01  ·  CRM Migration
HubSpot →
Crème CRM
Tyler Kopp  ·  Lia Briehl  ·  DataStudios
02  ·  Monthly Reports
Brand Report
Rollout
14 Active Brands  ·  Haziq Khurshid  ·  Tyler Kopp
03  ·  Warehouse Automation
Buckets 1B–4
Go-Live
Haziq Khurshid  ·  Danny Castro  ·  Rita Murillo
Jun 1
UAT Wave 1 Opens
Tyler Kopp begins 10-scenario validation. DataStudios attends first sessions, then async feedback form.
Jun 9
Re-Import + Delta Sync
Full HubSpot re-import complete. 24h of delta sync events confirmed. UAT Wave 1 cleared to begin.
Jun 16
UAT Wave 2 Opens
Lia Briehl begins sales-specific scenarios. Tyler peer-onboards. Waves overlap by 1 week.
Jun 27
UAT Complete
Both waves sign off. All P0/P1 issues resolved. Parity scorecard ≥ 95% required to advance.
Jul 6
Blue-Green Window
5-day parallel run. HubSpot = active input, CRM = sync target. Final validation before cutover.
★ Jul 14
Cutover Day
Crème CRM becomes system of record. HubSpot restricted to read-only. 4-hour rollback gate active.
Jun 1
Brand Audit Begins
Tyler confirms retailer mix per brand. Haziq maps against existing adapters. Fast vs. slow track split determined.
Jun 8
Carbon Beauty Config
Self Glow, Sweed, Reverie — already in pipeline config — enter portal verification. No new build work required.
★ Jun 14
Audit Gate
Retailer matrix complete. Fast track confirmed. New adapters scoped. This gate sets the July 31 confidence level.
Jun 30
Fast Track Live
Self Glow, Sweed, Reverie + all config-only brands operational in portal. Tyler's Canva process replaced for these brands.
Jul
Slow Track Builds
New retailer adapter builds complete. Remaining brands configured and deployed. Scope confirmed after audit gate.
★ Jul 31
Full Rollout
All 14 active brands live. Monthly Canva report process fully automated across Crème's brand portfolio.
Jun 1
Bucket 1B + Routing Start
Camelot write-back build begins (Track A). TechShip label automation begins (Track B). Access gate must land Jun 1.
Jun 21
Camelot Write-Back Live
Extracted EDI POs writing directly to Camelot. Gmail watcher auto-triggering. End-to-end loop closed.
Jun 22
Billing Engine Begins
Track A shifts to Bucket 4 — billing engine on Metacine pilot. Product dimension collection must be underway.
Jul 26
Routing Live
TechShip + Nordstrom TMS + Bluemercury automated. Label data machine-readable — ASN automation unblocked.
Aug 16
ASN Automation Live
EDI 855 + 856 auto-populated for Spring Systems + Bamboo Rose. Zero manual portal entry for covered retailers.
Aug 30
Billing Engine Live
Camelot Compute Charges auto-triggered. All brands with dimensions configured. Metacine pilot validated.
★ Sep 30
Q4 Ready
Full system signed off by Danny + Rita. All four buckets live. Stable before October holiday volume hits.

★ Key milestone  ·  All three workstreams run in parallel under Plan C · $10K/month current retainer · Warehouse automation is primary priority with CRM and Monthly Reports continuing alongside  ·  Buckets 2–4 remaining features and portal enhancements continue Q4 2026 – Q1 2027