Greenfield Logistics — Shipment Tracking & Vendor Portal

Started 2026-01-12 · Target go-live 2026-03-27

Live
✦
ZyCast AI Summary — Week 8

Project is on track with strong customer engagement. Triggered Actions for shipment notifications tested in staging. Vendor submission DataPage embedded and piloted with 3 vendors. One blocker on legacy carrier FTP credentials (customer-side, 4 days). Expansion signal: Ops Director interested in warehouse inventory app (~$20K build + likely Caspio plan upgrade to Enterprise).

Health Score
82/ 100
out of 100
Health Trend
8-week history
Milestone Progress
3/6
50% complete
DataPages Live
8/14
4 in progress
Active Blockers
1
Needs attention
Waiting on FTP credentials for legacy carrier data importOwner: Customer4d
Milestone Timeline
Planned vs actual delivery
Discovery & Data Modeling
Planned: 2026-01-12 · Actual: 2026-01-14
Done
Table Design & Relationships
Planned: 2026-01-23 · Actual: 2026-01-22
Done
Core DataPages (Phase 1)
Planned: 2026-02-06 · Actual: 2026-02-06
Done
Workflows & Triggered Actions
Planned: 2026-02-27
70%
Vendor Portal & External Deploy
Planned: 2026-03-13
UAT, Training & Go-Live
Planned: 2026-03-27
Expansion Signals
Revenue opportunities surfaced during delivery
3 active
Operations Director asked about warehouse inventory tracking
Warehouse Operations
high
$18K – $25K
Customer approaching DataPage and table limits on current plan
Platform (Caspio Plan)
high
Plan upgrade to Enterprise
Customer wants vendor self-service for document uploads
Vendor Management
medium
$8K – $12K
Combined Pipeline
$26K — $37K + Plan Upgrade
Potential expansion value from this engagement
Latest Weekly Pulse
Week 8 · Mar 9, 2026

Triggered Actions for shipment status notifications working in staging. Vendor-facing submission form tested with 3 pilot vendors. Customer team attending all scheduled working sessions.

Accomplishments
Shipment status email triggers configured and tested
Vendor submission DataPage embedded on customer's vendor portal page
Report DataPage with filtered export for ops team deployed
Blockers
Waiting on FTP credentials for legacy carrier data import
Owner: Customer · 4 days old
Last updated by delivery team: Mar 10, 2026