Summary

Regional logistics and freight company based in Houston. Rapidly growing through acquisitions and struggling to integrate operations across newly acquired subsidiaries. CEO-driven initiative to standardize on a single operational platform within 18 months.

Key Contacts

• David Reeves — CEO, strategic sponsor. Personally driving the platform consolidation initiative after three acquisitions in 2025.
• Samantha Cho — COO. Operational decision-maker. Needs visibility across subsidiaries that currently run separate systems.
• Brian Hoffman — Head of IT. Small team, concerned about implementation complexity and vendor support model.

Notes

• High urgency from CEO level but IT team is stretched thin.
• They want a phased rollout: HQ first, then acquired subsidiaries over 12 months.
• Competing against a custom-build proposal from their internal dev team.