Nanosonics Americas | Phase 1

SOW & Engagement Setup

SOW signed by both parties — May 12R/C
Pre-work templates designed and distributed to all functions — May 13R

Client Coordination (Jon Brumfield)

Resource identification confirmed — one operator per function — May 13C
Session scheduling confirmed with Rachael — May 13C
Participant briefing document distributed by Jon — May 14R/C
Meeting room coordination confirmed — 2.5-day space, wall/whiteboard — May 16C
Hotel block and recommendations confirmed for out-of-town participants — May 16C

Allons-Y Logistics

AV/tech setup requirements sent to Jon — May 14R
Rachael travel booked — expenses reimbursed at actual cost — May 16R
Pre-work sessions begin — May 14R

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Today's Priorities — May 18

Build workshop agenda in detail — all 3 days, session-level design Must be complete before synthesis begins May 21R

Monday May 18 — Sub-Process Sessions (3)

Order Entry Process 10:00–11:00 AM CT

Attendees Austin Moore · Charly Davis

Quote / Order Process: Pricing Portion 12:00–1:00 PM CT

Attendees Jade Garcia (Commercial Ops Specialist)

Quote to Order Process 1:00–2:00 PM CT

Attendees Jon Brumfield · Jeremy McKeehan · Micah Rodriguez (Salesforce Admin)

Order Entry Process session completeR
Quote / Order Process: Pricing session completeR
Quote to Order Process session completeR

Finance / Controller Review TBD

Attendees Kevin Reinell (FP&A Manager) · Tom Reese (Controller)

Tuesday May 19 — Sub-Process Sessions (2) + RACI Due

Contract Workflow 9:00–10:00 AM ET

Attendees Juliet Hahn

Quote to Order Demonstration 2:30–3:30 PM ET

Attendees Scott Yanke · Cindy Schebel · Hope Hurd · Optional: Jon Brumfield · Micah Rodriguez

AV/tech setup confirmed by Nanosonics — Due May 19 · Projector, WiFi, video conferencing capabilityC

May 20–23 — Logistics, Synthesis & Pre-Read

Quick Connect on Workshop Pre-Work 10:30–11:00 AM CT · Wed May 20

Attendees Jade Garcia · Rachael Cassleman

Final Workshop Alignment 10:00–11:00 AM CT · Fri May 22

Attendees Bill Haydon

All pre-work sessions complete — May 20R
Workshop dinner confirmed — evening of May 26; Jon provides headcount + dietary restrictions — Due May 20C
Pre-work recordings reviewed and consolidated into master current-state draft — May 21–22R
Pre-read synthesis deck drafted and delivered to Jon for distribution — May 23R
All workshop participants confirmed for 2.5 days — Jon coordinates — May 23C
David Jarmolak attendance confirmed — observer role, Day 2 or 3 — May 23R

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Day 1 — Monday May 26

Executive Alignment Session complete — AM · Bill Haydon · Sunny Pillai · Martin Rossi · Austin Moore · Leaders set direction and behavioral expectationsR
Current-State Process Mapping complete — PM · Full cross-functional team · Swimlane: Opportunity → Quote → Pricing Approval → Contracting → Order Entry → Fulfillment → InvoicingR
Workshop dinner attended — Evening · Nanosonics venue · Relationship-building touchpointC

Day 2 — Tuesday May 27

Friction Analysis complete — All breakdown points documented: functional owner, frequency, downstream impact, current workaroundR
Future-State Design session complete — Ownership matrix inputs captured · RACI conflicts resolved · Exception catalog builtR
David Jarmolak present as observer — No facilitation roleR

Day 3 — Wednesday May 28 (Half Day)

Prioritization Session complete — 9 sprint projects scoped and sequenced: quick wins / structural fixes / systems-enabled transformationR
Executive Readout complete — Bill Haydon · Sunny Pillai · Austin Moore · Roadmap direction confirmedR

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Wednesday, June 3

Master Data - Catch Up 12:00–1:30 PM CT

Attendees Moji Masoomi (organizer), Jade Garcia, Kevin Reinell, Tom Reese, Charly Davis, Jon Brumfield, Juliet Hahn, Micah Rodriguez, Sachin Kumar, Sunny Pillai (opt.), Rahul Raghavan (opt.)

Sprint Project Grading: Pricing Management & Compliance 2:00–2:30 PM CT

Attendees Chelsea Waters, Colin McMahan, Charly Davis, Jade Garcia, Juliet Hahn, Moji Masoomi, Micah Rodriguez, Sachin Kumar, Scout Spalding, Tom Reese (opt.), Martin Jossie (opt.)

Rachael / Sunny — Resourcing Discussion 3:30–4:00 PM CT

Attendees Sunny Pillai

Sprint Project Grading: Install Base 4:00–4:30 PM CT

Attendees Brian Alberson, Chelsea Waters, Jon Brumfield, Jeremy McKeehan (opt.), Moji Masoomi, Micah Rodriguez, Sachin Kumar, Scott Yanke, Vicki Stoutenberg

Thursday, June 4

Rachael / Bill Connect 10:00–11:00 AM CT

Attendees Bill Haydon

Sprint Grading Session: Operational Fulfillment Reliability 1:30–2:00 PM CT

Attendees Brian Alberson, Austin Moore, Dusta Langley, Dalia Mendoza, Karina Sharp, Scout Spalding, Sean Thompson, Tom Reese

Synthesis

Workshop recordings reviewed and notes consolidatedR
Document shells built for all 7 deliverables — Build these this week, not after May 29R

Deliverables Due June 5

D1: Pre-Work Package drafted and finalized — Templates + pre-read synthesis deckR
D2: Current-State Process Map drafted — Swimlane across all Q2I stages; actual workflows not policyR
D3: Friction & Workaround Inventory drafted — Owner, frequency, downstream impact, workaround for each itemR
D4: Exception Analysis drafted — Distributor arrangements, IDN contracts, pricing variations, reimbursement scenariosR
D5: Ownership Matrix drafted — Agreed positions only; covers all Q2I stages with escalation pathsR
D7: Prioritized Transformation Roadmap drafted — Three horizons; owning function, dependency, business outcome for each initiativeR
Draft deliverables D1–D5 + D7 delivered to Jon — June 5R

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Deliverable D6 (Extended Deadline)

D6: Commercial Requirements Specification — assigned to project teams for sprint work — Removed from Allons-Y deliverable setC

Pre-Alignment Session

Pre-alignment session complete with Sunny Pillai, Austin Moore, Bill Haydon — Roadmap prioritization reviewed before formal feedback periodR

Monday June 8 — Sessions

Rachael / Samantha Connect 10:00–10:30 AM CT

Attendees Samantha Loyd

Master Data 2:00–2:30 PM CT

Attendees Jon Brumfield

Tuesday June 9 — Sessions

ELT Meeting Alignment 9:00–10:00 AM CT

Attendees Bill Haydon · Rachael Cassleman

Touchbase with Rachael 4:30–5:00 PM CT

Attendees Sunny Pillai

Alignment Meeting: Quote to Invoice Update and Transformation 5:30–6:30 PM CT

Attendees Bill Haydon · Jason Burriss

Wednesday June 10 — Sessions

Intake: Strategic Program Manager 12:00–12:30 PM CT

Attendees Tracey Wozniak · Paul Brock · Rachael Cassleman

Initiative Grading: End-2-End Order Visibility 2:30–3:00 PM CT

Attendees Moji Masoomi · Rahul Raghavan · Micah Rodriguez · Kevin Reinell · Charly Davis · Brian Alberson · Opt: Martin Jossie · Sunny Pillai · Pankaj Kulkarni

Customer Master Data Sprint Call: Discuss Roadmap 4:00–5:00 PM CT

Attendees Jon Brumfield · Sachin Kumar · Moji Masoomi · Jade Garcia · Tom Reese · Micah Rodriguez · Rahul Raghavan · Charly Davis · Kevin Reinell · Juliet Hahn

Initiative Grading: Process & System Fragmentation 5:00–5:30 PM CT

Attendees Jon Brumfield · Sachin Kumar · Austin Moore · Sunny Pillai

Alignment Meeting: Quote to Invoice Update and Transformation 5:00–5:45 PM CT

Attendees Sunny Pillai

Thursday June 11 — Sessions

Connect with Bill Haydon 8:35–9:05 AM ET

Attendees Bill Haydon

Initiative Grading: Customer Order Ingestion & Communication 3:15–4:00 PM CT

Attendees Clement Abakpa · Micah Rodriguez · Charly Davis · Kelly Noel · Jade Garcia · Moji Masoomi · Kevin Reinell · Opt: Jon Brumfield · Sunny Pillai · Austin Moore

Initiative Grading: Process & System Fragmentation 4:30–5:00 PM CT

Attendees Sunny Pillai · Austin Moore · Jon Brumfield · Sachin Kumar

Friday June 12 — Sessions

Define "End User" Discussion 10:00–11:00 AM CT

Attendees Jon Brumfield · Jade Garcia

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Client Feedback

Client feedback received from Jon Brumfield — Due June 17 · Within 5 business days of draft receiptC
Nanosonics confirms final deliverables within 5 business days of revision — Bill, Sunny, Austin make final roadmap prioritization decisionsC

Final Delivery

All feedback incorporated across all 7 deliverablesR
Final deliverables delivered to Jon — June 24R

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Final Readout

Final readout complete with Bill Haydon, Sunny Pillai, Austin Moore — June 26R
Transformation roadmap accepted as actionable path forwardR/C
Engagement closedR/C

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