Following three days of discovery sessions with Danny Castro, three engagement options were prepared for Leila and Jeremy's review. All options share the same goal — warehouse operations efficiency before Q4 — but differ in resourcing, pace, and what gets deprioritized. Option C was selected.
Warehouse
- Two near-FTE engineers + junior, dedicated to warehouse
- Bucket 1 (Order Entry + EDI): all retailers done before August
- Buckets 2–4 (Shipment, Routing, Billing): complete by November 1
Everything Else
- Reporting Portal, CRM, Monthly Report rollout: all continue at current pace
- No deprioritization across other workstreams
Warehouse
- Warehouse competes with Portal, CRM, and Monthly Reports for the same hours
- Bucket 1 (Order Entry + EDI): end of November / December — after busy season
- No meaningful warehouse delivery before September
Everything Else
- Portal, CRM, Monthly Reports: all move slowly and partially
- Effectively status quo with warehouse added to an already full plate
Warehouse — Primary
- Bucket 1 Spring Systems (Order Entry + EDI): target August 1
- Bucket 1 Bamboo Rose + SPS: target August 1, may slip to end of August
- Warehouse becomes the primary engineering priority
Continues in Parallel
- Monthly Report rollout to all brands — continues alongside warehouse*
- CRM migration — scoped to HubSpot baseline cutover
- Remaining portal sections deprioritized
Deferred
- Buckets 2–4 (Shipment, Routing, Billing): end of 2026 / early 2027
- Remaining CRM features + portal sections: end of 2026 / early 2027