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0.  Properties
- Meeting Date: Unknown
- Meeting Type: 1x1
- Note Type: Summary
- Attendees: Scott Warner, Steve Wade

# 1.  Meeting Summary
I spoke with Steve to get a current status update on warehouse recovery efforts following the SAP system outage and reset.  The team has spent significant time manually reconciling deliveries, pick tickets, and handling units affected by the rollback.  Most of the heavy cleanup work has been handled by Kelsey, including manually matching old and regenerated delivery records and completing fake pick/pack steps where system confirmations were lost.

At this point, the team appears to be making solid progress.  Steve indicated they are close to being through the immediate backlog, with only a limited number of orders still requiring research or cleanup.  He believes operations should normalize starting Monday, with the team likely able to catch up through the week rather than carrying a major long-term backlog.

The larger concern is not just warehouse recovery, but downstream order accuracy and communication.  There are already reports of duplicate order confirmations and some incorrect order quantities, and Steve expects there will be some cleanup related to under-shipments and document mismatches.  Billing will tie to new documents while shipping may tie to old ones, which creates a real risk of confusion for dealers and the sales organization.

A recurring issue throughout the discussion was the lack of cross-functional coordination.  Warehouse has largely been operating in its own lane with support from Germany-based SAP resources, but without meaningful involvement from local IT or clear coordination across inside sales, outside sales, and customer-facing teams.  I plan to follow up with Robert to understand whether his team is proactively preparing for customer-facing fallout and whether any broader communication is needed.

# 2.  Attendee List
- Scott Warner
- Steve Wade

# 3.  Action Items
- [Steve Wade] Confirm with Kelsey whether expected shipment issues are primarily under-shipments, over-shipments, or a mix.
- [Steve Wade] Continue cleanup of remaining unreconciled deliveries and research the few outstanding orders still not fully resolved.
- [Scott Warner] Follow up with Robert to determine whether his team is proactively communicating with dealers/sales regarding potential discrepancies.
- [Scott Warner] Assess whether broader dealer communication is needed regarding possible delivery, invoice, and document mismatches.
- [Scott Warner] Reconnect with Steve on Monday in person for additional follow-up and broader operational updates.

# 4.  Relevant Timelines
- Wednesday morning - SAP reset/rollback occurred to approximately 4:40 AM or 5:00 AM, which triggered the delivery/document reconciliation issue.
- Current state as of this discussion:
  - 50 orders and 231 lines remained in a not fully packed/cleanup status across the 10th through the 12th.
  - 18 deliveries and 70 lines were still showing as not pick confirmed, although some may already be in process or resolved by Kelsey.
  - Only 3 orders from the 10th still appeared to require deeper research.
- Monday - Target to run deliveries and return to a more normal operating rhythm.
- Next week - Steve expects the team to catch up through the week rather than remain materially behind.

# 5.  Additional Notes
- Kelsey carried most of the manual recovery effort, especially around matching regenerated deliveries to original handling units and completing fake pick/pack transactions where confirmations were lost.
- Steve noted the warehouse leads and clerks came in and helped with manual ticket matching without complaint, which was a strong showing from the team.
- Steve received approval from Carsten to run deliveries, but by the time approval came through, it was too late in the day to make it worthwhile.
- There is still some confusion in the field from duplicate order confirmations, and Steve has already been fielding calls from RSMs.
- Steve identified at least one order entry error where requested quantities may have been entered at 100x the intended amount, reinforcing his view that these issues are often only caught by the RSM or customer rather than internally.
- Steve's view is that the bigger shipping risk is likely under-shipment, although he wants to confirm that with Kelsey before stating it definitively.
- One of the most important takeaways is that there has been essentially no coordinated cross-functional response.  Warehouse, inside sales, outside sales, and IT do not appear to be operating from a shared playbook.
- Steve has been working primarily with Germany-based SAP/IT resources, including Heiko, Carsten, Dennis, and Markus.  Local IT has not been materially involved in the recovery effort.
- I remain concerned that everyone may be operating heads-down in their own area, without enough attention to how customer-facing issues will surface over the next several days.
- Separate from the operational discussion, I noted that I expect to be back in the office Monday.