Steves & Sons · ERP Program · Phase 1

Infor CloudSuite + Shipwell Command Center

Last updated Oct 20, 2026 by Ruth Spina · Executive sponsor Jason Jennings · Program owner Ruth Spina

Days to go-live

224

Production go-live Jun 1, 2027

Next milestone

6d

I-01 Project kickoff · Oct 26, 2026

Infor status

On track

Infor CloudSuite lane

Shipwell status

Not baselined

Shipwell TMS lane

Open actions

22

6 due in 7 days · 7 missing owner or date · 1 completed

Since last update (Oct 20, 2026)0 milestones baselined5 milestones added5 actions opened1 actions completed0 dates moved

Integrated timeline

Track
OctNovDecJanFebMarAprMayJunJul

Infor CloudSuite

LN · Financials · Factory Track · EPM

On track
Today · Oct 20, 2026
Onboard
Test
Launch
Build
Train
Hypercare
Kickoff Oct 26
PM plan Nov 20
Walkthroughs Dec 18
Blueprint Jan 27
Training plan Mar 19
UAT done May 21
Go-live Jun 1
Hypercare Jun 23

Shipwell TMS

TMS · JB Hunt 360 · EDI 210

Not baselined
Prepare & kickoff
Build
Go-live
Design
Test & train
Hypercare
SOW signed Sep 23
Kickoff Nov 9
SIT start Feb 15
UAT start Apr 5
Go-live Jun 1
Hypercare Jun 29

Finance readiness

Conversion and cutover gates

Date needed
Dates needed:

Selected milestone

Infor CloudSuiteI-07

Production go-live

Status
On track
Baseline
Jun 1, 2027
Forecast
Jun 1, 2027
Time remaining
224 days
Accountable owner
Ruth Spina

What this means

Steves begins running the business on Infor CloudSuite in production. Shipwell goes live the same day.

Identified Oct 19, 2026 by Joaquin Cabrera, Infor · Source: Infor pre-kickoff executive alignment deck

No date changes recorded.

Actions driving this milestone

No action items are linked to this milestone yet.

Decisions and risks

4 decisions pending · 4 open risks · 3 without a needed-by date

TypeWhat executives need to knowTrackOwnerNeeded by
Decision D-02

Confirm the Steves team by domain

SMEs, data owners, testers and decision-makers.

Infor CloudSuiteRuth SpinaOct 23, 2026
Risk R-01

Dev and Data team carries the Shipwell integration alongside Infor work

Capacity must be planned in the integrated schedule.

Shipwell TMSLuis Gonzalez (Dev) / Mark Walther (Data)Nov 20, 2026
Decision D-03

Historical data scope and change order

Years and detail level per source; Infor vs. data lake.

Finance readinessJason JenningsDate needed
Decision D-04

Chart of accounts and bank GL structure

Segment structure and one GL per bank account.

Finance readinessJason JenningsDate needed
Decision D-05

Document management

Laserfish upgrade vs. Infor IDM / Velocity Suite.

Finance readinessJason JenningsDate needed
Risk R-02

Infor slips pass straight through to Shipwell

Shipwell is excused for delays caused by Infor.

Shipwell TMSRuth SpinaOngoing
Risk R-03

SME time overlaps month-end close

SME time (~75% Nov–Jun) overlaps month-end close; workshops need month-end blackout dates.

Infor CloudSuiteRuth SpinaOct 26, 2026
Risk R-04

Scope creep from a proposed CAPM sales database

Plan is sales 100% in Infor, CAPM production only.

Infor CloudSuiteRuth SpinaOngoing

Action items

IDActionTrackOwnerStartEndStatusIdentified
A-02Confirm SMEs, data owners, IT resources, testers and decision-makers by domain.Infor CloudSuiteRuth SpinaOct 19Oct 23In progressOct 19 · Joaquin Cabrera, Infor
A-03Share updated resource-involvement matrix.Infor CloudSuiteJoaquin CabreraOct 19Oct 23OpenOct 19 · Joaquin Cabrera, Infor
A-04Build detailed integrated project plan.Infor CloudSuiteUrsula RowlandOct 26Nov 20OpenOct 19 · Joaquin Cabrera, Infor
A-05Review TST/TRN/PRD access, role-based security, SSO; request Infor security matrix.Infor CloudSuiteRuth SpinaOct 20Nov 6In progressOct 19 · Jason Jennings
A-06Confirm sample-data availability.Infor CloudSuiteOwner neededOct 19Date neededOpenOct 19 · Joaquin Cabrera, Infor
A-07Distribute training roster and slides.Infor CloudSuiteJulio MedinaOct 19Oct 22OpenOct 19 · Joaquin Cabrera, Infor
A-08Submit participants and dates for LN Navigation (1 day) and Foundation (4 days) courses, max 7 each.Infor CloudSuiteTiffany Schwartz-RanoOct 20Oct 30OpenOct 19 · Joaquin Cabrera, Infor
A-09Confirm training recording permissions.Infor CloudSuiteJulio MedinaOct 19Date neededOpenOct 19 · Joaquin Cabrera, Infor
A-10Confirm Steves access to Infor project management platform.Infor CloudSuiteJoaquin CabreraOct 19Date neededOpenOct 19 · Joaquin Cabrera, Infor
A-11Establish joint project contact directory.Infor CloudSuiteOwner neededOct 19Date neededOpenOct 19 · Joaquin Cabrera, Infor
A-12Schedule Shipwell kickoff and baseline Shipwell milestones against Infor plan.Shipwell TMSRuth SpinaOct 20Nov 20OpenOct 20 · Ruth Spina
A-13Plan Infor LN to Shipwell integration development, unit testing and technical cutover (Dev team).Shipwell TMSLuis GonzalezOct 20Nov 20OpenOct 20 · Ruth Spina
A-14Name TMS super users by facility and function.Shipwell TMSRuth SpinaOct 20Nov 20OpenOct 20 · Ruth Spina
A-16Reconcile facility count (Shipwell SOW scopes up to 4 facilities, SOW overview cites seven, finance cites eight plants).Shipwell TMSRuth SpinaOct 20Nov 6OpenOct 20 · Ruth Spina
A-17Own integration field mapping and master data readiness: items, addresses, facilities, product cube (Data team).Shipwell TMSMark WaltherOct 20Nov 20OpenOct 20 · Ruth Spina
A-18Request Infor change order for historical data conversion.Infor CloudSuiteRuth SpinaOct 20Date neededOpenOct 19 · Ruth Spina
A-19Define historical data scope: years and detail level per source (Epicor, Esker, Sage), Infor vs. data lake.Infor CloudSuiteMark WaltherOct 20Date neededOpenOct 19 · Ruth Spina
A-20Email SMEs on time commitment (Infor estimate ~75% Nov–Jun, 50% Feb–Mar) before kickoff.Infor CloudSuiteJason JenningsOct 19Oct 23OpenOct 19 · Ruth Spina
A-21Align Infor Concierge, Education portal and TST access for Ruth, Tiffany and Warren (Joaquin sets up, Jason approves).Infor CloudSuiteRuth SpinaOct 19Oct 23In progressOct 19 · Ruth Spina
A-22Start internal decision log; record Esker retirement and sales 100% in Infor.Infor CloudSuiteTiffany Schwartz-RanoOct 19Oct 30OpenOct 19 · Ruth Spina
A-23Set weekly internal team meeting directly after each Infor meeting.Infor CloudSuiteRuth SpinaOct 19Oct 26OpenOct 19 · Ruth Spina
A-24Provide a laptop that can handle data conversion file volumes.Infor CloudSuiteRick GarciaOct 19Date neededOpenOct 19 · Ruth Spina

Update log

  1. Oct 20, 2026

    Ruth Spina

    Shipwell TMS

    Shipwell SOW mapped to the program plan.

    Shipwell stages and milestones added. BOL and pallet labels confirmed in Shipwell scope. Integration work assigned to the Dev and Data team. Dates proposed, to be baselined with the Infor plan on Nov 20.

  2. Oct 19, 2026

    Ruth Spina

    Infor CloudSuite

    Pre-kickoff executive alignment held.

    Infor team introduced, T2V methodology reviewed, kickoff Oct 26, 2026, go-live June 1, 2027.

  3. Oct 19, 2026

    Jason Jennings

    Infor CloudSuite

    Three cloud environments provisioned.

    TST, TRN and PRD confirmed; permissions, SSO and sample data still need follow-up.

  4. Sep 23, 2026

    Scott Lovett

    Shipwell TMS

    Shipwell SOW executed.

    Go-live to be coordinated with Infor.