Joe Johnson Equipment (JJEI).
CSM account handover — Thomas → Sebastian. Industrial Equipment / Municipal Infrastructure. Sentiment at handover: Green — closed pending paperwork.
Account overview Green — closed pending paperwork
Transition: Thomas → Sebastian
| Industry | Industrial Equipment / Municipal Infrastructure |
| Parent | Federal Signal Corporation (NYSE: FSS) |
| Employees | 550 across CA + US (~100 new hires/yr) |
| Platform fee | $200/mo · $2,400/yr |
| Commitment | $25k annual spend (upgrade path: $50k → free warehousing) |
| HRIS | UKG — integration pending kickoff |
| Champion | Taela Ritchie (HR Administrator) |
| Signer | Sherri Collier |
| Sentiment | Green — closed pending Sherri signature |
Relationship map
Taela Ritchie (HR Administrator) is the champion/driver. Sherri Collier is the decision maker / contract signer. Amy (Sr. Director of Marketing) is a future champion for the trade-show + apparel program.
Open items & commitments
- Sherri's PandaDoc signature — confirmed signed May 29, pending PerkUp-side verification.
- New-vendor form — confirm JJEI has accepted setup in their AP system.
- Provision the sandbox org (link sent via Zoom chat Apr 30).
- Inventory transfer — email Taela shipping details for anniversary plaques + new-hire-box calendars.
- Schedule UKG kickoff once signature is in (routing by department + country, CA vs US).
- Book platform walkthrough with Taela post-signature.
Risk & opportunity
Signature/AP delay (treat soft until ACH funded). Cross-border shipping is the hot button. UKG multi-BU + country routing must be right on day 1. Single champion (Taela).
Recommended first actions
Warm intro to Taela (cc Thomas + Sherri), verify PandaDoc + vendor setup, provision the sandbox, send inventory-transfer details, then book the walkthrough and UKG kickoff.
Source: confidential CSM handover document (Joe Johnson Equipment (JJEI)). Internal use only.