA) pre-revenue. Sector-pack licensing to integrators post-2027.

Pricing tension to resolve in the sprint: NOTQIN Go-to-Market OS §6 frames the Diagnostic as low-friction qualification (MAD 2.5–5k); the aero/auto addendum frames it as a paid scorecard audit (MAD 5–10k). Same product, two framings — sprint validates which the buyer responds to.

6. Key Resources

  • Codebase — 5 live sector packs, factory-app, provisioner, NOTQIN IEIA, NOTQIN Agent, NOTQIN Physics, NOTQINVR, NOTQIN Grid.
  • Founder time — the binding constraint.
  • AI agent compute — Claude API (Anthropic).
  • Vault knowledge base — Moroccan industrial intelligence, sector dossiers, Morocco UNS Standard reference spec, Aero MRO — Wrong-Part Detection on Test Cell 2026 dossier, contact intel on 22+ Moroccan industrials.
  • Moroccan industrial network — ENSA Berrechid proximity (walking distance to YNNA Steel, Super Cerame, Dimatit), academic relationships at UM6P + ENSA.
  • Sector-pack architecture — the moat — sector pack adds are weeks, not months.

7. Key Activities

  • Sector-pack engineering — extending the platform per vertical.
  • Customer pilots — Trust Ladder R0 → R4 delivery, founder-led until customer #2.
  • Customer outreach + discovery — LinkedIn / WhatsApp / event presence (per Founder LinkedIn Cadence).
  • Research publication — NOTQIN Research series + the AOG / physics-signature whitepaper co-authored with UM6P.
  • Network building — federations, academic, integrators, advisors (per Advisor Targets).
  • Regulatory tracking — staying ahead of CBAM / IATF / AS9100D shifts (per Regulatory Tracker).

8. Key Partnerships

  • UM6P (Ratnani / Keurti) — research credibility, joint publications, talent pipeline.
  • ENSA Berrechid (Dr Driss HARRIZI) — academic anchor, PFE / thesis pipeline, geographic proximity to anchor customers.
  • MaestroHub / ThreadCloud (Bob Vanderoulen) / 4.0 Solutions (Walker Reynolds) — technical complementarity, visibility, potential integrator channel.
  • FIMME / GIMAS / AMICA / CGEM — federation distribution to members, event presence.
  • Future advisors — see Advisor Targets for the wishlist (ex-OCP digital, ex-Safran ops, ex-OEM SQA, AMICA / GIMAS board).
  • Future grant partners — Tamwilcom, MITC, IRESEN.

9. Cost Structure

Today (founder-only Y1, indicative):

  • Founder opportunity cost — modest stipend MAD ~12k / mo
  • AI inference (Claude API) — MAD 2–5k / mo
  • Cloud (DigitalOcean droplets + Cloudflare) — MAD 2–4k / mo
  • Edge hardware (ESP32 / industrial boxes per pilot) — MAD ~6k per kit, ~MAD 60k Y1 stocking
  • Travel (within Morocco) — MAD 2–3k / mo
  • Legal / accounting / CNDP — MAD ~25k Y1 one-off
  • Buffer 10%

Cost-to-serve floor per active customer ≈ MAD 250k / year at solo-founder cost basis (founder hours + cloud + edge + travel). Pricing below this = subsidised.

Post-Eng #1 hire (triggered by first signed paying contract):

Cost basis ~2× current; pricing floor lifts. Refresh NOTQIN Financial Model when this triggers.

Coherence check (the 9-block sanity test)

A well-formed BMC has internally consistent blocks. Run this check monthly.

  • ✅ Segments ↔ Value Props — narrow Phase-1 (Moroccan-owned AMICA Tier-2) maps to scorecard-defense value props; secondary segments map to broader open-stack/sector-pack value props.
  • ✅ Channels ↔ Segments — LinkedIn + WhatsApp + warm intros are correct for Moroccan SME plant directors. AMICA events for federation reach. Academic for credibility (not direct sales).
  • ✅ Relationships ↔ Value Props — Trust Ladder R0–R4 matches the “no PLC write before audit” promise.
  • ⚠️ Revenue Streams ↔ Customer Segments — Diagnostic pricing tension (2.5–5k vs 5–10k) needs sprint validation.
  • ✅ Key Resources ↔ Key Activities — sector-pack codebase + founder time + vault intelligence = the engineering + pilots + outreach mix.
  • ✅ Key Partnerships ↔ Channels — UM6P / ENSA / MaestroHub partnerships feed credibility + distribution channels.
  • ⚠️ Cost Structure ↔ Revenue Streams — pricing floor (MAD 250k cost-to-serve / customer) needs validation that first-paying-customer pricing covers it.

Change-propagation

When this BMC changes, the following must be updated (per NOTQIN Critical Artefacts — Dependencies & Tracker):

  • NOTQIN Business Model (prose version)
  • NOTQIN Financial Model (cost structure + revenue streams blocks feed the spreadsheet)
  • Investor Deck v1 — Source slide 9 (business model) + slide 11 (key partnerships)
  • NOTQIN Go-to-Market OS §6 (pricing menu)
  • NOTQIN Project Management OS §5 (canonical PM-OS BMC table — keep in sync with this file)
  • Grant applications in flight

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