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CBT - Paperless Phase 1 (FF)

project 1f4a510b92c80ac9

Normalized: cbt paperless phase 1 ff

linear moreland_contracts moreland_dashboard moreland_dashboard_demand quickbooks_make toggl

Entity Properties (gold project table)

project_id

1f4a510b92c80ac9

name

CBT - Paperless Phase 1 [FF]

client_id

7638e20f13e9fed7

billable_rate

—

canonical_metadata

—

created_at

2026-02-12 05:36:54.265691+00:00

updated_at

2026-02-12 05:36:54.265691+00:00

status

—

billable

Yes

recurring

—

squad

—

qa_partner

—

project_manager

—

lead_dev

—

description

—

state

—

team_name

—

closedate

—

dealstage

—

contract_type

—

contract_hourly_rate

—

contract_estimated_hours

—

contract_total_fee

—

alias_name

Dalton Industries - Order Management System Phase 1 [FF]

project_manager_alias

—

lead_dev_alias

—

qa_partner_alias

—

59%

Moderate — a somewhat similar entity exists

98%

Strong source linkage

Source Mappings (53)

	Source	Source ID	Display Name	Confidence	Method	Status
	linear	7c32379f-b14b-42ee-a5ac-55b2905e2fdf	CBT Paperless	0.80	fuzzy+embedding	Active
Source Record bronze_linear_projects id 7c32379f-b14b-42ee-a5ac-55b2905e2fdf name CBT Paperless description — team_id — team_name — state — created_at — updated_at — _dlt_meta —
	moreland_contracts	bd8fc55887db466d1fff4e2e016561ec	Phase 1	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash bd8fc55887db466d1fff4e2e016561ec file_name AFIX Arrangement Letter 5-28-26[8].docx.pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/AFIX/Signed%20Contracts/AFIX%20Arrangement%20Letter%205-28-26%5B8%5D.docx.pdf company AFIX project_name Phase 1 contact_person Todd and Kelly contract_type time_and_materials hourly_rate 250.0 estimated_hours 50.0 total_fee_estimate 12500.0 brief_project_description Assisting AFIX in connection with Phase 1 of the engagement to implement and resolve identified items from the GBU report. start_date 2026-05-27 extracted_at 2026-10-30T02:09:57.078790+00:00 raw_text_preview 1960 CASE PARKWAY S TWINSBURG , OHIO 44087 1960 CASE PARKWAY S TWINSBURG , OHIO 44087 May 27, 2026 Good Afternoon, Todd and Kelly, MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist AFIX (“Client”) in connection with Phase 1 of the engagement discussed during our previous meeting. Thank you for taking the time to walk through our findings in the Phase 1 Good, Bad, and Ugly (GBU) report. We have attached that document for your records. Project Approach AFIX will prioritize work and communicate to the Moreland resources using normal communication channels (e.g., email, phone, meetings). The Moreland team will work with AFIX to coordinate the implementation and resolution of identified items throughout thi s engagement. Responsibilities The following table outlines the key responsibilities for AFIX and Moreland. Organization Key Responsibilities AFIX • Appoint a point of contact to direct team activities and assist with project execution • Facilitate and actively support the transfer of project assets, access credentials, and documentation from the previous development team • Provide timely access to existing environments, repositories, and relevant documentation as requested • Review and provide feedback on interim deliverables within two (2) business days MorelandConnect • Work with AFIX to manage project activities and communications • Participate in the activities described in the Scope of Work section below Docusign Envelope ID: 3A43DB47-1ADB-8EEC-83F2-F2FBE08E6EF4 1960 CASE PARKWAY S TWINSBURG , OHIO 44087 1960 CASE PARKWAY S TWINSBURG , OHIO 44087 • Communicate any significant blockers, findings, or scope changes as they arise • Document findings, risks, and recommended next steps throughout the engagement Overview Based on our initial review, we are proposing an estimate file_created_at 2026-06-01T17:13:52+00:00 file_modified_at 2026-06-01T17:13:52+00:00 created_by John Dohar modified_by John Dohar _dlt_meta —
	moreland_contracts	1066bc37e398cfae5ede35e47293311d	Phase 1	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 1066bc37e398cfae5ede35e47293311d file_name AFIX Arrangement Letter 5-28-26[8].docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B02B6A1CC-0DC8-4A77-84BC-9CDF1CAEB701%7D&file=AFIX%20Arrangement%20Letter%205-28-26[8].docx&action=default&mobileredirect=true company AFIX project_name Phase 1 contact_person — contract_type time_and_materials hourly_rate 250.0 estimated_hours 50.0 total_fee_estimate 15000.0 brief_project_description Assisting AFIX in connection with Phase 1 of the engagement to set up the existing solution locally and facilitate the transfer of ownership and access. start_date — extracted_at 2026-10-28T02:06:55.561139+00:00 raw_text_preview May 27, 2026 Good Afternoon, Todd and Kelly, MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist AFIX (“Client”) in connection with Phase 1 of the engagement discussed during our previous meeting. Thank you for taking the time to walk through our findings in the Phase 1 Good, Bad, and Ugly (GBU) report. We have attached that document for your records. Project Approach AFIX will prioritize work and communicate to the Moreland resources using normal communication channels (e.g., email, phone, meetings). The Moreland team will work with AFIX to coordinate the implementation and resolution of identified items throughout this engagement. Responsibilities The following table outlines the key responsibilities for AFIX and Moreland. Overview Based on our initial review, we are proposing an estimated 40–60 hours of effort to complete the first phase of work. This phase will focus on getting the existing solution stood up locally, facilitating the transfer of ownership and access where needed, and addressing the items identified in the “Ugly” section of the Good, Bad, and Ugly report. The estimated range is intentional. A portion of this work is dependent on the cooperation and responsiveness of the previous development team, including their willingness to work with us in transferring project assets and ownership required for a successful handoff. If that process goes smoothly, we would expect to be closer to the lower end of the range. If we encounter access issues, missing documentation, incomplete code, environmental dependencies, or other roadblocks, the effort may move toward the higher end. Estimated Hours: 40–60 hrs, billed T&M at $250 per hr Scope of Work At a high level, this initial effort will include: Setting up the current application locally for development and troubleshooting Reviewing and organizing transferred project assets Identifying gaps in ac file_created_at 2026-05-28T23:25:15+00:00 file_modified_at 2026-06-10T19:47:09+00:00 created_by Paul Franke modified_by Christofer Karltorp _dlt_meta —
	moreland_dashboard	6q9XcM6NnNUmXA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	COCYNgU3bxe/Tg	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	SFGDZgJAEjqGzQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	IlWuZ3v5DPyp9A	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	bM+5mPM9+K61DQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	4E7xcFxu4kpQFA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	DxHP5t3dk5E3FQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	BNJu5AJ/1MCfKg	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	gYF3n8I/L9Y+ZA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	Noua4Enuyy58OQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	1n1nIpwUZbBX6Q	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	WvuXvZe9nu1GKg	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	PhujsQG4UTlxaw	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	qj0bo+Yb/CvSXA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	XEbxxfU33ZcycA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	pokxoIUSOviCJA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	WwvLASAaR1FSvQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	wP9RlYfSsXG0fQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	PRJ+gyJ+GpLj4A	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	lRPv7bs3R1ifog	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	r/YaSbnzPCRZNQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	jMzUPbBOw9FmxQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard	CBT - Paperless Phase 1 (FF)	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
Source Record bronze_moreland_dashboard_md_timetoqb toggl CBT - Paperless Phase 1 (FF) quickbooks CBT Funds sg_a_spread True project_type Enhancements billing_type FF squad 0 qa_partner Jeff project_manager Steve lead_dev Jeremy
	moreland_dashboard_demand	cMKNt+r9HJYocg	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	/L8sXX47CGJfYQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	wE0n1vy0pReG2Q	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	S8ePqDm3tBVDFw	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	FpOL//XTVdtptg	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	cxr/HF2hmqKZAQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	7/F7yUf2txD9tA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	AGnIvFOFcuIc3g	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	4d4UoonPHKVbrA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	t3BJ1o6O0ENYMw	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	CBT - Paperless Phase 1 (FF)	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
Source Record bronze_moreland_dashboard_md_demand client CBTFunds project CBT - Paperless Phase 1 (FF) demand — squad Slate contract — burned 242.5 remaining -242.5 status Complete start_date 2025-07-01 00:00:00+00:00 end_date 2025-12-15 00:00:00+00:00 _09_29_10_05 10 _10_06_10_12 10 _10_13_10_19 40 _10_20_10_26 40 _10_27_11_02 40 _11_03_11_09 8 _11_10_11_16 8 _11_17_11_23 8 _11_24_11_30 8 _12_01_12_07 — _12_08_12_14 — _12_15_12_21 — _12_22_12_28 — _12_29_01_04 — _01_05_01_11 — _01_12_01_18 — _01_19_01_25 — _01_26_02_01 — _02_16_02_22 — _02_23_03_01 — _02_02_02_08 — _02_09_02_15 — _03_02_03_08 — _03_09_03_15 — _03_16_03_22 — _03_23_03_29 — _12_30_01_05 — _01_06_01_12 — _01_13_01_19 — _01_20_01_26 — _01_27_02_02 — _02_03_02_09 — _02_10_02_16 — _02_17_02_23 — _02_24_03_02 — _03_03_03_09 — _03_10_03_16 — _03_17_03_23 — _03_24_03_30 — _03_31_04_06 — _04_07_04_13 — _04_14_04_20 — _04_21_04_27 — _04_28_05_04 — _05_05_05_11 — _05_12_05_18 — _05_19_05_25 — _05_26_06_01 — _06_02_06_08 — _06_09_06_15 — _06_16_06_22 — _06_23_06_29 — _06_30_07_06 40 _07_07_07_13 40 _07_14_07_20 40 _07_21_07_27 40 _07_28_08_03 40 _08_04_08_10 40 _08_11_08_17 40 _08_18_08_24 40 _08_25_08_31 20 _09_01_09_07 40 _09_08_09_14 40 _09_15_09_21 40 _09_22_09_28 40 nan — nan_1 — nan_2 — nan_3 — nan_4 — nan_5 — type — _03_30_04_05 — _04_06_04_12 — _04_13_04_19 — _04_20_04_26 — _04_27_05_03 — _05_04_05_10 — _05_11_05_17 — _05_18_05_24 — _05_25_05_31 — _06_01_06_07 — _06_08_06_14 — _06_15_06_21 — _06_22_06_28 — _06_29_07_05 — _07_06_07_12 — _07_13_07_19 — _07_20_07_26 — _07_27_08_02 — _08_03_08_09 — _08_10_08_16 — _08_17_08_23 — _08_24_08_30 — _08_31_09_06 — _09_07_09_13 — _09_14_09_20 — _09_21_09_27 — _09_28_10_04 — _10_05_10_11 — _10_12_10_18 — _10_19_10_25 — _10_26_11_01 — _11_02_11_08 — _11_09_11_15 — _11_16_11_22 — _11_23_11_29 — _11_30_12_06 — _12_07_12_13 — _12_14_12_20 — _12_21_12_27 — _12_28_01_03 — _06_01_06_07__v_double — _06_08_06_14__v_double — _06_15_06_21__v_double — _06_22_06_28__v_double — _01_04_01_10 — _01_11_01_17 — _01_18_01_24 — _01_25_01_31 — _02_01_02_07 — _02_08_02_14 — _02_15_02_21 — _02_22_02_28 — _03_01_03_07 — _03_08_03_14 — _03_15_03_21 — _03_22_03_28 — _03_29_04_04 — _04_05_04_11 — _04_12_04_18 — _04_19_04_25 — _04_26_05_02 — _05_03_05_09 — _05_10_05_16 — _05_17_05_23 — _05_24_05_30 — _05_31_06_06 — _06_07_06_13 — _06_14_06_20 — _06_21_06_27 — _06_28_07_04 — _07_05_07_11 — _07_12_07_18 — _07_19_07_25 — _07_26_08_01 — _08_02_08_08 — _08_09_08_15 — _08_16_08_22 — _08_23_08_29 — _08_30_09_05 — _09_06_09_12 — _09_13_09_19 — _09_20_09_26 — _09_27_10_03 — _10_04_10_10 — _10_11_10_17 — _10_18_10_24 — _10_25_10_31 — _11_01_11_07 — _11_08_11_14 — _11_15_11_21 — _11_22_11_28 — _11_29_12_05 — _12_06_12_12 — _12_13_12_19 — _12_20_12_26 — _12_27_01_02 —
	moreland_dashboard_demand	z90JZN54aolrhg	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	2uyfG0ExlL2xtg	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	MqnjFRxzs5ZAYw	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	RWhX4Yz/2HiwjQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	OTt0cNcVHDQXww	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	/chPrbdopQtMbA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	bmrZZNIwdL17cw	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	Ev0WYqmzS5nYOw	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	BQfE7WZjW1FhkA	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	rRPpsKtwtlFkZg	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	6HdkKGjRynDUHQ	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	moreland_dashboard_demand	cm6uSu0/01Mx9g	CBT - Paperless Phase 1 (FF)	1.00	exact	Active
	quickbooks_make	22649	Paperless Phase 1	0.80	fuzzy+embedding	Active
Source Record bronze_quickbooks_make_qbo_invoices id 22649 balance 0 due_date 2025-07-30 04:00:00+00:00 txn_date 2025-06-30 04:00:00+00:00 total_amt 10000 doc_number 22642 currency_ref__value USD currency_ref__name United States Dollar customer_ref__value 14 customer_ref__name CBT Funds private_note Paperless Phase 1 sales_term_ref__value 3 sales_term_ref__name Net 30 total_amt__v_double — balance__v_double —
	quickbooks_make	22973	Paperless Phase 1	0.80	fuzzy+embedding	Active
Source Record bronze_quickbooks_make_qbo_invoices id 22973 balance 0 due_date 2025-08-30 04:00:00+00:00 txn_date 2025-07-31 04:00:00+00:00 total_amt 10000 doc_number 22659 currency_ref__value USD currency_ref__name United States Dollar customer_ref__value 14 customer_ref__name CBT Funds private_note Paperless Phase 1 sales_term_ref__value 3 sales_term_ref__name Net 30 total_amt__v_double — balance__v_double —
	quickbooks_make	23600	Paperless Phase 1	0.80	fuzzy+embedding	Active
Source Record bronze_quickbooks_make_qbo_invoices id 23600 balance 0 due_date 2025-10-30 04:00:00+00:00 txn_date 2025-09-30 04:00:00+00:00 total_amt 10000 doc_number 22725 currency_ref__value USD currency_ref__name United States Dollar customer_ref__value 14 customer_ref__name CBT Funds private_note Paperless Phase 1 sales_term_ref__value 3 sales_term_ref__name Net 30 total_amt__v_double — balance__v_double —
	toggl	211993860	CBT - Paperless Phase 1 (FF)	1.00	fuzzy+embedding	Active
Source Record bronze_toggl_projects id 211993860 workspace_id 5511582 client_id 56091073 name CBT - Paperless Phase 1 [FF] is_private — active No updated_at — created_at 2025-06-17T19:10:53+00:00 color #c7af14 billable Yes template — auto_estimates — rate — currency USD recurring — actual_hours — actual_seconds — client_name — status —

CBT - Paperless Phase 1 (FF)

Source Mappings (53)

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