Scott Recycling — Enterprise Operations Master Plan¶

Comprehensive operational framework for Scott Recycling: e-waste processing, electronics recycling, scrap metal, multi-channel sales, fleet logistics, and workforce management. This document maps every operational need to its solution — whether that's an Odoo 17 module, a custom build, a document, a process, or a hire.

Last updated: 2026-04-12

How to Read This Plan¶

Each section maps to the 18-point operational framework. For every item: - EXISTS = already built and running in Odoo or deployed as a tool - PARTIAL = exists but incomplete, needs enhancement - AVAILABLE = Odoo 17 Community module available but not configured/utilized - CUSTOM = needs custom development in an sr_ module - DOC = needs a written document/SOP (goes in sr-docs) - PROCESS = needs a defined workflow, no software required - VENDOR = needs an external service or account - DECISION = requires a business decision from Dan before building

Status Summary¶

Category	EXISTS	PARTIAL	DOC/PROCESS Needed	CUSTOM Needed	DECISION
Org & Governance	4	2	3	0	0
Business Planning	3	1	4	0	2
Legal & Compliance	8	2	4	1	0
HR & Staffing	9	2	3	0	0
Operations & Procedures	14	3	8	1	0
Financial Management	3	3	4	1	0
Inventory & Assets	10	2	2	1	0
Customer Management	8	1	3	1	0
Sales & Marketing	10	2	4	0	0
Technology & Systems	14	3	3	2	0
Logistics & Fleet	9	1	2	0	0
Training & Development	8	1	2	0	0
QA & Risk Management	4	2	5	0	0
Documentation & Records	6	1	3	0	0
Reporting & Analytics	8	2	2	1	0
E-Waste & Compliance Ops	5	2	3	1	0
Warehouse & Processing	8	2	3	0	0
Multi-Channel Sales	7	2	2	1	0

Bottom line: Scott Recycling is a deeply built, operating business with 45 custom Odoo modules, 393 model files, 57 active employees, 375 customers, and 31K+ pickup records. The technology foundation is exceptional. The gaps are overwhelmingly in written documentation, formalized processes, and business strategy documents — not in software.

The Operation¶

SCOTT RECYCLING — E-WASTE & ELECTRONICS RECYCLING
├── CUSTOMER ACQUISITION & MANAGEMENT
│   ├── Prospect Automation (Google Places, OSM, Azure Maps, Foursquare — 26K+ queries/month)
│   ├── Prospect Queue (CSR outreach to new leads)
│   ├── Customer Call Queues A/B/C/D (prioritized contact system)
│   ├── CRM with 4,262 leads (174 won)
│   ├── Pickup Blast emails (bulk scheduling campaigns)
│   └── SMS via Twilio/Telnyx
│
├── PICKUP SCHEDULING & DISPATCH
│   ├── Truck fleet: 15 active vehicles, 31K+ pickup history
│   ├── Route optimization via OpenRouteService
│   ├── LTL pickup coordination
│   ├── Driver portal with GPS tracking
│   ├── Tractor-trailer calendar
│   └── Dispatcher dashboard with real-time status
│
├── WAREHOUSE & PROCESSING (Sunbright)
│   ├── Electronics intake, sorting, categorization
│   ├── Device processing (laptops, phones, tablets, CPUs, hard drives, memory)
│   ├── Pricing matrices per device type
│   ├── HIPAA-compliant data destruction
│   ├── Weighted material receiving (scrap metal, plastics, glass)
│   ├── Container tracking & shipping
│   ├── Barcode scanning & label printing
│   └── Industrial scale integration
│
├── SALES CHANNELS
│   ├── eBay (REST API, OAuth 2.0, live)
│   ├── Amazon (order import, inventory sync, repricing)
│   ├── Walmart Marketplace
│   ├── Website (Odoo website_sale)
│   ├── General merchandise / liquidation (AI price research)
│   ├── Weighted material sales lists
│   └── Local / walk-in sales
│
├── SOCIAL MEDIA & MARKETING
│   ├── 8-platform manager (Meta, X, LinkedIn, YouTube, TikTok, Pinterest, GBP)
│   ├── AI content generation
│   ├── Analytics & sentiment analysis
│   ├── SEO location pages with schema markup
│   └── FAQ system
│
├── WORKFORCE (57 active employees)
│   ├── Onboarding system (AI-driven, role-based)
│   ├── Performance evaluations (role-specific criteria)
│   ├── KPI monitoring (WIP, bottlenecks, trends, daily directives)
│   ├── Job architecture (14 positions)
│   ├── Attendance tracking with kiosk
│   └── Training via sr-docs (180+ pages, 20+ courses)
│
├── MAINTENANCE & COMPLIANCE
│   ├── DOT-compliant inspections (DVIR)
│   ├── Vehicle/equipment/facility repair tracking
│   ├── E-waste chain of custody
│   ├── NIST 800-88 data destruction compliance
│   ├── R2 certification preparation
│   └── Hazmat tracking
│
└── FINANCE & REPORTING
    ├── QuickBooks Online (external accounting)
    ├── XML-RPC sync pipeline (Odoo → scott_reporting PostgreSQL DB)
    ├── OWL dashboards (Calls, Attendance, Transfer, Scheduler, KPI)
    ├── OWL reports (Pickup Weight, Sort Transfer, Glass, Truck, Certificates)
    └── Odoo-sync: 16 models, cron every 30 min

Revenue Streams¶

Stream	Primary Channel	Role
Electronics resale (refurbished)	eBay, Amazon, Walmart, website	Primary — processed electronics sold multi-channel
Scrap metal / commodities	Direct buyers, weighted sales lists	Primary — bulk material by weight
Pickup services	Customer contracts, one-off	Primary — fee-based pickup of e-waste
Data destruction services	HIPAA/NIST-certified destruction	Secondary — compliance-driven service
Liquidation / general merchandise	eBay, local	Secondary — non-electronics surplus
Plastics	Scott Recycling Plastics division	Tertiary — separated plastic stream

1. ORGANIZATIONAL STRUCTURE AND GOVERNANCE¶

Item	Solution	Status	Notes
Company org chart	Odoo HR + sr-docs Knowledge Base	EXISTS	57 active employees, company overview in docs.
Role definitions and responsibilities	sr-docs Job Descriptions (20+ positions)	EXISTS	Warehouse, call center, management, support roles all documented.
Management hierarchy and reporting	Odoo HR + `hr_org_chart`	EXISTS	HR module installed with org chart.
Job architecture (positions ↔ training ↔ KPI ↔ evals)	`sr_job_architecture`	EXISTS	14 positions linked to training, KPI, and evaluation templates.
Board / ownership structure	—	DOC — needed	Entity structure, ownership, registered agents, key contacts. Scott Recycling vs. Scott SuperStore vs. Plastics — how they relate legally.
Succession planning / key person risk	—	DOC — needed	Dan is a single point of failure for: banking, server access (EXP), Odoo admin, vendor relationships, Nisarg management. Document a second-in-command path.
Multi-company governance	`sr_company_highlight` (color-coded navbar)	EXISTS	Visual differentiation per company in multi-company setup.
Regional structure / service area	`sr_seo_locations` + GeoEngine	EXISTS	Multi-location SEO pages, customer map visualization across 10 states.
Cross-business coordination	—	DOC — needed	How does Scott Recycling relate operationally to Scott SuperStore and Plastics? Shared resources (EXP server, Deal Hunter, scrap line), separate P&Ls, shared employees? Document the operating model.

2. BUSINESS PLANNING AND STRATEGY¶

Item	Solution	Status	Notes
Company overview / mission	sr-docs Knowledge Base	EXISTS	Company overview with history, mission, service area, facilities documented.
Services reference	sr-docs Knowledge Base	EXISTS	Detailed descriptions of all services, material streams, pricing.
Operating playbook	—	DOC — needed	Scott Recycling does NOT have an operating playbook like SSS. Needs: what we process, what we don't, pricing philosophy, material acceptance criteria, customer acquisition strategy, capacity planning. See the companion SR-Operating-Playbook.md.
Revenue projections / financial plan	QBO + spreadsheet	DOC — needed	Odoo dashboards show actuals but no forward-looking projections.
Market analysis	—	DOC — needed	E-waste market in TN and 10-state service area. Competition, pricing trends, regulatory trends (Right to Repair, e-waste bans), growth opportunities.
Growth strategy	—	DECISION — needed	Is the goal: (a) grow the service area with more trucks/routes, (b) grow processing capacity with more warehouse space, (c) grow sales channels (Amazon, Walmart push), (d) add new material streams, or (e) all of the above? The answer drives every other investment.
R2 certification decision	sr_ewaste_compliance (exists, not installed)	DECISION — needed	R2 certification is documented in sr-docs and the module exists. Decision: invest in full R2 certification now, or continue operating without it? R2 opens enterprise customers (Microsoft, Dell, HP refurb programs) but requires process changes, audits, and ongoing compliance.
Vendor & partner contacts	sr-docs Knowledge Base	EXISTS	Downstream processors, suppliers, key contacts documented.
Pricing strategy (selling side)	—	PARTIAL	sr_general_sales has AI price research and pricing matrices. Missing: documented pricing philosophy for different material streams, markdown triggers for aged inventory, wholesale vs. retail thresholds.

3. LEGAL AND COMPLIANCE FRAMEWORK¶

Item	Solution	Status	Notes
Business registration — TN	—	EXISTS	Scott Recycling is an operating entity.
EPA / TDEC environmental compliance	sr-docs compliance guide + SOPs	EXISTS	Fluid handling, tire disposal, battery storage, CRT handling documented.
HIPAA compliance	sr-docs HIPAA policy + breach response	EXISTS	Full HIPAA compliance policy, PHI handling, BAA management, breach response plan.
Data destruction compliance (NIST 800-88)	sr-docs + `sr_ewaste_compliance` (not installed)	PARTIAL	Documentation exists. Module exists but not installed. Chain of custody, certificates in sr-docs.
DOT compliance	sr-docs DOT guide + `sr_maintenance`	EXISTS	Driver quals, vehicle inspections (DVIR), HOS, drug testing documented. Fleet module tracks it.
Workplace safety / OSHA	sr-docs safety guide	EXISTS	OSHA, PPE by role, lockout/tagout, fire safety.
Workers compensation	—	EXISTS (assumed)	Operating business with 57 employees — must be in place.
Insurance policies	—	PROCESS — verify	General liability, workers comp, vehicle/fleet, property. Verify all are current and document policy details, claim procedures.
Insurance claim procedures	—	DOC — needed	Step-by-step per policy type. Not just having insurance — knowing how to file.
Environmental spill response	—	DOC — needed	Specific spill kit locations, cleanup procedure, TDEC reporting thresholds, emergency contacts. Goes beyond the general compliance doc.
Record retention policy	—	DOC — needed	Customer records, destruction certificates, financial, employee files, DOT records, environmental. How long, where stored, who manages.
IRS Form 8300 (cash > $10K)	—	PROCESS — verify	Does the business handle cash transactions > $10K? If so, need filing process.
Compliance calendar	sr-docs compliance calendar	EXISTS	Monthly, quarterly, annual tasks with responsible parties.
Data privacy / PII handling	sr-docs security policies	EXISTS	Customer data handling, access control documented.
E-waste export regulations	—	DOC — needed	If any material leaves the US (even to Canada/Mexico): BAN Amendment, Basel Convention, EPA export rules. Even if not currently exporting, document the policy ("we do not export" or "we export under these rules").

4. HUMAN RESOURCES AND STAFFING¶

Item	Solution	Status	Notes
Job descriptions — all positions	sr-docs (20+ positions)	EXISTS	Warehouse, call center, management, support roles documented.
Employee onboarding	`sr_onboarding` module	EXISTS	AI-driven, role-based onboarding with orientation, training, sandbox exercises, assessments.
Employee handbook	sr-docs Company Policies	EXISTS	Attendance, timekeeping, safety, conduct.
Performance evaluations	`sr_evaluations` module	EXISTS	Role-specific criteria, linked to job architecture.
Hiring and recruitment	`sr_recruitment` module (not installed) + Odoo `hr_recruitment`	PARTIAL	Custom careers page exists but module not installed. Odoo HR recruitment is installed.
Time tracking and attendance	Odoo `hr_attendance` + OCA `hr_attendance_reason`, `hr_attendance_autoclose`, `hr_attendance_xlsx_report`	EXISTS	Kiosk check-in, weekly attendance, payroll reports, auto-close stale records. Note: the old custom `sr_attendance` module is a dead bytecode skeleton on disk — attendance features now ship via Odoo core + OCA.
Compensation and benefits	Odoo HR + external payroll	EXISTS	HR module for records. External payroll (Gusto/ADP assumed).
Time off management	Odoo `hr_holidays` + `hr_timesheet`	EXISTS	PTO requests, approval, balance tracking all installed.
Skills / certifications	Odoo `hr_skills`	EXISTS	Installed. Track certs, skills, training completion per employee.
Gamification / engagement	Odoo `gamification`	EXISTS	Installed for employee engagement.
Pay structure documentation	—	DOC — needed	Per role, per shift. What does each position pay? Raises tied to what milestones? Currently tribal knowledge.
Disciplinary procedures	—	DOC — needed	Progressive discipline steps beyond what's in the handbook. Verbal → written → suspension → termination. Documentation requirements per step.
Exit procedures	—	DOC — needed	When an employee leaves: system access revocation, equipment return, final paycheck timeline, exit interview, knowledge transfer.

5. OPERATIONS AND PROCEDURES¶

Item	Solution	Status	Notes
SOPs — sorting & processing	sr-docs (Sorting 3-photo, Laptop Full Cycle, HD Shredding, COMP Building, Container Loading)	EXISTS	Core processing SOPs documented.
SOPs — customer management	sr-docs (Call Queues, Prospect Queue, Scheduling, Service Visit Calls)	EXISTS	CSR workflows documented.
SOPs — scheduling & dispatch	sr-docs (Truck Schedule, Route, Driver)	EXISTS	Scheduling and dispatch documented.
SOPs — inventory processing	sr-docs (Inventory Processing, Weighted Materials ×4, Portal Inventory, Laptop Inventory)	EXISTS	Device receiving, grading, specs documented.
SOPs — shipping	sr-docs (Container tracking, weight verification)	EXISTS	Container workflows documented.
SOPs — maintenance	sr-docs (Maintenance fundamentals + sandbox)	EXISTS	Equipment, repairs, preventive schedules.
SOPs — sales & ecommerce	sr-docs (General Sales, Multi-Channel, Email, SMS)	EXISTS	Sales channel workflows documented.
Quality control — device grading	`sr_inventory_processing` pricing matrices	EXISTS	Laptop/phone/tablet grading with condition-based pricing.
Quality control — data destruction	`sr_ewaste_compliance` + chain of custody	PARTIAL	Module exists but not installed. Docs exist.
Quality control — weighted materials	Inlined in `sr_management` (box_details, customer_pickups)	EXISTS	Weight fields, grade, type attributes on pickup and box records. The dedicated `sr_weighted_` modules on disk are dormant prototypes — not installed.*
Equipment maintenance	`sr_maintenance` + Odoo `maintenance`	EXISTS	DOT inspections, preventive maintenance, repair tracking with parts/labor costs.
Daily operations	sr-docs (role-specific guides)	EXISTS	Each role has documented daily workflows.
Safety protocols	sr-docs (Workplace Safety, per-role PPE)	EXISTS	OSHA, lockout/tagout, fire safety, PPE requirements.
Helpdesk / internal tickets	OCA `helpdesk_mgmt` + 8 extensions + `sr_helpdesk_maintenance`	EXISTS	Ticket system with maintenance bridge.
Daily opening/closing checklists	—	DOC — needed	Formalized checklists for warehouse open/close. Who opens, security check, equipment startup, end-of-day shutdown, alarm set.
Material acceptance criteria	—	DOC — needed	What materials do we accept? What do we refuse? Hazardous materials handling. CRT acceptance policy. Battery types. This is the recycling equivalent of the SSS "What We Buy" section.
Capacity planning	—	DOC — needed	Current warehouse capacity vs. throughput. At what volume do we need more space, more staff, more trucks? Bottleneck identification.
Visitor / customer on-site procedures	—	DOC — needed	When a customer or vendor visits the facility: check-in, PPE requirements, escorted vs. unescorted areas, liability waiver.
Emergency response procedures	—	DOC — needed	Fire, injury, chemical spill, severe weather, active threat. Posted in warehouse. Beyond what's in the safety doc — this is the incident procedure with phone numbers and evacuation routes.
Contractor management	`sr_maintenance` (contractor logging)	PARTIAL	Maintenance tracks contractors. Need: general contractor on-site rules, insurance verification, work authorization.
Facility security	—	PROCESS — needed	Camera system documentation, access control (who has keys/codes), alarm response, after-hours procedures.
KPI monitoring	`sr_operations_kpi`	EXISTS	Real-time WIP tracking, bottleneck detection, trend analysis, daily directives, SMS/email alerts.

6. FINANCIAL MANAGEMENT¶

Item	Solution	Status	Notes
Accounting	QuickBooks Online	EXISTS	QBO handles external accounting.
QBO integration	`sr_quickbooks` module (not installed)	PARTIAL	Module exists but not installed. Customer and invoice sync stubbed.
Invoicing	Odoo Accounting (2 records)	PARTIAL	Barely used — QBO is primary. Need decision: use Odoo invoicing or keep QBO-only?
Financial reporting	Odoo dashboards + QBO	PARTIAL	OWL dashboards for operations. QBO for financial. Missing: unified view.
Cash flow management	—	DOC — needed	Monthly cash flow tracking, seasonal patterns, reserve requirements.
Budget development	—	DOC — needed	Monthly/annual budget per department. Revenue targets, expense caps.
Tax planning	—	PROCESS — verify	Sales tax compliance, annual filing. Verify accountant relationship.
Cost-per-pound / cost-per-unit tracking	—	CUSTOM — needed	The recycling business lives and dies by cost-per-pound processed and revenue-per-pound sold. Need systematic tracking: pickup cost, transport cost, processing labor, material recovery rate, sale price — all per material stream. This is the equivalent of per-deal profit tracking for SSS.
Material stream P&L	—	DOC — needed	Is electronics profitable independent of scrap? Is scrap profitable independent of electronics? Can we answer this today? If not, we're flying blind.
Vendor payment terms	—	DOC — needed	What are our payment terms with downstream processors, suppliers, auction houses? Net 30? COD? Document and monitor.
Payroll processing	External provider (assumed)	EXISTS	57 employees on payroll.

7. INVENTORY AND ASSET MANAGEMENT¶

Item	Solution	Status	Notes
Electronics inventory tracking	`sr_inventory_processing`	EXISTS	Device receiving, grading, specs, pricing matrices, HIPAA destruction tracking. 35 processed items in system.
Weighted material tracking	Inlined in `sr_management` + `sr_reports` + `sr_operations_kpi`	EXISTS	`box_details.actual_weight`, `customer_pickups.actual_weight` / `total_box_content_weight` / `total_glass_weight`, pickup weight report, glass report, KPI aggregation. 26,592 of 31,395 production pickups have actual_weight > 0 — live workflow. The 4 `sr_weighted_*` modules on disk are dormant prototypes.
Product catalog	Odoo Products (167 templates)	EXISTS	Product categorization via `sr_product_customization`.
Barcode / scanning	`sr_product_customization` portal inventory + `sr_item_barcode` (not installed)	PARTIAL	Portal inventory barcode scanning works via `sr_product_customization` (installed). Dedicated `sr_item_barcode` module with label printing is on disk but not installed — decision pending.
Container tracking	`sr_shipping` (not installed)	PARTIAL	Module on disk but not installed. Container tracking and weight verification code exists but is not running in production.
Scale integration	`sr_scale` (not installed)	PARTIAL	Module exists for industrial scale (serial/USB) but not installed.
Portal inventory	`sr_product_customization`	EXISTS	Barcode scanning, staging locations via portal.
Asset registry	Odoo fleet + maintenance	EXISTS	20 fleet vehicles (15 active), equipment tracked via maintenance.
Procurement	Odoo Purchase	EXISTS	Purchase orders, vendor tracking.
Stock management	Odoo Inventory (stock)	EXISTS	Full stock module installed.
Inventory accuracy / cycle counts	—	DOC — needed	How often is physical inventory counted? Who does it? How are discrepancies resolved? Especially important for high-value items (CPUs, memory, hard drives).
Shrinkage tracking	—	CUSTOM — needed	Track inventory losses: theft, damage, miscount. What's the acceptable shrinkage rate? How is it measured? Alert when threshold exceeded.
Aged inventory management	—	DOC — needed	Electronics lose value fast. What's the markdown/disposal schedule for inventory that doesn't sell? The SSS parts cycle-out (6/12/15 months) needs an equivalent for electronics (30/60/90 days?).

8. CUSTOMER MANAGEMENT¶

Item	Solution	Status	Notes
Customer database / CRM	Odoo CRM (4,262 leads, 375 customers)	EXISTS	Full CRM with prospect automation feeding it.
Customer call queues	`sr_management_fixes` (Queues A/B/C/D)	EXISTS	Priority-based CSR queues with auto-calculated call frequency from 4-year pickup history.
Prospect workflow	`sr_management_fixes` (installed)	EXISTS	Prospect stages, call queues, prospect_stage/prospect_bucket/prospect_csr_id fields on res.partner. 791 partners currently tagged as customerType='Prospect'.
Automated prospect scraping	`sr_prospect_automation` (not installed)	PARTIAL	Multi-source scraping code (Google Places, OSM, Azure Maps, Foursquare) exists on disk but the module is uninstalled. Ready to turn on if prospect pipeline needs external feed.
Pickup scheduling	`sr_scheduling` + `sr_truck_schedule`	EXISTS	Full scheduling with route optimization, dispatcher dashboard.
Customer communication	Odoo Discuss + email + SMS	EXISTS	Chatter, email templates, Twilio/Telnyx SMS, pickup blast emails.
Pickup blast / mass email	`sr_pickup_blast` + `sr_mass_email_from_filter`	EXISTS	Email blast with response tracking, CAN-SPAM/GDPR compliant.
Service visit calls	sr-docs (confirmation and verification scripts)	EXISTS	CSR scripts documented.
AI website chat	`sr_website_chat` ("Sam")	EXISTS	Schedule pickups, answer material questions, leave messages.
Customer satisfaction tracking	Odoo `survey` (installed but unused)	PARTIAL	Survey module installed but no surveys configured. Need: post-pickup satisfaction survey, NPS tracking.
Customer churn analysis	—	CUSTOM — needed	Which customers stopped scheduling pickups? Why? The call queue system prioritizes active customers but doesn't flag customers who've gone silent. Need churn detection + win-back workflow.
Customer segmentation	—	DOC — needed	Who are the high-value customers (by volume, by material type)? Are we treating a 50-pickup customer the same as a 2-pickup customer? Tier your customers and adjust service levels.
Customer contracts / agreements	`sr_management` (MOUs/agreements)	EXISTS	Agreement and MOU tracking in core module.

9. SALES AND MARKETING¶

Item	Solution	Status	Notes
Multi-channel ecommerce	`sr_multichannel_ecommerce`	EXISTS	eBay, Amazon, Walmart, website. Order management, shipping automation, smart repricing, inventory sync.
General sales / liquidation	`sr_general_sales`	EXISTS	AI price research, listing templates, marketplace posting. eBay REST API live.
Website / online store	Odoo Website + `website_sale`	EXISTS	Online store with auto-sync.
SEO location pages	`sr_seo_locations`	EXISTS	Multi-location landing pages with schema markup.
FAQ system	`sr_faq` (not installed)	PARTIAL	Module exists but not installed. Searchable FAQ with Schema.org markup.
Social media management	`sr_social_media` (45 model files)	EXISTS	8-platform manager with AI content generation, analytics, sentiment analysis, inbox management, auto-replies.
Blog	Odoo `website_blog` + `sr_seo_blog`	EXISTS	Blog with SEO bridge linking to location pages.
Mass email marketing	Odoo `mass_mailing` + `mass_mailing_sms`	EXISTS	Email and SMS marketing installed.
Auction monitoring	`sr_auction_monitor`	EXISTS	Monitor eBay, GovDeals, Copart, IAAI, Facebook Marketplace. Bid calculators, auto-alerts.
Weighted material sales lists	`sr_weighted_sales_lists` (not installed)	PARTIAL	Module exists but not installed. Unified sales lists for weighted materials.
Marketing plan / budget	—	DOC — needed	What channels, what budget, what ROI per channel? Currently ad-hoc.
Brand guidelines	—	DOC — needed	Logo usage, colors, tone of voice, email signatures. Consistency across 8 social platforms, website, docs.
Review management	—	DOC — needed	Google Business Profile management, review solicitation process, response to negative reviews.
Content calendar	—	DOC — needed	Social media posts scheduled via sr_social_media module, but no documented content strategy (frequency, themes, approval process).

10. TECHNOLOGY AND SYSTEMS¶

Item	Solution	Status	Notes
ERP — Odoo 17	45 custom modules, 206 installed	EXISTS	393 model files, deeply customized operations platform.
Odoo-sync pipeline	`sr_reporting` + ~/odoo-sync	EXISTS	XML-RPC read-only sync to scott_reporting PostgreSQL DB. 16 models, cron every 30 min.
AI assistant (phone + chat)	`scott_ai` + `sr_website_chat`	EXISTS	"Sam" AI on website and phone system.
Social media automation	`sr_social_media`	EXISTS	8-platform, AI content, analytics. 20+ crons running.
KPI engine	`sr_operations_kpi`	EXISTS	WIP tracking, bottleneck detection, trends, alerts. Runs every 15 min.
Dashboards (OWL)	`sr_dashboards`	EXISTS	Calls, Attendance, Transfer Locations, Scheduler, Prospector/Dispatcher.
Reports (OWL)	`sr_reports`	EXISTS	Pickup Weight, Sort Transfer, Glass, Instant Truck, System Overview, Truck Location Map, Certificates, Serial Scanner.
GeoEngine (mapping)	OCA `base_geoengine` + `geoengine_partner`	EXISTS	Customer map visualization.
Document management	Odoo DMS	EXISTS	DMS module installed.
Livechat	Odoo `im_livechat` + `website_livechat`	EXISTS	Website livechat installed.
Spreadsheet/BI	Odoo `spreadsheet_dashboard`	EXISTS	Built-in BI tools.
Hardware / IT infrastructure	EXP server	EXISTS	Nginx, PostgreSQL, all apps. Documented in sr-docs developer guide.
Cron automation	103 active cron jobs	EXISTS	Heavy automation: KPI every 15 min, social media posts every 5 min, order imports hourly, etc.
Developer documentation	sr-docs Developer Guide (14 pages)	EXISTS	Architecture, baselines, changelog, branch workflow, standards, debugging, deployment.
Automated backups	—	PROCESS — needed	Nightly `pg_dump` of sr_live database. Offsite copy. Restore test quarterly. Currently no documented automated backup for this database.
System monitoring / alerting	—	CUSTOM — needed	Server health (disk, CPU, memory), Odoo slow queries, PostgreSQL vacuum, cron failure detection. 103 active crons means a failed cron can go unnoticed.
Disaster recovery plan	sr-docs placeholder	DOC — needed	EXP down, DB corrupted, internet out. Full restore procedure, estimated RTO/RPO, fallback procedures.
Database maintenance	—	PROCESS — needed	PostgreSQL: auto-vacuum config, manual vacuum after large operations. 906K mail_message records suggest potential bloat.
Performance optimization	—	CUSTOM — needed	103 active crons, 906K mail messages, 31K pickups. Profile slow queries. Consider archiving old mail_messages. Index audit on custom tables.
Telephony integration	sr-docs (VitalPBX setup + developer guide)	EXISTS	VitalPBX configuration and integration patterns documented.
Module cleanup / consolidation	—	PROCESS — needed	18 modules exist on disk but are NOT installed. Are they deprecated? Should they be removed from the repo? Unused modules on disk create confusion. Audit and clean up.

11. LOGISTICS AND FLEET MANAGEMENT¶

Item	Solution	Status	Notes
Fleet tracking	Odoo Fleet (20 vehicles, 15 active)	EXISTS	Vehicle records with service logs, fuel logs.
Route optimization	`sr_scheduling` (OpenRouteService)	EXISTS	Route planning with ORS integration, LTL coordination.
Truck scheduling	`sr_truck_schedule`	EXISTS	Calendar dashboard, extends pickups and fleet.
Dispatch management	`sr_dashboards` (Dispatcher dashboard)	EXISTS	Real-time dispatch with truck location map.
Driver portal	`sr_scheduling` (driver portal)	EXISTS	Mobile-friendly driver interface.
DOT inspections (DVIR)	`sr_maintenance`	EXISTS	DOT-compliant daily vehicle inspections.
GPS / truck location	sr_reports (Truck Location Map)	EXISTS	Live GPS fleet tracking on map.
Insurance tracking	Fleet module + cron	EXISTS	Insurance expiry check cron runs daily.
Mileage tracking	Odoo Fleet	EXISTS	Mileage and fuel logging.
Driver qualification files	—	DOC — needed	DOT requires: medical exam, license copy, driving record, road test, application. Are all 15 drivers' DQ files complete and current? Audit and document.
Vehicle replacement planning	—	DOC — needed	Fleet is 15 active vehicles. What's the replacement schedule? At what mileage/age do you retire a truck? What's the budget? Don't wait for breakdowns to plan replacements.

12. TRAINING AND DEVELOPMENT¶

Item	Solution	Status	Notes
Training platform	sr-docs (180+ pages, 20+ structured courses)	EXISTS	Comprehensive training site covering all roles.
Role-based training paths	sr-docs Training section + `sr_job_architecture`	EXISTS	CSR (5 courses), Dispatcher, Warehouse (2), Sales (2), Driver, Social Media, Manager, Attendance, Maintenance (2), Helpdesk (2), plus specialty courses.
Sandbox training	sr-docs sandbox workouts + practice server (port 8888)	EXISTS	Hands-on training with dedicated sandbox environment.
Onboarding system	`sr_onboarding`	EXISTS	AI-driven, role-based onboarding with assessments.
Compliance training	sr-docs (HIPAA, R2, DOT, Environmental, Safety)	EXISTS	7 compliance guides with training materials.
Certification tracking	Odoo `hr_skills`	EXISTS	Skills, certs, training completion per employee.
Course management	sr-docs + Odoo slides	EXISTS	Both custom and native Odoo course tools available.
Learning paths	sr-docs (documented per role)	EXISTS	CSR → Warehouse → Driver → Dispatcher → Sales → Manager progression.
Cross-training documentation	—	DOC — needed	Which roles can cover which? What's the minimum cross-training for business continuity?
Training effectiveness measurement	—	DOC — needed	Are new hires productive faster with the training? Track: time-to-competency per role, assessment scores, post-training performance. Otherwise the 180 pages of docs might not be working.
Recurring / refresher training	—	PARTIAL	Onboarding exists but annual refresher (safety, compliance, new features) is not scheduled.

13. QUALITY ASSURANCE AND RISK MANAGEMENT¶

Item	Solution	Status	Notes
QA — device processing	`sr_inventory_processing` grading + pricing	EXISTS	Condition-based grading and pricing matrices.
QA — data destruction	NIST 800-88 chain of custody	EXISTS	Documented procedures, certificate generation.
QA — weighted materials	Attribute system (type, color, form, grade)	EXISTS	Consistent grading for bulk materials.
QA — shipping	`sr_shipping` weight verification (not installed)	PARTIAL	Module on disk but not installed. Weight verification code exists but is not running in production.
Risk assessment	—	DOC — needed	Market risk (commodity price drops), operational risk (key person, equipment failure), regulatory risk (new e-waste laws), financial risk (customer concentration). Mitigation per risk.
Business continuity plan	—	DOC — needed	Major equipment failure, warehouse damage, key employee loss, internet outage, EXP server failure. What's the plan for each? Recovery time objectives.
Incident reporting	—	DOC — needed	Workplace injury, customer incident, equipment failure, environmental event, data breach. Form, investigation, corrective action.
Theft and loss procedures	—	DOC — needed	High-value electronics (CPUs, memory, phones) are theft targets. What's the prevention strategy? What's the response if loss is detected? Camera review, police report, insurance claim.
Vendor/downstream processor audit	—	DOC — needed	If a downstream processor mishandles material (especially data-bearing devices), Scott Recycling bears reputational and legal risk. How are downstream processors vetted and monitored? Especially important for R2.
Insurance adequacy review	—	PROCESS — needed	Annual review: is coverage adequate for current operations? As inventory value, fleet size, employee count change, insurance should be updated.

14. DOCUMENTATION AND RECORDS MANAGEMENT¶

Item	Solution	Status	Notes
Documentation platform	sr-docs MkDocs site (180+ pages)	EXISTS	exp.scottrecycling.com/docs. Mature, well-organized.
Developer documentation	sr-docs Developer Guide (14 pages)	EXISTS	Architecture, baselines, deployment, debugging, module reference.
Compliance documentation	sr-docs (7 compliance guides)	EXISTS	R2, HIPAA, Environmental, Safety, DOT, Data Destruction.
Knowledge base	sr-docs (4 reference articles)	EXISTS	Company overview, services, vendor contacts, auto recycling playbook.
Release notes	sr-docs (4 modules)	EXISTS	sr_general_sales, sr_scheduling, sr_multichannel_ecommerce, sr_pickup_blast.
Version control	Git (SR-Odoo repo)	EXISTS	GitHub repo with branch workflow documented.
Record retention policy	—	DOC — needed	Destruction certificates: permanent. Customer records: 7 years. DOT records: per FMCSA requirements. Financial: 7 years. Employee: 7 years post-term. HIPAA: 6 years.
Document archival process	—	DOC — needed	Digital and physical. Where are destruction certificates stored long-term? How are old Odoo records archived vs. purged?
Docs site maintenance schedule	—	DOC — needed	180+ pages need periodic review. Who reviews? How often? How are stale pages flagged? Assign ownership per section.

15. REPORTING AND ANALYTICS¶

Item	Solution	Status	Notes
Operations dashboards	`sr_dashboards` (5 OWL dashboards)	EXISTS	Calls, Attendance, Transfer Locations, Scheduler, Prospector/Dispatcher.
Operations reports	`sr_reports` (8+ OWL reports)	EXISTS	Pickup Weight, Sort Transfer, Glass, Instant Truck, Certificates, Serial Scanner, System Overview, Truck Location Map.
KPI engine	`sr_operations_kpi`	EXISTS	WIP tracking, bottleneck detection, trend analysis, daily directives, SMS/email alerts. Every 15 min.
Reporting sync pipeline	odoo-sync (16 models, 30 min cron)	EXISTS	Odoo → scott_reporting PostgreSQL for external reporting.
BI / spreadsheet	Odoo `spreadsheet_dashboard`	EXISTS	Built-in BI tools installed.
MIS Builder	sr-docs reference	EXISTS	Business intelligence reporting available.
Social media analytics	`sr_social_media`	EXISTS	Daily analytics aggregation, engagement tracking per platform.
Source health monitoring	Various crons	EXISTS	Auction sources, social platforms monitored.
Management reporting schedule	—	DOC — needed	Daily: what? Weekly: what? Monthly: what? Quarterly: what? Who sees each report? Currently the dashboards exist but there's no rhythm for reviewing them.
Financial KPIs	—	CUSTOM — needed	Revenue per pound, cost per pickup, revenue per employee, revenue per truck, margin by material stream. The operational KPIs are excellent; the financial KPIs are in QBO only with no Odoo visibility.
Trend reporting / forecasting	—	DOC — needed	Historical trends exist in the KPI engine. But are they reviewed? Is anyone looking at pickup volume trends, material mix shifts, seasonal patterns? Document what to watch and when to act.

16. E-WASTE COMPLIANCE OPERATIONS¶

This section is unique to Scott Recycling — the compliance requirements around electronics recycling are the equivalent of SSS's legal/title framework.

Item	Solution	Status	Notes
Chain of custody	`sr_ewaste_compliance` (not installed) + sr-docs	PARTIAL	Module exists, documentation exists, but module not installed. Chain of custody from pickup to final disposition.
NIST 800-88 data destruction	sr-docs Data Destruction Procedures	EXISTS	Procedures documented: clear, purge, destroy methods by media type.
Destruction certificates	sr_reports (Certificate Reports)	EXISTS	Certificate generation for customers.
HIPAA compliance	sr-docs (policy + breach response)	EXISTS	Full HIPAA framework: PHI handling, safeguards, BAA management, breach notification.
R2 certification readiness	sr-docs (R2 Certification Preparation)	EXISTS	Roadmap and requirements documented.
Hazmat tracking	`sr_ewaste_compliance`	PARTIAL	Module exists but not installed. Hazmat categories, handling procedures.
Vendor certification tracking	`sr_ewaste_compliance`	PARTIAL	R2/e-Stewards/ISO/NAID vendor cert tracking. Not installed.
Diversion reporting	`sr_ewaste_compliance`	PARTIAL	Diversion rate calculation. Not installed.
Install sr_ewaste_compliance	Module ready	CUSTOM — install & configure	The module is written and on disk. It needs to be installed, configured, and populated with data. This single action closes 4 "PARTIAL" gaps above.
CRT handling procedures	sr-docs (Environmental Compliance)	EXISTS	EPA rules for CRT glass documented.
Battery handling / disposal	sr-docs (Environmental Compliance)	EXISTS	Battery storage and recycler procedures.
Downstream processor due diligence	—	DOC — needed	Who are we sending material to? Are they certified (R2, e-Stewards)? What happens to material after it leaves us? Document the chain. Required for R2.

17. WAREHOUSE AND PROCESSING OPERATIONS¶

Item	Solution	Status	Notes
Device intake / receiving	`sr_inventory_processing`	EXISTS	Electronics receiving with grading, specs, CSV import, quick entry.
Laptop processing	sr-docs (5 SOPs: Sortation, Hard Drive, Laptop Tech, Cleaning, Tools, Manager)	EXISTS	Full laptop lifecycle documented.
Hard drive processing	sr-docs (HD Shredding SOP)	EXISTS	Shredding procedures documented.
Weighted material receiving	Inlined in `sr_management` (box_details, customer_pickups)	EXISTS	Live workflow via `actual_weight` field on pickups and box details. 26K+ production pickups use it. The dedicated `sr_weighted_*` modules (4 of them) are dormant prototypes not installed.
Scale integration	`sr_scale` (not installed)	PARTIAL	Module exists for industrial scale but not installed. Manual weight entry works.
Container management	`sr_shipping` (not installed)	PARTIAL	Module on disk but not installed.
Tech production reports	`sr_inventory_processing` + `sr_reports`	EXISTS	Daily production reporting via pickup_weight_report, sort_transfer_report, etc.
Barcode / label system	`sr_product_customization` (installed) + `sr_item_barcode` (not installed)	PARTIAL	Portal inventory barcode scanning works. Dedicated `sr_item_barcode` module on disk but not installed — label printing and full scanner integration pending.
Sort transfer tracking	`sr_reports` (Sort Transfer Report)	EXISTS	Sorting activity by time slot.
WIP tracking	`sr_operations_kpi`	EXISTS	Real-time work-in-progress monitoring.
Warehouse layout / floor plan	—	DOC — needed	Where does each operation happen? Material flow diagram: receiving → sorting → processing → staging → shipping. Important for training new warehouse staff and for capacity planning.
Material flow optimization	—	DOC — needed	Are materials moving efficiently through the warehouse? Bottleneck analysis (KPI engine helps). Where do items pile up? What's the average time from receiving to processed?
Safety zones / restricted areas	—	DOC — needed	CRT processing area, data destruction area, hazmat storage, forklift zones. Signage, access restrictions, PPE requirements per zone.

18. MULTI-CHANNEL SALES OPERATIONS¶

Item	Solution	Status	Notes
eBay integration	`sr_multichannel_ecommerce` + `sr_general_sales`	EXISTS	REST API, OAuth 2.0, order import, listing management, shipping automation.
Amazon integration	`sr_multichannel_ecommerce`	EXISTS	Order import (hourly), inventory sync (3 hr), pricing sync (6 hr), competition repricing.
Walmart integration	`sr_multichannel_ecommerce`	EXISTS	Order import and listing management.
Website store	Odoo `website_sale`	EXISTS	Online store with auto-sync to inventory.
AI price research	`sr_general_sales`	EXISTS	AI-powered pricing assistance for listing.
Smart repricing	`sr_multichannel_ecommerce`	EXISTS	Competition repricing (8 hr), repricing rules (12 hr), Amazon-specific pricing.
Order management	`sr_multichannel_ecommerce`	EXISTS	Cross-channel order management, sale order conversion.
Shipping automation	`sr_multichannel_ecommerce`	EXISTS	Auto tracking upload, carrier integration.
Marketplace performance tracking	—	CUSTOM — needed	Revenue per channel, return rate per channel, profit margin per channel. The order import exists but channel P&L doesn't.
Returns / refund management	—	DOC — needed	Return policy per marketplace. How returns are processed. Restocking, refurbishment, or scrap decision for returned items.
Listing quality standards	—	DOC — needed	Photo standards, description templates, condition reporting, shipping promises. Consistency across eBay, Amazon, Walmart, website. Directly affects seller ratings.

Implementation Phases¶

Phase 0 — Already Done (Current State)¶

This is a mature, operating business. Unlike the SSS pre-opening plan, Scott Recycling is running with: - 45 custom Odoo modules (27 installed), 393 model files - 57 active employees, 375 active customers, 31K+ pickups - 103 active cron jobs automating operations - 180+ page documentation site with 20+ training courses - Multi-channel ecommerce (eBay, Amazon, Walmart, website) - 8-platform social media management with AI - Fleet of 15 active trucks with route optimization - AI phone system + website chat - XML-RPC reporting pipeline syncing 16 models

Phase 1 — Foundation Hardening (Weeks 1-4)¶

Priority: close the gaps that create risk.

Install sr_ewaste_compliance — closes 4 compliance gaps in one action
Automated database backups — nightly pg_dump with offsite copy
Succession plan — document who does what if Dan is unavailable
Insurance claim procedures — step-by-step per policy type
Emergency response procedures — posted in warehouse with phone numbers
Record retention policy — what to keep, how long, where

Phase 2 — Operational Documentation (Weeks 2-8)¶

Priority: write the docs that don't exist but should.

Operating playbook (see SR-Operating-Playbook.md) — the foundational business document
Material acceptance criteria — what we take, what we don't
Daily opening/closing checklists — formalized per facility
Capacity planning document — current vs. maximum throughput
Warehouse layout / material flow — floor plan with zones
Visitor on-site procedures — safety and liability
Facility security documentation — cameras, access, alarms

Phase 3 — Financial Clarity (Weeks 4-12)¶

Priority: know your numbers.

Cost-per-pound / cost-per-unit tracking — build into Odoo or reporting pipeline
Material stream P&L — is each stream profitable independently?
Revenue per channel — which marketplace makes money?
Budget development — monthly/annual budget per department
Cash flow documentation — seasonal patterns, reserves
Financial KPIs in Odoo — bridge the QBO gap

Phase 4 — Strategic Growth (Weeks 8-24)¶

Priority: make decisions and build the growth plan.

Growth strategy decision — what are we optimizing for?
R2 certification decision — yes/no with timeline
Market analysis — e-waste trends, competition, opportunity
Marketing plan with budget — channel allocation, ROI tracking
Customer segmentation — tier customers, adjust service levels
Brand guidelines — consistency across all channels

Phase 5 — System Optimization (Ongoing)¶

System monitoring / alerting — server health, cron failure detection
Database maintenance — vacuum, archive mail_messages, index audit
Module cleanup — audit 18 uninstalled modules, remove or install
Install pending modules — sr_scale, sr_item_barcode, sr_faq, sr_weighted_sales_lists
Performance profiling — slow query log, cron timing
Docs site maintenance schedule — ownership, review cadence

Odoo 17 Custom Module Status¶

Installed and Active (27 modules)¶

Module	Version	Health
sr_management	17.0.0.0.4	Core — 54 model files
sr_management_fixes	17.0.1.8.0	Core — queue system
sr_scheduling	17.0.1.0.0	Core — 18 model files
sr_truck_schedule	17.0.1.0.0	Core — calendar dashboard
sr_inventory_processing	17.0.4.5.0	Core — 25 model files
sr_general_sales	v6.0.0	Active — eBay live
sr_multichannel_ecommerce	v2.4.0	Active — Amazon, Walmart
sr_social_media	v3.1.0	Active — 45 model files, 20+ crons
sr_pickup_blast	v2.2.0	Active — email campaigns
sr_operations_kpi	v3.1.0	Active — real-time monitoring
sr_onboarding	v2.0.3	Active
sr_evaluations	—	Active
sr_job_architecture	—	Active
sr_dashboards	—	Active — 5 OWL dashboards
sr_reports	—	Active — 8+ reports
sr_maintenance	—	Active — DOT inspections
sr_helpdesk_maintenance	—	Active — ticket bridge
sr_product_customization	—	Active
sr_seo_locations	v1.2.0	Active
sr_seo_blog	—	Active
sr_website_chat	v1.0.3	Active — AI chat
sr_auction_monitor	—	Active
sr_ewaste_compliance	17.0.1.0.0	NEW — installed 2026-04-12 — 9 models, chain of custody, NIST 800-88, R2 prep
sr_company_highlight	—	Utility
sr_dynamic_user_actions	—	Utility
sr_generic_features	—	Utility
sr_reporting	—	Utility — API access group

On Disk, Not Installed (20 modules — partially audited 2026-04-12)¶

See ~/Desktop/SR-Module-Audit-2026-04-12.md for the full audit.

Module	Decision Needed
~~sr_ewaste_compliance~~	✅ INSTALLED 2026-04-12 — moved to Installed list
sr_scale	INSTALL — if scales are connected
sr_item_barcode	INSTALL — if scanners are in use
sr_faq	INSTALL — website FAQ ready (zero dependencies)
sr_weighted_sales_lists	Dormant — workflow is inlined in sr_management
sr_quickbooks	Evaluate — duplicate with external QBO?
sr_twilio_sms	Evaluate — SMS already works via other path?
sr_prospect_automation	Evaluate — was v1 replaced?
sr_recruitment	Evaluate — careers page ready?
sr_shipping	Evaluate — v2.4.3 on disk
sr_weighted_receiving	Evaluate — 3 similar modules exist
sr_weighted_receive	Evaluate — simplified variant
sr_recycling_weighted	Evaluate — pre-configured tare variant
sr_mass_email_from_filter	Evaluate — functionality overlap?
sr_real_estate	Side business — install when needed
sr_scripts	Admin — run-once scripts, not a module
sr_prospect_automation_v1_backup	REMOVE — backup of old version
hr_attendance_xlsx_report	Evaluate — OCA attendance export

Integration Status¶

Integration	Status	Module
eBay REST API	LIVE	sr_general_sales, sr_multichannel_ecommerce
Amazon Marketplace	LIVE	sr_multichannel_ecommerce
Walmart Marketplace	LIVE	sr_multichannel_ecommerce
Twilio SMS	BUILT (module not installed)	sr_twilio_sms
Telnyx SMS	BUILT	sr_management (assumed)
Google Places API	BUILT (module not installed)	sr_prospect_automation
Azure Maps API	BUILT (module not installed)	sr_prospect_automation
Foursquare API	BUILT (module not installed)	sr_prospect_automation
OpenRouteService	BUILT	sr_scheduling
VitalPBX (phone system)	LIVE	scott_ai
QuickBooks Online	BUILT (module not installed)	sr_quickbooks
Meta (Facebook/Instagram)	LIVE	sr_social_media
X (Twitter)	LIVE	sr_social_media
LinkedIn	LIVE	sr_social_media
YouTube	LIVE	sr_social_media
TikTok	LIVE	sr_social_media
Pinterest	LIVE	sr_social_media
Google Business Profile	LIVE	sr_social_media
XML-RPC reporting sync	LIVE	sr_reporting + odoo-sync

Complete Gap Inventory¶

Documents Needed (Priority Order)¶

Critical (risk/compliance): 1. Succession plan / key person backup 2. Insurance claim procedures 3. Emergency response procedures (posted in warehouse) 4. Record retention policy 5. Environmental spill response procedures 6. E-waste export policy

Operational (efficiency): 7. Operating playbook (see companion document) 8. Material acceptance criteria 9. Daily opening/closing checklists 10. Warehouse layout / material flow diagram 11. Capacity planning document 12. Visitor on-site procedures 13. Facility security documentation 14. Aged inventory management policy

Financial (visibility): 15. Budget (monthly/annual per department) 16. Material stream P&L methodology 17. Cash flow documentation 18. Cost-per-pound tracking methodology 19. Vendor payment terms documentation 20. Pay structure documentation

Strategic (growth): 21. Growth strategy decision document 22. R2 certification decision document 23. Market analysis 24. Marketing plan with budget 25. Customer segmentation framework 26. Brand guidelines 27. Content calendar / social media strategy

HR (people): 28. Disciplinary procedures 29. Exit procedures 30. Cross-training documentation 31. Training effectiveness measurement

Quality (assurance): 32. Risk assessment 33. Business continuity plan 34. Incident reporting procedures 35. Theft and loss procedures 36. Downstream processor audit procedures

Reporting (rhythm): 37. Management reporting schedule 38. Trend reporting / forecasting guidelines 39. Docs site maintenance schedule

Custom Development Needed¶

Item	Priority	Effort
Install sr_ewaste_compliance	High — immediate	Small (install + configure)
Cost-per-pound tracking	High — financial visibility	Medium
Financial KPIs in Odoo/reporting	High — bridge QBO gap	Medium
Customer churn detection	Medium — retention	Small
Marketplace P&L per channel	Medium — sales visibility	Small
System monitoring / alerting	Medium — reliability	Medium
Performance optimization (DB)	Medium — scalability	Medium
Shrinkage tracking	Low — loss prevention	Small
Install sr_scale	Low — if hardware ready	Small
Install sr_item_barcode	Low — if scanners ready	Small

Review Triggers¶

This plan is re-examined when any of: - Employee count changes by more than 20% (up or down) - A new material stream is added (e.g., solar panels, EV batteries) - R2 certification is pursued or achieved - Revenue changes by more than 25% in a quarter - A compliance incident occurs (HIPAA breach, DOT violation, OSHA citation) - A new facility or location is opened - Annual review regardless of triggers

Operating Playbook — what we do, how we do it, what success looks like
Operational Master Plan — workstream-based action plan with priorities
Compliance Overview — HIPAA, DOT, R2, environmental, safety, data destruction
Knowledge Base — company overview, services, vendor contacts
Developer Architecture — module dependency tree
Developer Baselines — model baselines