Oatey - Sales Rep Order Portal

01KPPRNZ284MSDDZBQF852M2NY

Oatey

2026-04-21 17:30:00+00:00

42

42

https://app.fireflies.ai/view/01KPPRNZ284MSDDZBQF852M2NY

https://teams.microsoft.com/l/meetup-join/19:meeting_ZTVjN2E1NTktYjQ1Yy00YjNjLWEyOGQtOTliNDNjMDgwMmQ3@thread.v2/0?context={"Tid":"0425ae34-6b26-47c6-8c17-022dc3d7bac9","Oid":"39005b81-dcbc-4d54-b13b-ee93552fb6d6"}

The team discussed strategies for optimizing milestone deliveries by prioritizing demos and staging deployments, which allow for early user testing and feedback. It was noted that User Acceptance Testing (UAT) is being conducted in parallel with development to identify and address issues more quickly. Clear communication regarding progress updates and adjustments to milestones was emphasized to manage client expectations. Potential changes in scope related to BTP API integration were acknowledged, with proactive discussions planned to address these adjustments. Additionally, resource allocation is being modified to balance workload and ensure project continuity, taking into consideration developer capacities and experience levels.

"\\n**Sam Wilsey**\\nPush updated Architecture Decision Records (ADRs) and decision documents into the project branch to reflect the latest changes (02:30)\\nPrepare a clean pull request (PR) for Sean and Dan\\u2019s code review and coordinate milestone deliverable demos with the client scheduled for Thursday (03:50)\\nUpdate status reports to reflect progress on milestones 1.1, 1.2, and early work on subsequent milestones, including integration testing and deployments (05:10)\\nPrioritize staging environment setup to enable client testing and feedback for upcoming milestones (15:00)\\nCommunicate with Paul and Boone regarding potential change orders related to BTP API integration and clarify scope impacts before further progress (19:30)\\nProvide Pharmacast project estimates including low and high bounds on effort for relevant tickets (27:30)\\nCoordinate with Jeff and Michael to allocate development resources for Pharmacast work (24:00)\\nManage resource allocation considering developer availability and training time to optimize delivery timelines (26:00)\\nForward AI Council meeting invites and confirm attendance plans (37:30)\\n\\n**Tommy Ciardi**\\nAssess and track development hours versus scope for project team members to ensure efficiency and prevent overruns (19:00)\\nAssist with handling code reviews and developer support as Darius and Rhodes increase workload (22:00)\\nEngage with Sam on staffing and task delegation for Pharmacast and Entwine projects to balance learning curve effects (24:30)\\n\\n**Unassigned**\\nPrepare and deliver milestone demos, including user story validations and coordinating UAT with client stakeholders (08:00)\\nSet up nightly sync jobs and backend infrastructure as soon as feasible to support staging and integration testing (15:00)\\n"

[{"index": 0, "text": "Okay.", "raw_text": "Okay.", "start_time": 0.56, "end_time": 1.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 1, "text": "How's your day going?", "raw_text": "How's your day going?", "start_time": 5.84, "end_time": 7.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 2, "text": "It's good.", "raw_text": "It's good.", "start_time": 8.96, "end_time": 9.68, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 3, "text": "Accidentally broke, entwined fraud this morning.", "raw_text": "Accidentally broke, entwined fraud this morning.", "start_time": 10.32, "end_time": 13.2, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 4, "text": "Oh, nice.", "raw_text": "Oh, nice.", "start_time": 13.28, "end_time": 13.92, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 5, "text": "So that's stressful.", "raw_text": "So that's stressful.", "start_time": 14.08, "end_time": 15.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 6, "text": "We're back.", "raw_text": "We're back.", "start_time": 15.52, "end_time": 16.16, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 7, "text": "Stressful.", "raw_text": "Stressful.", "start_time": 23.12, "end_time": 23.72, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 8, "text": "30 Minutes, but we're okay.", "raw_text": "30 Minutes, but we're okay.", "start_time": 23.72, "end_time": 26.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 9, "text": "No doubt.", "raw_text": "No doubt.", "start_time": 26.48, "end_time": 27.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 10, "text": "I mean, you haven't lived as an engineer unless you've brought in somebody's prod down.", "raw_text": "I mean, you haven't lived as an engineer unless you've brought in somebody's prod down.", "start_time": 29.18, "end_time": 33.62, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 11, "text": "That's just the reality.", "raw_text": "That's just the reality.", "start_time": 33.62, "end_time": 34.78, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 12, "text": "I took a critical system down for State of Florida's Department of Business and Professional Regulations.", "raw_text": "I took a critical system down for State of Florida's Department of Business and Professional Regulations.", "start_time": 39.42, "end_time": 48.94, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 13, "text": "They handle licensing for everything but driver's licenses for the whole state of Florida and I.", "raw_text": "They handle licensing for everything but driver's licenses for the whole state of Florida and I.", "start_time": 48.94, "end_time": 56.86, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 14, "text": "They for some reason had the service account they gave us to use in test was also the one working in prod and I fat fingered the password so many times it locked the account.", "raw_text": "They for some reason had the service account they gave us to use in test was also the one working in prod and I fat fingered the password so many times it locked the account.", "start_time": 56.86, "end_time": 68.06, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 15, "text": "Oh, really?", "raw_text": "Oh, really?", "start_time": 68.22, "end_time": 68.78, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 16, "text": "And so the whole prod system just went down.", "raw_text": "And so the whole prod system just went down.", "start_time": 68.78, "end_time": 70.82, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 17, "text": "It was great.", "raw_text": "It was great.", "start_time": 70.82, "end_time": 71.58, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 18, "text": "That's fun.", "raw_text": "That's fun.", "start_time": 71.66, "end_time": 72.38, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 19, "text": "It was.", "raw_text": "It was.", "start_time": 73.5, "end_time": 74.14, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 20, "text": "But, you know, I was the one.", "raw_text": "But, you know, I was the one.", "start_time": 74.14, "end_time": 76.22, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 21, "text": "I was the one typing.", "raw_text": "I was the one typing.", "start_time": 76.22, "end_time": 77.26, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 22, "text": "So.", "raw_text": "So.", "start_time": 77.26, "end_time": 77.66, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 23, "text": "You sent some notes that I was looking at for Gadjo, for Joe, for Jojo.", "raw_text": "You sent some notes that I was looking at for Gadjo, for Joe, for Jojo.", "start_time": 83.59, "end_time": 91.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 24, "text": "How do you say it?", "raw_text": "How do you say it?", "start_time": 91.67, "end_time": 92.63, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 25, "text": "For Joe.", "raw_text": "For Joe.", "start_time": 96.47, "end_time": 97.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 26, "text": "For Joe.", "raw_text": "For Joe.", "start_time": 97.75, "end_time": 98.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 27, "text": "I assume he emailed.", "raw_text": "I assume he emailed.", "start_time": 98.43, "end_time": 99.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 28, "text": "He call it.", "raw_text": "He call it.", "start_time": 100.47, "end_time": 101.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 29, "text": "What do you call it in the emails?", "raw_text": "What do you call it in the emails?", "start_time": 101.19, "end_time": 102.39, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 30, "text": "Do you call it Kit T or.", "raw_text": "Do you call it Kit T or.", "start_time": 103.03, "end_time": 104.27, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 31, "text": "For Joe?", "raw_text": "For Joe?", "start_time": 104.27, "end_time": 104.95, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 32, "text": "I did, yeah.", "raw_text": "I did, yeah.", "start_time": 107.84, "end_time": 108.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 33, "text": "Forgery.", "raw_text": "Forgery.", "start_time": 108.88, "end_time": 109.6, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 34, "text": "Okay.", "raw_text": "Okay.", "start_time": 109.6, "end_time": 110.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 35, "text": "It's.", "raw_text": "It's.", "start_time": 110.4, "end_time": 110.76, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 36, "text": "I think it's just like, to me it looks like it's just a mirror of like the repo he set that up on.", "raw_text": "I think it's just like, to me it looks like it's just a mirror of like the repo he set that up on.", "start_time": 110.76, "end_time": 116.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 37, "text": "And it's like just in a Docker container on that, like vm so they can access it going to that URL you shared them and it automatically will get new pushes and things.", "raw_text": "And it's like just in a Docker container on that, like vm so they can access it going to that URL you shared them and it automatically will get new pushes and things.", "start_time": 117.84, "end_time": 129.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 38, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 129.6, "end_time": 129.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 39, "text": "So it's like it's just mirroring our repo.", "raw_text": "So it's like it's just mirroring our repo.", "start_time": 129.96, "end_time": 131.84, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 40, "text": "So.", "raw_text": "So.", "start_time": 131.84, "end_time": 132.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 41, "text": "So I need to push.", "raw_text": "So I need to push.", "start_time": 132.88, "end_time": 134.16, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 42, "text": "I created a few more adrs and decision things, I think last week and I never pushed them into the branch.", "raw_text": "I created a few more adrs and decision things, I think last week and I never pushed them into the branch.", "start_time": 135.44, "end_time": 144.64, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 43, "text": "So I should probably do that again just because there's been some more updates and a few things that have been like.", "raw_text": "So I should probably do that again just because there's been some more updates and a few things that have been like.", "start_time": 144.72, "end_time": 149.12, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 44, "text": "I've been looking at them like it's been hearing and assessing wrong and I haven't corrected them.", "raw_text": "I've been looking at them like it's been hearing and assessing wrong and I haven't corrected them.", "start_time": 149.52, "end_time": 155.6, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 45, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 155.68, "end_time": 156.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 46, "text": "So, okay.", "raw_text": "So, okay.", "start_time": 157.04, "end_time": 158.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 47, "text": "But yeah, I was just thinking like, all right, what in terms of milestone being done, do we want to kind of hand over to them to have it?", "raw_text": "But yeah, I was just thinking like, all right, what in terms of milestone being done, do we want to kind of hand over to them to have it?", "start_time": 159.12, "end_time": 167.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 48, "text": "It's like a more formal thing and the thoughts were like a.", "raw_text": "It's like a more formal thing and the thoughts were like a.", "start_time": 167.48, "end_time": 171.36, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 49, "text": "Let's talk about the pr.", "raw_text": "Let's talk about the pr.", "start_time": 171.36, "end_time": 172.64, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 50, "text": "So we'll have a clean PR for Sean and Dan to look at.", "raw_text": "So we'll have a clean PR for Sean and Dan to look at.", "start_time": 173.36, "end_time": 176.4, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 51, "text": "Two is the code deployed and live on their staging instance.", "raw_text": "Two is the code deployed and live on their staging instance.", "start_time": 177.36, "end_time": 181.36, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 52, "text": "So that's in the process being set up on their end right now.", "raw_text": "So that's in the process being set up on their end right now.", "start_time": 181.36, "end_time": 184.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 53, "text": "So.", "raw_text": "So.", "start_time": 187.23, "end_time": 187.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 54, "text": "But that means they'll be able to go in and like test, we'll take like that Excel doc.", "raw_text": "But that means they'll be able to go in and like test, we'll take like that Excel doc.", "start_time": 187.63, "end_time": 192.23, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 55, "text": "They Sent us of like those user stories and like just pull out, you know, for this milestone.", "raw_text": "They Sent us of like those user stories and like just pull out, you know, for this milestone.", "start_time": 192.23, "end_time": 197.95, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 56, "text": "Should now as a user are these users be able to go do XYZ and then like a spreadsheet as well with kind of like the data mapping stuff that they want for btp.", "raw_text": "Should now as a user are these users be able to go do XYZ and then like a spreadsheet as well with kind of like the data mapping stuff that they want for btp.", "start_time": 197.95, "end_time": 206.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 57, "text": "So those are the four things that came to mind in terms of like a milestone deliverable.", "raw_text": "So those are the four things that came to mind in terms of like a milestone deliverable.", "start_time": 208.27, "end_time": 212.92, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 58, "text": "Obviously it's not going to be like perfect for all of them, but I think at like a high level we should be able to get like these kind of things across for the most part just looking.", "raw_text": "Obviously it's not going to be like perfect for all of them, but I think at like a high level we should be able to get like these kind of things across for the most part just looking.", "start_time": 214.2, "end_time": 226.52, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 59, "text": "So our what we called out in the deliverables for most of the milestones at least the first six were just the.", "raw_text": "So our what we called out in the deliverables for most of the milestones at least the first six were just the.", "start_time": 232.84, "end_time": 239.4, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 60, "text": "It can do these things.", "raw_text": "It can do these things.", "start_time": 240.18, "end_time": 241.3, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 61, "text": "So I guess we can talk about like whether we want to just like that.", "raw_text": "So I guess we can talk about like whether we want to just like that.", "start_time": 242.74, "end_time": 249.1, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 62, "text": "To me that's just a demo.", "raw_text": "To me that's just a demo.", "start_time": 249.1, "end_time": 250.22, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 63, "text": "Like we did them right.", "raw_text": "Like we did them right.", "start_time": 250.22, "end_time": 251.58, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 64, "text": "Right.", "raw_text": "Right.", "start_time": 251.58, "end_time": 251.9, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 65, "text": "Because like 17 even isn't.", "raw_text": "Because like 17 even isn't.", "start_time": 251.9, "end_time": 253.86, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 66, "text": "And like I guess there's not really a solid place built into this like workflow right now.", "raw_text": "And like I guess there's not really a solid place built into this like workflow right now.", "start_time": 256.58, "end_time": 262.5, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 67, "text": "So I think it'll be better for them to be able to go in and test sooner.", "raw_text": "So I think it'll be better for them to be able to go in and test sooner.", "start_time": 262.98, "end_time": 268.93, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 68, "text": "A, that's what they want and B because they'll be able to call out like hey, this is a right or wrong value.", "raw_text": "A, that's what they want and B because they'll be able to call out like hey, this is a right or wrong value.", "start_time": 268.93, "end_time": 274.17, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 69, "text": "But based on the initial milestone scoping, like we weren't doing Azure deployment or like a couple of these 17 things until launch, which is like a month and a half out right now.", "raw_text": "But based on the initial milestone scoping, like we weren't doing Azure deployment or like a couple of these 17 things until launch, which is like a month and a half out right now.", "start_time": 274.81, "end_time": 288.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 70, "text": "Right.", "raw_text": "Right.", "start_time": 288.09, "end_time": 288.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 71, "text": "So I guess it's worth in your mind then like do you want to lean towards just like we demo to them like and stick to the original like kind of wording or.", "raw_text": "So I guess it's worth in your mind then like do you want to lean towards just like we demo to them like and stick to the original like kind of wording or.", "start_time": 288.81, "end_time": 301.14, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 72, "text": "No.", "raw_text": "No.", "start_time": 301.3, "end_time": 301.7, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 73, "text": "I guess the only thing that we need to communicate then is like at a high level.", "raw_text": "I guess the only thing that we need to communicate then is like at a high level.", "start_time": 302.1, "end_time": 308.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 74, "text": "Like I don't feel like we're behind on the project right now in any way.", "raw_text": "Like I don't feel like we're behind on the project right now in any way.", "start_time": 308.82, "end_time": 313.06, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 75, "text": "I think there's just like a lot of conversations that we would have had later like get pushed earlier.", "raw_text": "I think there's just like a lot of conversations that we would have had later like get pushed earlier.", "start_time": 313.06, "end_time": 318.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 76, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 318.1, "end_time": 318.58, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 77, "text": "And a lot of like the infrastructure stand up kind of design decisions that like would have happened end of phase one, start of phase two are like now like shove.", "raw_text": "And a lot of like the infrastructure stand up kind of design decisions that like would have happened end of phase one, start of phase two are like now like shove.", "start_time": 318.92, "end_time": 327.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 78, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 327.48, "end_time": 327.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 79, "text": "Earlier for us.", "raw_text": "Earlier for us.", "start_time": 327.88, "end_time": 328.84, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 80, "text": "Which is good I think for long term.", "raw_text": "Which is good I think for long term.", "start_time": 328.84, "end_time": 330.76, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 81, "text": "I think.", "raw_text": "I think.", "start_time": 330.76, "end_time": 331.2, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 82, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 331.2, "end_time": 331.44, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 83, "text": "Because I think had we gone like too far in and had to roll back like I think we would have just gotten murdered on hours down the line for this kind of.", "raw_text": "Because I think had we gone like too far in and had to roll back like I think we would have just gotten murdered on hours down the line for this kind of.", "start_time": 331.44, "end_time": 339.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 84, "text": "Because that's.", "raw_text": "Because that's.", "start_time": 339.96, "end_time": 340.68, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 85, "text": "I mean but that's like.", "raw_text": "I mean but that's like.", "start_time": 341.24, "end_time": 343.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 86, "text": "Chris, my thoughts on it as well.", "raw_text": "Chris, my thoughts on it as well.", "start_time": 343.28, "end_time": 345.25, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 87, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 345.73, "end_time": 346.29, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 88, "text": "So I'm looking at.", "raw_text": "So I'm looking at.", "start_time": 346.29, "end_time": 347.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 89, "text": "Sorry, I'm just saying this for the notes because I think it's important to like reflect it in the status report.", "raw_text": "Sorry, I'm just saying this for the notes because I think it's important to like reflect it in the status report.", "start_time": 348.37, "end_time": 352.89, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 90, "text": "In the schedule in case we say, I mean because again technically we had three weeks for milestone one.", "raw_text": "In the schedule in case we say, I mean because again technically we had three weeks for milestone one.", "start_time": 352.89, "end_time": 360.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 91, "text": "It technically isn't checked off, although I think it is now Milestone two, we were supposed to have another three weeks.", "raw_text": "It technically isn't checked off, although I think it is now Milestone two, we were supposed to have another three weeks.", "start_time": 360.37, "end_time": 366.77, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 92, "text": "And I just want to say like, okay, even if we're not done with these things, we can reflect in the status reports.", "raw_text": "And I just want to say like, okay, even if we're not done with these things, we can reflect in the status reports.", "start_time": 368.53, "end_time": 373.33, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 93, "text": "Like hey, we've, we, we've already started working on Milestone 1.7 and getting integration testing and deployments set up.", "raw_text": "Like hey, we've, we, we've already started working on Milestone 1.7 and getting integration testing and deployments set up.", "start_time": 373.33, "end_time": 382.87, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 94, "text": "We've started, you know, 2.2 with the event mesh stuff at least looking at it heavily and.", "raw_text": "We've started, you know, 2.2 with the event mesh stuff at least looking at it heavily and.", "start_time": 382.87, "end_time": 391.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 95, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 392.87, "end_time": 393.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 96, "text": "And similar like phase three, like three.", "raw_text": "And similar like phase three, like three.", "start_time": 393.19, "end_time": 395.55, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 97, "text": "Right.", "raw_text": "Right.", "start_time": 395.55, "end_time": 395.87, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 98, "text": "The nightly reconciliation jobs.", "raw_text": "The nightly reconciliation jobs.", "start_time": 395.87, "end_time": 397.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 99, "text": "Like we've done a chunk of that data job stuff.", "raw_text": "Like we've done a chunk of that data job stuff.", "start_time": 397.91, "end_time": 400.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 100, "text": "Right.", "raw_text": "Right.", "start_time": 400.35, "end_time": 400.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 101, "text": "So yeah, so I think it's good to probably call out and have those at least marked a little bit that like we've actually started pulling in some of the other phases and milestones because of these discussions and again we always reserve the right to modify the schedule.", "raw_text": "So yeah, so I think it's good to probably call out and have those at least marked a little bit that like we've actually started pulling in some of the other phases and milestones because of these discussions and again we always reserve the right to modify the schedule.", "start_time": 401.4, "end_time": 416.36, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 102, "text": "So I'll try to do that and say, you know, we're not necessarily pulling the whole thing in from where it is in two months, but.", "raw_text": "So I'll try to do that and say, you know, we're not necessarily pulling the whole thing in from where it is in two months, but.", "start_time": 416.36, "end_time": 421.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 103, "text": "Yeah, well, at least reflecting some of this stuff is being worked on.", "raw_text": "Yeah, well, at least reflecting some of this stuff is being worked on.", "start_time": 422.12, "end_time": 424.92, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 104, "text": "No, I, I think you're right that, I mean they, we didn't call it out but I don't think the code review thing is, I think from Sean's perspective they're not going to be monkeying in there and really coming back.", "raw_text": "No, I, I think you're right that, I mean they, we didn't call it out but I don't think the code review thing is, I think from Sean's perspective they're not going to be monkeying in there and really coming back.", "start_time": 425.64, "end_time": 439.64, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 105, "text": "It might just be a question here or there.", "raw_text": "It might just be a question here or there.", "start_time": 439.64, "end_time": 441.56, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 106, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 441.64, "end_time": 442.2, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 107, "text": "So I think it's good to give them that transparency.", "raw_text": "So I think it's good to give them that transparency.", "start_time": 442.52, "end_time": 445.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 108, "text": "I think it's good to give them transparency to these questions and decisions and whatnot.", "raw_text": "I think it's good to give them transparency to these questions and decisions and whatnot.", "start_time": 445.8, "end_time": 451.08, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 109, "text": "I think the demo still is probably in most cases going to be the primary deliverable, maybe that.", "raw_text": "I think the demo still is probably in most cases going to be the primary deliverable, maybe that.", "start_time": 452.68, "end_time": 460.34, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 110, "text": "And like we can have the artifacts of like you have the spreadsheet of all of the data mapping stuff that we did.", "raw_text": "And like we can have the artifacts of like you have the spreadsheet of all of the data mapping stuff that we did.", "start_time": 460.34, "end_time": 468.06, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 111, "text": "We'll have the use cases that are being created as the code goes through for testing purposes or review purposes because they're mostly just going to look at the milestone and say okay, for this particular.", "raw_text": "We'll have the use cases that are being created as the code goes through for testing purposes or review purposes because they're mostly just going to look at the milestone and say okay, for this particular.", "start_time": 471.1, "end_time": 481.9, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 112, "text": "And they may not even look directly.", "raw_text": "And they may not even look directly.", "start_time": 481.98, "end_time": 483.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 113, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 484.17, "end_time": 484.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 114, "text": "Add it to check off all the things because they know it so well and what they wanted to do that they're just going to say okay, if we know the users need to do these things, can we do them or not?", "raw_text": "Add it to check off all the things because they know it so well and what they wanted to do that they're just going to say okay, if we know the users need to do these things, can we do them or not?", "start_time": 484.57, "end_time": 494.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 115, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 494.57, "end_time": 495.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 116, "text": "And that'll have to be done by a demo and mixed with their testing.", "raw_text": "And that'll have to be done by a demo and mixed with their testing.", "start_time": 495.29, "end_time": 499.37, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 117, "text": "Right.", "raw_text": "Right.", "start_time": 499.37, "end_time": 499.77, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 118, "text": "I guess so it'll have to be a little bit open ended too.", "raw_text": "I guess so it'll have to be a little bit open ended too.", "start_time": 499.849, "end_time": 503.93, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 119, "text": "I guess from our perspective of we'll close ultimately Our development of the milestone per se, because we've demoed it to them and said, okay, Janelle and Dan or whoever and Amber, you guys can start testing.", "raw_text": "I guess from our perspective of we'll close ultimately Our development of the milestone per se, because we've demoed it to them and said, okay, Janelle and Dan or whoever and Amber, you guys can start testing.", "start_time": 503.93, "end_time": 520.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 120, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 520.13, "end_time": 520.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 121, "text": "So we're actually pulling the UAT milestone as well.", "raw_text": "So we're actually pulling the UAT milestone as well.", "start_time": 520.49, "end_time": 523.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 122, "text": "Forward.", "raw_text": "Forward.", "start_time": 523.09, "end_time": 523.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 123, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 523.65, "end_time": 524.17, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 124, "text": "And iterating on it, but at least we're doing it in piecemeal over time, as opposed.", "raw_text": "And iterating on it, but at least we're doing it in piecemeal over time, as opposed.", "start_time": 524.17, "end_time": 528.45, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 125, "text": "And correcting things sooner.", "raw_text": "And correcting things sooner.", "start_time": 528.61, "end_time": 530.29, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 126, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 530.37, "end_time": 530.85, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 127, "text": "Than it being a giant mess that we, you know, to your point, misdeveloped something or misarchitected something and not find it for.", "raw_text": "Than it being a giant mess that we, you know, to your point, misdeveloped something or misarchitected something and not find it for.", "start_time": 531.25, "end_time": 539.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 128, "text": "Till we're done with three of the milestones.", "raw_text": "Till we're done with three of the milestones.", "start_time": 539.56, "end_time": 541.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 129, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 541.56, "end_time": 542.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 130, "text": "I mean, that's.", "raw_text": "I mean, that's.", "start_time": 542.12, "end_time": 543.08, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 131, "text": "I've just been on, like, a lot of projects where that's happened at this point, so I think I'm just, like, very cautious.", "raw_text": "I've just been on, like, a lot of projects where that's happened at this point, so I think I'm just, like, very cautious.", "start_time": 544.2, "end_time": 550.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 132, "text": "And, like, I think.", "raw_text": "And, like, I think.", "start_time": 550.96, "end_time": 552.68, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 133, "text": "I think it's, to me, like, the standup of all of this.", "raw_text": "I think it's, to me, like, the standup of all of this.", "start_time": 553.64, "end_time": 556.68, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 134, "text": "And, like, these workflows is going to take a little more time and kind of delay us, like, maybe at the beginning in terms of, like, things, but I think, like, once we're in stride, it's going to move really fast.", "raw_text": "And, like, these workflows is going to take a little more time and kind of delay us, like, maybe at the beginning in terms of, like, things, but I think, like, once we're in stride, it's going to move really fast.", "start_time": 556.68, "end_time": 566.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 135, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 566.88, "end_time": 567.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 136, "text": "If we can, like, set up those.", "raw_text": "If we can, like, set up those.", "start_time": 568.15, "end_time": 569.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 137, "text": "And we're reporting a lot of things, like, kind of back right now, but I think, like, we're getting, I think after, like, the last conversations of being good with ODATA and stuff to move forward.", "raw_text": "And we're reporting a lot of things, like, kind of back right now, but I think, like, we're getting, I think after, like, the last conversations of being good with ODATA and stuff to move forward.", "start_time": 569.19, "end_time": 583.67, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 138, "text": "Yeah, we're good.", "raw_text": "Yeah, we're good.", "start_time": 583.75, "end_time": 584.79, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 139, "text": "But I think.", "raw_text": "But I think.", "start_time": 585.27, "end_time": 585.95, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 140, "text": "Yeah, I just was curious, too, like, with you and Kara's discussion, like, they've been super, super flexible and open for things.", "raw_text": "Yeah, I just was curious, too, like, with you and Kara's discussion, like, they've been super, super flexible and open for things.", "start_time": 585.95, "end_time": 594.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 141, "text": "So, like I said, here's how I envision testing going.", "raw_text": "So, like I said, here's how I envision testing going.", "start_time": 594.87, "end_time": 598.72, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 142, "text": "Do you agree with this?", "raw_text": "Do you agree with this?", "start_time": 598.72, "end_time": 599.8, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 143, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 599.8, "end_time": 600.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 144, "text": "And she said, yeah, that.", "raw_text": "And she said, yeah, that.", "start_time": 600.24, "end_time": 601.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 145, "text": "That works for us.", "raw_text": "That works for us.", "start_time": 601.32, "end_time": 602.08, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 146, "text": "That makes sense.", "raw_text": "That makes sense.", "start_time": 602.08, "end_time": 602.84, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 147, "text": "You know, they've asked to do the code reviews, but they've also said we just want to look at it and understand it some.", "raw_text": "You know, they've asked to do the code reviews, but they've also said we just want to look at it and understand it some.", "start_time": 604.68, "end_time": 609.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 148, "text": "We don't necessarily want to be causing problems.", "raw_text": "We don't necessarily want to be causing problems.", "start_time": 609.96, "end_time": 612.36, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 149, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 612.36, "end_time": 612.76, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 150, "text": "So I don't think they are.", "raw_text": "So I don't think they are.", "start_time": 612.76, "end_time": 613.8, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 151, "text": "I think it's just.", "raw_text": "I think it's just.", "start_time": 613.8, "end_time": 614.6, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 152, "text": "I think it'd be good too, like, because we're.", "raw_text": "I think it'd be good too, like, because we're.", "start_time": 614.76, "end_time": 617.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 153, "text": "We're not a big team, but, like, slight.", "raw_text": "We're not a big team, but, like, slight.", "start_time": 617.56, "end_time": 619.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 154, "text": "I mean, there's a couple people, like, involved just, like, having a rough sketch of, like, all right, like, what do we need to ship?", "raw_text": "I mean, there's a couple people, like, involved just, like, having a rough sketch of, like, all right, like, what do we need to ship?", "start_time": 619.48, "end_time": 627.77, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 155, "text": "Like, in our brains of terms, like, milestone 1.3 is coming in a close.", "raw_text": "Like, in our brains of terms, like, milestone 1.3 is coming in a close.", "start_time": 627.77, "end_time": 631.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 156, "text": "Like, what should we roughly, like, be able to show and have done?", "raw_text": "Like, what should we roughly, like, be able to show and have done?", "start_time": 631.41, "end_time": 634.53, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 157, "text": "Is it just, like, a demo that we get to walk through with them or, like, do they want these documents done as well and that will just help us, like, kind of get all that right together?", "raw_text": "Is it just, like, a demo that we get to walk through with them or, like, do they want these documents done as well and that will just help us, like, kind of get all that right together?", "start_time": 634.53, "end_time": 645.69, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 158, "text": "I think for.", "raw_text": "I think for.", "start_time": 645.85, "end_time": 646.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 159, "text": "I think our deliverable should our deliverable stance should just be we're going to do a definitive demo and we can do it on a Thursday call or it could be a separate one and I can update the agenda and say this is the mile milestone 1.4 deliverable demo.", "raw_text": "I think our deliverable should our deliverable stance should just be we're going to do a definitive demo and we can do it on a Thursday call or it could be a separate one and I can update the agenda and say this is the mile milestone 1.4 deliverable demo.", "start_time": 646.49, "end_time": 663.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 160, "text": "And then once it, once it's done there, we're.", "raw_text": "And then once it, once it's done there, we're.", "start_time": 665.75, "end_time": 669.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 161, "text": "That's either going to Janelle or maybe it's already gone to Janelle and she's doing some testing.", "raw_text": "That's either going to Janelle or maybe it's already gone to Janelle and she's doing some testing.", "start_time": 669.43, "end_time": 673.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 162, "text": "Yeah, that would be the, the place of saying, in essence, this is ready to go out to Amber and the csrs or something of.", "raw_text": "Yeah, that would be the, the place of saying, in essence, this is ready to go out to Amber and the csrs or something of.", "start_time": 673.83, "end_time": 681.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 163, "text": "And.", "raw_text": "And.", "start_time": 682.87, "end_time": 683.11, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 164, "text": "And we'll consider that the official marker.", "raw_text": "And we'll consider that the official marker.", "start_time": 683.19, "end_time": 687.83, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 165, "text": "And with it we'll go, here's the pr, Dan and Sean, if you want to look at it.", "raw_text": "And with it we'll go, here's the pr, Dan and Sean, if you want to look at it.", "start_time": 688.15, "end_time": 693.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 166, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 693.19, "end_time": 693.67, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 167, "text": "And if there's any other documents we created for the milestone that are done, we could just put them, you know, make them available.", "raw_text": "And if there's any other documents we created for the milestone that are done, we could just put them, you know, make them available.", "start_time": 693.67, "end_time": 700.39, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 168, "text": "But ultimately, I don't think we'll even like the data mapping spreadsheets.", "raw_text": "But ultimately, I don't think we'll even like the data mapping spreadsheets.", "start_time": 700.63, "end_time": 703.79, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 169, "text": "I don't think we should consider those deliverables as much as just work product that will update and change and revise over time.", "raw_text": "I don't think we should consider those deliverables as much as just work product that will update and change and revise over time.", "start_time": 703.79, "end_time": 711.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 170, "text": "Okay, that sounds good because I don't want to do any formal documentation whatever else.", "raw_text": "Okay, that sounds good because I don't want to do any formal documentation whatever else.", "start_time": 712.26, "end_time": 718.18, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 171, "text": "And I think it all is, as long as we're thinking of it clearly that, yes, we're going to have these user stories that we can give to them for testing purposes.", "raw_text": "And I think it all is, as long as we're thinking of it clearly that, yes, we're going to have these user stories that we can give to them for testing purposes.", "start_time": 718.18, "end_time": 727.899, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 172, "text": "But again, I don't even think they're going to need them.", "raw_text": "But again, I don't even think they're going to need them.", "start_time": 727.899, "end_time": 729.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 173, "text": "You know, they know how they use the system, how they want to use the system, what it's supposed to do.", "raw_text": "You know, they know how they use the system, how they want to use the system, what it's supposed to do.", "start_time": 729.74, "end_time": 734.5, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 174, "text": "Well, the thought was just to take their Excel sheet that they gave us and just.", "raw_text": "Well, the thought was just to take their Excel sheet that they gave us and just.", "start_time": 734.82, "end_time": 738.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 175, "text": "I'd be like, all right, here's the 10.", "raw_text": "I'd be like, all right, here's the 10.", "start_time": 738.74, "end_time": 740.3, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 176, "text": "That kind of.", "raw_text": "That kind of.", "start_time": 740.3, "end_time": 741.14, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 177, "text": "Right.", "raw_text": "Right.", "start_time": 741.38, "end_time": 741.62, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 178, "text": "I think it's smart to do that and at least use that in some way from a code perspective and say, can we validate.", "raw_text": "I think it's smart to do that and at least use that in some way from a code perspective and say, can we validate.", "start_time": 742.1, "end_time": 750.5, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 179, "text": "We know all of these things are in here.", "raw_text": "We know all of these things are in here.", "start_time": 750.5, "end_time": 752.5, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 180, "text": "Right.", "raw_text": "Right.", "start_time": 752.58, "end_time": 752.98, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 181, "text": "However, that if that can be automated in some way, that would be great so that we at least say we've tested it.", "raw_text": "However, that if that can be automated in some way, that would be great so that we at least say we've tested it.", "start_time": 753.38, "end_time": 760.26, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 182, "text": "This is also validated against the requirements list that are in this milestone.", "raw_text": "This is also validated against the requirements list that are in this milestone.", "start_time": 760.9, "end_time": 765.22, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 183, "text": "Right.", "raw_text": "Right.", "start_time": 765.38, "end_time": 765.78, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 184, "text": "That we called out at least explicitly in the arrangement letter.", "raw_text": "That we called out at least explicitly in the arrangement letter.", "start_time": 765.86, "end_time": 768.98, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 185, "text": "Now we know, we feel like we're good to say this is done and, and releasable to them.", "raw_text": "Now we know, we feel like we're good to say this is done and, and releasable to them.", "start_time": 769.46, "end_time": 774.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 186, "text": "Yeah, sounds.", "raw_text": "Yeah, sounds.", "start_time": 774.99, "end_time": 777.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 187, "text": "Yeah, good on my end.", "raw_text": "Yeah, good on my end.", "start_time": 777.51, "end_time": 778.67, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 188, "text": "And then with that we'll be like pushing up to the staging environment anyways, so by that point they can go in and test and maybe, I don't know, we'll see maybe how much feedback there is because if it's Small.", "raw_text": "And then with that we'll be like pushing up to the staging environment anyways, so by that point they can go in and test and maybe, I don't know, we'll see maybe how much feedback there is because if it's Small.", "start_time": 778.67, "end_time": 795.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 189, "text": "It might be able to be like just done like in the link in parallel with a milestone, if it's larger than maybe it slots into, like at the 1.5 phase, like we're taking that collective testing and going and tweaking up like a bunch of things that need that they called out.", "raw_text": "It might be able to be like just done like in the link in parallel with a milestone, if it's larger than maybe it slots into, like at the 1.5 phase, like we're taking that collective testing and going and tweaking up like a bunch of things that need that they called out.", "start_time": 795.35, "end_time": 813.6, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 190, "text": "Yeah, but okay, that sounds good.", "raw_text": "Yeah, but okay, that sounds good.", "start_time": 813.6, "end_time": 821.36, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 191, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 826.81, "end_time": 826.97, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 192, "text": "I think the main call on my end was just like some of these later things are just getting pulled up to now.", "raw_text": "I think the main call on my end was just like some of these later things are just getting pulled up to now.", "start_time": 826.97, "end_time": 831.77, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 193, "text": "So I don't think like global timeline, we're behind at all.", "raw_text": "So I don't think like global timeline, we're behind at all.", "start_time": 831.77, "end_time": 838.33, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 194, "text": "But I think like, in terms of like the immediate, like 1 2, it's probably going to be a little muddy for a little bit until like these staging environments.", "raw_text": "But I think like, in terms of like the immediate, like 1 2, it's probably going to be a little muddy for a little bit until like these staging environments.", "start_time": 839.85, "end_time": 849.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 195, "text": "Yeah, yeah.", "raw_text": "Yeah, yeah.", "start_time": 849.13, "end_time": 850.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 196, "text": "And I think that's again, I think that's fine.", "raw_text": "And I think that's again, I think that's fine.", "start_time": 850.35, "end_time": 852.23, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 197, "text": "Of, you know, if we get the staging system set up or show progress there as our update on Thursday.", "raw_text": "Of, you know, if we get the staging system set up or show progress there as our update on Thursday.", "start_time": 852.23, "end_time": 857.95, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 198, "text": "Of like, yeah, you know, it's taking a little bit longer because there were some things that we, you know, we needed from you all and we asked, we didn't bring up until Monday.", "raw_text": "Of like, yeah, you know, it's taking a little bit longer because there were some things that we, you know, we needed from you all and we asked, we didn't bring up until Monday.", "start_time": 858.03, "end_time": 866.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 199, "text": "And this is new, so there's some new stuff that's got to also be put in place.", "raw_text": "And this is new, so there's some new stuff that's got to also be put in place.", "start_time": 866.83, "end_time": 870.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 200, "text": "But yeah, I mean, Liz and Kara, I'm, you know, the stats reports are all just being spun on less of holding us directly to the dates for a particular milestone as called out versus are we making progress substantially and feeling like it's good.", "raw_text": "But yeah, I mean, Liz and Kara, I'm, you know, the stats reports are all just being spun on less of holding us directly to the dates for a particular milestone as called out versus are we making progress substantially and feeling like it's good.", "start_time": 873.07, "end_time": 893.59, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 201, "text": "And if I'm able to report this week, like, hey, milestone 11 2, you know, 172 2, like, are all in progress because we've now started pulling this stuff in with the staging environment.", "raw_text": "And if I'm able to report this week, like, hey, milestone 11 2, you know, 172 2, like, are all in progress because we've now started pulling this stuff in with the staging environment.", "start_time": 894.07, "end_time": 908.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 202, "text": "That's, that's a big, healthy update for them.", "raw_text": "That's, that's a big, healthy update for them.", "start_time": 908.63, "end_time": 911.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 203, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 911.76, "end_time": 912.08, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 204, "text": "And I think at this point for, for the most part in one two, I think set in terms of like, the expected views and stuff.", "raw_text": "And I think at this point for, for the most part in one two, I think set in terms of like, the expected views and stuff.", "start_time": 912.08, "end_time": 922.68, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 205, "text": "So, like, even today, I think Darius is going to start working on 1 3.", "raw_text": "So, like, even today, I think Darius is going to start working on 1 3.", "start_time": 922.68, "end_time": 925.92, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 206, "text": "Okay.", "raw_text": "Okay.", "start_time": 926.08, "end_time": 926.72, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 207, "text": "So the goal would be by Thursday we have a chunk of 13 done as well.", "raw_text": "So the goal would be by Thursday we have a chunk of 13 done as well.", "start_time": 927.36, "end_time": 931.68, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 208, "text": "And I don't even think technically, per schedule, we're not supposed to start 13 until maybe Monday.", "raw_text": "And I don't even think technically, per schedule, we're not supposed to start 13 until maybe Monday.", "start_time": 931.76, "end_time": 938.31, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 209, "text": "I think this is the end.", "raw_text": "I think this is the end.", "start_time": 938.39, "end_time": 939.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 210, "text": "No, this is week six.", "raw_text": "No, this is week six.", "start_time": 939.47, "end_time": 940.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 211, "text": "So this technically would be the last week of 1 2.", "raw_text": "So this technically would be the last week of 1 2.", "start_time": 941.03, "end_time": 944.07, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 212, "text": "Okay.", "raw_text": "Okay.", "start_time": 944.07, "end_time": 944.63, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 213, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 944.63, "end_time": 945.11, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 214, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 945.99, "end_time": 946.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 215, "text": "So I think we're just going to keep chugging along on that and then once staging is up.", "raw_text": "So I think we're just going to keep chugging along on that and then once staging is up.", "start_time": 946.55, "end_time": 953.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 216, "text": "Yeah, it'll be a little easier for them to access and give feedback and test on things too.", "raw_text": "Yeah, it'll be a little easier for them to access and give feedback and test on things too.", "start_time": 953.91, "end_time": 957.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 217, "text": "So depending on how fast they get that up, like, I'll prioritize trying to get that environment up and running and then Again, like, even with.", "raw_text": "So depending on how fast they get that up, like, I'll prioritize trying to get that environment up and running and then Again, like, even with.", "start_time": 958.31, "end_time": 968.56, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 218, "text": "Yeah, it's kind of just because even now, the way I'm looking at it, I'm like, well, like, for staging qa, maybe we set up that, like, nightly sync job already, but then we're.", "raw_text": "Yeah, it's kind of just because even now, the way I'm looking at it, I'm like, well, like, for staging qa, maybe we set up that, like, nightly sync job already, but then we're.", "start_time": 969.76, "end_time": 979.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 219, "text": "We're basically already pulling from, like, phase two and three out of that.", "raw_text": "We're basically already pulling from, like, phase two and three out of that.", "start_time": 979.04, "end_time": 982.56, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 220, "text": "So I think it's just.", "raw_text": "So I think it's just.", "start_time": 982.64, "end_time": 983.76, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 221, "text": "It's just going to be a little, like, intermingled in the process.", "raw_text": "It's just going to be a little, like, intermingled in the process.", "start_time": 984, "end_time": 986.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 222, "text": "It's just kind of the.", "raw_text": "It's just kind of the.", "start_time": 987.36, "end_time": 988.4, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 223, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 988.84, "end_time": 989.08, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 224, "text": "Like, high level.", "raw_text": "Like, high level.", "start_time": 989.08, "end_time": 989.8, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 225, "text": "I think the roadmap is like a good kind of, like, core overview of, like, what needs to get done, but I think things will just get, like, shuffled around as we move along.", "raw_text": "I think the roadmap is like a good kind of, like, core overview of, like, what needs to get done, but I think things will just get, like, shuffled around as we move along.", "start_time": 990.2, "end_time": 999.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 226, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1000.28, "end_time": 1000.76, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 227, "text": "Okay.", "raw_text": "Okay.", "start_time": 1000.76, "end_time": 1001.16, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 228, "text": "So.", "raw_text": "So.", "start_time": 1001.16, "end_time": 1001.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 229, "text": "Yeah, and then, I mean, I told you that Justin's gonna jump in some.", "raw_text": "Yeah, and then, I mean, I told you that Justin's gonna jump in some.", "start_time": 1001.8, "end_time": 1009.16, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 230, "text": "I mean, I. I'd really leave it to you and him to talk and see how he best can be used.", "raw_text": "I mean, I. I'd really leave it to you and him to talk and see how he best can be used.", "start_time": 1012.04, "end_time": 1018.21, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 231, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1018.53, "end_time": 1019.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 232, "text": "And.", "raw_text": "And.", "start_time": 1022.61, "end_time": 1023.01, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 233, "text": "And most of that is just because Boone's busy.", "raw_text": "And most of that is just because Boone's busy.", "start_time": 1023.01, "end_time": 1028.13, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 234, "text": "I don't know how much he talks to you guys, but he's got a lot of stuff going on.", "raw_text": "I don't know how much he talks to you guys, but he's got a lot of stuff going on.", "start_time": 1028.21, "end_time": 1031.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 235, "text": "His stuff.", "raw_text": "His stuff.", "start_time": 1032.45, "end_time": 1033.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 236, "text": "And so.", "raw_text": "And so.", "start_time": 1033.09, "end_time": 1034.53, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 237, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1035.73, "end_time": 1036.21, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 238, "text": "So I think it's just a.", "raw_text": "So I think it's just a.", "start_time": 1036.29, "end_time": 1037.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 239, "text": "It's also a reality check of, you know, if.", "raw_text": "It's also a reality check of, you know, if.", "start_time": 1037.81, "end_time": 1042.619, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 240, "text": "If he's too busy, we want to also have somebody else from the higher ups that will have a prep, could have a presence there.", "raw_text": "If he's too busy, we want to also have somebody else from the higher ups that will have a prep, could have a presence there.", "start_time": 1042.619, "end_time": 1052.059, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 241, "text": "OD that somebody that they trust.", "raw_text": "OD that somebody that they trust.", "start_time": 1052.059, "end_time": 1053.379, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 242, "text": "So Boo needs to pull back and can't be on meetings or whatever else that.", "raw_text": "So Boo needs to pull back and can't be on meetings or whatever else that.", "start_time": 1053.379, "end_time": 1057.819, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 243, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1057.899, "end_time": 1058.339, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 244, "text": "You have support if you need it.", "raw_text": "You have support if you need it.", "start_time": 1058.339, "end_time": 1060.459, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 245, "text": "And so, I mean, it could just be Justin, here's what we're planning.", "raw_text": "And so, I mean, it could just be Justin, here's what we're planning.", "start_time": 1062.139, "end_time": 1066.379, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 246, "text": "There's what we do.", "raw_text": "There's what we do.", "start_time": 1066.379, "end_time": 1067.059, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 247, "text": "And look.", "raw_text": "And look.", "start_time": 1067.059, "end_time": 1067.619, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 248, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1067.619, "end_time": 1068.139, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 249, "text": "Take a look at it.", "raw_text": "Take a look at it.", "start_time": 1068.71, "end_time": 1069.31, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 250, "text": "And if you say it's great, then, okay, we're good to go, and we don't actually need you.", "raw_text": "And if you say it's great, then, okay, we're good to go, and we don't actually need you.", "start_time": 1069.31, "end_time": 1073.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 251, "text": "And again, you know, you're giving the reasons for why that I have not accurately reflected for why we've not gone as fast out of the gate as.", "raw_text": "And again, you know, you're giving the reasons for why that I have not accurately reflected for why we've not gone as fast out of the gate as.", "start_time": 1075.35, "end_time": 1085.83, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 252, "text": "Again, when we're in the planning meetings, they say, well, we need to hit 500 hours this month to stay on schedule.", "raw_text": "Again, when we're in the planning meetings, they say, well, we need to hit 500 hours this month to stay on schedule.", "start_time": 1086.87, "end_time": 1092.55, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 253, "text": "We're at 250.", "raw_text": "We're at 250.", "start_time": 1092.55, "end_time": 1093.67, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 254, "text": "Why is that?", "raw_text": "Why is that?", "start_time": 1093.91, "end_time": 1094.79, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 255, "text": "So we don't have the context of, well, we could be burning more hours, but it may not be helpful yet.", "raw_text": "So we don't have the context of, well, we could be burning more hours, but it may not be helpful yet.", "start_time": 1095.67, "end_time": 1101.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 256, "text": "Yeah, for me, it's just like.", "raw_text": "Yeah, for me, it's just like.", "start_time": 1102.15, "end_time": 1103.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 257, "text": "And I think we're at a point now where we can start running hotter on it.", "raw_text": "And I think we're at a point now where we can start running hotter on it.", "start_time": 1104.79, "end_time": 1108.39, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 258, "text": "But, like, I don't know, every large fixed fee project I've been on, we've just got, like, burned with this kind of stuff.", "raw_text": "But, like, I don't know, every large fixed fee project I've been on, we've just got, like, burned with this kind of stuff.", "start_time": 1108.39, "end_time": 1114.63, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 259, "text": "Maybe I'm just overly cautious with it, but my stand is, like, when these conversations are started popping up.", "raw_text": "Maybe I'm just overly cautious with it, but my stand is, like, when these conversations are started popping up.", "start_time": 1115.19, "end_time": 1120.87, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 260, "text": "I'm like, all right, let's like, kind of stay on track with like milestone 1, 2.", "raw_text": "I'm like, all right, let's like, kind of stay on track with like milestone 1, 2.", "start_time": 1120.87, "end_time": 1125.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 261, "text": "But like, I don't want to push.", "raw_text": "But like, I don't want to push.", "start_time": 1125.43, "end_time": 1126.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 262, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1127.27, "end_time": 1127.83, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 263, "text": "Because like, if something pops up where they're changing stuff a bunch, like, and maybe, maybe I should just push and that's a change order.", "raw_text": "Because like, if something pops up where they're changing stuff a bunch, like, and maybe, maybe I should just push and that's a change order.", "start_time": 1127.83, "end_time": 1134.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 264, "text": "Like, if that does happen.", "raw_text": "Like, if that does happen.", "start_time": 1134.91, "end_time": 1135.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 265, "text": "But.", "raw_text": "But.", "start_time": 1136.71, "end_time": 1137.11, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 266, "text": "Well, we still need to talk and maybe that's a discussion for Justin, you, me, and Boone around.", "raw_text": "Well, we still need to talk and maybe that's a discussion for Justin, you, me, and Boone around.", "start_time": 1137.75, "end_time": 1143.87, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 267, "text": "Like the BT B. Btp.", "raw_text": "Like the BT B. Btp.", "start_time": 1143.87, "end_time": 1145.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 268, "text": "I can never get that right.", "raw_text": "I can never get that right.", "start_time": 1145.75, "end_time": 1146.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 269, "text": "BTP change, like, it's substantial enough.", "raw_text": "BTP change, like, it's substantial enough.", "start_time": 1146.75, "end_time": 1149.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 270, "text": "I think that we should consider a change order.", "raw_text": "I think that we should consider a change order.", "start_time": 1150.07, "end_time": 1152.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 271, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1152.56, "end_time": 1152.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 272, "text": "But I don't know how to quantify that or qualify that.", "raw_text": "But I don't know how to quantify that or qualify that.", "start_time": 1152.96, "end_time": 1156.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 273, "text": "The way they talk about it, it's like, oh, yeah, you just changed this, this pointer and this link.", "raw_text": "The way they talk about it, it's like, oh, yeah, you just changed this, this pointer and this link.", "start_time": 1157.12, "end_time": 1161.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 274, "text": "I don't know that that's really true, but I can't say that for sure.", "raw_text": "I don't know that that's really true, but I can't say that for sure.", "start_time": 1161.88, "end_time": 1165.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 275, "text": "I think a good way to estimate it would be like, once 12 is kind of like polished and up on staging and we're in a good spot with that, we hand them the Excel doc with the mapping and then they accelerate the BTP API for customers products.", "raw_text": "I think a good way to estimate it would be like, once 12 is kind of like polished and up on staging and we're in a good spot with that, we hand them the Excel doc with the mapping and then they accelerate the BTP API for customers products.", "start_time": 1165.52, "end_time": 1183.98, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 276, "text": "Right.", "raw_text": "Right.", "start_time": 1184.06, "end_time": 1184.42, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 277, "text": "And then we get to like, basically do like, hey, this is.", "raw_text": "And then we get to like, basically do like, hey, this is.", "start_time": 1184.42, "end_time": 1188.3, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 278, "text": "We get to experience like, what is the lift for us porting over to that.", "raw_text": "We get to experience like, what is the lift for us porting over to that.", "start_time": 1188.38, "end_time": 1191.66, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 279, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1191.66, "end_time": 1191.94, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 280, "text": "And that might give us a better picture of like, oh, that was super easy, not a big deal.", "raw_text": "And that might give us a better picture of like, oh, that was super easy, not a big deal.", "start_time": 1191.94, "end_time": 1196.14, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 281, "text": "Or we might run into like, a bunch of stuff.", "raw_text": "Or we might run into like, a bunch of stuff.", "start_time": 1196.46, "end_time": 1198.9, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 282, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1198.9, "end_time": 1199.22, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 283, "text": "Like, all right, this is going to be kind of a lift to do all of that.", "raw_text": "Like, all right, this is going to be kind of a lift to do all of that.", "start_time": 1199.22, "end_time": 1202.54, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 284, "text": "Okay.", "raw_text": "Okay.", "start_time": 1202.54, "end_time": 1203.1, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 285, "text": "I don't know.", "raw_text": "I don't know.", "start_time": 1203.82, "end_time": 1204.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 286, "text": "That's.", "raw_text": "That's.", "start_time": 1204.46, "end_time": 1205.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 287, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1205.39, "end_time": 1205.55, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 288, "text": "And that's.", "raw_text": "And that's.", "start_time": 1205.55, "end_time": 1205.87, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 289, "text": "That's where we left it yesterday.", "raw_text": "That's where we left it yesterday.", "start_time": 1205.87, "end_time": 1207.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 290, "text": "Now that.", "raw_text": "Now that.", "start_time": 1207.15, "end_time": 1207.59, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 291, "text": "Now that you say that, that's kind of where I.", "raw_text": "Now that you say that, that's kind of where I.", "start_time": 1207.59, "end_time": 1209.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 292, "text": "What I suggested we do yesterday.", "raw_text": "What I suggested we do yesterday.", "start_time": 1209.19, "end_time": 1211.11, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 293, "text": "And that makes sense.", "raw_text": "And that makes sense.", "start_time": 1211.11, "end_time": 1211.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 294, "text": "I just, I don't want to get too far down the road of them being like, oh, you're trying to change order for.", "raw_text": "I just, I don't want to get too far down the road of them being like, oh, you're trying to change order for.", "start_time": 1211.99, "end_time": 1218.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 295, "text": "For this thing now that we agreed to two months ago.", "raw_text": "For this thing now that we agreed to two months ago.", "start_time": 1218.35, "end_time": 1221.629, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 296, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1221.95, "end_time": 1222.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 297, "text": "Why didn't we have the change order then?", "raw_text": "Why didn't we have the change order then?", "start_time": 1222.35, "end_time": 1223.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 298, "text": "Right.", "raw_text": "Right.", "start_time": 1223.91, "end_time": 1224.27, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 299, "text": "So I still think I might have.", "raw_text": "So I still think I might have.", "start_time": 1224.59, "end_time": 1226.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 300, "text": "I already mentioned this to Paul a couple of weeks ago and boom, brought it up.", "raw_text": "I already mentioned this to Paul a couple of weeks ago and boom, brought it up.", "start_time": 1226.47, "end_time": 1229.63, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 301, "text": "But I might mention to him again of like, yeah, what do you think?", "raw_text": "But I might mention to him again of like, yeah, what do you think?", "start_time": 1229.63, "end_time": 1233.77, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 302, "text": "Should I send something to Caroliz or should you send something?", "raw_text": "Should I send something to Caroliz or should you send something?", "start_time": 1233.85, "end_time": 1237.61, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 303, "text": "Just saying, hey, we heard about.", "raw_text": "Just saying, hey, we heard about.", "start_time": 1237.61, "end_time": 1240.85, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 304, "text": "Or I heard about this thing.", "raw_text": "Or I heard about this thing.", "start_time": 1240.85, "end_time": 1242.17, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 305, "text": "Just want to make you know that, like, we didn't have it in scope.", "raw_text": "Just want to make you know that, like, we didn't have it in scope.", "start_time": 1242.25, "end_time": 1245.29, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 306, "text": "It may require a change order, but we won't know until this point, you know.", "raw_text": "It may require a change order, but we won't know until this point, you know.", "start_time": 1245.53, "end_time": 1251.13, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 307, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1252.09, "end_time": 1252.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 308, "text": "I.", "raw_text": "I.", "start_time": 1253.93, "end_time": 1254.33, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 309, "text": "Their technical team is great.", "raw_text": "Their technical team is great.", "start_time": 1254.57, "end_time": 1256.13, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 310, "text": "Like, they're really responsive and like, seem really competent.", "raw_text": "Like, they're really responsive and like, seem really competent.", "start_time": 1256.13, "end_time": 1259.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 311, "text": "But like they've openly said on the calls too, like we've never done this before so it's like we just don't know what that looks like on their end either.", "raw_text": "But like they've openly said on the calls too, like we've never done this before so it's like we just don't know what that looks like on their end either.", "start_time": 1259.37, "end_time": 1269.26, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 312, "text": "So.", "raw_text": "So.", "start_time": 1271.34, "end_time": 1271.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 313, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1272.78, "end_time": 1273.1, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 314, "text": "And to your point on the fixed fee projects and things, you know, I've been on plenty as well historically and where I definitely.", "raw_text": "And to your point on the fixed fee projects and things, you know, I've been on plenty as well historically and where I definitely.", "start_time": 1273.1, "end_time": 1283.38, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 315, "text": "I'm going to need you to help especially once Rhodes and Darius really start going and all intents and purposes are full time on this.", "raw_text": "I'm going to need you to help especially once Rhodes and Darius really start going and all intents and purposes are full time on this.", "start_time": 1283.38, "end_time": 1293.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 316, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1293.91, "end_time": 1294.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 317, "text": "Is really just the evaluation of like here's the work that I gave you.", "raw_text": "Is really just the evaluation of like here's the work that I gave you.", "start_time": 1294.55, "end_time": 1299.83, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 318, "text": "Should it have taken you that long?", "raw_text": "Should it have taken you that long?", "start_time": 1299.83, "end_time": 1301.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 319, "text": "Like there's obviously some understanding that Darius is new and, and younger and he's learning and Rhodes too isn't all that young but.", "raw_text": "Like there's obviously some understanding that Darius is new and, and younger and he's learning and Rhodes too isn't all that young but.", "start_time": 1301.67, "end_time": 1311.83, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 320, "text": "But definitely more experienced and knows what he's doing.", "raw_text": "But definitely more experienced and knows what he's doing.", "start_time": 1311.91, "end_time": 1314.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 321, "text": "But again, like there's something that should have taken four hours and it took 16.", "raw_text": "But again, like there's something that should have taken four hours and it took 16.", "start_time": 1314.15, "end_time": 1319.27, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 322, "text": "Like that's a problem.", "raw_text": "Like that's a problem.", "start_time": 1319.99, "end_time": 1321.84, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 323, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1322, "end_time": 1322.4, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 324, "text": "Right.", "raw_text": "Right.", "start_time": 1322.4, "end_time": 1322.72, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 325, "text": "But I'm not necessarily going to have that context of knowing that.", "raw_text": "But I'm not necessarily going to have that context of knowing that.", "start_time": 1323.12, "end_time": 1325.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 326, "text": "Yeah, that's.", "raw_text": "Yeah, that's.", "start_time": 1325.88, "end_time": 1327.2, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 327, "text": "Yeah, me too.", "raw_text": "Yeah, me too.", "start_time": 1327.28, "end_time": 1328.16, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 328, "text": "I need to get a little better.", "raw_text": "I need to get a little better.", "start_time": 1328.16, "end_time": 1329.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 329, "text": "Like and it's just not part of.", "raw_text": "Like and it's just not part of.", "start_time": 1329.44, "end_time": 1331.68, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 330, "text": "We were just talking about this earlier.", "raw_text": "We were just talking about this earlier.", "start_time": 1332.08, "end_time": 1333.44, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 331, "text": "I was talking about it with Murph was like it's just not part of our.", "raw_text": "I was talking about it with Murph was like it's just not part of our.", "start_time": 1333.92, "end_time": 1337.52, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 332, "text": "The Moreland process.", "raw_text": "The Moreland process.", "start_time": 1338, "end_time": 1339.68, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 333, "text": "Right.", "raw_text": "Right.", "start_time": 1340.08, "end_time": 1340.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 334, "text": "And it's.", "raw_text": "And it's.", "start_time": 1340.48, "end_time": 1341.2, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 335, "text": "It's not ever really something that you can do well unless you have like project managers knee deep and technical.", "raw_text": "It's not ever really something that you can do well unless you have like project managers knee deep and technical.", "start_time": 1341.6, "end_time": 1350.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 336, "text": "Knee deep in every single project and they're doing time card reviews and all that sort of nonsense.", "raw_text": "Knee deep in every single project and they're doing time card reviews and all that sort of nonsense.", "start_time": 1351.07, "end_time": 1357.11, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 337, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1357.11, "end_time": 1357.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 338, "text": "Scope it well.", "raw_text": "Scope it well.", "start_time": 1358.27, "end_time": 1359.11, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 339, "text": "But I think like a general understanding of like there's levels of experience like to developers and Yeah.", "raw_text": "But I think like a general understanding of like there's levels of experience like to developers and Yeah.", "start_time": 1359.11, "end_time": 1369.83, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 340, "text": "I think like you'll probably just end up taking the average of where that is standard.", "raw_text": "I think like you'll probably just end up taking the average of where that is standard.", "start_time": 1369.83, "end_time": 1373.07, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 341, "text": "They do your hour calculation.", "raw_text": "They do your hour calculation.", "start_time": 1373.07, "end_time": 1374.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 342, "text": "Right.", "raw_text": "Right.", "start_time": 1374.43, "end_time": 1374.83, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 343, "text": "Right.", "raw_text": "Right.", "start_time": 1375.26, "end_time": 1375.5, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 344, "text": "But yeah, I think it makes it.", "raw_text": "But yeah, I think it makes it.", "start_time": 1376.86, "end_time": 1380.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 345, "text": "It's tougher too because I know like atmoreland kind of our.", "raw_text": "It's tougher too because I know like atmoreland kind of our.", "start_time": 1380.74, "end_time": 1384.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 346, "text": "It's kind of a flat rate regardless of kind of who's doing power.", "raw_text": "It's kind of a flat rate regardless of kind of who's doing power.", "start_time": 1384.78, "end_time": 1389.62, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 347, "text": "It is.", "raw_text": "It is.", "start_time": 1389.62, "end_time": 1390.14, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 348, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1390.46, "end_time": 1390.899, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 349, "text": "Which makes it easier and trickier like in some ways to do those estimates.", "raw_text": "Which makes it easier and trickier like in some ways to do those estimates.", "start_time": 1390.899, "end_time": 1395.34, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 350, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1395.58, "end_time": 1396.06, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 351, "text": "Cool, cool.", "raw_text": "Cool, cool.", "start_time": 1398.38, "end_time": 1400.06, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 352, "text": "It sounds good.", "raw_text": "It sounds good.", "start_time": 1402.34, "end_time": 1402.9, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 353, "text": "And I do like some pharmacast stuff.", "raw_text": "And I do like some pharmacast stuff.", "start_time": 1402.9, "end_time": 1405.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 354, "text": "I'll try to do that a second here.", "raw_text": "I'll try to do that a second here.", "start_time": 1406.82, "end_time": 1408.5, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 355, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1408.66, "end_time": 1409.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 356, "text": "If you have time.", "raw_text": "If you have time.", "start_time": 1409.02, "end_time": 1409.7, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 357, "text": "The only reason why I say that is Mitch, unless it's changed.", "raw_text": "The only reason why I say that is Mitch, unless it's changed.", "start_time": 1409.7, "end_time": 1412.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 358, "text": "Mitch had been knocking on my door about whether or not they could pull that in.", "raw_text": "Mitch had been knocking on my door about whether or not they could pull that in.", "start_time": 1412.74, "end_time": 1416.34, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 359, "text": "I think for Mike to work on, Michael to work on, that's who I would recommend.", "raw_text": "I think for Mike to work on, Michael to work on, that's who I would recommend.", "start_time": 1416.34, "end_time": 1420.82, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 360, "text": "So like even if it were something of like, okay, we know that these are the things and Eric's going to agree Like I could ask Jeff and say if Michael needs work.", "raw_text": "So like even if it were something of like, okay, we know that these are the things and Eric's going to agree Like I could ask Jeff and say if Michael needs work.", "start_time": 1421.94, "end_time": 1434.01, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 361, "text": "Yeah, maybe we can just start it.", "raw_text": "Yeah, maybe we can just start it.", "start_time": 1434.17, "end_time": 1435.85, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 362, "text": "Yeah, should be good if he has that deadline you kind of mentioned.", "raw_text": "Yeah, should be good if he has that deadline you kind of mentioned.", "start_time": 1435.93, "end_time": 1439.85, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 363, "text": "Yeah, yeah.", "raw_text": "Yeah, yeah.", "start_time": 1440.01, "end_time": 1441.17, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 364, "text": "I think the main thing for.", "raw_text": "I think the main thing for.", "start_time": 1441.17, "end_time": 1444.01, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 365, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1444.57, "end_time": 1444.93, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 366, "text": "Like pharmacast if it's.", "raw_text": "Like pharmacast if it's.", "start_time": 1444.93, "end_time": 1446.569, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 367, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1448.01, "end_time": 1448.37, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 368, "text": "I can give our estimates for these things.", "raw_text": "I can give our estimates for these things.", "start_time": 1448.37, "end_time": 1450.25, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 369, "text": "I don't know how you guys are thinking about like.", "raw_text": "I don't know how you guys are thinking about like.", "start_time": 1453.05, "end_time": 1456.26, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 370, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1456.34, "end_time": 1456.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 371, "text": "Structuring the.", "raw_text": "Structuring the.", "start_time": 1456.74, "end_time": 1457.7, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 372, "text": "The team on it or if it's just like one dev you want to stick on it or my guess, with how things are going, one dev is probably going to be how.", "raw_text": "The team on it or if it's just like one dev you want to stick on it or my guess, with how things are going, one dev is probably going to be how.", "start_time": 1457.86, "end_time": 1468.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 373, "text": "How it does and admittedly I, you know, it's the same thing with Entwine and otherwise it's like we can't rely on you to be doing this with everything else you have going on.", "raw_text": "How it does and admittedly I, you know, it's the same thing with Entwine and otherwise it's like we can't rely on you to be doing this with everything else you have going on.", "start_time": 1468.1, "end_time": 1480.1, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 374, "text": "But Eric wants you to be involved.", "raw_text": "But Eric wants you to be involved.", "start_time": 1480.1, "end_time": 1481.94, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 375, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1482.5, "end_time": 1482.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 376, "text": "Well, I guess like for me it's.", "raw_text": "Well, I guess like for me it's.", "start_time": 1482.74, "end_time": 1484.34, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 377, "text": "Too is like I do enjoy so like right now I'm in definitely like more of a like client facing and like kind of architecting slash like management like type role.", "raw_text": "Too is like I do enjoy so like right now I'm in definitely like more of a like client facing and like kind of architecting slash like management like type role.", "start_time": 1488.58, "end_time": 1499.14, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 378, "text": "Like I do really enjoy devbing and I think like entwined.", "raw_text": "Like I do really enjoy devbing and I think like entwined.", "start_time": 1499.14, "end_time": 1503.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 379, "text": "I get a lot of that like Devon experience out of still.", "raw_text": "I get a lot of that like Devon experience out of still.", "start_time": 1503.46, "end_time": 1506.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 380, "text": "Okay.", "raw_text": "Okay.", "start_time": 1506.46, "end_time": 1506.9, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 381, "text": "It's like good on my end to and Entwine is kind of tricky because the tickets are complex on that project.", "raw_text": "It's like good on my end to and Entwine is kind of tricky because the tickets are complex on that project.", "start_time": 1506.9, "end_time": 1519.39, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 382, "text": "Okay.", "raw_text": "Okay.", "start_time": 1519.47, "end_time": 1519.95, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 383, "text": "So like something like I just finished like a 20 hour ticket like recently.", "raw_text": "So like something like I just finished like a 20 hour ticket like recently.", "start_time": 1519.95, "end_time": 1525.23, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 384, "text": "I think it would have taken like someone with the context or more junior like a hundred to do that.", "raw_text": "I think it would have taken like someone with the context or more junior like a hundred to do that.", "start_time": 1526.11, "end_time": 1534.23, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 385, "text": "Just like knowing what the stack looks like and all of that.", "raw_text": "Just like knowing what the stack looks like and all of that.", "start_time": 1534.23, "end_time": 1537.39, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 386, "text": "So it's like, it's also like a little bit tricky because it's for me it's like well if we like pull me off that completely then like do we have 100 hours elsewhere to like sink into right to that or we just slower with them, I guess.", "raw_text": "So it's like, it's also like a little bit tricky because it's for me it's like well if we like pull me off that completely then like do we have 100 hours elsewhere to like sink into right to that or we just slower with them, I guess.", "start_time": 1537.71, "end_time": 1552.55, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 387, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1552.55, "end_time": 1553.07, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 388, "text": "For Formicast I think like looking over these things, I think it's, it's also trickier just like.", "raw_text": "For Formicast I think like looking over these things, I think it's, it's also trickier just like.", "start_time": 1554.03, "end_time": 1563.33, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 389, "text": "Yes, I use the coffee maker over there.", "raw_text": "Yes, I use the coffee maker over there.", "start_time": 1564.69, "end_time": 1569.29, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 390, "text": "Sure.", "raw_text": "Sure.", "start_time": 1569.29, "end_time": 1569.65, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 391, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1570.29, "end_time": 1570.85, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 392, "text": "I didn't know there's one in here.", "raw_text": "I didn't know there's one in here.", "start_time": 1572.85, "end_time": 1574.37, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 393, "text": "You got these new capsules.", "raw_text": "You got these new capsules.", "start_time": 1574.77, "end_time": 1576.45, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 394, "text": "Yeah, there you go.", "raw_text": "Yeah, there you go.", "start_time": 1576.61, "end_time": 1581.25, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 395, "text": "But I think like let's take like Pharmacaps for instance too.", "raw_text": "But I think like let's take like Pharmacaps for instance too.", "start_time": 1582.93, "end_time": 1586.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 396, "text": "Like so we could like I could structure up and then like delegate to like one.", "raw_text": "Like so we could like I could structure up and then like delegate to like one.", "start_time": 1586.05, "end_time": 1591.1, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 397, "text": "Right, right.", "raw_text": "Right, right.", "start_time": 1591.98, "end_time": 1592.86, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 398, "text": "But there's honestly some things like it's going to take me like 10 hours to do this or it's going to take me like answering questions for like 10 hours and then code reviewing for five hours and then like doing management for another five.", "raw_text": "But there's honestly some things like it's going to take me like 10 hours to do this or it's going to take me like answering questions for like 10 hours and then code reviewing for five hours and then like doing management for another five.", "start_time": 1592.86, "end_time": 1608.38, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 399, "text": "So at the end of the day like the net Hours is just like.", "raw_text": "So at the end of the day like the net Hours is just like.", "start_time": 1608.7, "end_time": 1611.74, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 400, "text": "Right.", "raw_text": "Right.", "start_time": 1611.74, "end_time": 1612.14, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 401, "text": "And that's, that's like the process of like taking like developers that are like kind of learning, growing.", "raw_text": "And that's, that's like the process of like taking like developers that are like kind of learning, growing.", "start_time": 1612.95, "end_time": 1619.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 402, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1619.35, "end_time": 1619.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 403, "text": "So I think, I don't.", "raw_text": "So I think, I don't.", "start_time": 1620.15, "end_time": 1621.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 404, "text": "Those are just kind of the things I like think about when.", "raw_text": "Those are just kind of the things I like think about when.", "start_time": 1621.15, "end_time": 1623.03, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 405, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1623.27, "end_time": 1623.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 406, "text": "So I think Michael would be a good fit because he's already done a bunch of work on this, so he doesn't need any context, like learning.", "raw_text": "So I think Michael would be a good fit because he's already done a bunch of work on this, so he doesn't need any context, like learning.", "start_time": 1623.83, "end_time": 1629.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 407, "text": "I think the question would be less, I don't know, like, depending on.", "raw_text": "I think the question would be less, I don't know, like, depending on.", "start_time": 1630.07, "end_time": 1635.03, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 408, "text": "Let me like do the hours on this.", "raw_text": "Let me like do the hours on this.", "start_time": 1635.75, "end_time": 1637.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 409, "text": "But like, if I just look at this and like some of these things, I'm like, I think I'd get all these done in 20 hours.", "raw_text": "But like, if I just look at this and like some of these things, I'm like, I think I'd get all these done in 20 hours.", "start_time": 1637.43, "end_time": 1643.44, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 410, "text": "That maybe it's just easier.", "raw_text": "That maybe it's just easier.", "start_time": 1643.44, "end_time": 1644.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 411, "text": "I don't know.", "raw_text": "I don't know.", "start_time": 1645.6, "end_time": 1646.16, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 412, "text": "Maybe that's where I lean, but I don't know.", "raw_text": "Maybe that's where I lean, but I don't know.", "start_time": 1646.16, "end_time": 1648.4, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 413, "text": "Well, but yeah, it's reality.", "raw_text": "Well, but yeah, it's reality.", "start_time": 1649.12, "end_time": 1652, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 414, "text": "We need them doing work and we need them learning.", "raw_text": "We need them doing work and we need them learning.", "start_time": 1652, "end_time": 1654.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 415, "text": "Right.", "raw_text": "Right.", "start_time": 1654.4, "end_time": 1654.799, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 416, "text": "And also the, the recognition of like, okay, you might be able to 20, but we may need to scope it at 60 because it's going to take somebody else 45.", "raw_text": "And also the, the recognition of like, okay, you might be able to 20, but we may need to scope it at 60 because it's going to take somebody else 45.", "start_time": 1655.2, "end_time": 1665.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 417, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1665.87, "end_time": 1666.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 418, "text": "And use some other time, like.", "raw_text": "And use some other time, like.", "start_time": 1666.51, "end_time": 1667.95, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 419, "text": "Right.", "raw_text": "Right.", "start_time": 1667.95, "end_time": 1668.23, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 420, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1668.23, "end_time": 1668.55, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 421, "text": "I guess the, the question on that is just like, is that going to be like 40 hours of someone's death time and like another like 15 anyways, with me.", "raw_text": "I guess the, the question on that is just like, is that going to be like 40 hours of someone's death time and like another like 15 anyways, with me.", "start_time": 1668.55, "end_time": 1676.59, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 422, "text": "Right.", "raw_text": "Right.", "start_time": 1676.59, "end_time": 1676.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 423, "text": "Answering my questions and code reviewing, which I'm happy to do.", "raw_text": "Answering my questions and code reviewing, which I'm happy to do.", "start_time": 1676.91, "end_time": 1681.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 424, "text": "But I think there's just kind of like a balance to the strike there with that.", "raw_text": "But I think there's just kind of like a balance to the strike there with that.", "start_time": 1682.59, "end_time": 1687.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 425, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1687.99, "end_time": 1688.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 426, "text": "Just getting way more full than I anticipated.", "raw_text": "Just getting way more full than I anticipated.", "start_time": 1688.83, "end_time": 1691.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 427, "text": "It's never gonna stop.", "raw_text": "It's never gonna stop.", "start_time": 1693.77, "end_time": 1695.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 428, "text": "You picked the 20 ounce setting.", "raw_text": "You picked the 20 ounce setting.", "start_time": 1697.53, "end_time": 1699.77, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 429, "text": "Did I?", "raw_text": "Did I?", "start_time": 1699.85, "end_time": 1700.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 430, "text": "No, I don't think that has one.", "raw_text": "No, I don't think that has one.", "start_time": 1700.49, "end_time": 1701.93, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 431, "text": "I know we were dead anyway, so.", "raw_text": "I know we were dead anyway, so.", "start_time": 1703.45, "end_time": 1710.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 432, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1710.41, "end_time": 1710.61, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 433, "text": "Maybe when you're doing the estimate on the low end, put what you think it would take you to do.", "raw_text": "Maybe when you're doing the estimate on the low end, put what you think it would take you to do.", "start_time": 1710.61, "end_time": 1715.93, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 434, "text": "Okay.", "raw_text": "Okay.", "start_time": 1716.09, "end_time": 1716.73, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 435, "text": "And then if you don't want to put any other numbers, then I'll do the high and we'll, we'll take it now.", "raw_text": "And then if you don't want to put any other numbers, then I'll do the high and we'll, we'll take it now.", "start_time": 1716.73, "end_time": 1721.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 436, "text": "And I think like, I don't know, high level on that stuff, like is eventually it like pays off for itself.", "raw_text": "And I think like, I don't know, high level on that stuff, like is eventually it like pays off for itself.", "start_time": 1721.88, "end_time": 1726.76, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 437, "text": "Right.", "raw_text": "Right.", "start_time": 1726.76, "end_time": 1726.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 438, "text": "So I actually will be in a spot where everyone's good, but I just like, if I'm doing that across like entwined cast, final frontier.", "raw_text": "So I actually will be in a spot where everyone's good, but I just like, if I'm doing that across like entwined cast, final frontier.", "start_time": 1726.96, "end_time": 1740.6, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 439, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1740.84, "end_time": 1741.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 440, "text": "Right.", "raw_text": "Right.", "start_time": 1741.24, "end_time": 1741.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 441, "text": "Like maybe one or two of those.", "raw_text": "Like maybe one or two of those.", "start_time": 1741.48, "end_time": 1743.16, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 442, "text": "It's better for me.", "raw_text": "It's better for me.", "start_time": 1743.16, "end_time": 1744.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 443, "text": "Just like some just do it like that too.", "raw_text": "Just like some just do it like that too.", "start_time": 1744.04, "end_time": 1747.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 444, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1747.04, "end_time": 1747.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 445, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1747.8, "end_time": 1748.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 446, "text": "But that's, that's good development.", "raw_text": "But that's, that's good development.", "start_time": 1748.72, "end_time": 1750.4, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 447, "text": "Like call out too, like for training.", "raw_text": "Like call out too, like for training.", "start_time": 1750.48, "end_time": 1752.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 448, "text": "That's good perspective though.", "raw_text": "That's good perspective though.", "start_time": 1752.8, "end_time": 1754.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 449, "text": "No, that's very good perspective.", "raw_text": "No, that's very good perspective.", "start_time": 1754.28, "end_time": 1755.76, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 450, "text": "I mean.", "raw_text": "I mean.", "start_time": 1756.4, "end_time": 1756.84, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 451, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1756.84, "end_time": 1757.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 452, "text": "The problem is, can we sacrifice also can we sacrifice those hours for you now when you don't have much Availability.", "raw_text": "The problem is, can we sacrifice also can we sacrifice those hours for you now when you don't have much Availability.", "start_time": 1757.36, "end_time": 1765.2, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 453, "text": "And give you another thing versus someone's got availability to pick it up now.", "raw_text": "And give you another thing versus someone's got availability to pick it up now.", "start_time": 1765.28, "end_time": 1769.64, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 454, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1769.64, "end_time": 1769.96, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 455, "text": "Right.", "raw_text": "Right.", "start_time": 1769.96, "end_time": 1770.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 456, "text": "So.", "raw_text": "So.", "start_time": 1770.4, "end_time": 1770.8, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 457, "text": "Thanks, Tommy.", "raw_text": "Thanks, Tommy.", "start_time": 1773.04, "end_time": 1773.8, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 458, "text": "Appreciate it.", "raw_text": "Appreciate it.", "start_time": 1773.8, "end_time": 1774.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 459, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1774.32, "end_time": 1774.72, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 460, "text": "They can't see me.", "raw_text": "They can't see me.", "start_time": 1783.79, "end_time": 1784.63, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 461, "text": "Hi, Christopher.", "raw_text": "Hi, Christopher.", "start_time": 1784.63, "end_time": 1785.63, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 462, "text": "Have a dongle.", "raw_text": "Have a dongle.", "start_time": 1785.71, "end_time": 1786.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 463, "text": "It's always the dongle.", "raw_text": "It's always the dongle.", "start_time": 1787.71, "end_time": 1789.07, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 464, "text": "Paul.", "raw_text": "Paul.", "start_time": 1792.11, "end_time": 1792.67, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 465, "text": "Paul, There's a dongle on my desk if you want to go take it.", "raw_text": "Paul, There's a dongle on my desk if you want to go take it.", "start_time": 1793.55, "end_time": 1796.35, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 466, "text": "Okay.", "raw_text": "Okay.", "start_time": 1796.91, "end_time": 1797.55, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 467, "text": "Thanks.", "raw_text": "Thanks.", "start_time": 1798.35, "end_time": 1798.83, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 468, "text": "Good work.", "raw_text": "Good work.", "start_time": 1799.71, "end_time": 1800.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 469, "text": "Dohar adding value to coming in.", "raw_text": "Dohar adding value to coming in.", "start_time": 1800.19, "end_time": 1805.75, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 470, "text": "What are you doing that is so bad for you?", "raw_text": "What are you doing that is so bad for you?", "start_time": 1806.79, "end_time": 1810.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 471, "text": "Well, probably not as bad as we used to always say, but.", "raw_text": "Well, probably not as bad as we used to always say, but.", "start_time": 1810.51, "end_time": 1813.59, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 472, "text": "Yeah, probably better than more energy.", "raw_text": "Yeah, probably better than more energy.", "start_time": 1814.87, "end_time": 1818.23, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 473, "text": "Yes.", "raw_text": "Yes.", "start_time": 1818.23, "end_time": 1818.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 474, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1819.51, "end_time": 1819.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 475, "text": "I feel like you're.", "raw_text": "I feel like you're.", "start_time": 1821.35, "end_time": 1822.27, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 476, "text": "Yeah, buddy.", "raw_text": "Yeah, buddy.", "start_time": 1822.27, "end_time": 1823.03, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 477, "text": "No, just make sure you eat the fat.", "raw_text": "No, just make sure you eat the fat.", "start_time": 1823.27, "end_time": 1825.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 478, "text": "Not bad enough.", "raw_text": "Not bad enough.", "start_time": 1825.59, "end_time": 1826.47, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 479, "text": "Well, the.", "raw_text": "Well, the.", "start_time": 1827.24, "end_time": 1829.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 480, "text": "The.", "raw_text": "The.", "start_time": 1829.4, "end_time": 1829.76, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 481, "text": "A ham steak's not gonna have a lot of fat, so put some butter on it.", "raw_text": "A ham steak's not gonna have a lot of fat, so put some butter on it.", "start_time": 1829.76, "end_time": 1833.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 482, "text": "But if you get like a shoulder man, that's got plenty of fat.", "raw_text": "But if you get like a shoulder man, that's got plenty of fat.", "start_time": 1833.04, "end_time": 1835.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 483, "text": "Go hard.", "raw_text": "Go hard.", "start_time": 1836.28, "end_time": 1836.92, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 484, "text": "I cheated.", "raw_text": "I cheated.", "start_time": 1837.64, "end_time": 1838.28, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 485, "text": "Bacon.", "raw_text": "Bacon.", "start_time": 1838.36, "end_time": 1838.84, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 486, "text": "Just bacon.", "raw_text": "Just bacon.", "start_time": 1838.84, "end_time": 1839.56, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 487, "text": "I cheated.", "raw_text": "I cheated.", "start_time": 1840.68, "end_time": 1841.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 488, "text": "Last night.", "raw_text": "Last night.", "start_time": 1841.32, "end_time": 1842.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 489, "text": "I went straight from the track meet to lacrosse practice with no dinner.", "raw_text": "I went straight from the track meet to lacrosse practice with no dinner.", "start_time": 1844.68, "end_time": 1850.2, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 490, "text": "And my wife called me and she said, I'm getting Panera and I'm getting you something.", "raw_text": "And my wife called me and she said, I'm getting Panera and I'm getting you something.", "start_time": 1850.6, "end_time": 1854.84, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 491, "text": "I said, all right.", "raw_text": "I said, all right.", "start_time": 1855.95, "end_time": 1856.59, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 492, "text": "Get me the strawberry poppy seed chicken salad with double chicken.", "raw_text": "Get me the strawberry poppy seed chicken salad with double chicken.", "start_time": 1857.15, "end_time": 1861.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 493, "text": "And she brought that home.", "raw_text": "And she brought that home.", "start_time": 1861.47, "end_time": 1862.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 494, "text": "I took off all the fruit, so I had the double chicken and the lettuce.", "raw_text": "I took off all the fruit, so I had the double chicken and the lettuce.", "start_time": 1862.71, "end_time": 1866.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 495, "text": "So that's how I cheated.", "raw_text": "So that's how I cheated.", "start_time": 1867.71, "end_time": 1868.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 496, "text": "That's how I cheated.", "raw_text": "That's how I cheated.", "start_time": 1869.23, "end_time": 1870.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 497, "text": "If that.", "raw_text": "If that.", "start_time": 1871.39, "end_time": 1871.869, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 498, "text": "You're cheating for.", "raw_text": "You're cheating for.", "start_time": 1871.869, "end_time": 1872.59, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 499, "text": "With maybe.", "raw_text": "With maybe.", "start_time": 1872.59, "end_time": 1873.95, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 500, "text": "And John, for Thursday, I'll stop at the butcher shop down the street because they got the best pork steak.", "raw_text": "And John, for Thursday, I'll stop at the butcher shop down the street because they got the best pork steak.", "start_time": 1876.03, "end_time": 1880.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 501, "text": "So I'll bring them in.", "raw_text": "So I'll bring them in.", "start_time": 1880.99, "end_time": 1881.95, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 502, "text": "That'd be great, buddy.", "raw_text": "That'd be great, buddy.", "start_time": 1881.95, "end_time": 1883.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 503, "text": "That'll be lunch on Thursday.", "raw_text": "That'll be lunch on Thursday.", "start_time": 1884.5, "end_time": 1885.7, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 504, "text": "Perfect.", "raw_text": "Perfect.", "start_time": 1885.94, "end_time": 1886.42, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 505, "text": "Thank you.", "raw_text": "Thank you.", "start_time": 1886.74, "end_time": 1887.38, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 506, "text": "It's the best biz dev meeting ever.", "raw_text": "It's the best biz dev meeting ever.", "start_time": 1890.02, "end_time": 1892.26, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 507, "text": "Let's see.", "raw_text": "Let's see.", "start_time": 1893.06, "end_time": 1893.7, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 508, "text": "Does the food talk?", "raw_text": "Does the food talk?", "start_time": 1893.86, "end_time": 1895.06, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 509, "text": "It's my first caffeine today.", "raw_text": "It's my first caffeine today.", "start_time": 1895.54, "end_time": 1897.7, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 510, "text": "Two o'?", "raw_text": "Two o'?", "start_time": 1900.98, "end_time": 1901.42, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 511, "text": "Clock?", "raw_text": "Clock?", "start_time": 1901.42, "end_time": 1901.78, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 512, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1901.78, "end_time": 1902.26, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 513, "text": "You got coffee.", "raw_text": "You got coffee.", "start_time": 1902.5, "end_time": 1903.54, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 514, "text": "You've been pretty chipper today, too.", "raw_text": "You've been pretty chipper today, too.", "start_time": 1904.26, "end_time": 1905.94, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 515, "text": "I wonder if you're better without it.", "raw_text": "I wonder if you're better without it.", "start_time": 1905.94, "end_time": 1907.66, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 516, "text": "I do think I do better with that.", "raw_text": "I do think I do better with that.", "start_time": 1907.66, "end_time": 1909.22, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 517, "text": "Are you having blood leak out of you anymore?", "raw_text": "Are you having blood leak out of you anymore?", "start_time": 1909.46, "end_time": 1912.1, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 518, "text": "No, I think I get too, like, locked in my stock.", "raw_text": "No, I think I get too, like, locked in my stock.", "start_time": 1912.1, "end_time": 1914.82, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 519, "text": "Most less vodka when I'm.", "raw_text": "Most less vodka when I'm.", "start_time": 1914.82, "end_time": 1916.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 520, "text": "That's good.", "raw_text": "That's good.", "start_time": 1917.84, "end_time": 1918.36, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 521, "text": "When I drink caffeine.", "raw_text": "When I drink caffeine.", "start_time": 1918.36, "end_time": 1919.44, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 522, "text": "I don't know.", "raw_text": "I don't know.", "start_time": 1920.8, "end_time": 1921.6, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 523, "text": "He's here.", "raw_text": "He's here.", "start_time": 1921.6, "end_time": 1922.24, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 524, "text": "He stopped coming to meetings on time in like 2006, so I don't think.", "raw_text": "He stopped coming to meetings on time in like 2006, so I don't think.", "start_time": 1924.32, "end_time": 1930.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 525, "text": "I don't think we're going to change him now.", "raw_text": "I don't think we're going to change him now.", "start_time": 1930.48, "end_time": 1931.92, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 526, "text": "He'll be over in a little while.", "raw_text": "He'll be over in a little while.", "start_time": 1931.92, "end_time": 1933.12, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 527, "text": "You know that thing where they say you can't teach an old dog new tricks?", "raw_text": "You know that thing where they say you can't teach an old dog new tricks?", "start_time": 1933.12, "end_time": 1936.4, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 528, "text": "I do know that thing.", "raw_text": "I do know that thing.", "start_time": 1936.4, "end_time": 1937.52, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 529, "text": "Showing up on time is a trick.", "raw_text": "Showing up on time is a trick.", "start_time": 1937.52, "end_time": 1939.12, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 530, "text": "No, it's respect.", "raw_text": "No, it's respect.", "start_time": 1940.4, "end_time": 1941.44, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 531, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1942.22, "end_time": 1942.62, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 532, "text": "So this is going to be the tactical version of this cool meeting Murph was talking about.", "raw_text": "So this is going to be the tactical version of this cool meeting Murph was talking about.", "start_time": 1944.14, "end_time": 1952.86, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 533, "text": "And you Sam talking about trying to generate forecasting from HubSpot.", "raw_text": "And you Sam talking about trying to generate forecasting from HubSpot.", "start_time": 1953.1, "end_time": 1958.06, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 534, "text": "Oh yeah.", "raw_text": "Oh yeah.", "start_time": 1958.14, "end_time": 1958.94, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 535, "text": "That's only going to work.", "raw_text": "That's only going to work.", "start_time": 1959.58, "end_time": 1960.62, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 536, "text": "We have, right?", "raw_text": "We have, right?", "start_time": 1960.62, "end_time": 1961.38, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 537, "text": "Correct.", "raw_text": "Correct.", "start_time": 1961.38, "end_time": 1961.9, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 538, "text": "Oh yeah.", "raw_text": "Oh yeah.", "start_time": 1962.54, "end_time": 1963.82, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 539, "text": "I don't think it should come from HubSpot.", "raw_text": "I don't think it should come from HubSpot.", "start_time": 1963.82, "end_time": 1965.66, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 540, "text": "Then we're gonna make it better.", "raw_text": "Then we're gonna make it better.", "start_time": 1965.66, "end_time": 1968.38, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 541, "text": "It's just gonna be a separate meaning fact.", "raw_text": "It's just gonna be a separate meaning fact.", "start_time": 1968.62, "end_time": 1971.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 542, "text": "I sent you an evaluation chat.", "raw_text": "I sent you an evaluation chat.", "start_time": 1971.05, "end_time": 1973.17, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 543, "text": "I didn't.", "raw_text": "I didn't.", "start_time": 1973.73, "end_time": 1974.53, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 544, "text": "This is from.", "raw_text": "This is from.", "start_time": 1975.73, "end_time": 1976.53, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 545, "text": "I'm gonna start with actions from the last call.", "raw_text": "I'm gonna start with actions from the last call.", "start_time": 1976.85, "end_time": 1979.73, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 546, "text": "And this is.", "raw_text": "And this is.", "start_time": 1980.53, "end_time": 1984.69, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 547, "text": "It did not do a good job at all about.", "raw_text": "It did not do a good job at all about.", "start_time": 1985.01, "end_time": 1987.65, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 548, "text": "That's what I did.", "raw_text": "That's what I did.", "start_time": 1987.97, "end_time": 1988.93, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 549, "text": "Look at all here.", "raw_text": "Look at all here.", "start_time": 1989.25, "end_time": 1990.25, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 550, "text": "It's way cooler.", "raw_text": "It's way cooler.", "start_time": 1990.25, "end_time": 1991.13, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 551, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 1991.13, "end_time": 1991.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 552, "text": "And so it assigned actions to the wrong people.", "raw_text": "And so it assigned actions to the wrong people.", "start_time": 1991.49, "end_time": 1993.81, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 553, "text": "But actually I guess these pretty good to have a cloud.", "raw_text": "But actually I guess these pretty good to have a cloud.", "start_time": 1993.81, "end_time": 1999.81, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 554, "text": "And you recorded a bunch of our voices and then created a task that was like voice analysis and pulled that in.", "raw_text": "And you recorded a bunch of our voices and then created a task that was like voice analysis and pulled that in.", "start_time": 2000.52, "end_time": 2008.12, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 555, "text": "You can't it.", "raw_text": "You can't it.", "start_time": 2008.52, "end_time": 2009.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 556, "text": "You can't use fireflies on your phone or like describe it locally because when you use it through me, it just uses your mind.", "raw_text": "You can't use fireflies on your phone or like describe it locally because when you use it through me, it just uses your mind.", "start_time": 2009.56, "end_time": 2015.72, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 557, "text": "Just because it doesn't do it well.", "raw_text": "Just because it doesn't do it well.", "start_time": 2015.72, "end_time": 2017.32, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 558, "text": "Sorry, I can't process audio files.", "raw_text": "Sorry, I can't process audio files.", "start_time": 2019.88, "end_time": 2022.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 559, "text": "This AI.", "raw_text": "This AI.", "start_time": 2022.6, "end_time": 2023.4, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 560, "text": "This AI stuff is never going to work.", "raw_text": "This AI stuff is never going to work.", "start_time": 2024.2, "end_time": 2026.04, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 561, "text": "You should put it in cloud.", "raw_text": "You should put it in cloud.", "start_time": 2026.26, "end_time": 2027.66, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 562, "text": "Let's pivot.", "raw_text": "Let's pivot.", "start_time": 2027.66, "end_time": 2028.42, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 563, "text": "Also output the audio file.", "raw_text": "Also output the audio file.", "start_time": 2029.78, "end_time": 2031.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 564, "text": "I was in Co. Just say write codes.", "raw_text": "I was in Co. Just say write codes.", "start_time": 2031.62, "end_time": 2033.98, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 565, "text": "Do it.", "raw_text": "Do it.", "start_time": 2033.98, "end_time": 2034.5, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 566, "text": "Yeah, just like write a Python script and we'll process this then.", "raw_text": "Yeah, just like write a Python script and we'll process this then.", "start_time": 2034.82, "end_time": 2039.7, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 567, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 2040.5, "end_time": 2040.86, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 568, "text": "Anthropic said like we're not doing multimodal code.", "raw_text": "Anthropic said like we're not doing multimodal code.", "start_time": 2040.86, "end_time": 2043.86, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 569, "text": "That's why they don't care about the interface or the users.", "raw_text": "That's why they don't care about the interface or the users.", "start_time": 2044.18, "end_time": 2048.98, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 570, "text": "What they do, they just do via code that's happening in.", "raw_text": "What they do, they just do via code that's happening in.", "start_time": 2050.58, "end_time": 2053.14, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 571, "text": "I really don't really get why that guy just gets on tv.", "raw_text": "I really don't really get why that guy just gets on tv.", "start_time": 2053.59, "end_time": 2056.31, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 572, "text": "Dario, he's just the exponentials.", "raw_text": "Dario, he's just the exponentials.", "start_time": 2056.31, "end_time": 2058.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 573, "text": "No one's gonna have jobs pretty soon like Dario.", "raw_text": "No one's gonna have jobs pretty soon like Dario.", "start_time": 2059.19, "end_time": 2062.03, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 574, "text": "Use the real buzz killers.", "raw_text": "Use the real buzz killers.", "start_time": 2062.03, "end_time": 2063.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 575, "text": "He's a good fear monger.", "raw_text": "He's a good fear monger.", "start_time": 2064.63, "end_time": 2065.99, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 576, "text": "No one wants the not killer model.", "raw_text": "No one wants the not killer model.", "start_time": 2067.19, "end_time": 2069.19, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 577, "text": "All the engineers are like, well, this one's gonna cause the depression.", "raw_text": "All the engineers are like, well, this one's gonna cause the depression.", "start_time": 2072.71, "end_time": 2075.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 578, "text": "I better be using it, I guess.", "raw_text": "I better be using it, I guess.", "start_time": 2075.15, "end_time": 2077.67, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 579, "text": "Just want to lose 30 pounds.", "raw_text": "Just want to lose 30 pounds.", "start_time": 2079.119, "end_time": 2080.719, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 580, "text": "These are all right for you, Christopher.", "raw_text": "These are all right for you, Christopher.", "start_time": 2083.279, "end_time": 2085.359, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 581, "text": "Nashville AI conference ecosystem app.", "raw_text": "Nashville AI conference ecosystem app.", "start_time": 2086.559, "end_time": 2089.999, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 582, "text": "Yeah, that looks right hinkly.", "raw_text": "Yeah, that looks right hinkly.", "start_time": 2091.119, "end_time": 2093.999, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 583, "text": "We did have lunch.", "raw_text": "We did have lunch.", "start_time": 2093.999, "end_time": 2094.879, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 584, "text": "Herman.", "raw_text": "Herman.", "start_time": 2096.559, "end_time": 2097.199, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 585, "text": "Herman instead of gart.", "raw_text": "Herman instead of gart.", "start_time": 2102.079, "end_time": 2103.519, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 586, "text": "Carmen.", "raw_text": "Carmen.", "start_time": 2103.519, "end_time": 2104.119, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 587, "text": "We.", "raw_text": "We.", "start_time": 2104.119, "end_time": 2104.259, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 588, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 2104.33, "end_time": 2104.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 589, "text": "All right.", "raw_text": "All right.", "start_time": 2104.57, "end_time": 2105.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 590, "text": "Herman and gora.", "raw_text": "Herman and gora.", "start_time": 2105.53, "end_time": 2106.73, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 591, "text": "Gora.", "raw_text": "Gora.", "start_time": 2108.17, "end_time": 2108.73, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 592, "text": "This one is me.", "raw_text": "This one is me.", "start_time": 2114.17, "end_time": 2115.21, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 593, "text": "I did.", "raw_text": "I did.", "start_time": 2122.09, "end_time": 2122.65, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 594, "text": "I just sent him a text and gave him your phone number and email address.", "raw_text": "I just sent him a text and gave him your phone number and email address.", "start_time": 2122.73, "end_time": 2128.65, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 595, "text": "Yeah, this is Merv.", "raw_text": "Yeah, this is Merv.", "start_time": 2130.46, "end_time": 2135.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 596, "text": "Where's Mur?", "raw_text": "Where's Mur?", "start_time": 2138.38, "end_time": 2139.18, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 597, "text": "He's doing work.", "raw_text": "He's doing work.", "start_time": 2140.38, "end_time": 2141.82, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 598, "text": "She's supposed to be in here.", "raw_text": "She's supposed to be in here.", "start_time": 2143.98, "end_time": 2145.22, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 599, "text": "This is.", "raw_text": "This is.", "start_time": 2145.22, "end_time": 2145.94, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 600, "text": "I think it is, though.", "raw_text": "I think it is, though.", "start_time": 2145.94, "end_time": 2146.86, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 601, "text": "How's he getting actions then?", "raw_text": "How's he getting actions then?", "start_time": 2151.02, "end_time": 2152.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 602, "text": "Right now?", "raw_text": "Right now?", "start_time": 2152.46, "end_time": 2153.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 603, "text": "That's the best meeting to give Murf actions when he's not here.", "raw_text": "That's the best meeting to give Murf actions when he's not here.", "start_time": 2153.34, "end_time": 2156.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 604, "text": "Oh, there it is.", "raw_text": "Oh, there it is.", "start_time": 2156.79, "end_time": 2157.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 605, "text": "We were just giving you a bunch of actions.", "raw_text": "We were just giving you a bunch of actions.", "start_time": 2158.07, "end_time": 2159.91, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 606, "text": "Oh, that's because you weren't here.", "raw_text": "Oh, that's because you weren't here.", "start_time": 2160.39, "end_time": 2162.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 607, "text": "That's smart.", "raw_text": "That's smart.", "start_time": 2162.63, "end_time": 2163.43, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 608, "text": "I don't know what that means, Justin.", "raw_text": "I don't know what that means, Justin.", "start_time": 2163.43, "end_time": 2180.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 609, "text": "Just like when we get notification that we're official.", "raw_text": "Just like when we get notification that we're official.", "start_time": 2180.15, "end_time": 2184.07, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 610, "text": "Yeah, I don't know if there's anything else I can do right now.", "raw_text": "Yeah, I don't know if there's anything else I can do right now.", "start_time": 2184.9, "end_time": 2187.78, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 611, "text": "I'll just wait.", "raw_text": "I'll just wait.", "start_time": 2187.78, "end_time": 2188.66, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 612, "text": "It's the worst feeling.", "raw_text": "It's the worst feeling.", "start_time": 2190.5, "end_time": 2191.78, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 613, "text": "Final Frontier build estimate.", "raw_text": "Final Frontier build estimate.", "start_time": 2194.66, "end_time": 2196.42, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 614, "text": "I just sent that today.", "raw_text": "I just sent that today.", "start_time": 2196.82, "end_time": 2198.18, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 615, "text": "Jotforms reached out to me to be a partner.", "raw_text": "Jotforms reached out to me to be a partner.", "start_time": 2199.86, "end_time": 2202.42, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 616, "text": "I think they.", "raw_text": "I think they.", "start_time": 2203.22, "end_time": 2203.94, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 617, "text": "I think I got one of those too.", "raw_text": "I think I got one of those too.", "start_time": 2203.94, "end_time": 2205.3, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 618, "text": "We could be a partner for JOT forms.", "raw_text": "We could be a partner for JOT forms.", "start_time": 2205.38, "end_time": 2207.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 619, "text": "It's like you make a.", "raw_text": "It's like you make a.", "start_time": 2210.19, "end_time": 2211.55, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 620, "text": "Make a little questionnaire for.", "raw_text": "Make a little questionnaire for.", "start_time": 2212.03, "end_time": 2213.63, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 621, "text": "We can say yes, just to get the backlink that helps our domain authority.", "raw_text": "We can say yes, just to get the backlink that helps our domain authority.", "start_time": 2222.75, "end_time": 2227.07, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 622, "text": "Just put us on there.", "raw_text": "Just put us on there.", "start_time": 2227.07, "end_time": 2228.11, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 623, "text": "SEO.", "raw_text": "SEO.", "start_time": 2228.27, "end_time": 2229.07, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 624, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 2230.03, "end_time": 2230.51, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 625, "text": "First off, were you trying to handle the AI Council meeting next week?", "raw_text": "First off, were you trying to handle the AI Council meeting next week?", "start_time": 2238.04, "end_time": 2242.44, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 626, "text": "That's tomorrow.", "raw_text": "That's tomorrow.", "start_time": 2246.6, "end_time": 2247.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 627, "text": "Oh, sorry.", "raw_text": "Oh, sorry.", "start_time": 2248.92, "end_time": 2249.72, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 628, "text": "I meant tomorrow.", "raw_text": "I meant tomorrow.", "start_time": 2249.88, "end_time": 2251, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 629, "text": "But yes, I'll handle it.", "raw_text": "But yes, I'll handle it.", "start_time": 2252.12, "end_time": 2253.88, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 630, "text": "Oh, so that's Wednesday on Thursday.", "raw_text": "Oh, so that's Wednesday on Thursday.", "start_time": 2254.68, "end_time": 2257.48, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 631, "text": "Wow.", "raw_text": "Wow.", "start_time": 2258.44, "end_time": 2258.92, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 632, "text": "So he could come to the.", "raw_text": "So he could come to the.", "start_time": 2259, "end_time": 2260.36, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 633, "text": "Yes.", "raw_text": "Yes.", "start_time": 2261.33, "end_time": 2261.69, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 634, "text": "Okay.", "raw_text": "Okay.", "start_time": 2261.69, "end_time": 2262.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 635, "text": "Yep.", "raw_text": "Yep.", "start_time": 2262.09, "end_time": 2262.45, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 636, "text": "I'll forward that too.", "raw_text": "I'll forward that too.", "start_time": 2262.45, "end_time": 2263.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 637, "text": "Should someone else go?", "raw_text": "Should someone else go?", "start_time": 2264.77, "end_time": 2266.13, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 638, "text": "So this thing says two people should go.", "raw_text": "So this thing says two people should go.", "start_time": 2266.13, "end_time": 2268.37, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 639, "text": "Total should be there.", "raw_text": "Total should be there.", "start_time": 2272.69, "end_time": 2273.73, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 640, "text": "That's what it says.", "raw_text": "That's what it says.", "start_time": 2273.73, "end_time": 2274.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 641, "text": "Yeah, it does say that.", "raw_text": "Yeah, it does say that.", "start_time": 2274.57, "end_time": 2275.65, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 642, "text": "But for the AI Council.", "raw_text": "But for the AI Council.", "start_time": 2275.65, "end_time": 2278.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 643, "text": "Yeah, it was fine.", "raw_text": "Yeah, it was fine.", "start_time": 2278.09, "end_time": 2279.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 644, "text": "I think it's fine.", "raw_text": "I think it's fine.", "start_time": 2279.73, "end_time": 2280.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 645, "text": "This one.", "raw_text": "This one.", "start_time": 2280.57, "end_time": 2281.09, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 646, "text": "Good.", "raw_text": "Good.", "start_time": 2281.17, "end_time": 2281.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 647, "text": "Just insert that like its own opinion.", "raw_text": "Just insert that like its own opinion.", "start_time": 2283.09, "end_time": 2286.21, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 648, "text": "No, I'm sure you did say that.", "raw_text": "No, I'm sure you did say that.", "start_time": 2286.29, "end_time": 2287.61, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 649, "text": "Oh, yeah.", "raw_text": "Oh, yeah.", "start_time": 2287.61, "end_time": 2288.37, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 650, "text": "Chris Offer.", "raw_text": "Chris Offer.", "start_time": 2293.15, "end_time": 2293.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 651, "text": "I just sent you an invite for Thursday.", "raw_text": "I just sent you an invite for Thursday.", "start_time": 2293.79, "end_time": 2295.71, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 652, "text": "This is with Steve Crawford of Signified, who you may have seen in the office before.", "raw_text": "This is with Steve Crawford of Signified, who you may have seen in the office before.", "start_time": 2296.67, "end_time": 2303.23, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 653, "text": "He just got $8 million in funding to build out his solution, and he thinks the greatest thing in the world is open claw.", "raw_text": "He just got $8 million in funding to build out his solution, and he thinks the greatest thing in the world is open claw.", "start_time": 2303.47, "end_time": 2313.07, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 654, "text": "So I thought you might enjoy meeting with them.", "raw_text": "So I thought you might enjoy meeting with them.", "start_time": 2313.23, "end_time": 2315.31, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 655, "text": "I'll be the.", "raw_text": "I'll be the.", "start_time": 2315.31, "end_time": 2316.11, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 656, "text": "I'll be the guy.", "raw_text": "I'll be the guy.", "start_time": 2316.11, "end_time": 2317.15, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 657, "text": "I can tell him I install a paperclip and Hermes agent.", "raw_text": "I can tell him I install a paperclip and Hermes agent.", "start_time": 2317.15, "end_time": 2321.69, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 658, "text": "Oh, my God.", "raw_text": "Oh, my God.", "start_time": 2321.69, "end_time": 2322.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 659, "text": "He is going to be so happy.", "raw_text": "He is going to be so happy.", "start_time": 2323.37, "end_time": 2325.69, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 660, "text": "Thank you.", "raw_text": "Thank you.", "start_time": 2326.33, "end_time": 2326.97, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 661, "text": "Tell him you're the president of Open Clean.", "raw_text": "Tell him you're the president of Open Clean.", "start_time": 2326.97, "end_time": 2329.29, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 662, "text": "I think that group sucks.", "raw_text": "I think that group sucks.", "start_time": 2330.49, "end_time": 2331.69, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 663, "text": "You know what their website says?", "raw_text": "You know what their website says?", "start_time": 2331.69, "end_time": 2332.89, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 664, "text": "Third best startup ecosystem in Ohio.", "raw_text": "Third best startup ecosystem in Ohio.", "start_time": 2333.29, "end_time": 2335.73, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 665, "text": "I saw that.", "raw_text": "I saw that.", "start_time": 2335.73, "end_time": 2336.33, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 666, "text": "Third best.", "raw_text": "Third best.", "start_time": 2336.569, "end_time": 2337.37, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 667, "text": "That is the lamest set of words I've ever.", "raw_text": "That is the lamest set of words I've ever.", "start_time": 2337.37, "end_time": 2339.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 668, "text": "That's Open Clean.", "raw_text": "That's Open Clean.", "start_time": 2339.49, "end_time": 2340.97, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 669, "text": "You guys just talking about Cleveland?", "raw_text": "You guys just talking about Cleveland?", "start_time": 2341.13, "end_time": 2342.65, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 670, "text": "It's like they're bragging about.", "raw_text": "It's like they're bragging about.", "start_time": 2342.65, "end_time": 2343.93, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 671, "text": "Christopher had to leave because they weren't doing enough open cost stuff at the meetup.", "raw_text": "Christopher had to leave because they weren't doing enough open cost stuff at the meetup.", "start_time": 2344.65, "end_time": 2349.01, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 672, "text": "He's like, you guys don't even get.", "raw_text": "He's like, you guys don't even get.", "start_time": 2349.01, "end_time": 2350.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 673, "text": "Oh, they were training.", "raw_text": "Oh, they were training.", "start_time": 2350.41, "end_time": 2351.45, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 674, "text": "They're training open AI models in the.", "raw_text": "They're training open AI models in the.", "start_time": 2351.69, "end_time": 2354.25, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 675, "text": "It was the lamest thing in our house and I left.", "raw_text": "It was the lamest thing in our house and I left.", "start_time": 2354.25, "end_time": 2359.69, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 676, "text": "Are you hosting a meeting right now?", "raw_text": "Are you hosting a meeting right now?", "start_time": 2363.29, "end_time": 2364.969, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 677, "text": "Good igloo.", "raw_text": "Good igloo.", "start_time": 2365.37, "end_time": 2368.01, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 678, "text": "I don't think there's an actual act.", "raw_text": "I don't think there's an actual act.", "start_time": 2370.33, "end_time": 2371.85, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 679, "text": "No, we're almost done with the project.", "raw_text": "No, we're almost done with the project.", "start_time": 2373.05, "end_time": 2375.53, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 680, "text": "I still have to get an assignment.", "raw_text": "I still have to get an assignment.", "start_time": 2376.09, "end_time": 2377.61, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 681, "text": "Yes.", "raw_text": "Yes.", "start_time": 2378.25, "end_time": 2378.65, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 682, "text": "Hey, you sent them.", "raw_text": "Hey, you sent them.", "start_time": 2378.65, "end_time": 2381.45, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 683, "text": "They've been like them.", "raw_text": "They've been like them.", "start_time": 2383.77, "end_time": 2384.81, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 684, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 2385.05, "end_time": 2385.53, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 685, "text": "Dave emailed me separately from the chain saying, how do you write the 10 day POC arrangement letter during this meeting?", "raw_text": "Dave emailed me separately from the chain saying, how do you write the 10 day POC arrangement letter during this meeting?", "start_time": 2385.77, "end_time": 2397.21, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 686, "text": "Oh, I wonder if there's a way that you can get in front of Home Depot directly to help them with retail cross checks for all kinds of stuff.", "raw_text": "Oh, I wonder if there's a way that you can get in front of Home Depot directly to help them with retail cross checks for all kinds of stuff.", "start_time": 2403.78, "end_time": 2414.86, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 687, "text": "White label cross checks.", "raw_text": "White label cross checks.", "start_time": 2414.86, "end_time": 2416.34, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 688, "text": "That's what Odie needs.", "raw_text": "That's what Odie needs.", "start_time": 2417.06, "end_time": 2418.1, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 689, "text": "We could do that for everybody.", "raw_text": "We could do that for everybody.", "start_time": 2418.5, "end_time": 2420.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 690, "text": "I could get us in front of Costco.", "raw_text": "I could get us in front of Costco.", "start_time": 2420.02, "end_time": 2421.78, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 691, "text": "I.", "raw_text": "I.", "start_time": 2423.3, "end_time": 2423.7, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 692, "text": "Anything with Costco I'll do for free because I love that place.", "raw_text": "Anything with Costco I'll do for free because I love that place.", "start_time": 2423.78, "end_time": 2427.66, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 693, "text": "Except when you found out they were donating a lot to the Democrats.", "raw_text": "Except when you found out they were donating a lot to the Democrats.", "start_time": 2427.66, "end_time": 2430.46, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 694, "text": "That really made that up.", "raw_text": "That really made that up.", "start_time": 2430.46, "end_time": 2431.78, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 695, "text": "Agitated.", "raw_text": "Agitated.", "start_time": 2432.9, "end_time": 2433.62, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 696, "text": "I didn't make it up.", "raw_text": "I didn't make it up.", "start_time": 2433.62, "end_time": 2434.58, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 697, "text": "Made that up.", "raw_text": "Made that up.", "start_time": 2434.58, "end_time": 2435.1, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 698, "text": "That's a long distress test.", "raw_text": "That's a long distress test.", "start_time": 2435.1, "end_time": 2436.58, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 699, "text": "Your general compass.", "raw_text": "Your general compass.", "start_time": 2436.58, "end_time": 2438.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 700, "text": "And I. I put you in a bind just to see how you would react.", "raw_text": "And I. I put you in a bind just to see how you would react.", "start_time": 2438.02, "end_time": 2441.3, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 701, "text": "They're only donating to the.", "raw_text": "They're only donating to the.", "start_time": 2442.42, "end_time": 2444.18, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 702, "text": "The Blue Democrats, the Reagan Democrats.", "raw_text": "The Blue Democrats, the Reagan Democrats.", "start_time": 2444.18, "end_time": 2447.18, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 703, "text": "That's okay.", "raw_text": "That's okay.", "start_time": 2447.18, "end_time": 2448.02, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 704, "text": "All right.", "raw_text": "All right.", "start_time": 2448.98, "end_time": 2449.62, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 705, "text": "I didn't see that.", "raw_text": "I didn't see that.", "start_time": 2449.62, "end_time": 2450.58, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 706, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 2452.65, "end_time": 2453.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 707, "text": "There's one downside.", "raw_text": "There's one downside.", "start_time": 2453.85, "end_time": 2455.29, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 708, "text": "What?", "raw_text": "What?", "start_time": 2460.25, "end_time": 2460.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 709, "text": "So you're gonna tell us downside?", "raw_text": "So you're gonna tell us downside?", "start_time": 2460.57, "end_time": 2461.85, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 710, "text": "It involves Dan Money.", "raw_text": "It involves Dan Money.", "start_time": 2462.09, "end_time": 2463.29, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 711, "text": "Oh, my.", "raw_text": "Oh, my.", "start_time": 2463.85, "end_time": 2464.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 712, "text": "He is.", "raw_text": "He is.", "start_time": 2465.61, "end_time": 2466.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 713, "text": "He's told me for years that he was good friends with one of their C level guys known forever, and he's gotten lots of people in there.", "raw_text": "He's told me for years that he was good friends with one of their C level guys known forever, and he's gotten lots of people in there.", "start_time": 2466.81, "end_time": 2475.61, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 714, "text": "I want to know the guy on the board that won't let them raise the hot dog price.", "raw_text": "I want to know the guy on the board that won't let them raise the hot dog price.", "start_time": 2476.57, "end_time": 2481.41, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 715, "text": "He's the one of the original founders.", "raw_text": "He's the one of the original founders.", "start_time": 2482.29, "end_time": 2484.17, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 716, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 2484.17, "end_time": 2484.57, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 717, "text": "Yeah.", "raw_text": "Yeah.", "start_time": 2484.57, "end_time": 2485.01, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 718, "text": "All he says in every board meeting is we're not raising the hot dogs and the chicken prices.", "raw_text": "All he says in every board meeting is we're not raising the hot dogs and the chicken prices.", "start_time": 2485.17, "end_time": 2490.05, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 719, "text": "He threatens to buy that, I'll buy back the whole year.", "raw_text": "He threatens to buy that, I'll buy back the whole year.", "start_time": 2490.61, "end_time": 2494.13, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 720, "text": "Amazing.", "raw_text": "Amazing.", "start_time": 2498.45, "end_time": 2499.25, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 721, "text": "Matt Bowman.", "raw_text": "Matt Bowman.", "start_time": 2500.61, "end_time": 2501.49, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 722, "text": "Oh, I talked to Matt Chat on teams on Friday morning.", "raw_text": "Oh, I talked to Matt Chat on teams on Friday morning.", "start_time": 2502.21, "end_time": 2507.98, "speaker_id": 0, "speaker_name": "Sam Wilsey"}, {"index": 723, "text": "I have no idea.", "raw_text": "I have no idea.", "start_time": 2510.94, "end_time": 2511.98, "speaker_id": 0, "speaker_name": "Sam Wilsey"}]

2

[{"email": "sam.wilsey@morelandconnect.com", "name": null}, {"email": "tommy.ciardi@morelandconnect.com", "name": null}]

fireflies

1119570546

oatey-rep-portal

moreland-connect/oatey-rep-portal

Yes

No

2025-12-19 13:38:53+00:00

2026-03-19 14:51:06+00:00

2026-03-19 14:58:14+00:00

0

Java

0

1

main

0403ba32163a3c531e1aee78c8428c93

Oatey-Project-Plan-v2.1.docx

https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B899127C7-C9EE-41DE-BB1F-BC66E960E168%7D&file=Oatey-Project-Plan-v2.1.docx&action=default&mobileredirect=true

Oatey

Oatey Sales Rep Portal

time_and_materials

420.0

Building the modernized Oatey Sales Rep Portal with a two-developer team, delivering a comprehensive solution within 20-24 weeks.

2026-07-01T02:17:39.135720+00:00

Oatey Sales Rep Portal Project Plan & Estimate Executive Summary This document outlines the project plan for building the modernized Oatey Sales Rep Portal. With a two-developer team, we deliver a comprehensive solution within 20-24 weeks that includes a modern data architecture designed for performance, analytics, and future AI capabilities. Project Scope Investment Summary Technical Architecture The portal is built on a modern data architecture that replicates SAP data into an Oatey-controlled data warehouse. This provides fast query performance for users while enabling analytics and future AI capabilities. System Overview Benefits of This Architecture Fast user experience: Queries run against local data warehouse, not live SAP Data ownership: Oatey controls the data warehouse on Azure infrastructure Analytics-ready: Same data powers dashboards, reports, and future AI tools SAP isolation: Portal queries don't impact SAP performance Scalability: Trino handles complex queries across large datasets efficiently Modern ELT: Industry-standard Python tooling (dlt, dbt) for maintainability Data Flow ELT pipelines extract data from SAP via OData APIs on a scheduled basis (nightly + event-triggered) Raw data lands in Iceberg tables on Azure Blob Storage (Oatey-controlled) dbt transforms model the data for portal consumption (customers, orders, products, pricing) Trino provides a fast SQL interface for the portal API to query SAP Event Mesh triggers incremental updates for real-time accuracy on order status Write operations (create order, update cart) go directly to SAP via OData APIs Requirements Coverage Analysis Based on the 128 user stories documented in the Rep Portal Stories, here is our coverage analysis. The majority of requirements (110+) are addressed in Phases 1-2. Coverage Summary by Functional Area Items Requiring Discussion The following requirements need clarification or a business decision: Phase 1: Core Portal (Weeks 1-16) Foundation, data platform, authe

2026-01-26T18:55:51+00:00

2026-02-05T19:08:00+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-09T02:04:31.376473+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-08T02:05:04.086879+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-05T02:04:48.363420+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-04-04T02:04:50.421449+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-03T02:04:42.134674+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-04-02T02:04:43.848904+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-01T02:05:34.302373+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-31T02:05:19.297056+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-30T02:05:23.018133+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-27T02:05:17.649509+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-26T02:05:38.035826+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

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.

2026-03-23T02:05:00.101299+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-22T02:04:18.302727+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-22T02:04:28.302209+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-06T06:04:04.502767+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-06T06:04:09.224423+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-06T02:04:27.810035+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-05T00:03:34.630288+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-04T02:05:07.232738+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-03T18:04:41.075375+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-04T18:04:19.352293+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-03T18:04:44.488159+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-03T12:03:28.668336+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-04T18:04:36.508779+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-03T18:04:22.992336+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-02T17:47:56.219935+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-11-13

2026-03-03T12:03:20.963122+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-02T18:04:15.300317+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-02T18:03:57.155219+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-26T12:04:43.697042+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-11-13

2026-02-26T02:04:36.380102+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-26T02:04:50.980421+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-25T18:04:39.171267+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-26T00:04:34.924031+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-24T06:04:29.345049+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-26T00:04:22.019997+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-25T06:04:25.145344+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-24T18:04:34.319374+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-25T00:04:15.339992+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-23T02:04:43.047584+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-23T06:05:27.363050+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-24T00:04:04.413312+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-24T12:04:27.295378+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-24T02:05:11.180955+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-23T18:05:10.700395+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-21T12:04:27.986979+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

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.

2026-02-22T02:04:50.243320+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-22T02:04:34.414089+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-21T06:04:27.739141+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-19T03:10:45.361789+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-11-13

2026-02-19T03:08:26.184298+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-19T06:04:51.326542+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-19T03:08:42.264627+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-19T03:10:47.920755+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-11-13

2026-02-21T00:04:41.562828+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-22T06:03:52.219559+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-21T02:05:00.062743+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-22T02:04:44.373208+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-21T06:04:30.712918+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-22T12:04:30.712269+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-22T12:04:28.126314+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-20T00:04:04.165125+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-20T00:04:06.302445+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-20T12:04:39.766733+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

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.

2026-02-20T18:04:17.262471+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-20T18:04:02.158860+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-21T00:04:56.157048+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-21T12:04:14.950336+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-24T02:04:53.978231+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-23T12:04:17.130509+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-02-23T00:05:16.115679+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

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.

2026-03-03T06:04:10.244171+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-02-26T18:04:09.258374+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-05T00:03:43.166786+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-04T06:05:08.638552+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

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.

2026-03-05T06:04:13.166216+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-05T06:04:10.753143+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-05T02:04:35.413880+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-06T12:04:25.033541+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-06T00:04:09.889756+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-19T21:21:09.018048+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-20T02:04:41.328885+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-20T02:04:47.022083+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-21T02:04:55.442597+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

051e190b9a3c03e63d3f8c7c9e47f355

Oatey Rep Order Portal - Moreland Proposal_Updated_11_11_2025.docx

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-22T02:04:33.438389+00:00

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

2025-11-12T17:42:47+00:00

2026-02-06T14:46:34+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-11-13

2026-03-24T02:04:45.848430+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-03-25T02:05:36.503828+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-03-25T02:05:22.740261+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-04-01T02:05:20.202119+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-07T02:05:05.351136+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-08T02:04:58.382024+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-10-16

2026-04-09T02:04:16.196395+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

4006568e51bc54505196f07911ecaa99

Moreland Connect (SOW Phase 1 for New Sales Rep Portal) cso oto 11.13.25.docx[57].pdf

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

Oatey Co.

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2025-11-13

2026-04-09T13:58:11.055077+00:00

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

2025-11-17T20:14:17+00:00

2025-11-17T20:14:13+00:00

Paul Franke

Paul Franke

b2c3dd9035d5b6a76cc219403e7189df

Oatey Rep Order Portal - Moreland Proposal.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-08T21:07:35.754320+00:00

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

2025-10-08T18:53:56+00:00

2025-10-08T21:04:50+00:00

Paul Franke

Paul Franke

981bc941504cf6384d622eea3b3c708f

Oatey Rep Order Portal - Moreland Proposal 10162025.docx

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

Oatey, LLC

Sales Rep Order Portal

Kara

fixed_fee

265.0

57000.0

Develop a Sales Rep Order Portal to replicate the functionality and user experience of the previous solution known as ConnectR, integrated with Oatey’s SAP S/4HANA environment.

2026-04-07T02:05:01.846862+00:00

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

2025-10-16T11:39:55+00:00

2026-02-17T14:59:57+00:00

Paul Franke

Justin Wray