A3 Smart Home — Sedona Migration Command Center

Sedona Processes

Connections to Preserve

Cutover Steps

$156K+

Annual Savings

SOPs Needed

142

RS 3.0 Requirements

Critical Findings ACTION REQUIRED

4 CRITICAL Connections

Billing→Invoices, Payments→Bank, Dunning→Central Station, RMR→Revenue. Must run parallel 3+ months.

CRITICAL

1 Hard Blocker

Tech Support cannot order parts via SF (Rootstock F20). Sedona cannot be decommissioned until built.

BLOCKER

Phase 1 = Zero Risk

Crystal Reports, spreadsheets, dealer dispatch — no connections to lose. Start immediately.

START NOW

$130K+/yr Van Count Waste

2hr weekly × ~50 Pros = 100 hrs/wk. RS 3.0 scanning eliminates entirely.

HIGH IMPACT

$26K+/yr Invoice Automation

Dealer invoice: 24 min manual → 20 sec automated. 98% reduction at 50/week.

AUTOMATION

48-Hour Addendum Bottleneck

DS cannot send addendums. Central Admin pipeline. Cascading delays.

PAIN POINT

Current State Architecture SEDONA ERA

Current System Landscape (7 systems touched daily)

Sedona AR
Billing Engine

50K+ accounts

↔

Sedona Service
& Jobs

Tickets + Jobs

↔

Sedona
Inventory

Dealer parts

→

Crystal
Reports

WO PDFs

Google
Sheets (5+)

Shadow data

Alarm.com
Portal

Manual login

Salesforce
(partial)

Opps, some Cases

↔

Rootstock
(partial)

Van/WH inventory

Future State Architecture SEDONA-FREE

Target System Landscape (unified SF + RS)

SF Sales Cloud
Account Hub

Source of truth

↔

SF Revenue Cloud
Billing (RCB)

ALL billing

↔

SF Service
Cloud (Cases)

ALL tickets

↔

SF Work Orders
+ FSL

ALL jobs

↔

Rootstock 3.0
(Expanded)

Real-time API

Avalara/Vertex
Tax Engine

$15-40K/yr

SF Doc Gen
+ Files

Replaces Crystal

SF Territory
Management

Replaces Sheets

Crystal Reports

ELIMINATED

Google Sheets

ELIMINATED

Sedona

ELIMINATED

Cradle-to-Grave: Sale → Billing 6 STAGES

End-to-End Lifecycle Flow

1. SALE
Opportunity

→

2. JOB/WO
Creation

→

3. SCHEDULE
& Dispatch

→

4. INSTALL
/ Service

→

5. BILLING
& Revenue

→

6. LIFECYCLE
Mgmt

Stage	Process	Current System	Target System	Key Changes	SOP Needed	Stop Gap
1. Sale	Lead → Opp → Contract	Salesforce	Salesforce	Add commercial margin validation. Standardize dealer agreement templates.	Lead-to-Opp checklist per channel	None — already SF
2. Job Creation	Opp → WO + QA + Parts	SF + Sedona (24hr delay)	SF Only (instant)	Build WO Flow. Migrate zip spreadsheet → Territory. Auto-assign dealer. Build Tech Support WO.	WO creation SOP. QA checklist.	BLOCKER: Tech Support parts ordering
3. Schedule	Scheduling + Dispatch + WO PDF	FSL (resi) + Sedona (comm) + Crystal	SF FSL (all) + Doc Gen	Migrate Commercial to FSL. Eliminate Crystal Reports. Build dispatch templates.	Scheduling SOP per channel. WO template.	Dual-system scheduling burns time
4. Install	Execution + Parts + Signals	FSL + Sedona + Alarm.com	FSL + RS (real-time) + Alarm.com API	Real-time API. Scan-to-consume. Addendum automation. Signal verification.	On-site SOP. Parts consumption. Addendum.	48hr addendum delay. 2hr van counts.
5. Billing	Invoice + RMR + Tax + Payments + Collections	Sedona Billing Engine	SF RCB + Avalara + Gateway	Configure RCB. Tax engine. Payment gateway. Token migration. 3-month parallel. Central station API.	Billing SOP. Rate card. Dunning SOP. Tax mapping.	CRITICAL: 4 connections. 3-mo parallel. Finance signoff.
6. Lifecycle	Contracts + Tickets + RMA	Sedona	SF Service/RCB	Problem code mapping. RMA in FSL. Contract ETF logic.	Ticket SOP. RMA SOP. Contract lifecycle.	Problem code mapping must be 1:1

Swim Lane: Residential vs Commercial vs Dealer vs Tech Support WHERE THEY SPLIT

Process

Residential (Pro)

Commercial (Dealer)

Tech Support

Parts / Warehouse

Job Creation

SF Opp → WO auto. Pro via FSL.

SF Opp → Sedona Job. Branch=SAFE. Dealer by zip.

No job — Sedona ticket only. DS queue.

Triggered by job/ticket.

Scheduling

SF FSL: Gantt, Optimizer.

Sedona = source. Must mirror SF Hold. DUAL SYSTEM.

No scheduling — phone/dispatch.

N/A

Parts Ordering

Van DRP/PLT from RS.

DS orders in Sedona. Ships to member. $15 S&H.

CANNOT order via SF. Uses Sedona. BLOCKER.

POs, receiving, staging in RS.

Parts Consume

FSL app (NOT real-time — 4am).

Dealer uses own stock. No tracking.

N/A. Notes-based.

Pick/Pack → SOI → WIP.

WO Close

Pro closes FSL. Member signs.

DS closes Sedona. CANNOT reopen.

DS closes Sedona. Often non-billable.

N/A

Billing

RCB auto-invoice.

Sedona: $125/hr, 30-min, parts at cost, $15 S&H.

Same rates if billable.

N/A

Dealer Invoice

N/A (internal Pro).

24 min manual. Rate check, title line, upload, AP.

Same if dealer dispatched.

For returns/RMA shipping.

RMA

Pro CANNOT initiate in FSL.

Dealer returns. DS creates in Sedona.

DS coordinates.

Receives, processes, ships to mfr.

Inventory

RS. 2-HR WEEKLY VAN COUNTS.

Dealer manages own. Zero A3 visibility.

N/A

RS + Google Sheets shadow system.

Addendum

Internal coordination. Fast.

48HR BOTTLENECK: DS → Central Admin → WH stops.

N/A

STOPS shipping until uploaded.

Swim Lane: Job Task Flow (11 Sequential Steps) MUST COMPLETE IN ORDER

Status

Owner

What Happens

Current System

Target System

SF Assign Job

Dealer assigned by zip. Branch=SAFE. Projected start set.

SF + Sedona

SF Only

SF QA Job

Parts, rate, panel, takeover eligibility verified.

Sedona + SF

SF Only

SF Add/Order Parts

Warehouse

Parts ordered, shipped, pre-programmed (Caesar).

Sedona Inv

RS + FSL

SF # Assignment

Data Team

ADC (Alarm.com) account built for member.

Alarm.com

SF + API

SF Dispatch Review

WO PDF generated (Crystal) → emailed to dealer.

Crystal Reports

SF Doc Gen

SF To Be Scheduled

Await dealer response. 48hr SLA.

Sedona

SF SLA Milestones

SF Scheduled

Dealer/DS

Install date confirmed. Equipment at site.

Sedona + FSL

SF FSL

SF CS Verified

ALL signals verified. Contract matches 100%. CANNOT disapprove.

Alarm.com portal

SF + API

SF Review for Billing

DS Lead

Final QA: parts, pricing, labor accuracy.

Sedona + SF

SF Approval

SF Bill Job

Finance

Generate invoice: install + first month RMR.

Sedona billing

SF RCB

SF Start RMR

Finance

Close job. Activate recurring. Member enters billing cycle.

Sedona recurring

RCB Subscription

Swim Lane: Service Ticket Sub-Problems (DS Queue States) 9 STATES

Sub-Problem

SOP Actions

SF Case Status

SLA Rule

DS-Ready to Dispatch

Call customer 3x. Quote $125/hr (or maintenance plan). If no answer after 3 → void. Set follow-up 2 bus days.

Open - Awaiting Dispatch

3 attempts. 2-day follow-up.

DS-Follow Up

Try dealer for scheduling. If unresponsive → contact customer. If both fail → reassign. No dealers → leadership.

In Progress - Follow Up

48hr dealer SLA.

DS-Scheduled

Confirmed by dealer/customer. Set follow-up for day AFTER appointment.

Scheduled

Follow-up = appt+1 day.

DS-Verify Signals

Tech tests zone/issue. If can't verify → invoice may not be approved.

Pending Verification

Before invoice approval.

DS-Order Parts

Ship to member or tech picks up. $15 S&H. Parts must arrive BEFORE tech return.

On Hold - Parts

Parts at site before tech.

DS-Return Trip

Leadership authorization required. Restart ticket process on approval.

Return Trip - Auth

Leadership approval.

DS-Ready to Bill

Billing notes: timestamps, labor (30-min), parts at cost, $15 S&H. Resolution code. Close Billable/Non-Billable.

Closed - Billable/Non

All times logged. Code set.

DS-No Tech

Options: phone resolution, find local tech, cancellation as last resort.

Unworkable - No Tech

Exhaust all options.

SF-Work Order TBD

Default on new tickets. Must change when working. Triage within 24hr.

New - Unassigned

24hr triage.

Service Ticket Migration SEDONA → SF SERVICE CLOUD

Component	Current (Sedona)	Target (SF Service Cloud)	Changes Required	Risk
Ticket Creation	AR Search → right-click Service → New Service Ticket → select system, problem code	SF Account → New Case (Service Ticket type) → Category/Subcategory picklists	Map ALL problem codes to SF picklists. Build Case record type.	MEDIUM
Queue Routing	Secondary Problem field (9 DS queues)	Case Status + Omni-Channel routing	Map all sub-problems to Case Status values. Configure Omni-Channel per status.	LOW
Appointments & Labor	Sedona Appointments tab: dealer code, dispatch/arrived/departed times	FSL Service Appointment linked to Case	FSL may require additional licensing. Configure scheduling board.	MEDIUM
Billing	$125/hr (30-min), $80 no-show, $165 emergency, parts at cost, $15 S&H	SF Price Book with rate schedule. Auto-calc from FSL timestamps.	Build 30-min rounding logic. Auto-pull timestamps. Rate selection rules.	MEDIUM
WO PDF Generation	Crystal Reports: login → refresh → params → export	SF Document Generation: one-click PDF	Build template. ELIMINATE Crystal Reports.	LOW
Close & Resolution	Resolution code required. CANNOT reopen. Billable vs Non-Billable.	Case Status: Closed-Billable / Closed-Non-Billable / Voided	Build validation: all timestamps required. Irreversible close or controlled reopen.	LOW

Job / Installation Migration SEDONA → SF WORK ORDERS

Job Lifecycle: Current → Target

SF Opportunity
Closed-Won

→

Sedona Job
(24hr delay)

→

Sedona Tasks
(hybrid)

→

Crystal Reports
WO PDF

→

Sedona Billing

⬇ BECOMES ⬇

SF Opportunity
Closed-Won

→

SF Work Order
(instant)

→

SF Path
(11 stages)

→

SF Doc Gen
One-click PDF

→

RCB Billing

Component	Current	Target	Changes	Phase
Job Creation	Opp → Sedona Job (24hr sync delay)	Opp → SF Work Order (instant Flow)	Build Flow. Migrate zip-to-dealer → Territory Mgmt.	Phase 2
Task Approval Chain	Sedona/SF hybrid (11 stages)	SF-only Path component with approval steps	Build Path. Validation rules per stage. Auto-triggers.	Phase 2
Signal Verification	Alarm.com portal (manual)	SF + Alarm.com API (or manual SF screen)	Negotiate API. Build verification screen. Manual fallback.	Phase 3+
Addendum Process	DS → Central Admin → 48hr wait → Warehouse	Part change → auto DocuSign → instant warehouse release	DS DocuSign access. Auto-trigger Flow. Kill bottleneck.	Phase 2
Job Cancellation	SF → Sedona auto-cancel (24hr delay)	SF-only cancellation. No Sedona sync.	Eliminate Sedona sync. Parts return enforcement.	Phase 2

Billing Engine Migration HIGHEST RISK — DO LAST

Billing Architecture: Current → Target

Sedona
Billing Engine

→

Sedona
Tax Engine

→

Sedona
NACHA/ACH

→

Bank

⬇ BECOMES ⬇

SF RCB
Billing Scheduler

→

Avalara/Vertex
Tax Engine

→

Payment
Gateway

→

Bank

Component	Current	Target	Changes	Risk
Billing Runs	Sedona monthly batch by cycle	RCB Billing Scheduler	Configure cycles. 3-month parallel. Finance certify to penny.	CRITICAL
Tax	Sedona built-in multi-jurisdiction	Avalara/Vertex ($15-40K/yr)	Map all jurisdictions. Alarm exemptions. State disclosures.	CRITICAL
ACH/CC Payments	Sedona NACHA gen + CC tokens	Payment Gateway	Token migration. NACHA config. 2 parallel cycles.	CRITICAL
RMR/Subscriptions	Sedona Recurring: SP Monitoring-R, SH Installment, etc.	RCB Subscriptions/Order Products	Map EVERY code. Migrate ALL active. Match to penny.	CRITICAL
Collections/Dunning	Sedona aging → letters → suspension → central station	RCB Collections + Flow → Central Station API	Build dunning Flows. BUILD central station API. Test suspension.	CRITICAL
GL Export	Sedona → GL → WorkDay	RCB → GL export → WorkDay	Map GL codes. Validate journal entries match.	HIGH

Dealer Invoice Process: 24 min → Automated $26K/yr SAVINGS

Invoice Flow: Current (manual) → Target (automated)

Email
Received

→

Open in
Sedona

→

Check Rate
on Sheet

→

Create
Title Line

→

Upload to
Sedona

→

Email
to AP

→

⬇ 24 min manual → 20 sec automated ⬇

Email-to-Case
Auto-Create

→

Auto-Validate
6 Fields

→

Auto Rate
Check (SF)

→

Auto Title
Line

→

Auto-Route
to AP

→

SF Dashboard
Tracking

Title Line Format: 01.06.24 INVOICE#16630 TICKET#5538941 DLR #2869 $145

Rate Card: $100-125/hr (varies by dealer) | Mileage: $0.80/mi over 75mi | Invoice requires: Dealer name, Invoice #, Date, Ticket/Job #, Amount, Signed WO

Connection Preservation Matrix 15 Connections

Connection	Direction	What Flows	Risk	Mitigation	Phase
Billing → Invoices	Sedona → Members	ALL monthly invoices. Revenue stops if fails.	CRITICAL	3-month parallel. Finance certify.	P3
Dunning → Central Station	Sedona → CS	Suspension/restore. Liability if broken.	CRITICAL	Build API. Test 10+ accounts.	P3
RMR → Revenue/GL	Sedona → WorkDay	Every recurring line. Match to penny.	CRITICAL	Finance signoff required.	P3
Payments → Bank	Sedona → Bank	Token migration. NACHA. Failed = disruption.	CRITICAL	Token migration. 2 parallel cycles.	P3
Tax → Jurisdictions	Sedona → Tax	Multi-jurisdiction. Wrong = regulatory.	HIGH	Map all. 3-month parallel calc.	P3
Recurring → GL	Sedona → WorkDay	GL journal entries.	HIGH	Map GL codes. Validate.	P3
Payment Tokens	Processor → Sedona	CC tokens. PCI scope change.	HIGH	Negotiate processor. Parallel runs.	P3
Ticket/Case Sync	Sedona ↔ SF	Active tickets must transfer.	MEDIUM	Migrate active. Freeze Sedona.	P2
Inventory	Sedona → RS	Dealer parts deduction.	MEDIUM	Build FSL→RS real-time.	P2
Sites/Systems	Sedona → Alarm.com	System account # link.	MEDIUM	Preserve External ID.	P1
Job/Opp Sync	SF → Sedona	24hr delay eliminated.	LOW	Build SF Flow.	P2
Customer Data	Sedona → SF	One-time migration.	LOW	Standard migration.	P1
Documents	Sedona → SF Files	Bulk migrate.	LOW	Volume concern only.	P2
Crystal Reports	Crystal → Sedona	ELIMINATED.	NONE	Build SF template.	P1
Spreadsheets	Manual	ELIMINATED.	NONE	One-time load.	P1

Rootstock 3.0 Requirements 142 Total | Key Items Shown

#	Requirement	Team	System	Priority	Sedona Exit?
C5	Master SKU burndown (PG9303 vs PGP9303). Source of truth conflict.	All	RS	CRITICAL	YES
C9	SUNSET SEDONA (Decommission Sedona)	All	Sedona	CRITICAL	YES
F3	FSL→RS parts deduction accuracy	Field Ops	FSL/RS	CRITICAL	YES
F4	Real-time API (teams wait until 4am)	Field Ops	FSL/RS	CRITICAL	YES
F6	Reopen jobs + order parts via SF (kill Sedona ordering)	Field Ops	FSL	CRITICAL	YES
F16	ELIMINATE 2-HR WEEKLY VAN COUNTS	Field Ops	RS	CRITICAL	NO
F17	All parts scanned on consumption (real-time)	Field Ops	FSL/RS	CRITICAL	NO
P1	Bi-directional RS↔FSL API	Purchasing	FSL/RS	CRITICAL	YES
P11	Product creation manual across RS/SF/Sedona	Purchasing	RS	CRITICAL	YES
W4	DRP in RS not Google Sheets	Warehouse	RS	CRITICAL	NO
A4	Field mapping dictionary (not provided to OA)	Analytics	RS	CRITICAL	NO
F20	Tech Support: create WOs for product shipments	Field Ops	FSL	HIGH	YES — BLOCKER
F18	RMA initiation from FSL + SLA tracking	Field Ops	FSL/RS	HIGH	NO
W7	RMA API with ADC (Alarm.com)	Warehouse	FSL/RS	HIGH	YES
W10	Automate AP Invoice Approvals	Warehouse	RS	HIGH	YES
A3	Commercial COGS: all to RS (partially Sedona)	Analytics	RS	HIGH	YES

Input / Output / Database Dependencies 16 PROCESSES

Process	Inputs	System	Outputs	Database	Sedona?
Customer Lookup	Customer # or Name	Sedona AR → SF Account	Member record	Sedona DB, SF Account	YES
Service Ticket	System, problem code	Sedona → SF Case	Ticket #, DS queue	Sedona, SF Case	YES
Job Creation	SF Opp, dealer #, zip	SF → Sedona Job	Job #, WO	Sedona Job, SF WO	YES
Billing Run	Cycle, charges, tax	Sedona Engine	Invoices, GL	Sedona AR, Tax	YES
RMR Activation	Contract, rate	Sedona Recurring	RMR lines	Sedona Recurring	YES
ACH/EFT	Payment methods	Sedona → NACHA → Bank	NACHA file, returns	Sedona Payment	YES
Tax Calc	Amount, jurisdiction	Sedona tax engine	Tax amounts	Sedona Tax	YES
Dunning	Aging, thresholds	Sedona Collections	Letters, suspension	Sedona AR, Central Stn	YES
WO PDF	Job/Ticket #	Crystal Reports	PDF document	File system	YES
Dealer Invoice	Email, PDF, WO	Email → Sedona → AP	Title line, upload	Sedona Docs, Sheets	YES
Parts (Pro)	Part in FSL	FSL → RS (nightly)	Van inv updated	RS Van, FSL Consumed	NO
WH Receiving	PO, shipment	RS Receiving	Stock updated	RS Inventory	NO
Signal Verify	System #, zones	Alarm.com (manual)	Zone status	Alarm.com	NO

P0 — Critical FIX IMMEDIATELY

2-Hour Weekly Van Counts

100 hrs/wk = $130K+/yr. No real-time scan. RS 3.0 scanning eliminates.

$130K/yr

48-Hour Addendum Bottleneck

DS cannot send addendums. Central Admin pipeline. Cascading delays.

CASCADING

Crystal Reports for ALL WOs

5-10 min/WO. Legacy. SF Doc Gen is straightforward replacement.

QUICK WIN

Parts Not Real-Time (4am Sync)

Nightly batch. Ghost inventory. Ordering on stale data.

GHOST INVENTORY

Google Sheets as "Master" for DRP

Min/Max, shelf locations in Sheets. Shadow system. No audit.

SHADOW SYSTEM

No Field Mapping Dictionary

Analytics guessing at API names. RS never provided docs to OA.

DATA QUALITY

Tech Support Parts BLOCKED

Cannot order via SF. Uses Sedona. SEDONA EXIT BLOCKER.

BLOCKER

P1 — High Priority PLAN NOW

Dealer Invoice: 24 min/invoice

Manual rate check, title line, upload, forward. 20 hrs/wk = $26K/yr.

$26K/yr

Dual-System Scheduling

Commercial: Sedona + SF Hold. Double-entry. Miss = double-booked.

ERROR PRONE

Cannot Reopen Closed WO

Error after close = manual addendum. No controlled reopen.

OVERHEAD

Product Creation: 3 Systems

Manual across RS/SF/Sedona. Triple-entry. Discrepancies.

TRIPLE ENTRY

Commercial COGS Split

Partially Sedona, partially RS. Incomplete margin picture.

ANALYTICS

DS Cannot Edit Parts in SF

Must use Sedona to zero out and recalculate. Permissions gap.

PERMISSIONS

Stop Gaps What Could Derail Us

Stop Gap	Impact	Mitigation	Severity	Phase
Tech Support Parts Ordering	SEDONA EXIT BLOCKER	Build WO record type in FSL	BLOCKER	P2
Payment Token Migration	CC tokens in processor vault	Begin negotiation Month 1. Parallel 2 cycles.	CRITICAL	P3
Central Station API	Suspension must work or liability	Build + test. Manual fallback.	CRITICAL	P3
Tax Engine ($15-40K/yr)	RCB has NO native tax	Select Avalara/Vertex Phase 1. Exec approval.	HIGH	Decision
Alarm.com API	Signal verification stays manual	Negotiate API. Build SF fallback. Don't block exit.	HIGH	P3+
48-Hour Addendum	Cascading delays	DS DocuSign or auto-trigger.	HIGH	P2
2-Hour Van Counts	$130K+/yr waste	RS 3.0 scan-to-consume + real-time API.	MEDIUM	P2-3

SOPs & Checklists Needed 24 ARTIFACTS

#	Name	Type	Description	Owner	Target
DOC-01	Billing Rules Matrix	Spec	Every Sedona billing rule → RCB config. Tax, cycles, payments, dunning.	Finance+IT	Mo 1
DOC-02	Workflow Swimlane Diagrams	Diagram	Resi, Commercial, Service Ticket, Invoice, Billing, RMA flows.	DS+IT	Mo 1-2
DOC-03	Inventory Architecture	Diagram+Spec	RS↔FSL architecture. Scan flow. DRP/PLT. Van management.	WH+Product+IT	Mo 2
DOC-04	Alarm.com Integration Req	Spec	API endpoints. Data mapping. Signal verification. RMA warranty.	IT+Data	Mo 2
DOC-05	DS Complete SOP (Post-Mig)	SOP Manual	End-to-end DS SOP for SF-native. Replaces all Sedona SOPs.	DS+IT	Mo 3-4
DOC-06	Data Dictionary & Field Map	Reference	Every field: Sedona, RS, FSL, SF. API→business names.	Analytics+IT	Mo 2
DOC-07	RMR Migration Spec	Spec	Every recurring line type. Migration logic. Finance signoff.	Finance	Mo 3
DOC-08	UAT Test Plan	Process	Test scenarios per workflow. Pass/fail. Regression suite.	All+IT	Mo 4
DOC-11	Problem Code Mapping	Mapping	Every Sedona problem code → SF picklist. Sub-problem → Case Status.	DS+IT	Mo 2
DOC-12	Tax Jurisdiction Mapping	Mapping	Every Sedona tax jurisdiction → Avalara/Vertex. Alarm exemptions.	Finance+IT	Mo 3
DOC-13	GL Code Mapping	Mapping	Sedona GL codes → WorkDay. Revenue recognition alignment.	Finance+IT	Mo 3
SOP-01	Service Ticket Lifecycle	SOP	Creation → routing → dispatch → billing → close. SF-native.	DS+IT	Mo 3
SOP-02	Job Lifecycle	SOP	Opp → WO → QA → parts → dispatch → install → verify → bill → RMR.	DS+IT	Mo 3
SOP-03	Dealer Invoice (SF)	SOP	Email → auto-validate → rate check → AP routing. New process.	DS	Mo 2
SOP-04	Commercial Scheduling	SOP	FSL for Commercial. No SedonaSchedule. No Holds.	Comm+IT	Mo 4
SOP-05	Parts Ordering by Channel	SOP	Resi (van/DRP), Commercial (dealer), Tech Support (WO shipment).	All+IT	Mo 3
SOP-06	RMA Procedure	SOP	FSL initiation → SLA tracking → warehouse → vendor.	WH+IT	Mo 4
SOP-07	Scan-to-Consume	SOP	Zebra scanning, barcode masking, van inventory.	Field+WH	Mo 4
CHK-01	QA Verification	Checklist	Parts match, rate match, panel, takeover eligibility.	DS	Mo 2
CHK-02	Billing Pre-Cutover	Checklist	RMR, cycles, tax, payments, GL — all validated.	Finance+IT	Mo 5
CHK-03	Sedona Go/No-Go	Checklist	Every process has SF equivalent. Parallel passed. All signoffs.	All Leads	Mo 14-16

Phase 1 — Quick Wins (Month 1-3) ZERO RISK

Migrate Spreadsheets → SF

Dealer rates, zip codes, invoice tracker → SF Accounts, Territory, Reports

✓ All dealer rates in SF. DS team validates.

Eliminate Crystal Reports

Build SF Doc Gen template. One-click WO PDFs.

✓ No Crystal logins for 2 weeks.

Deploy Dealer Invoice Automation

Email-to-Case → auto-validate → auto-route to AP.

✓ 50+ invoices. Zero errors.

Migrate Customer Data to SF

Full table → SF Accounts. Preserve Alarm.com #.

✓ All accounts in SF. IDs preserved.

Phase 2 — Core Operations (Month 3-9) MODERATE RISK

Migrate Service Tickets → SF Cases

Problem codes mapped. Omni-Channel. Freeze Sedona.

✓ DS 100% from SF for 2 weeks.

Migrate Jobs + Build Tech Support WO (BLOCKER FIX)

WO from Opp. Task chain. Tech Support parts capability.

✓ All new jobs SF. Tech Support orders 20+ via SF.

Migrate Commercial Scheduling → FSL

Eliminate SedonaSchedule + Hold creation.

✓ All Commercial in SF for 1 month.

Migrate Documents + Addendum Automation

Bulk docs to SF Files. DocuSign flow. Kill 48hr bottleneck.

✓ Docs accessible. Addendum under 2hr.

Phase 3 — Billing Engine (Month 9-18) HIGHEST RISK

Deploy RCB Billing — PARALLEL 3+ MONTHS

RCB + Avalara + gateway. Both systems run.

✓ Finance: 3 months match within $0.01.

Payments + Central Station Integration

Token migration. ACH. Dunning → suspension API.

✓ 2 cycles zero failures. Suspension tested 10+ accounts.

SEDONA READ-ONLY (30 Days)

No writes. All teams SF/RS only.

✓ 30 days zero writes. All teams confirm.

SEDONA DECOMMISSION

Archive. Terminate. 90-day re-import retained.

✓ Executive + Finance + IT + All leads signoff.

FINAL

Annual Savings $156K+

Item	Current	Future	Annual Savings	Source
Van Count Elimination	2 hrs/wk × ~50 Pros	Real-time scanning	$130,000+	Rootstock 3.0
Dealer Invoice Automation	24 min × 50/week	Automated	$26,000+	SF Automation
Crystal Reports Elimination	5-10 min/WO + license	One-click SF	Time + license	SF Doc Gen
Dual Scheduling End	Double-entry Commercial	Single SF FSL	Error elimination	SF FSL
Addendum Fix	48hr+ delay	Auto DocuSign	Revenue acceleration	SF Flow
Sedona License	Annual licensing	Eliminated	License savings	Decommission