Oatey AI Consulting Engagement
project
59e28c578fae0148
Normalized: oatey ai consulting engagement
moreland_contracts
Entity Properties (gold project table)
project_id
59e28c578fae0148
name
Oatey AI Consulting Engagement
client_id
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canonical_metadata
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created_at
2026-05-02 02:29:59.020102+00:00
updated_at
2026-05-02 02:29:59.020102+00:00
status
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billable
—
recurring
—
squad
—
qa_partner
—
project_manager
—
lead_dev
—
description
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state
—
team_name
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closedate
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dealstage
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deal_amount
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contract_type
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contract_hourly_rate
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contract_estimated_hours
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33%
Separation Confidence
How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
100%
Avg Match Confidence
The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Strong source linkage
Source Mappings (2)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| moreland_contracts | 34a211b304af66e08a9cfecf32dd1827 | Oatey AI Consulting Engagement | 1.00 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
34a211b304af66e08a9cfecf32dd1827
file_name
Oatey_AI_Proposal_MorelandConnect_Apr2026V3.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B34A1B086-0AC4-44A6-A4CA-839371F5DAB2%7D&file=Oatey_AI_Proposal_MorelandConnect_Apr2026V3.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Oatey AI Consulting Engagement
contact_person
John Wright
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Product Intelligence, Procurement Automation, and Data Governance Enablement
start_date
2026-04-21
extracted_at
2026-07-01T02:16:45.910047+00:00
raw_text_preview
MORELAND CONNECT
Oatey AI Consulting Engagement
Product Intelligence, Procurement Automation, and
Data Governance Enablement
Proposal V3
April 21, 2026
Prepared for John Wright, VP of Analytics, and Annie Bruder, IT Project Manager
Oatey Co.
April 21, 2026
John and Annie,
Thank you for the joint SME sessions on April 13 and the follow-up deep dive with Brian Zuccaro and Erin O'Brien on April 16. The conversations changed how we see this engagement, and this proposal reflects that.
V2 (March 16) scoped three independent fixed-bid POCs. After spending time directly with your AI Council members, we think that shape is correct for a procurement cycle but wrong for the underlying architecture. Your three use cases share a root cause — data fragmented across SAP, Salsify, Excel, and tribal knowledge — and our recommendation now treats that root cause explicitly.
Three changes from V2 you'll see in this document:
A shared architecture recommendation that makes each POC build a reusable data asset the next POC consumes. No throwaway work.
POC #3 reframed from outlier detection to a Data Governance Enablement capability — one that makes Julia's team dramatically more effective by identifying Subject Matter Experts and routing focused questions to them.
Scope and pricing updates across all three POCs based on what we learned from your SMEs.
The Phone-a-Friend retainer structure from V2 remains unchanged. It can be activated in parallel or independent of any POC.
Looking forward to Wednesday's discussion.
Best regards,
Paul Franke
Partner, Moreland Connect
Part 1 — Strategic Recommendation
What we heard from your SMEs
Across the April 13 joint session and our April 16 deep-dive with Brian and Erin, a consistent pattern emerged. Each of the three use cases solves a different surface problem — retailer cross-references, supplier follow-ups, master data anomalies — but they share the same root cause:
Specific signals we heard:
From Brian: three to four major cross-reference pr
file_created_at
2026-04-22T01:54:22+00:00
file_modified_at
2026-04-21T20:01:14+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 32daf4fa5f5863c5db76846ec0c25a58 | Oatey AI Consulting Engagement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
32daf4fa5f5863c5db76846ec0c25a58
file_name
Oatey_AI_Proposal_MorelandConnect_Apr 21 2026.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B0CD278E1-FC24-45C9-8052-B740B79C1A5E%7D&file=Oatey_AI_Proposal_MorelandConnect_Apr%2021%202026.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Oatey AI Consulting Engagement
contact_person
John Wright
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Product Intelligence, Procurement Automation, and Data Governance Enablement
start_date
2026-04-21
extracted_at
2026-07-02T02:14:45.082070+00:00
raw_text_preview
MORELAND CONNECT
Oatey AI Consulting Engagement
Product Intelligence, Procurement Automation, and
Data Governance Enablement
Proposal V3
April 21, 2026
Prepared for John Wright, VP of Analytics, and Annie Bruder, IT Project Manager
Oatey Co.
April 21, 2026
John and Annie,
Thank you for the joint SME sessions on April 13 and the follow-up deep dive with Brian Zuccaro and Erin O'Brien on April 16. The conversations changed how we see this engagement, and this proposal reflects that.
Our March 16 proposal scoped three independent fixed-bid POCs. After spending time directly with your AI Council members, we think that shape is correct for a procurement cycle but wrong for the underlying architecture. Your three use cases share a root cause — data fragmented across SAP, Salsify, Excel, and tribal knowledge — and our recommendation now treats that root cause explicitly.
Three changes from V2 you'll see in this document:
A shared architecture recommendation that makes each POC build a reusable data asset the next POC consumes. No throwaway work.
POC #3 reframed from outlier detection to a Data Governance Enablement capability — one that makes Julia's team dramatically more effective by identifying Subject Matter Experts and routing focused questions to them.
Scope updates across all three POCs based on what we learned from your SMEs.
The Phone-a-Friend retainer structure from V2 remains unchanged. It can be activated in parallel or independent of any POC.
Looking forward to Wednesday's discussion.
Best regards,
Paul Franke
Partner, Moreland Connect
Part 1 — Strategic Recommendation
What we heard from your SMEs
Across the April 13 joint session and our April 16 deep-dive with Brian and Erin, a consistent pattern emerged. Each of the three use cases solves a different surface problem — retailer cross-references, supplier follow-ups, master data anomalies — but they share the same root cause:
Specific signals we heard:
From Brian: three to four major cross-reference projec
file_created_at
2026-04-22T01:54:26+00:00
file_modified_at
2026-04-22T02:06:36+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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