Oatey - Sales Rep Order Portal (Non-Billable)
project
1cae4afd05aaa64d
Normalized: oatey sales rep order portal non billable
github
moreland_contracts
moreland_dashboard
toggl
Entity Properties (gold project table)
project_id
1cae4afd05aaa64d
name
Oatey - Sales Rep Order Portal (Non-Billable)
client_id
—
canonical_metadata
—
created_at
2026-02-12 05:36:13.625127+00:00
updated_at
2026-02-12 05:36:13.625127+00:00
status
—
billable
—
recurring
—
squad
—
qa_partner
—
project_manager
—
lead_dev
—
description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
state
—
team_name
—
closedate
—
dealstage
—
contract_type
fixed_fee
contract_hourly_rate
—
contract_estimated_hours
265.0
contract_total_fee
57000.0
50%
Separation Confidence
How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
80%
Avg Match Confidence
The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Good match quality
Source Mappings (371)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| github | 1119570546 | oatey-rep-portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_github_repositories
id
1119570546
name
oatey-rep-portal
full_name
moreland-connect/oatey-rep-portal
description
—
private
Yes
fork
No
created_at
2025-12-19 13:38:53+00:00
updated_at
2026-03-19 14:51:06+00:00
pushed_at
2026-03-19 14:58:14+00:00
size
—
stargazers_count
0
watchers_count
—
language
Java
forks_count
0
open_issues_count
1
default_branch
main
_dlt_meta
—
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| moreland_contracts | tQXXQeYrzi5pzg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-09T13:58:23.258023+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | YcnQrfEzBqgnGg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-13T02:04:44.057366+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 04Q06eLQiAWWKw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-13T02:04:28.046293+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 4Y7wvbCUm2TeWQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-13T02:04:38.004194+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | InLRL8t1XbdOrA | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-13T02:04:40.708567+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | z7CQJvAdGV2qqw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-14T02:04:39.660686+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | ihQA+wWasQ5q2Q | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-14T02:04:50.338110+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | +jiTqusDInLSLw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-14T02:04:52.864962+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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created_by
Paul Franke
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-14T02:04:55.692718+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-10T02:05:01.005341+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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Paul Franke
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-04-09T02:04:27.759172+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-09T02:04:31.376473+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
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Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-08T02:05:04.086879+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
modified_by
Paul Franke
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—
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-04-04T02:04:50.421449+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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Paul Franke
_dlt_meta
—
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-04-03T02:04:42.134674+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-02T02:04:43.848904+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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estimated_hours
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-01T02:05:34.302373+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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Paul Franke
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Justin Wray
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-31T02:05:19.297056+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-30T02:05:23.018133+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
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contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-27T02:05:17.649509+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
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Paul Franke
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—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
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Kara
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-26T02:05:38.035826+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-23T02:05:00.101299+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
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Paul Franke
_dlt_meta
—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
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Sales Rep Order Portal
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57000.0
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-22T02:04:18.302727+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | CF7wzUc0dZCK5A | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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Oatey, LLC
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-22T02:04:28.302209+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-06T06:04:04.502767+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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Paul Franke
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company
Oatey Co.
project_name
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contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
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265.0
total_fee_estimate
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-06T06:04:09.224423+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-06T02:04:27.810035+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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company
Oatey Co.
project_name
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Kara
contract_type
fixed_fee
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estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-05T00:03:34.630288+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T02:05:07.232738+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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Oatey, LLC
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Kara
contract_type
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57000.0
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
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2026-03-03T18:04:41.075375+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
_dlt_meta
—
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Oatey Co.
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Sales Rep Order Portal
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
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extracted_at
2026-03-04T18:04:19.352293+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T18:04:44.488159+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T12:03:28.668336+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T18:04:36.508779+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
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Paul Franke
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—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-03T18:04:22.992336+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T17:47:56.219935+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-03-03T12:03:20.963122+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T18:04:15.300317+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
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4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-02T18:03:57.155219+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T12:04:43.697042+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | bvUxnM9a+Wr+JA | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-02-26T02:04:36.380102+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
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Paul Franke
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—
|
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T02:04:50.980421+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-25T18:04:39.171267+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T00:04:34.924031+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T06:04:29.345049+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-26T00:04:22.019997+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | mG2qbNLsWafD4A | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
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contract_type
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hourly_rate
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-25T06:04:25.145344+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | LjGNI818zuEmqg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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company
Oatey Co.
project_name
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
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extracted_at
2026-02-24T18:04:34.319374+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | wzfNtN7aa85SFg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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file_name
Oatey Rep Order Portal - Moreland Proposal.docx
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Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
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265.0
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57000.0
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T00:04:15.339992+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-23T02:04:43.047584+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
|
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Oatey Rep Order Portal - Moreland Proposal.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T06:05:27.363050+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
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Paul Franke
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—
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4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-24T00:04:04.413312+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T12:04:27.295378+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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Paul Franke
modified_by
Justin Wray
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—
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Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T02:05:11.180955+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T18:05:10.700395+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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created_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T12:04:27.986979+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Co.
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Kara
contract_type
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
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—
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2026-02-22T02:04:50.243320+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2025-10-16
extracted_at
2026-02-22T02:04:34.414089+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:13+00:00
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—
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Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-21T06:04:27.739141+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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created_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-19T03:10:45.361789+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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Paul Franke
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Justin Wray
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-02-19T03:08:26.184298+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
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contract_type
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estimated_hours
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T06:04:51.326542+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
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—
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company
Oatey Co.
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Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T03:08:42.264627+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T03:10:47.920755+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
_dlt_meta
—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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Oatey Co.
project_name
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contract_type
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—
estimated_hours
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
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2026-02-21T00:04:41.562828+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | AkE8Tt5eFrEwOg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
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Sales Rep Order Portal
contact_person
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-22T06:03:52.219559+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T02:05:00.062743+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T02:04:44.373208+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T06:04:30.712918+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T12:04:30.712269+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T12:04:28.126314+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T00:04:04.165125+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T00:04:06.302445+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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—
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T12:04:39.766733+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | 7nthQ4u2NV3DZQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
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—
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T18:04:17.262471+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey Co.
project_name
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contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-20T18:04:02.158860+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
extracted_at
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raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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company
Oatey Co.
project_name
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contact_person
Kara
contract_type
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—
estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-21T12:04:14.950336+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
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contact_person
Kara
contract_type
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hourly_rate
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estimated_hours
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total_fee_estimate
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-24T02:04:53.978231+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-23T12:04:17.130509+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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Paul Franke
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raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
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2026-03-03T06:04:10.244171+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
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Paul Franke
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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Oatey Co.
project_name
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-26T18:04:09.258374+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T00:03:43.166786+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T06:05:08.638552+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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Paul Franke
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T06:04:13.166216+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T06:04:10.753143+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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hourly_rate
—
estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-05T02:04:35.413880+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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company
Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
fixed_fee
hourly_rate
—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-06T12:04:25.033541+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-03-06T00:04:09.889756+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-19T21:21:09.018048+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
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—
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-20T02:04:41.328885+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-20T02:04:47.022083+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-21T02:04:55.442597+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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Paul Franke
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company
Oatey Co.
project_name
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Kara
contract_type
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total_fee_estimate
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
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October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey Co.
project_name
Sales Rep Order Portal
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-03-24T02:04:45.848430+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
fixed_fee
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estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-25T02:05:36.503828+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-25T02:05:22.740261+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | XVEIocz0HEAJmw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-01T02:05:20.202119+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal.docx
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Oatey, LLC
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Kara
contract_type
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-07T02:05:05.351136+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
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Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-08T02:04:58.382024+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-09T02:04:16.196395+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-04-09T13:58:11.055077+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-08T21:07:35.754320+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-07T02:05:01.846862+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-07T02:04:49.793908+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | JSIJRXwVyqn+ng | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
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estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-06T02:04:54.419611+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 8BWuVehdeJpirQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-05T02:04:31.933328+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 1lX6skOtiPjI6w | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
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4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
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contract_type
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hourly_rate
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265.0
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-03T02:04:24.124945+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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Paul Franke
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Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-02T02:04:56.389589+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-31T02:05:00.396028+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-31T02:05:16.221737+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-31T02:05:13.081384+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-26T02:05:49.628066+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-26T02:05:52.222801+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
_dlt_meta
—
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file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-19T15:15:54.249607+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | ms2unPQ4+uvdwQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-06T00:04:19.405699+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | XgWcJa1bXgwZkw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-06T00:04:21.992719+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-03-05T06:03:58.306443+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T02:05:04.355613+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-03-03T06:03:53.681853+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-03T00:03:53.699403+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | jURGTzPsjCZzeA | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-04T02:04:54.648975+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 4A5HMVVN1VfN8Q | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T18:04:22.694336+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | nsScDlM+X6DZ9A | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T12:04:49.393878+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T18:04:58.394403+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T02:04:48.032844+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
Justin Wray
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-26T06:04:36.862349+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T06:04:54.699929+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-02-24T12:04:16.947347+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-26T06:04:50.691355+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
fixed_fee
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T02:04:39.175103+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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Oatey Co.
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contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-02-23T18:04:51.145073+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 3e0aWuKiGoxFLQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T06:05:30.247222+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T02:04:58.972888+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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created_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T12:04:25.223687+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
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Justin Wray
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T18:04:26.115371+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T12:04:25.227179+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T03:08:39.373778+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T12:04:57.212274+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T00:04:08.829616+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
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Paul Franke
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T00:04:14.063863+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
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265.0
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T00:04:16.659372+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T02:04:57.123698+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T18:04:14.900295+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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company
Oatey Co.
project_name
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estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-20T02:05:03.884668+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Oatey, LLC
project_name
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Kara
contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T02:05:19.775945+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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—
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contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T02:05:17.016821+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
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Sales Rep Order Portal
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
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extracted_at
2026-02-19T18:04:27.332271+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | w15Grb3bKO9W2A | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T12:05:04.229326+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T12:04:33.352731+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
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—
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981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T18:04:12.398925+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T06:04:07.246505+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T02:05:14.217503+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T18:05:06.967341+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
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981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T00:05:12.595888+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T02:05:08.006761+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T12:04:34.437135+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-25T00:04:12.174909+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
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extracted_at
2026-02-25T12:04:18.073379+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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Paul Franke
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Paul Franke
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—
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Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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hourly_rate
—
estimated_hours
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T12:04:33.023373+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T17:47:59.110404+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T18:04:33.827939+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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Oatey Co.
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-05T02:04:26.148233+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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Paul Franke
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_dlt_meta
—
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Oatey, LLC
project_name
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Kara
contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
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2026-03-05T02:04:38.109318+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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Oatey, LLC
project_name
Sales Rep Order Portal
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
_dlt_meta
—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-06T02:04:30.001387+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-19T21:21:11.700451+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-20T02:04:44.043958+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-20T02:04:30.660969+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-19T15:16:14.002308+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-19T15:16:07.978455+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-21T02:04:58.162455+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-28T02:05:04.096405+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | QN+KF7LIGwl/XA | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
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Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-08T02:05:00.825704+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-08T02:04:47.744872+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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Paul Franke
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-05T02:04:45.973627+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-04T02:05:10.356390+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-03T02:04:38.469712+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-03T02:04:35.434132+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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Oatey, LLC
project_name
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Kara
contract_type
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265.0
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57000.0
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-02T02:05:00.965142+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-30T02:05:42.602980+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Oatey, LLC
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Sales Rep Order Portal
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Kara
contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-27T02:05:12.660914+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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Oatey, LLC
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Kara
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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company
Oatey Co.
project_name
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Kara
contract_type
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—
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
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—
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October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
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extracted_at
2026-03-06T02:04:19.378857+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-06T06:04:06.992459+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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Oatey Co.
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contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T00:03:47.836512+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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—
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-03-04T00:04:19.296574+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T12:03:30.635950+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
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Sales Rep Order Portal
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contract_type
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—
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-04T06:04:56.647152+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-02T17:47:43.661048+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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—
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bronze_moreland_contracts_ma_project_contracts
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T18:04:30.723755+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
Justin Wray
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T00:04:33.793686+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T00:04:06.108340+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T18:04:08.605762+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
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—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-03T02:04:43.536888+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T06:04:03.727493+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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4006568e51bc54505196f07911ecaa99
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
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Kara
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—
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-26T12:04:33.239418+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | EkPHgkfFqZTYsQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
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—
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57000.0
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T12:04:46.463146+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
fixed_fee
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—
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-26T06:04:58.112593+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T00:04:37.934745+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-26T00:04:41.296358+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T18:04:54.785871+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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—
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Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T18:04:56.730454+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
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Paul Franke
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—
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Oatey Co.
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Kara
contract_type
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T06:04:42.851580+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
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Paul Franke
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—
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Oatey, LLC
project_name
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Kara
contract_type
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57000.0
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
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2026-02-25T02:04:42.782665+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey, LLC
project_name
Sales Rep Order Portal
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T00:05:19.421148+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-24T06:04:18.836716+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T00:04:18.159188+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T02:04:55.743120+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T12:04:30.080587+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-23T00:04:59.673267+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 03BrvH4PDJtKGQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
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4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-22T12:04:13.891698+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | Ad2j4hA9vLkajg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T02:05:03.492857+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 4Hg553pmpbCWdg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T00:04:19.869053+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T06:04:48.447179+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T03:08:36.757832+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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Paul Franke
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T06:04:45.154168+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T12:05:00.685161+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T12:04:36.469664+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T18:04:39.347182+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-21T18:04:28.757873+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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company
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project_name
Sales Rep Order Portal
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contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
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2026-02-22T06:04:02.481567+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
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Justin Wray
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—
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-22T06:04:04.673330+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-02-21T02:04:46.665658+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T06:04:28.874735+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T02:05:22.649892+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-20T12:04:22.256619+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T06:04:26.228756+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T18:04:45.673011+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-23T12:04:33.105055+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T18:05:03.978044+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-23T06:05:01.273934+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
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—
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b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T00:04:17.507159+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
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Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T06:04:37.014321+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T02:04:57.201703+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T17:47:43.405907+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T18:04:25.876593+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
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Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T18:04:12.481903+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T00:04:02.934403+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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Source Record
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file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T00:04:08.974536+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-05T00:03:45.378535+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T06:04:08.013772+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T12:04:27.743311+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-19T21:21:14.391366+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-19T15:16:11.247939+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-22T02:04:30.855611+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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—
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Oatey, LLC
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-23T02:04:57.240714+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Sales Rep Order Portal
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
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2026-03-23T02:04:54.344395+00:00
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October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-23T02:04:43.453097+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-24T02:04:56.505029+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
Justin Wray
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-24T02:05:02.876152+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-28T02:05:17.603623+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-29T02:04:46.848020+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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—
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file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-29T02:04:49.281090+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-29T02:04:43.818934+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | y2d/SFs+NgqS3g | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-29T02:04:32.908728+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | RD5zKYKSpX9H+g | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-01T02:05:43.153056+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-06T02:04:42.366161+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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—
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265.0
total_fee_estimate
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-06T02:04:57.080416+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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—
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Oatey Co.
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Kara
contract_type
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total_fee_estimate
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-06T02:05:00.372836+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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—
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company
Oatey Co.
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Sales Rep Order Portal
contact_person
Kara
contract_type
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-08T21:07:38.106416+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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—
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-08T21:07:33.249811+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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Oatey Co.
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-04-10T02:04:49.643222+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey, LLC
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Sales Rep Order Portal
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
modified_by
Paul Franke
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—
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-10T02:05:11.130319+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-09T13:58:26.207372+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-04-08T21:07:21.769277+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-07T02:05:08.939000+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | dIqIgmZzQZg0zA | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-05T02:04:42.836832+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-04T02:05:02.879446+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | 8T9oMx/l2qe5Nw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-04T02:05:07.085055+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-30T02:05:46.762917+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | 4wy4IPx7Fu3d4Q | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-30T02:05:38.302235+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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Paul Franke
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Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-27T02:04:57.808630+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
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Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
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2026-03-24T02:05:00.210195+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-21T02:04:44.167231+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
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total_fee_estimate
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-06T00:04:24.831247+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
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Kara
contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-06T02:04:32.237136+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-06T06:03:55.540354+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-03-06T12:04:11.024133+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
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Paul Franke
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T12:04:24.571328+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T12:04:30.487026+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T00:04:36.362584+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
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Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T06:05:15.995728+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
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Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T12:03:32.988116+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
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Paul Franke
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Paul Franke
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—
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Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T12:04:31.104358+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-03T18:04:37.574930+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T02:05:10.236181+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
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Kara
contract_type
fixed_fee
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—
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T00:04:30.895510+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-04T12:04:16.629478+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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—
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company
Oatey Co.
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Kara
contract_type
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—
estimated_hours
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total_fee_estimate
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-04T12:04:34.009516+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-04T12:04:28.199046+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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Paul Franke
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Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T17:47:46.701896+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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hourly_rate
—
estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T02:04:54.466704+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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Oatey Co.
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Kara
contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
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company
Oatey, LLC
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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Paul Franke
modified_by
Justin Wray
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—
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company
Oatey Co.
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contract_type
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—
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | nGmHVDoElaB7mQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T06:04:34.542290+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T18:04:49.864059+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-02-25T00:04:00.426353+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T18:04:53.208435+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T12:04:30.454172+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T02:04:45.537643+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
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981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T02:04:53.029222+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
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981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-25T12:04:28.649708+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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bronze_moreland_contracts_ma_project_contracts
file_hash
051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T00:04:20.325521+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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Oatey, LLC
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Kara
contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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—
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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Paul Franke
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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Oatey Co.
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrating with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-02-19T03:10:35.222030+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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Paul Franke
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raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
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Paul Franke
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—
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raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
modified_by
Paul Franke
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
file_hash
051e190b9a3c03e63d3f8c7c9e47f355
file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BFEDDC898-E622-4363-8A06-9F0C0C1EBA49%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal_Updated_11_11_2025.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T00:04:59.608908+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | b5BMFQn9yJHknw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-19T12:04:45.284956+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | JsuvmsA36R2Uug | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
b2c3dd9035d5b6a76cc219403e7189df
file_name
Oatey Rep Order Portal - Moreland Proposal.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B318488AD-AC60-4661-8654-9FB36B52FB28%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-19T18:04:42.087491+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
file_modified_at
2025-10-08T21:04:50+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-20T06:04:23.388002+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-20T06:04:12.044977+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | CMzZ8eK/X0U8cw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-21T00:04:52.873627+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | vDw+6Ysr5lbbaw | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-20T00:03:55.724834+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | oC1vIcRKjTUxFg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
4006568e51bc54505196f07911ecaa99
file_name
Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Moreland%20Connect%20(SOW%20Phase%201%20for%20New%20Sales%20Rep%20Portal)%20cso%20oto%2011.13.25.docx%5B57%5D.pdf
company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-02-21T06:04:13.765265+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | cLDHGJxJRnp6CQ | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
981bc941504cf6384d622eea3b3c708f
file_name
Oatey Rep Order Portal - Moreland Proposal 10162025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE5EDF22D-4054-4B02-87F1-EF78CC9E249F%7D&file=Oatey%20Rep%20Order%20Portal%20-%20Moreland%20Proposal%2010162025.docx&action=default&mobileredirect=true
company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-23T12:04:27.776424+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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Paul Franke
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Justin Wray
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T00:04:14.734273+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-02-25T12:04:31.261870+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-24T06:04:32.009128+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T06:04:07.083474+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
file_created_at
2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-03T02:04:59.987057+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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created_by
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modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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265.0
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-02-26T18:04:28.960756+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
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extracted_at
2026-03-02T17:47:32.848977+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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file_name
Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T17:47:49.670571+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-02T17:48:01.977860+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-04T06:05:12.552784+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-05T12:04:14.229017+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
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2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-05T02:04:40.753448+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-06T12:04:20.798065+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
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2026-02-17T14:59:57+00:00
created_by
Paul Franke
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Justin Wray
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—
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-10-16
extracted_at
2026-03-19T21:20:56.285804+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | EOqBafFYkW8uAg | Sales Rep Order Portal | 0.80 | fuzzy+embedding | Active |
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
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Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-21T02:05:01.295088+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
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2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-25T02:05:43.679809+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
file_created_at
2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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Oatey Rep Order Portal - Moreland Proposal.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-03-25T02:05:39.936269+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-03-28T02:05:21.262268+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-04-01T02:05:38.932865+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
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—
estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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hourly_rate
—
estimated_hours
265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-04-11T02:04:28.965109+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
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—
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total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-04-11T02:04:34.325554+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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company
Oatey Co.
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Sales Rep Order Portal
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Kara
contract_type
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265.0
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57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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2026-04-11T02:04:18.426750+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
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2025-11-17T20:14:13+00:00
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Oatey, LLC
project_name
Sales Rep Order Portal
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contract_type
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brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-04-11T02:04:31.769660+00:00
raw_text_preview
October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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—
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Oatey, LLC
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Sales Rep Order Portal
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Kara
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Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
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—
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2026-04-12T02:04:02.496566+00:00
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October 8, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
3. Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Phase 1 – Discovery & R
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2025-10-08T18:53:56+00:00
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2025-10-08T21:04:50+00:00
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Paul Franke
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Paul Franke
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Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
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2026-04-12T02:04:04.879650+00:00
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October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Workshop 1: (2 hrs) Map Order Portal Requirements to SAP S/4 equivalents.
May require a 2nd follow up workshop on the same topic if additional research is required.
Workshop 2: (1.5 hrs) Review Oatey Security Model
Workshop 3: (2 hrs) Review Order Portal Requirements and Data Gap Analysis
Workshop 4: (2-3 hrs) Business Decisions. Wha
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2025-11-12T17:42:47+00:00
file_modified_at
2026-02-06T14:46:34+00:00
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Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf
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company
Oatey Co.
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
2025-11-13
extracted_at
2026-04-12T02:03:50.733824+00:00
raw_text_preview
1960 CASE PARKWAY S
TWINSBURG , OHIO 44087
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this propos al for our consulting
services (the "Services") to assist Oatey Co. at 20600 Emerald Parkway | Cleveland,
OH 44135 (“Oatey ”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland .
Organization Key Responsibilities
Oatey • Appoint a Oatey project leader to direct team activities and
assist with project execution .
• Prioritize and communicate desired fixes and enhancements
to be completed by Moreland
• Review and approve completed modifications
• Assist in the creation of project deliverables
MorelandConnect • Work with Oatey to manage the project plan and creation of
deliverables
• Participa te in the activities described in the “Project Activ ities,
Scope, and Approach” section below
• Coordinate / Manage Project activities
Moreland will perform the Services at MorelandConnect and Oatey office location s.
Docusign Envelope ID: A3582ED1-CD3B-4806-B9DB-A8155E4D4BF1
1960 CASE PARKWAY S TWINSBURG , OHIO 44087
Project Overview
Develop a Sales Rep Order Portal to replicate , as close as possible , the functionali ty and
user experience of the previous solution known as ConnectR, originally integrated with
Microsoft Dynamics AX. The project will rebuild the application using modern
technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
1. Recreate Core Connect R Capabilities – Deliver a new React -based application
that replicates , as close as possible, the core workflows and usability of the
legacy Connect R system for quoting, order management, pricing, inventory
inquiry, and customer service functions.
2. Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP
through approved APIs, ensuring all tran
file_created_at
2025-11-17T20:14:17+00:00
file_modified_at
2025-11-17T20:14:13+00:00
created_by
Paul Franke
modified_by
Paul Franke
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Oatey Rep Order Portal - Moreland Proposal 10162025.docx
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company
Oatey, LLC
project_name
Sales Rep Order Portal
contact_person
Kara
contract_type
fixed_fee
hourly_rate
—
estimated_hours
265.0
total_fee_estimate
57000.0
brief_project_description
Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.
start_date
—
extracted_at
2026-04-12T02:04:00.172967+00:00
raw_text_preview
October 16, 2025
Re: Oatey Sales Rep Order Portal
Dear Kara:
MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the "Services") to assist Oatey, LLC at 20600 Emerald Parkway | Cleveland, OH 44135 (“Oatey”)
Responsibilities
The following table outlines the key responsibilities for Oatey and Moreland.
Moreland will perform the Services at MorelandConnect and Oatey office locations.
Project Overview
Develop a Sales Rep Order Portal to replicate, as close as possible, the functionality and user experience of the previous solution known as ConnectR, originally integrated with Microsoft Dynamics AX. The project will rebuild the application using modern technologies and integrate with Oatey’s SAP S/4HANA environment.
Project Objectives
Recreate Core ConnectR Capabilities – Deliver a new React-based application that replicates, as close as possible, the core workflows and usability of the legacy ConnectR system for quoting, order management, pricing, inventory inquiry, and customer service functions.
Integrate with SAP S/4HANA – Establish secure, reliable integration to SAP through approved APIs, ensuring all transactions (orders, quotes, approvals, and price updates) remain synchronized and compliant within Oatey’s security model.
Improve User Experience and Stability – Eliminate current usability and performance issues in the SAP Fiori implementation, such as navigation inefficiencies and unstable field mapping, providing a more intuitive and responsive interface for sales reps.
Scope of Work
Phase 1 – Discovery & Requirements (3–4 weeks) ~265 hrs
Workshops with business + IT
Target security model
Map “Rep Order Portal” requirements → S/4 equivalents
Field/data gap analysis
Requirements business decisions (natively supported by SAP, requires SAP development, business process that will not be supported)
Requirements documentation & sign-off
Oatey support: 3-4 functional workshops
Assumptions
Oatey will re
file_created_at
2025-10-16T11:39:55+00:00
file_modified_at
2026-02-17T14:59:57+00:00
created_by
Paul Franke
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Justin Wray
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Decision History
| Decision | Source | By | Notes | Date |
|---|---|---|---|---|
| denied | moreland_contracts / mzNo1RXC9fhX3Q | - | - | 2026-02-15 21:01:55.156791+00:00 |