Chatbot Customer Service and Engineering Support Tool
project
f512141b7a2a15e1
Normalized: chatbot customer service and engineering support tool
moreland_contracts
Entity Properties (gold project table)
project_id
f512141b7a2a15e1
name
Chatbot Customer Service and Engineering Support Tool
client_id
—
billable_rate
—
canonical_metadata
—
created_at
2026-02-12 05:36:54.288209+00:00
updated_at
2026-02-12 05:36:54.288209+00:00
status
—
billable
—
recurring
—
squad
—
qa_partner
—
project_manager
—
lead_dev
—
description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
state
—
team_name
—
closedate
—
dealstage
—
contract_type
fixed_fee
contract_hourly_rate
—
contract_estimated_hours
—
contract_total_fee
40000.0
alias_name
Contract Management (10)
project_manager_alias
—
lead_dev_alias
—
qa_partner_alias
—
44%
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 (108)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| moreland_contracts | tkML6UrIO/zOCA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-04-08T02:03:31.738142+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | s4mFMadxCERnTw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-25T02:04:01.569911+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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| moreland_contracts | qXRRYdmiOe+eMw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-06T02:03:22.007710+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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| moreland_contracts | xwoqQWDtRBv30w | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-06T00:03:06.303129+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | TPVNUiVbBFq3GA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-04T00:03:05.329054+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | sFbv/wFIkLMTKA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-26T18:03:03.966215+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | d/OLV7Dq7AzEQg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-02T17:46:35.831570+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | FmWDOTd2EpY++A | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-24T06:03:14.939151+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Ytn5bucKCzTM6A | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
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—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-23T00:03:22.669928+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | LmLEfT0/z80ocA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
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file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-21T12:03:09.211391+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | ta5sIxQ7a4x+yg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-19T18:03:21.598259+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | aeT9XdT8iFRfRg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-21T00:03:40.087904+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | /4clq4/Cj8B7rA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-20T18:03:10.865706+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 9LX/ysam+bkNow | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-23T12:03:14.972402+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | cg9pJ8nc1EEXzg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-05T06:02:51.738112+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | Oie1DgVRLdDSzw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-20T02:03:23.479570+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | XNZH3noOoF77EA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-05T02:03:25.314996+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | GuH9vY9pCA+fcg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-01T02:03:55.236271+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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bronze_moreland_contracts_ma_project_contracts
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file_name
Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-19T21:19:50.173818+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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| moreland_contracts | vRf1ERFvb1dLKg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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bronze_moreland_contracts_ma_project_contracts
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file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-06T12:03:06.436422+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | FmT8FJ/tAr6T7g | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-04T02:03:46.043373+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | eOKdmVjNdOXnTA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
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file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-03T06:02:54.295991+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | AAdyhSQwr/0T1g | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-03T02:03:39.607250+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | VnIvpz2fVBbV/w | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-26T06:03:34.451618+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | e+icSsqQ0AifVA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-25T00:03:04.501695+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | 3fDM72i0MoZYKQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-25T18:03:28.919017+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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| moreland_contracts | c0Ri8tEuHxWyOA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
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file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-25T06:03:18.617083+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | lIUs6ER7jtBHuQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-24T00:03:05.735069+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | rdj9fIiN2THLvg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-24T02:03:44.717446+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
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Paul Franke
_dlt_meta
—
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| moreland_contracts | tGCSHCwj6Nag3Q | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-22T00:03:05.107072+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | /LJc6GkQLj27Xw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-21T18:03:15.649257+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | Uu6vbQVCrsaARg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
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file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-20T02:03:58.688832+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | C6YZRmg6B4nbXg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-19T12:03:39.337816+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | TNjfPdoNrrGiVw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-02T17:46:28.574534+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | vs+qO0cBwaIdtg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-05T12:03:08.095826+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
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2025-09-05T14:48:29+00:00
created_by
Paul Franke
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Paul Franke
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—
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| moreland_contracts | niEpn50DnxFSCA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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bronze_moreland_contracts_ma_project_contracts
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Jergens Chatbot Tool - 09-05-25.docx
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-05T00:02:35.848304+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | N8lC9q09DRXJZA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-05T18:03:03.412575+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 09USeQDYtLQdQw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-21T02:03:29.835674+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | kYTw3wi/zPw7/g | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-23T02:03:27.161204+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | JXKv86Hs331Yhg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-24T02:03:30.862933+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | Nz2OKmXd3uTkEg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-29T02:03:22.318034+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | AaF5JqTUfbq9MQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-08T21:06:14.676766+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | pNvBZaajhhpBnw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-04-09T02:03:12.957228+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | RBhNY6SDpGPbeA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-06T02:03:30.784404+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | w5uznMu0K7l8PQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-04T02:03:23.145208+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 7IKkSZL0qFyaRA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-27T02:03:41.513357+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | VMkZyNLRRtII1Q | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-26T02:04:05.838779+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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|||||||
| moreland_contracts | MYDsxMWBP7NfZw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-06T06:02:55.335997+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | IXG7UBa+dNUDkA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-02T18:02:55.726718+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 8MIhPv1HCXLfYw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-26T12:03:23.639272+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | ZUKJpu1YE6rMfA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-26T00:03:21.227707+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | kSVd1Ph8t2YMNQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-25T12:03:13.343020+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | e6rK6D+UZdzVcg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-20T12:03:17.166704+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 7Q7CJ/WIsML3dg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
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file_path
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-22T06:03:00.224900+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | 4TPSRtuQI54wKg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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0eae6ee75baadc6429c173d1934aa17b
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Jergens Chatbot Tool - 09-05-25.docx
file_path
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
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2026-02-22T02:03:39.467455+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 6ERaNrFGinuoag | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
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file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool.
start_date
2025-09-05
extracted_at
2026-02-21T06:03:10.632960+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | IIgFFL/sVC64VA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-20T00:03:02.978067+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | OiuLXcwNcNDiYw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-20T06:03:13.574321+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | ICFCeMIGn/DBXg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-23T02:03:43.918412+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | TJcYKlVcfgXKxg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-24T12:03:15.525038+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | Wckrqe4eADFvWA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
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file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
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Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-02-24T18:03:25.989771+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | HrS/mwPp96Ezow | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
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file_path
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-19T15:14:36.104119+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
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—
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| moreland_contracts | dwMWTnlxkJE8OQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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bronze_moreland_contracts_ma_project_contracts
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file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-07T02:03:31.226083+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | KIQVeAoRsfT1LQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
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Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool.
start_date
2025-09-05
extracted_at
2026-04-03T02:03:16.658542+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | Zs2kQ+snSm8H8w | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-02T02:03:29.992773+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | eMHLxH170sOZhQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-31T02:03:46.311075+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | FAH8iwYTx3RyTw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-30T02:03:52.524928+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | fr0zf+VNpI911Q | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-04T12:03:04.524658+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | VmYeO+IYHE/Zwg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-04T18:03:02.381383+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 6uRWhbBrKq0JsQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-04T06:03:33.769705+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
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Paul Franke
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Paul Franke
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bronze_moreland_contracts_ma_project_contracts
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Jergens Chatbot Tool - 09-05-25.docx
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-03T18:03:13.158475+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
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2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | WaAPy/hzoNgIhg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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0eae6ee75baadc6429c173d1934aa17b
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Jergens Chatbot Tool - 09-05-25.docx
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-26T02:03:40.407080+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
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2025-09-05T14:48:29+00:00
created_by
Paul Franke
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Paul Franke
_dlt_meta
—
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| moreland_contracts | 6wR1ibixcbrXYQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
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0eae6ee75baadc6429c173d1934aa17b
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Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
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Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-25T02:03:38.668444+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
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2025-09-05T13:42:57+00:00
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2025-09-05T14:48:29+00:00
created_by
Paul Franke
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Paul Franke
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—
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| moreland_contracts | 9aIpoQ9aYezIOA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
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0eae6ee75baadc6429c173d1934aa17b
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Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
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Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
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hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
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2025-09-05
extracted_at
2026-02-23T06:03:53.812079+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
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2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
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Paul Franke
_dlt_meta
—
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| moreland_contracts | 9qTorFKfOBEJrA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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0eae6ee75baadc6429c173d1934aa17b
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Jergens Chatbot Tool - 09-05-25.docx
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Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
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2025-09-05
extracted_at
2026-02-22T12:03:09.508868+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | b9PwkdW5bxM3sw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
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0eae6ee75baadc6429c173d1934aa17b
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Jergens Chatbot Tool - 09-05-25.docx
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Jergens, Inc.
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Chatbot Customer Service and Engineering Support Tool
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Matt
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—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
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2025-09-05
extracted_at
2026-02-19T03:09:36.054323+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
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2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | jlpDUys/orl0+A | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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bronze_moreland_contracts_ma_project_contracts
file_hash
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file_name
Jergens Chatbot Tool - 09-05-25.docx
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Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
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2025-09-05
extracted_at
2026-02-19T06:03:26.078350+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | iqzY/lGX6lLtDw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
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file_name
Jergens Chatbot Tool - 09-05-25.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
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2025-09-05
extracted_at
2026-02-19T03:07:29.353368+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | x+DIlOdvFNrcwQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
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Jergens, Inc.
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Chatbot Customer Service and Engineering Support Tool
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Matt
contract_type
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—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
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2025-09-05
extracted_at
2026-02-21T02:03:44.256157+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | WNXrKjUERgyu8A | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-02-23T18:03:31.780861+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | O5KmnKqs+YqPCQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-03T00:03:00.526240+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | HU5bHWUAuXzCUA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-03T12:02:31.250604+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 1IpCrODkALNikA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-03-05T02:03:27.835708+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Fwj5OKkDDeyepA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-22T02:03:11.894218+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | trz9R8WNhXVERg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-03-28T02:03:37.446535+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | XUGsJz3wP++itg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-10T02:03:34.896625+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | N1FWs2+qJO59XA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-04-11T02:03:11.559284+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | qxSNmJ5/aB8Z0A | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-12T02:02:52.890873+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | DhX6HbIZCqiLDA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
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file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Assisting Jergens with the development of a Generative AI powered customer service and engineering support tool.
start_date
2025-09-05
extracted_at
2026-04-13T02:03:17.045940+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 02+IBPcOnD1+Dg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-14T02:03:34.618576+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 9dvg2GU/4xZnEg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-15T02:03:21.068471+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | bBvGW0JuYihk5w | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-04-16T02:03:21.256676+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | M3ua+sHuqPHIzw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-17T02:03:15.307542+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | tUGzijjEzmt2wQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-18T02:03:15.668039+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 1Xq7EIo1amj4Jw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-19T02:03:05.796913+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | J0gP1N4WzcZVkA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-23T02:03:22.851414+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | xsEQ0KBy6S43rg | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-04-20T02:03:25.726782+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | +09YKL2b2JJxig | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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bronze_moreland_contracts_ma_project_contracts
file_hash
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file_name
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file_path
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-21T02:03:11.418846+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | YPFE/p6hvOJsyQ | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
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company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-22T02:03:55.306976+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 3LF0ZyYH+OPfyw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-24T02:03:26.297989+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | MsO+8dKCC8tBtw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-25T02:03:30.460248+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | gQ+oHkF8Rg6MRA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-26T02:03:15.221909+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 98JuCz+W5bsmJA | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-04-09T13:57:05.852756+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | ugaFVYFUZDOX3g | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-27T02:03:33.978968+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | cp4Ox2F6PsuScw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-04-28T02:03:46.730353+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | T1+yhOnY8Ukf2Q | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
—
extracted_at
2026-04-29T02:03:25.233022+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 6vOhrV1AcKjglw | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-04-30T02:03:36.131387+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 0eae6ee75baadc6429c173d1934aa17b | Chatbot Customer Service and Engineering Support Tool | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0eae6ee75baadc6429c173d1934aa17b
file_name
Jergens Chatbot Tool - 09-05-25.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BC9C3D8EE-59F9-43CA-8B10-1A6BA6F69F89%7D&file=Jergens%20Chatbot%20Tool%20-%2009-05-25.docx&action=default&mobileredirect=true
company
Jergens, Inc.
project_name
Chatbot Customer Service and Engineering Support Tool
contact_person
Matt
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
40000.0
brief_project_description
Development of a Generative AI powered customer service and engineering support tool to reduce repetitive inquiries and empower customer service representatives.
start_date
2025-09-05
extracted_at
2026-10-30T02:11:34.076008+00:00
raw_text_preview
Sep 05, 2025
Re: Chatbot Customer Service and Engineering Support Tool
Dear Matt:
MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the "Services") to assist Jergens, Inc. (“Jergens”) with the development of a Generative AI powered customer service and engineering support tool.
1. Project Overview
Jergens Inc., a leader in engineered workholding, tooling, and fastener solutions, seeks to implement a Generative AI-powered Enterprise Search and Support tool. The objective is to reduce repetitive inquiries to engineering staff, empower customer service representatives with faster access to accurate product data.
This arrangement letter outlines the Design to MVP phase for building a secure, scalable, and extensible enterprise search system that leverages Retrieval-Augmented Generation (RAG), structured data search, and conversational AI.
2. Goals & Objectives
Customer Service Enablement: Provide accurate, instant answers to common catalog/product questions (e.g., clamp loads, material specs) without requiring engineering intervention.
Engineering Knowledge Capture: Allow iterative incorporation of non-catalog, R&D, and field-learned insights into the searchable knowledge base.
Sales Competitiveness (Future Phase): Support creation of dynamic “battle cards” by comparing Jergens products to competitors and surfacing differentiators.
Knowledge Trust & Usability: Ensure results are grounded in Jergens’ proprietary catalog, PIMCore database, engineering docs, and validated knowledge sources.
3. Project Scope (Design to MVP)
In Scope (MVP Deliverables)
Discovery & Design Workshops
Validate use cases, data sources, and workflows with Jergens’ customer service, engineering, and IT teams.
Define high-priority intents (product Q&A, catalog specs, accessory lookups).
Map data accessibility (PIMCore APIs, SQL databases, PDF catalogs, manuals).
Architecture & System Setup
Implement a RAG / Semantic
file_created_at
2025-09-05T13:42:57+00:00
file_modified_at
2025-09-05T14:48:29+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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