Nelson Labs — Portal Enhancements: Quote Mgmt & eSSF
project
cbdeb0721d5bdab1
Normalized: nelson labs portal enhancements quote mgmt and essf
linear
moreland_contracts
Entity Properties (gold project table)
project_id
cbdeb0721d5bdab1
name
Nelson Labs — Portal Enhancements: Quote Mgmt & eSSF
client_id
—
canonical_metadata
—
created_at
2026-04-24 02:38:01.113837+00:00
updated_at
2026-04-24 02:38:01.113837+00:00
status
—
billable
—
recurring
—
squad
—
qa_partner
—
project_manager
—
lead_dev
—
description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
state
—
team_name
—
closedate
—
dealstage
—
contract_type
time_and_materials
contract_hourly_rate
200.0
contract_estimated_hours
175.0
contract_total_fee
35000.0
24%
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.
Low — a near-match was rejected, review recommended
84%
Avg Match Confidence
The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Good match quality
Source Mappings (5)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| linear | 9d85d8c3-a334-4162-a7bb-1f3526ab846e | Nelson Labs — Portal Enhancements: Quote Mgmt & eSSF | 1.00 | fuzzy+embedding | Active |
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Source Record
bronze_linear_projects
id
9d85d8c3-a334-4162-a7bb-1f3526ab846e
name
Nelson Labs — Portal Enhancements: Quote Mgmt & eSSF
description
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team_id
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team_name
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state
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created_at
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updated_at
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_dlt_meta
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| moreland_contracts | SKqabCHpQdnzcQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-25T02:07:24.587205+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | yFpnR+761VHtOQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-25T02:07:27.745381+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | VS+LF84TVv34FQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-26T02:06:53.021442+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | Gh6WWijsj0rABg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-26T02:06:55.900130+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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