4 PHASES / 22 WEEKS

Caldwell Carrier Routing
Modernization — We Start Today.

Meridian Labs × Caldwell Freight Systems
Kickoff, June 9 2025
$4.1M
in annual re-routing penalties Caldwell logged in 2024.
This project exists to make that number zero.

Current State

Manual dispatch processes
3 legacy TMS tools, fragmented data
11-hour average resolution lag
14 carrier relationships, zero integration

Target State

Unified routing API
Single source of truth, real-time sync
Sub-90-min SLA on all routing decisions
Automated carrier selection & tracking

The 22-Week Journey

Wks 1–3 DISCOVERY Wks 4–9 ARCHITECTURE Wks 10–18 BUILD & INTEGRATE Wks 19–22 UAT & GO-LIVE
Critical Path:
Carrier data migration (Wks 7–11) → API contract lock (Wk 9) → Integration smoke tests (Wks 15–16) → UAT sign-off (Wk 21)

Penalty Cost Trajectory

Annualized re-routing penalty costs by quarter — baseline to steady state

Workstream Owners

Dana Osei
Routing Logic Lead
Owns algorithm design, business-rule translation, decision-tree validation.
Priya Nair
Data Integration Lead
API contract, ETL pipelines, real-time sync architecture.
Tom Gallegos
Carrier Master Data
Data cleansing, carrier onboarding, relationship mapping.
Renée Chu
Change Management
Stakeholder comms, training rollout, adoption metrics.
Mike Farris
Security & Compliance
Data residency, audit trail, SOC2 alignment.
Sasha Bellini
QA Lead
Test strategy, smoke tests, UAT orchestration.

Risk Landscape

HIGH LIKELIHOOD / HIGH IMPACT
Legacy API Deprecation
Owner: Priya Nair | Mitigation: parallel run Wks 10–14
LOW LIKELIHOOD / HIGH IMPACT
Scope Creep on Reporting
Owner: Dana Osei | Mitigation: change control board
HIGH LIKELIHOOD / MEDIUM IMPACT
Carrier Data Gaps
Owner: Tom Gallegos | Mitigation: early audit sprint
MEDIUM / MEDIUM
Resource Contention Wks 10–14
Owner: Renée Chu | Mitigation: capacity buffer
← Lower Likelihood Higher Likelihood →
← Lower Impact | Higher Impact →

90-Day Sprint Plan

Sprint Dates Primary Deliverable Owner Status
Sprint 1 Jun 9–20 Current-state audit complete Dana Osei In Progress
Sprint 2 Jun 23–Jul 11 API contract finalized & signed Priya Nair Not Started
Sprint 3 Jul 14–Aug 1 Carrier data migration v1 Tom Gallegos Not Started
Sprint 4 Aug 4–22 Integration smoke tests pass Sasha Bellini Not Started
"Alignment on day one is the only risk mitigation that costs nothing."
— Meridian Labs engagement principle

The Commitment

Every stakeholder names:
→ Your top deliverable
→ Its due date
→ The one person you call when it's blocked
Decision rights are clear
Escalation path: Workstream Lead → Dana/Renée → Executive Sponsor
Success is measurable
Zero re-routing penalties by Q4 2025. Sub-90-min SLA on all routing decisions.
Sign Your Lane.
Ship the Outcome.
This is the ask.