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Procurement Shortage Analysis (POC #2) — Omaha Plant

project 5d3a2cd6d3f41322

Normalized: procurement shortage analysis poc 2 omaha plant

moreland_contracts

43%

Moderate — a somewhat similar entity exists

90%

Good match quality

Source Mappings (2)

	Source	Source ID	Display Name	Confidence	Method	Status	Actions
	moreland_contracts	9e836cb9f11822921701a46faea86ada	Procurement Shortage Analysis (POC #2) — Omaha Plant	1.00	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 9e836cb9f11822921701a46faea86ada file_name Oatey_SOW_Procurement_Shortage_Analysis_POC 2.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BF4C92C5A-EFDA-4D2C-9C57-670BFD6B544A%7D&file=Oatey_SOW_Procurement_Shortage_Analysis_POC%202.docx&action=default&mobileredirect=true company Oatey Co. project_name Procurement Shortage Analysis (POC #2) — Omaha Plant contact_person John contract_type fixed_fee hourly_rate — estimated_hours 7.0 total_fee_estimate — brief_project_description Build a Procurement Shortage Analysis proof of concept that automates the manual shortage export and provides a buyer workspace for procurement. start_date 2026-06-22 extracted_at 2026-07-02T02:14:58.708301+00:00 raw_text_preview 1960 Case Parkway S \| Twinsburg, Ohio 44087 June 22, 2026 Re: Oatey Procurement Shortage Analysis — Proof of Concept (Build Phase) Dear John: 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”). Statement of Work (POC Build Phase) – Procurement Shortage Analysis Project: Procurement Shortage Analysis (POC #2) — Omaha Plant Reference Agreement: This SOW is issued as an Appendix to and is subject to the terms of the parties’ existing Consulting Services Agreement / Master Services Agreement (“Agreement”) that was entered into as of 11/13/2025. 1) Project Overview Moreland will build a Procurement Shortage Analysis proof of concept (“POC”) that extends Oatey’s existing Phase 1 shortage report — scoped and built by Ender Chadwick — into a buyer workspace that pre-computes each purchase order’s story from prior email history, drafts the next-step supplier communication, and remembers what the buyer did the prior week. The shortage analysis itself automates the manual Shortage Workbench routine: production-order component requirements, on-hand stock, and open purchase-order coverage are read from standard SAP CDS views and their associated OData endpoints (mapped field-by-field in Appendix B), and the per-line shortage is computed as Total Required less Total On-Hand. The POC is scoped to the Omaha plant (1102) and the full four-to-six-person buyer team. Cherny and Cleveland are Phase 2 rollout targets and are not part of this engagement. The buyer surface is delivered as a dedicated web application — chosen over staying in Excel or a chat/MCP interface — because it is the only surface that solves the weekly “what is on my plate this week” discovery problem, carries actions forward across weeks, and produces a clean audit trail. (An MCP interface to enterprise chat is a legitimate Phase 2 option that coexists with the web app; it is file_created_at 2026-06-22T19:19:52+00:00 file_modified_at 2026-06-22T19:32:10+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —
	moreland_contracts	baa5162c565fcea8d28eeb7349a05a1f	Procurement Shortage Analysis (POC #2)	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash baa5162c565fcea8d28eeb7349a05a1f file_name Oatey_SOW_Procurement_Shortage_Analysis_POC.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BA96CF285-71BF-460E-AC58-32466A76CDAD%7D&file=Oatey_SOW_Procurement_Shortage_Analysis_POC.docx&action=default&mobileredirect=true company Oatey Co. project_name Procurement Shortage Analysis (POC #2) — Omaha Plant contact_person John contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate — brief_project_description Build a Procurement Shortage Analysis proof of concept that automates SAP transactional extraction and provides a buyer workspace with AI-generated insights. start_date 2026-06-22 extracted_at 2026-06-30T02:13:23.655803+00:00 raw_text_preview 1960 Case Parkway S \| Twinsburg, Ohio 44087 June 22, 2026 Re: Oatey Procurement Shortage Analysis — Proof of Concept (Build Phase) Dear John: 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”). Statement of Work (POC Build Phase) – Procurement Shortage Analysis Project: Procurement Shortage Analysis (POC #2) — Omaha Plant Reference Agreement: This SOW is issued as an Appendix to and is subject to the terms of the parties’ existing Consulting Services Agreement / Master Services Agreement (“Agreement”) that was entered into as of 11/13/2025. 1) Project Overview Moreland will build a Procurement Shortage Analysis proof of concept (“POC”) that extends Oatey’s existing Phase 1 shortage report — scoped and built by Ender Chadwick — into a buyer workspace that pre-computes each purchase order’s story from prior email history, drafts the next-step supplier communication, and remembers what the buyer did the prior week. The POC is scoped to the Omaha plant and the full four-to-six-person buyer team. Cherny and Cleveland are Phase 2 rollout targets and are not part of this engagement. The solution is built on Oatey’s committed Microsoft/Azure platform: a Microsoft Fabric data pipeline produces the weekly shortage analysis, an Azure App Service web application with an Azure Postgres state store provides the buyer workspace, Microsoft Graph supplies email access within Oatey’s M365 tenant, and Azure AI Foundry hosts the language models. Every line of work is human-in-the-loop — nothing is sent to a supplier without buyer approval, and there is no write-back to SAP during the POC. 2) Objectives Eliminate the manual weekly shortage export (COOIS / ME2L / MB52) by automating SAP transactional extraction via OData and assembling the weekly shortage lines in a Fabric notebook. Give each buyer an AI-compiled, citation-backed story of what has file_created_at 2026-06-22T18:32:39+00:00 file_modified_at 2026-06-22T18:40:58+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —