The Engagement | WTP Pitch
12 / 14 · How we engage

Discovery → configure → cut over

This deck is the requirements-backed pitch. Build work follows a governed MD Hub delivery: confirm open config items with WTP, phase modules so the yard can run, migrate history, and train the floor.

Phase A — Foundations

  • Customer + product master (deduped)
  • Order lifecycle + POS path
  • Core inventory + barcodes
  • QBO link design

Phase B — Yard brain

  • Production board + PIN sign-off
  • Cut optimization + MTO workflows
  • Receiving / specials / replenishment
  • Local delivery absorb

Phase C — Commerce

  • New website on live inventory
  • Drop-ship + freight engines
  • Tax / multi-state
  • Reporting + paperless yard labels

Working materials already in hand

Requirements v4.0 · current systems map · Clover inventory export · dual customer CSVs · priority task list · policies · inventory tracking sheets · yard ticket photos · live site critique.