Three engagement scenarios based on monthly investment and how hours are allocated across two active workstreams:
Warehouse Automation (Order Entry → Shipment → Transport → Billing) and the
Reporting Platform (Portal sections + CRM module). The team composition is the same in all three options.
Plan A
Full Speed Ahead
$20,000 /month
Parallel tracks · Full team
Warehouse Automation
Bucket 1 (Order Entry): Before August
All Buckets 1–4: November 1, 2026
Spring Systems, Bamboo Rose, SPS Commerce — all covered
Reporting Platform
Monthly Report: Wonder Valley + full brand rollout on schedule
CRM: Full scope delivery
Portal sections 01–06: All on schedule
Trade-offs
No compromise — both workstreams proceed on original timelines
Plan B
Split Priority
$10,000 /month
Hours divided · Everything slower
Warehouse Automation
Bucket 1 (Order Entry): November–December
Buckets 2–4: 2027 (TBD)
Warehouse receives ~20% of monthly hours
Reporting Platform
Monthly Report: Wonder Valley only near-term, slower rollout
CRM: Progresses but delayed
Portal sections: Partial progress, no delivery guarantees
Trade-offs
Warehouse misses the October peak season window
Both tracks move slowly — neither gains meaningful momentum
Plan C
Warehouse First
$10,000 /month
Warehouse primary · Platform on hold
Warehouse Automation
Bucket 1 — Spring Systems: ~August 1
Bucket 1 — Bamboo Rose / SPS: TBD (post-discovery)
Full team hours dedicated to warehouse track
Reporting Platform
Monthly Report rollout: Continues in parallel (existing commitment)
CRM: MVP scope only — basic rollout, no advanced features
Portal sections 02–06: Deprioritized, best effort
Trade-offs
Reporting platform slows significantly outside Monthly Report
Best path to warehouse Bucket 1 before October at $10K
Side-by-Side Comparison
| Dimension |
Plan A — Full Speed ($20K) |
Plan B — Split ($10K) |
Plan C — Focused ($10K) |
| Monthly investment |
$20,000 |
$10,000 |
$10,000 |
| Warehouse Bucket 1 |
Before August |
November–December |
~August 1 (Spring Systems) |
| Warehouse Buckets 2–4 |
November 1, 2026 |
2027 (TBD) |
Phase 2 (future scope) |
| October peak season |
Fully covered |
Missed |
Bucket 1 ready |
| Monthly Report rollout |
WV + all brands on schedule |
Wonder Valley only, slower |
Continues in parallel |
| CRM module |
Full scope |
Delayed |
MVP only |
| Portal sections (02–06) |
All on schedule |
Partial, no guarantees |
Deprioritized |
Next step: decision by May 31
- Which scenario aligns with Sage's priorities for 2026?
- Plan A — confirm $20K/month budget is approved
- Plan B — confirm that a November–December Bucket 1 start is acceptable given the October peak season
- Plan C — confirm warehouse before October is the top priority, and that the reporting platform slowdown is acceptable
- All plans assume go/no-go on the warehouse engagement by May 31 (per discovery sprint terms)
