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6
Active Projects
2
Nearing Completion
5
Open Action Items
0
Overdue Actions
2
Due Within 3 Days

Vendor Decision Snapshot

Live summary of vendor evaluations across projects.
Project
EEducation
RRequirements
RRFI / RFP
NuNique Demos
OObvious Winner
TTransformation
Legends GlobalTMS Selection
NSG GroupTMS Selection
GraymontTMS Selection
Austin IndustriesTMS Selection
Orveon GlobalIHB Module Selection
MasimoTMS Selection
Legends GlobalASM Global / Legends · TMS Selection
On Track
Current Phase
Requirements
Kickoff
Feb 26, 2026
Next Deadline
Mar 20, 2026
Contract Target
May 29, 2026
Progress
3/16 milestones (19%)
Open Actions
4 RT · 1 Client
Hard Dependency
Wave Zero — April 2026
Vendors
9 tracked (5 active)
Client Contacts
Andrea Leifer, Ayub Pimbi, Shanna Oliver
E
R
R
N
O
T
Open Tracker →
NSG GroupNSG Group (Nippon Sheet Glass) · TMS Selection
On Track
Current Phase
Obvious Winner
Kickoff
Aug 21, 2025
Next Deadline
Demo evaluation in progress
Contract Target
N/A
Progress
9/17 milestones (53%)
Open Actions
—
Vendors
ION/Reval, FIS Integrity, Treasury Cube in demo evaluation
Client Contacts
Katherine Medley, Andrea Feay
E
R
R
N
O
T
No tracker yet
GraymontGraymont Limited · TMS Selection
Nearing Completion
Current Phase
Obvious Winner
Kickoff
Sep 12, 2025
Next Deadline
Contract under legal review and awaiting Deloitte engagement
Contract Target
N/A
Progress
11/14 milestones (79%)
Open Actions
—
Vendors
Treasury4 selected (#1), GTreasury (#2). Kyriba, Treasury Cube, Bond, Trovata evaluated.
Client Contacts
Jackie Gray, Clifford Yin
E
R
R
N
O
T
No tracker yet
Austin IndustriesAustin Industries · TMS Selection
In Progress
Current Phase
Obvious Winner
Kickoff
Sep 25, 2025
Next Deadline
Selection & negotiation in progress
Contract Target
N/A
Progress
14/16 milestones (88%)
Open Actions
—
Vendors
Treasury Cube ranked #1. GTreasury, ION/Reval, Treasury4, FIS Integrity evaluated.
Client Contacts
Karyn Brown, Daniel Mills, Brianna Trimmer
E
R
R
N
O
T
No tracker yet
Orveon GlobalOrveon Global · IHB Module Selection
Nearing Completion
Current Phase
Obvious Winner
Kickoff
Dec 19, 2025
Next Deadline
GTreasury MSA/Work Order under review
Contract Target
N/A
Progress
5/7 milestones (71%)
Open Actions
—
Vendors
GTreasury selected. Autocash also evaluated via RFI.
E
R
R
N
O
T
No tracker yet
MasimoMasimo Corporation · TMS Selection
Just Started
Current Phase
Education
Kickoff
Mar 19, 2026
Next Deadline
Discovery call to be scheduled
Contract Target
N/A
Progress
1/8 milestones (13%)
Open Actions
—
Vendors
4 tracked (4 active)
E
R
R
N
O
T
Open Tracker →

Consolidated Action Items

Project ▼ Type ▼ Action Item ▼ Assignee ▼ Due Date ▼ Status
Legends RT Finalize project summary document Tim Mar 20, 2026 Due in 0d
Legends RT Prepare vendor call agendas Tracey Mar 21, 2026 Due in 1d
Legends Client Provide updated bank account inventory Shanna Mar 25, 2026 Open
Legends RT Draft RFI document Both Mar 28, 2026 Open
Legends RT Prepare NDA for vendor distribution Tim Mar 28, 2026 Open

Legends Global TMS Selection · 3/16 (19%)

Kickoff / Discovery Call
Feb 26, 2026
Preliminary Discovery Questions
Feb 5, 2026
Project Plan
Mar 20, 2026
Project Summary & Requirements Prioritization
Mar 20, 2026
Requirements Review Meeting with Client
Mar 20, 2026
Vendor Calls (week of March 23)
Mar 31, 2026
RFI & NDA Out to Vendors
Apr 3, 2026
Demo Script Created
Apr 6, 2026
RFI Responses Due
Apr 17, 2026
Review RFI Responses
Apr 19, 2026
Vendor Demos (week of May 4)
May 8, 2026
Reference Checks
May 20, 2026
Technical Review of Top 2 (IT/Sec)
May 20, 2026
Notification to Vendors
May 20, 2026
Process Feedback Meeting
May 15, 2026
Project Recap Document Delivered
May 16, 2026
Management Presentation
May 20, 2026
Negotiation
May 25, 2026
Sign Contract
May 29, 2026

NSG Group TMS Selection · 9/17 (53%)

Kickoff Meeting
Aug 21, 2025
Discovery Questions
Aug 21, 2025
Discovery Calls/Meetings
Sep 19, 2025
Requirements Prioritization
Sep 26, 2025
Prepare Project Summary
Oct 3, 2025
Initial Vendor Calls
Oct 3, 2025
Prepare RFI
—
RFIs out to vendors
—
Prepare Demo Scripts
—
Demos
—
Make preliminary decision
—
Notifications to all vendors
—
Technical review (IT/InfoSec)
—
References for top 2
—
Final decision
—
Negotiation
—
Sign Contract
—

Graymont TMS Selection · 11/14 (79%)

Kickoff Meeting
Sep 12, 2025
Discovery Questions
Sep 18, 2025
Discovery Call
Sep 25, 2025
Vendor Calls (Oct 20–22)
Oct 24, 2025
RFI & NDA out/back
Oct 31, 2025
Demo Script Created
Nov 10, 2025
RFI Responses due
Nov 12, 2025
Review RFI Responses
Nov 17, 2025
Vendor Demos (Jan 2026)
Jan 31, 2026
Decision — Treasury4 #1, GTreasury #2
Feb 2, 2026
Reference Calls
Feb 28, 2026
Contract / Legal Review
—
IT Spec Review
—
Sign Contract
—

Austin Industries TMS Selection · 14/16 (88%)

Kickoff Meeting
Sep 25, 2025
Send Discovery Questions
Sep 30, 2025
Onsite Discovery Meetings
Oct 10, 2025
Follow up work
Nov 14, 2025
On site Presentation (Nov 18)
Nov 21, 2025
Ongoing Discussion
Nov 28, 2025
Decisions on Recommendations
Dec 15, 2025
Vendor Calls (Nov 5–6)
Nov 7, 2025
RFI out & NDA
Nov 21, 2025
Demo Script Created
Nov 21, 2025
RFI Responses due
Nov 21, 2025
Review RFI Responses
Nov 24, 2025
Demos (week of Dec 8)
Dec 16, 2025
Treasury Cube ranked #1
—
Technical review / Negotiation
—
Sign Contract
—

Orveon Global IHB Module Selection · 5/7 (71%)

Discovery & Requirements
—
RFI to Vendors
—
RFI Review
—
Vendor Demos
—
GTreasury Selected
—
MSA & Work Order Review
—
Sign Contract
—

Masimo TMS Selection · 1/8 (13%)

Contract Signed
Mar 19, 2026
Discovery Call
—
Product Introductions (3–5 vendors)
—
Short RFI
—
Demo Script
—
Demos
—
Selection / Obvious Winner
—
Process Feedback Meeting
—
Project Recap Document Delivered
—
Management Presentation
—
Transformation & Implementation Kick-off
—

Step Duration Report

Completed milestones with actual duration vs. planned

Completed & Archived Projects

Tracker data is preserved and still accessible. Active views hide these by default.