Product Intelligence, Procurement Automation, and Master Data Quality Monitoring
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a0f4fff8157f0498
Normalized: product intelligence procurement automation and master data quality monitoring
moreland_contracts
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a0f4fff8157f0498
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Product Intelligence, Procurement Automation, and Master Data Quality Monitoring
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2026-05-02 02:29:59.020102+00:00
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2026-05-02 02:29:59.020102+00:00
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billable
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recurring
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34%
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 (1)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| moreland_contracts | 2a7dd2a6e18df77633911e564b6ba0c4 | Product Intelligence, Procurement Automation, and Master Data Quality Monitoring | 1.00 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
2a7dd2a6e18df77633911e564b6ba0c4
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Oatey_AI_Proposal_MorelandConnect_Apr 22 2026V3.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BBAC751B3-F6F3-4DD0-A4ED-87379056402D%7D&file=Oatey_AI_Proposal_MorelandConnect_Apr%2022%202026V3.docx&action=default&mobileredirect=true
company
Oatey Co.
project_name
Product Intelligence, Procurement Automation, and Master Data Quality Monitoring
contact_person
John Wright
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fixed_fee
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—
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brief_project_description
Engagement to automate retailer cross-reference workflows, procurement shortage analysis, and master data quality monitoring.
start_date
2026-04-21
extracted_at
2026-07-01T02:16:40.974497+00:00
raw_text_preview
Oatey AI Consulting Engagement
Product Intelligence, Procurement Automation, and
Master Data Quality Monitoring
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 AI Council session on April 13 and the follow-up deep dive with Brian Zuccaro and Erin O'Brien on April 16. The conversations meaningfully sharpened how we see this engagement, and this proposal reflects what we heard directly from your SMEs.
The March 16 proposal scoped three independent fixed-bid POCs based on the initial March 10 briefing. Now that we've spent time with Brian, Erin, Ender, Luke, Julia, and Justin, we have a clearer view of what each use case actually needs and where the broader opportunities lie. The shape of the engagement is largely consistent with the March proposal, but the scope of each POC has been refined and the architectural recommendation is more explicit.
Three changes from March you'll see in this document:
A horizontal architecture recommendation around shared data infrastructure, so that POC outputs become reusable assets rather than disconnected applications.
Refined scope on each POC based on what your SMEs actually presented — particularly the Cross-Reference work with Brian, the Procurement workflow with Ender, and the four specific capabilities Julia outlined for Master Data Quality.
Updated sizing and sequencing that reflects the SME conversations and recommends a low-risk starting point.
The Phone-a-Friend retainer structure remains unchanged. It can be activated in parallel or independent of any POC.
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 theme emerged. Each of the three use cases solves a different surface problem — retailer cross-references, supplier follow-ups, master data
file_created_at
2026-04-22T11:45:46+00:00
file_modified_at
2026-04-24T14:01:55+00:00
created_by
Paul Franke
modified_by
Paul Franke
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