What we are trying to achieve
The shared plan for Harborline's company-wide rollout: every wave, who owns it and what needs a decision before each go-live. Prepared by Omar Lewis for Evan Brooks and updated weekly after kickoff.
- Customer
- Harborline Logistics
- Vendor
- RelayWorks
- Implementation manager
- Omar Lewis
- Customer project lead
- Evan Brooks
- Target
- All regions live by Jan 15, 2027
- Plan
- Business, 180 seats
Every service team works the way the pilot team does now: one shared record per handoff, an explicit owner and an acknowledgment, with the dispatch system unchanged.
Milestones at a glance
| Milestone | Workstream | Status | Owner | Target |
|---|---|---|---|---|
| SSO and SCIM details | Identity | Customer action | Nadia Ortiz | Sep 30, 2026 |
| Rollout kickoff | Governance | Planned | Omar Lewis | Nov 2, 2026 |
| Northeast import and routing | Data | Planned | Omar Lewis | Nov 13, 2026 |
| Wave 1: Northeast live | Go-live | Planned | Evan Brooks | Nov 16, 2026 |
| Wave 2: Southeast and Midwest live | Go-live | Planned | Evan Brooks | Dec 7, 2026 |
| Wave 3: West and after hours live | Go-live | Planned | Evan Brooks | Jan 11, 2027 |
Phases
- PilotDone Sep 21
- Decision and contractOct 9 and 16
- SetupNov 2 to 13
- Waves 1 to 3Nov 16 to Jan 11
- HandoverJan 15
Who owns what
- Evan BrooksService operations manager, Harborline
Project lead. Approves configuration and each wave.
- Nadia OrtizIT security and procurement, Harborline
SSO, SCIM groups and the security sign-off.
- Omar LewisImplementation specialist, RelayWorks
Configuration, imports, testing and training.
- Rachel KimCustomer success lead, RelayWorks
Adoption reviews, coaching and escalations.
What could block us
- SCIM group names per region. Without them, teams are created by hand and drift from the directory.
- Regional exports. Each region's open handoffs are needed one week before its wave.
- Waiting reasons. Two pilot users still skip them. Coaching continues and the job aid goes to every supervisor.
Kickoff checklist
- Pilot results reviewed with the sponsordone
- Security pack shareddone
- SSO and SCIM details confirmedopen
- Wave dates agreed with regional leadsopen
- Supervisors named for each teamopen
- Job aid updated for all regionsopen
Confidence in the Jan 15 target
Moderate to high. The process is proven in the pilot and the waves reuse its script. The main risk is identity setup timing, which is why SSO details are due Sep 30, well before kickoff.