Alder & Ash × RouteNest Plan
Where things stand
Alder & Ash is considering 22 RouteNest licences to replace its shared spreadsheet and aging on-premise scheduling tool. The stated first-year price is $40,680, including onboarding. The target is to sign by December 18, 2026, complete onboarding before the current tool renews January 31, 2027, and be live February 1, 2027. These are plan targets, not recorded mutual commitments.
- Next listed step: security review, led by Luis Ortega; timing and completion status are not provided.
- A two-week pilot with six users can begin November 16, 2026; the start date is not stated as mutually agreed.
- Pilot sign-off criteria: successful schedule imports, mobile access and dispatcher approval.
- Next decision: confirm the milestone dates, owners on both sides and any blockers.
Shared milestones
Date to agree
Security review
Prospect lead: Luis Ortega, IT manager. Status: date and completion status unconfirmed. Dependency: none specified.
November 16, 2026, proposed start
Two-week pilot with six users
Harborlight can begin the pilot on this date; it is not recorded as mutually agreed. Pilot uses sample routes and two live service days. Harborlight implementation lead: Tessa Grant. Alder & Ash pilot participants and detailed owners: to agree.
After the two-week pilot; date to agree
Pilot sign-off
Assess successful schedule imports, mobile access and dispatcher approval. Sign-off owner and target date: to agree. Depends on completion of the pilot.
Date to agree
Contract review
Review the standard agreement and any proposed changes. Review owner and timing: to agree. Eli Mercer can approve contract exceptions; no exception is stated as requested or approved.
Date to agree
Procurement approval
Alder & Ash finance manager Priya Nair handles purchasing. Approval status and target date: unconfirmed. Depends on the parties confirming their review and purchasing process.
December 18, 2026, target
Signature
Target sign-by date supplied for the plan; not recorded as mutually agreed. Alder & Ash decision-maker: Maya Chen. Harborlight deal owner: Jonah Bell. Signature process and signatories: to agree.
Before January 31, 2027
Complete onboarding
Onboarding needs to finish before the current tool renewal, due January 31, 2027. Harborlight implementation lead: Tessa Grant. Start date and schedule: to agree.
February 1, 2027, target
RouteNest live
Alder & Ash wants RouteNest live by this date. This is a stated target, not a recorded mutual commitment.
Owners and responsibilities
| Milestone / work | Harborlight Dispatch | Alder & Ash Plumbing | Timing / status |
|---|---|---|---|
| Security review | Support as needed; named review support owner not specified | Luis Ortega leads the security review | Date and status to agree |
| Two-week pilot | Tessa Grant, implementation lead; can begin the pilot | Pilot participants and day-to-day owner to agree | November 16, 2026 start is available, not confirmed as agreed |
| Pilot sign-off | Tessa Grant can coordinate implementation follow-up | Dispatcher approval is one stated sign-off criterion; accountable sign-off owner to agree | After pilot; date to agree |
| Contract review | Jonah Bell owns the deal; Eli Mercer can approve contract exceptions | Review owner to agree | Date and status to agree |
| Procurement approval | Jonah Bell owns the deal | Priya Nair handles purchasing; approval status to agree | Date to agree |
| Signature | Jonah Bell owns the deal | Maya Chen is the decision-maker; signatories to agree | December 18, 2026 target, not confirmed |
| Onboarding | Tessa Grant leads implementation | Alder & Ash onboarding participants to agree | Complete before January 31, 2027 renewal; schedule to agree |