Northstar Planning · Harborline Logistics
Enterprise Planning Platform
Sam — a short recap of our first call and what we suggest looking at next before you bring in Operations.
- Discovery
- Evaluation
- Business Case
- Security & Legal
- Closing
- Closed Won
Next step
Confirm who from Operations should join the walkthrough
Sam Ihejirika · Due Fri
Your journey
Where we are together
- In progress
Discovery
Understanding the depot budgeting cycle.
Solution review
Walkthrough with Operations.
Business case
Model the depot-level savings.
Your tasks
What we need from you
Name the Operations participant
Sam Ihejirika · Fri, Mar 7
What we own
Send the discovery recap
Jordan Lee · Mar 4
Your priorities
What this needs to deliver
Depot-level budget visibility
Each of the 14 depots budgets in isolation today.
Target: one consolidated view
Resources
Meetings
Intro call
Feb 26 · completed
Your team
Sam Ihejirika
Finance Manager
Northstar Planning
Jordan Lee
Account Executive