Elevate: Digital Innovation - AI
project
ca39d0c8b3cd5c0e
Normalized: elevate digital innovation ai
moreland_contracts
Entity Properties (gold project table)
project_id
ca39d0c8b3cd5c0e
name
Elevate: Digital Innovation - AI
client_id
—
canonical_metadata
—
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
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qa_partner
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project_manager
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lead_dev
—
description
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state
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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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contract_total_fee
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51%
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 | 5cb18da79fb669be5c34a7a2758898e8 | Elevate: Digital Innovation - AI | 1.00 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
5cb18da79fb669be5c34a7a2758898e8
file_name
AI Vendor Updates Mar 2026[89].pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/AI%20Initiatives/AI%20Vendor%20Updates%20Mar%202026%5B89%5D.pdf
company
Oatey
project_name
Elevate: Digital Innovation - AI
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
200.0
total_fee_estimate
—
brief_project_description
Seamlessly integrate AI-enabled tools, platforms, and processes across Oatey, transforming and accelerating how we operate and make decisions.
start_date
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extracted_at
2026-07-02T02:14:40.054410+00:00
raw_text_preview
AI Vendor Updates
Mar2026
22 | CONFIDENTIALOatey AI Vendor Updates
•Elevate AI Strategy
•AI Council
•Adoption
•Use Cases (so far)
•Feedback & Next Steps
33 | CONFIDENTIALElevate: Digital Innovation -AI
Seamlessly integrate AI-enabled tools, platforms, and processes across Oatey, transforming and
accelerating how we operate and make decisions
AI Governance AI Pilots to Scale People & Adoption Data & Process Readiness
Evergreen AI Council,
streamlined policies and
guidance, permissive
approach to AIRepeatable playbook for intake
and multiple AI capabilities
operating “at scale” with
recognized ROIEnsure high-quality, accurate,
accessible data, and streamlined
processes to enable automation2026-28 Action Plan and Goals
Enable associates to work
confidently with AI, fostering
data literacy and AI-first
mindset
AI Council & Use-Case Delivery AI Foundation Established
AI Council use-case workshops ChatGPT Enterprise fully integrated
3 Pilots deployed and lessons learned AI Intake process established
AI Adoption
AI Survey YoY improvement 20%+
Copilot & ChatGPT aggregate tracking
AI Community & AI training rolloutQ4 Q3 Q2 Q1
AI Aware Training & AI Community Events (4)Use Case Workshops
AI Capable Design & RolloutPartner-Accelerated AI Pilots
AI Platform Integration AI Adoption Metrics
Associate developed Agents & GPTsAI Year-End Survey
AI intake Agent2026 Action Plan 2026 Targets
44 | CONFIDENTIALAI CouncilParticipation
Participants:
•Engineering
•Quality
•Manufacturing
•Sales
•Supply Chain
•Finance
•HR•Distribution
Centers
•IT
Engaged but wide range of experiences and mindset AI Council Workshops:
•Full: IT
•Partial: Supply Chain, Product Mgmt
•Ad-hoc: Legal, HR
AI Council Events:
SmarterX: Business Blueprints (3)
•CWRU:AISymposium
55 | CONFIDENTIALAssociate AIAdoption
Adoption Activities
AI Community Event Dec
AIAware Curriculum Published Dec
CopilotOneDriveIntegrationenabled Jan
ChatGPT Training (AI Council) Feb
LegalTraining Feb
•Customer Service Trai
file_created_at
2026-03-12T20:13:48+00:00
file_modified_at
2026-03-12T20:13:45+00:00
created_by
Paul Franke
modified_by
Paul Franke
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