Harborline rollout kickoff plan

Kickoff plan Harborline Logistics RelayWorks

Owner: Omar Lewis. Updated Sep 24, 2026.

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.

Details
CustomerHarborline Logistics
VendorRelayWorks
Implementation managerOmar Lewis
Customer project leadEvan Brooks
TargetAll regions live by Jan 15, 2027
PlanBusiness, 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

MilestoneWorkstreamStatusOwnerTarget
SSO and SCIM detailsIdentityCustomer actionNadia OrtizSep 30, 2026
Rollout kickoffGovernancePlannedOmar LewisNov 2, 2026
Northeast import and routingDataPlannedOmar LewisNov 13, 2026
Wave 1: Northeast liveGo-livePlannedEvan BrooksNov 16, 2026
Wave 2: Southeast and Midwest liveGo-livePlannedEvan BrooksDec 7, 2026
Wave 3: West and after hours liveGo-livePlannedEvan BrooksJan 11, 2027

Phases

✓Pilot
Decision and contract
Setup
Waves 1 to 3
Handover
  • Pilot: Done Sep 21
  • Decision and contract: Oct 9 and 16
  • Setup: Nov 2 to 13
  • Waves 1 to 3: Nov 16 to Jan 11
  • Handover: Jan 15

Who owns what

EBEvan BrooksService operations manager, Harborline

Project lead. Approves configuration and each wave.

NONadia OrtizIT security and procurement, Harborline

SSO, SCIM groups and the security sign-off.

OLOmar LewisImplementation specialist, RelayWorks

Configuration, imports, testing and training.

RKRachel 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.

Imports depend on each region

The pilot import needed an approval for the legacy service category. We expect the same question in the West region and have added it to the Wave 3 checklist.

Kickoff checklist

Checklist
✓Pilot results reviewed with the sponsor
✓Security pack shared
SSO and SCIM details confirmed
Wave dates agreed with regional leads
Supervisors named for each team
Job aid updated for all regions

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.

Demo deal room. RelayWorks, Harborline Logistics, the people, prices and every figure are fictional sample data. Built on FuseBase.