Prime Air - Infrastructure Tools Strategic Roadmaps

🎯 Mission

Deliver Prime Air's customers - from Program through Operations - a single enterprise source of truth and central point of execution that enables scalable, world-class process delivery across the complete value chain: from Program initiatives through planning, supply chain, manufacturing execution, operations, invoicing, and customer delivery.

🔭 Vision

A single, integrated operating platform where every Prime Air stakeholder - from program managers to procurement to the production floor and operations, as well as supporting PADDC and Flight Operations Inventory - executes within one system, with real-time visibility, automated workflows, and zero reliance on shadow systems or manual workarounds.

📐 Strategic Framing

Customer

Every Prime Air team that plans, procures, builds, ships, or invoices - Program, Planning, Procurement, A&T, Inventory/Shipping, Quality, and Flight Operations.

Problem

We own a full-capability ERP platform but utilize only 29% of it. The gap is filled by customizations, shadow systems (Coupa, MES workarounds), and manual processes that do not scale with our growth trajectory.

Outcome We Seek

2026: 100% of all available INFOR LN modules fully configured and ready for use. This year is focused on tactical de-customization, removal of external tool dependencies (Coupa, MES, QMS), and standing up native functionality across the platform.

2027: 100% utilization of all needed modules - the full tool suite actively in use across Prime Air operations, delivering on the promise of a single, scalable enterprise execution platform.

Success Metrics

Module utilization from 29% → 80% (2026) → 100% of plan (2027). Zero active customizations remaining. Shadow system count reduced from 3+ to 0. Single source of truth for demand-to-delivery execution.

⚖️ Tenets (unless you know better ones)

Automate, don't operate. No human should do what the tool can do for them. If the ERP can execute, calculate, trigger, or enforce a process automatically, we configure it to do so. Manual effort is reserved for decisions, not data entry or routine execution.
Standard over custom. We drive toward out-of-the-box INFOR LN functionality and actively eliminate customizations. Native capabilities are the mandate - custom-built solutions create upgrade risk, maintenance burden, and institutional knowledge silos that do not scale.
One system, one truth. Data lives in the ERP. If a process requires a separate tool to execute, we treat that as a gap to close - not an architecture to maintain.
Scalability is non-negotiable. Every process we design must support our business at any scale without proportional headcount. Manual workarounds are technical debt with a staffing cost.
Incremental delivery, measurable progress. We deploy module activations in phases with clear success criteria. No multi-year big-bang deployments.
Empower the operator. The people executing the work (procurement, A&T, inventory) must find the system easier than what it replaces, or adoption will fail regardless of mandate.

Executive Summary

Current utilization vs. full platform capability - where we are and where we're going

Total INFOR LN Modules Available

29%

Fully Utilized Today

Modules on Strategic Roadmap

25%

Modules Not Currently Planned

Platform Utilization Overview

We are currently leveraging less than a third of INFOR LN's capabilities. The roadmap below targets 100% of planned modules online by end of 2027.

29% Active

46% On Roadmap

25% Not Planned

Fully Utilized Today (23 modules)

On Roadmap - 2026/2027 (36 modules)

Not Planned in '26 or '27 / Finance Module (20 modules)

Year-Over-Year Rollout Trajectory

Phased approach to reach full planned utilization by end of 2027

Modules Active Today

Baseline

+24

New Modules in 2026

Total: 47 modules (80%)

In addition to 3 modules already launched in 2026

+12

New Modules in 2027

Total: 59 modules (100% of plan)

🎯 Key Strategic Themes

Scalability

Leveraging native ERP capabilities to support growth without proportional headcount increases. Eliminating manual workarounds that won't scale.

De-Customization

Reducing technical debt from custom-built solutions. Moving back to standard INFOR LN processes for supportability and upgrade compatibility.

Full Platform ROI

We're paying for the full platform but only using 29% of it. This roadmap ensures we extract maximum value from our existing investment.

System Consolidation

Replacing shadow systems (Coupa, MES workarounds) with native ERP functionality to create a single source of truth.

Module-by-Module Capability Breakdown

Full INFOR LN capability map showing current state, roadmap items, and planned rollout timeline

Status Legend

Active Configured and fully utilized today

Customized In use but with custom modifications requiring de-customization

Not Configured Not utilized today - roadmap target to configure and activate (* = dependency on external tool/team)

Not Planned Available capability with no current business need or plan to activate

Module Overview

INFOR LN is organized into the following top-level modules. Each controls a distinct domain of enterprise operations.

Module	What It Controls	Status
Master Data	The foundational data layer shared across all LN packages - items, business partners, addresses, contacts, companies, and financial integration mappings. Everything else depends on this.	Active
Sales	Demand entry into the enterprise - sales orders, quotations, contracts, and schedules that trigger downstream planning and execution. Acts as the demand signal source for the organization.	Not Configured
Enterprise Planning	Master planning and order planning (MRP) - calculates what to make, buy, and when. Controls resource analysis, capacity planning, and the transfer of planned orders into execution.	Customized
Procurement	The full purchasing lifecycle - requisitions, RFQs, purchase orders, contracts, schedules, and vendor management. Controls how materials and services are sourced and acquired.	Customized
Manufacturing	Production execution - BOMs, routings, work orders, assembly planning, job shop control, and shop floor management. Controls how products are built from raw materials to finished goods.	Customized
Warehousing	Inventory and logistics - receiving, putaway, picking, shipping, cycle counting, and warehouse order management. Controls the physical movement and tracking of all materials.	Customized
Quality	Inspection, non-conformance reporting, corrective actions, and failure analysis (FMEA). Controls the quality gate processes that ensure product and process compliance.	Customized
Invoicing	Billable line creation and invoice generation for business partners. Controls the financial close-out of procurement and sales transactions.	Not Configured
Finance	General ledger, AP/AR, cash management, budgeting, cost accounting, and fixed assets. Full financial management suite (currently handled by separate corporate systems).	Not Planned
Enterprise Modeler	System administration and configuration - business model definitions, model item management, and runtime controls. The tool PMT uses to configure and maintain the LN environment.	Active

📋 Master Data

Users: All Status: ✅ Fully Utilized

Sub-Module	Users	Status	Customized	Roadmap	Notes
Item Data	PMT	Active	No	N/A	Global item data at company level - codes, descriptions, types, groups, UoM
Business Partners	Procurement	Active	No	N/A	Customer and supplier definitions
Addresses	All	Active	No	N/A	Communication info for persons and organizations
Contacts	Procurement	Active	No	N/A	Business partner contact management
Companies	All	Active	No	N/A	LN working environment definitions
Financial Integrations	Procurement	Active	No	N/A	Logistic-to-financial transaction postings

💰 Sales

Users: Program Status: 🟡 On Roadmap - 2026

Sub-Module	Users	Status	Customized	Timeline	Roadmap Action
Sales Master Data	PMT	Not Configured	No	2026	Configure, Document, Roll out Full Module Processes
Sales Orders	Program	Not Configured	No	2026	Configure to utilize as enterprise demand trigger/source
Sales Schedules	Program	Not Configured	No	2026	Scoping to utilize for Initiatives or milestone demand housing
Statistics	Program	Not Configured	No	2026	Scoping to utilize for Initiatives or milestone demand housing
Sales Quotations	None	Not Planned	No	N/A	No plan until official sales begin
Sales Contracts	None	Not Planned	No	N/A	No plan until official sales begin
Margin Control	None	Not Planned	No	N/A	No plan until official sales begin
Consumption Handling	None	Not Planned	No	N/A	No plan until official sales begin
Retrobilling	None	Not Planned	No	N/A	No plan until official sales begin
Commissions & Rebates	None	Not Planned	No	N/A	No plan until official sales begin

📊 Enterprise Planning

Users: Planning Status: ⚠️ Partially Utilized - Customized

Sub-Module	Users	Status	Customized	Timeline	Roadmap Action
Enterprise Planning Master Data	Planning	Active	No	N/A	Planning structure, simulation scenarios, plan items setup
Master Planning	Planning	Active	No	2026	Configured - need to roll out to A&T for resource planning
Order Planning	Planning	Customized	Yes	2026	De-customize and move all processes to sales orders/master planning, utilizing full MRP automation
Resource Analysis & Optimization	Planning	Not Configured	No	2026	Roll out function to Planning team for utilization
Plan Transfer	Planning	Active	No	N/A	Transfer planned orders from Enterprise Planning to execution level
Vendor Managed Inventory	None	Scoping	No	TBD	Researching if this is a better API solution with Hawk or if we will be utilizing Hawk endpoints instead

⚠️ De-Customization Required: Order Planning

Current customizations prevent full MRP automation. Roadmap action: migrate all processes to standard sales orders and master planning workflows.

🛒 Procurement

Users: Procurement Status: ⚠️ Partially Utilized - Customized (Coupa dependency)

Sub-Module	Users	Status	Customized	Timeline	Roadmap Action
Purchase Master Data	Procurement	Active	No	N/A	Mandatory master data in use
Purchase Orders	Procurement	Customized	Yes	2026*	Need to discuss de-customization from Coupa with Finance
Purchase Requisitions	All	Not Configured	No	N/A	Available for use - need to discuss use cases with GSC
Requests for Quotation	Procurement	Not Configured	No	2026*	As we de-customize Coupa, this becomes a more powerful feature
Purchase Contracts	Procurement	Not Configured	No	2026	On roadmap to configure for Procurement to begin using
Purchase Schedules	Procurement	Not Configured	No	2026	On roadmap - provides detailed delivery date/time visibility per item
Statistics	Procurement	Not Configured	No	2026	After de-customization efforts complete, demo on usage to be given
Vendor Rating	Procurement	Not Planned	No	N/A	New QLM software will handle Vendor Ratings (can configure if needed)
Retrobilling	Procurement	Not Planned	No	N/A	Standard pricing in contracts - can configure if business needs arise

⚠️ Critical Dependency: Coupa De-Customization

Purchase Orders and RFQ functionality are currently dependent on Coupa customizations. Finance alignment required to begin migration back to native INFOR LN procurement workflows. Items marked with * are contingent on Coupa exit timeline.

🏭 Manufacturing

Users: A&T Status: ⚠️ Partially Utilized - Customized (MES dependency)

Sub-Module	Users	Status	Customized	Timeline	Roadmap Action
Engineering Data Management	A&T	Customized	Yes	2026	Customized across PLM, MES, ERP - roadmap items to de-customize each
Item Production Data	A&T	Active	No	N/A	General item data for manufacturing - in use
Standard Cost Calculation	A&T	Not Configured	No	2027*	Utilizing for component/part cost - not incorporating labor cost yet
Bill of Material	A&T	Active	No	N/A	BOM component management - in use
Routing	A&T	Active	No	N/A	Operation-level planning data for manufacturing methods
Assembly Planning	A&T	Customized	Yes	2026	De-customize line feeding and Work Order releases for ease of use
Job Shop Control	A&T	Customized	Yes	2026	De-customize line feeding and Work Order releases for ease of use
Assembly Control	A&T	Not Configured	No	2027*	Currently in MES - scoping ERP capabilities for cutover
Repetitive Manufacturing	A&T	Not Configured	No	2027*	Currently in MES - scoping ERP capabilities for cutover
Project Control	A&T	Not Configured	No	2027*	Currently in MES - scoping ERP capabilities for cutover
Product Configurator	A&T	Not Configured	No	2027*	Currently in MES - scoping ERP capabilities for cutover
Tools Requirement Planning	A&T	Not Configured	No	2027*	Currently in MES - scoping ERP capabilities for cutover
Product Classification	A&T	Not Configured	No	2027*	Currently in MES - scoping ERP capabilities for cutover

⚠️ Critical Dependency: MES Cutover Strategy

Six manufacturing modules are currently handled in MES. The 2027 roadmap involves scoping native ERP capabilities to determine cutover feasibility. This is the largest block of future-state work and requires close collaboration between A&T and PMT.

⚠️ De-Customization Required: Assembly Planning & Job Shop Control

Line feeding and Work Order releases have been customized. 2026 roadmap targets de-customization to simplify operations for A&T teams.

📦 Warehousing

Users: INVSR Status: ⚠️ Partially Utilized - Customized

Sub-Module	Users	Status	Customized	Timeline	Roadmap Action
Warehousing Master Data	INVSR	Active	No	N/A	Central warehousing data - in use
Warehouse Orders	INVSR	Active	No	N/A	All inventory transactions controlled via warehouse orders
Receipts & Inspections	INVSR	Active	No	N/A	Physical acceptance of goods - quantity, date, packing slip
Inbound	INVSR	Active	No	N/A	Receiving and storing goods in warehouse
Outbound/Inspections	INVSR	Customized	Yes	2026*	Inventory inspections customized - plan to roll into new QMS and de-customize LN
Quarantine Inventory	Quality	Active	No	N/A	Rejected goods quarantine management
Shipments	Quality	Active	No	N/A	Transport documentation and routing
Blocking	Quality	Active	No	N/A	Inbound/outbound movement blocking
Inventory Planning & Analysis	INVSR	Customized	Yes	2026/2027*	Customizations in part feeding to A&T need de-customization
Cycle Counting & Adjustments	INVSR	Customized	Yes	2027	Current counting doesn't meet Inventory Health best practices - overhaul planned
Inventory Reporting	INVSR	Not Configured	No	2026	Demo to be scheduled with inventory team
Inventory Analysis	INVSR	Not Configured	No	2026	Demo to be scheduled with inventory team
Direct Material Supply	INVSR	Not Configured	No	2026	Quick configuration and training on how to skip putaway
Cross-Docking	INVSR	Not Configured	No	2027	Configure for transfers between floors when Floor 1 comes online
Handling Units	INVSR	Not Configured	No	2027	Define packaging requirements - can generate packaging/costs ordering
WMS Interface	INVSR	Not Configured	No	2027	Deep dive needed with GSC/Inventory on WMS use cases
Inventory Change Orders	INVSR	Not Planned	No	N/A	Not subcontracting externally - can configure when needed

⚠️ De-Customization Required: Cycle Counting

PMT recommends overhauling current counting method and process to meet Inventory Health best practices. Current customization does not scale.

✅ Quality

Users: Quality Status: ⚠️ Customized - QMS Migration 2026

Sub-Module	Users	Status	Customized	Timeline	Roadmap Action
Quality Inspection	Quality	Customized	Yes	2026*	New QMS will take over customizations of this function
Non-Conformance Material Report	Quality	Customized	Yes	2026*	New QMS will take over customizations of this function
Corrective Action Plan	Quality	Customized	Yes	2026*	New QMS will take over customizations of this function
Failure Modes & Effects Analysis	Quality	Customized	Yes	2026*	New QMS will take over customizations of this function

⚠️ System Transition: New QMS Launch

All four quality modules are currently customized. The launch of the new Quality Management System (QMS) in 2026 will absorb these customizations, allowing LN to return to standard configuration.

🧾 Invoicing

Users: Procurement Status: 🟡 On Roadmap - 2026 (Coupa dependent)

Sub-Module	Users	Status	Customized	Timeline	Roadmap Action
Invoicing	Procurement	Not Configured	No	2026*	Pending Coupa exit - can get this feature online quickly after

🏦 Finance

Users: None Status: ❌ Not In Use - No Current Plan

Sub-Module	Status	Notes
General Ledger	Not In Use	Central accounting for all transactions
Accounts Receivable	Not In Use	Sales invoices, credit notes, customer balance management
Accounts Payable	Not In Use	Purchase invoices, credit notes, supplier balance management
Cash Management	Not In Use	Cash transactions, payments, electronic banking
Financial Budget System	Not In Use	Budget planning by ledger account or dimension
Cost Accounting	Not In Use	Cost analysis and allocation, rate calculations
Budget Control	Not In Use	Real-time budget checking and tracking
Fixed Assets	Not In Use	Fixed asset lifecycle management
Financial Statements	Not In Use	Hierarchical transaction views and drill-down

Note: Finance modules are handled by separate corporate financial systems. These represent available INFOR LN capability that is not currently targeted for activation. Future business needs (e.g., P&L ownership) could change this assessment.

🔧 Enterprise Modeler

Users: PMT Status: ✅ Fully Utilized - Admin/Config Tool

Sub-Module	Users	Status	Notes
Master Data	PMT	Active	Working environment setup
Model Definition	PMT	Active	Business model creation and maintenance
Model Item Management	PMT	Active	Version management, export/import, DEM help files
Run-Time Model Control	PMT	Active	Modeling environment vs. final user interface (Process Browser)

De-Customization Debt Tracker

Modules with active customizations that create upgrade risk, maintenance burden, and scalability constraints

Module	Sub-Module	Customization Impact	Resolution Strategy	Target
Planning	Order Planning	Blocks full MRP automation	Migrate to standard sales orders + master planning	2026
Procurement	Purchase Orders	Coupa dependency prevents native workflow	De-customize with Finance alignment	2026*
Manufacturing	Engineering Data Management	Spread across PLM, MES, ERP	De-customize each system individually	2026
Manufacturing	Assembly Planning	Line feeding complexity	Simplify Work Order releases	2026
Manufacturing	Job Shop Control	Line feeding complexity	Simplify Work Order releases	2026
Warehousing	Outbound/Inspections	Custom inspection flows	Roll into new QMS system	2026*
Warehousing	Inventory Planning	Custom part feeding to A&T	De-customize feeding process	2026/2027*
Warehousing	Cycle Counting	Doesn't meet health best practices	Full method and process overhaul	2027
Quality	All 4 modules	Custom quality workflows	New QMS system absorbs customizations	2026*

Hawk Exit from INFOR LN

Flight Operations migration to Hawk - reducing licensing cost and freeing ERP capacity

Overview

The Hawk team is pursuing a full migration of Flight Operations out of INFOR LN and into the Hawk platform. Once complete, all flight operations activities will be housed and executed exclusively within Hawk, eliminating the need for those functions to reside in the ERP.

Dependency

This transition is dependent on the Hawk development team building out the capability and functionality required to fully absorb these operations. Until Hawk can replicate and replace LN's flight operations functions, the migration cannot proceed.

Impact & Savings

$500K

Annual Licensing Savings (2027)

↑

Freed Processing Power & Memory for LN

Benefits Summary:

$500K reduction in INFOR LN licensing costs in 2027
Freed processing power and memory improves LN performance for remaining modules
Cleaner system boundary - ERP focused on supply chain & manufacturing, Hawk owns flight ops
Reduced complexity in ERP environment for upgrades and maintenance
Hawk functionality must be live by Q1 2027 to incur the listed savings

Apriso MES Migration to INFOR LN

Consolidating manufacturing execution into the ERP - unlocking native capabilities and reducing licensing cost

Overview

Prime Air currently operates Apriso MES alongside INFOR LN for manufacturing execution. This dual-system architecture forces customizations in both platforms and prevents us from utilizing LN's full scope of native manufacturing capabilities (Assembly Control, Repetitive Manufacturing, Project Control, Product Configurator, Tools Requirement Planning, and Product Classification).

Strategic Rationale

Migrating manufacturing execution from Apriso into INFOR LN provides a direct path to de-customization for the Manufacturing modules. By eliminating the MES layer, we remove the root cause of customization debt in Engineering Data Management, Assembly Planning, and Job Shop Control - and unlock six additional modules currently blocked by the MES dependency.

Impact & Savings

$180K

Annual Licensing Savings

Manufacturing Modules Unlocked

Benefits Summary:

$180K annual reduction in Apriso MES licensing costs
Direct path to de-customization - eliminates root cause of Manufacturing module customizations
Enables full utilization of LN's native manufacturing scope (Assembly Control, Repetitive Mfg, Project Control, Product Configurator, Tools Planning, Product Classification)
Single manufacturing execution platform - no more dual-system synchronization overhead
Simplified upgrade path for INFOR LN without MES integration constraints
Migration must be live by Q1 2027 to incur the listed savings

Key Dependencies & Risks

External factors that influence roadmap timing

🔴 High Impact Dependencies

Coupa Exit - Procurement and Invoicing modules blocked until Coupa de-customization is aligned with Finance
MES Cutover Scoping - Six 2027 Manufacturing modules require feasibility assessment before commitment
QMS Launch - All Quality module de-customization depends on new QMS being production-ready
Hawk Development - Flight Operations exit from LN dependent on Hawk team delivering full capability by Q1 2027 to realize $500K savings

🟡 Medium Impact Risks

A&T Resource Availability - Master Planning rollout and de-customization requires A&T team engagement
Floor 1 Activation - Cross-Docking module contingent on physical infrastructure readiness
GSC Alignment - WMS Interface and Purchase Requisitions require GSC collaboration

🟢 Quick Wins (Low Effort / High Value)

Inventory Reporting & Analysis - Already configured, just needs demo/training
Direct Material Supply - Quick configuration + training on skip-putaway
Resource Analysis - Configured, needs rollout to Planning team
Statistics (Procurement) - Available after de-customization, demo only

📋 Recommended Next Steps

Immediate (Q3 2026)

Execute quick wins - demos for Inventory Reporting/Analysis
Begin Sales module configuration (demand trigger)
Initiate Finance alignment discussion on Coupa exit

Near-Term (Q4 2026)

Complete Order Planning de-customization
Launch QMS and begin Quality module transition
Roll out Master Planning to A&T
Hawk Flight Operations capability must be live by Q1 2027 - validate readiness

Planning Required (2027 Prep)

Complete MES cutover feasibility study
Scope WMS Interface requirements with GSC
Plan Cycle Counting overhaul methodology

Sub-Module	Users	Status	Customized	Timeline	Roadmap Action
[Sub-module name]	[Team]	Active	No	N/A	[Description of current use]
[Sub-module name]	[Team]	Customized	Yes	2026	[De-customization plan]
[Sub-module name]	[Team]	Not Configured	No	2027	[Configuration and rollout plan]
[Sub-module name]	[Team]	Not Planned	No	N/A	[Reason not planned]

Prime Air - Infrastructure Tools Strategic Roadmaps

🎯 Mission

🔭 Vision

📐 Strategic Framing

⚖️ Tenets (unless you know better ones)

Executive Summary

Platform Utilization Overview

Year-Over-Year Rollout Trajectory

🎯 Key Strategic Themes

Module-by-Module Capability Breakdown

Status Legend

Module Overview

📋 Master Data

💰 Sales

📊 Enterprise Planning

🛒 Procurement

🏭 Manufacturing

📦 Warehousing

✅ Quality

🧾 Invoicing

🏦 Finance

🔧 Enterprise Modeler

De-Customization Debt Tracker

Hawk Exit from INFOR LN

Overview

Dependency

Impact & Savings

Apriso MES Migration to INFOR LN

Overview

Strategic Rationale

Impact & Savings

Key Dependencies & Risks

🔴 High Impact Dependencies

🟡 Medium Impact Risks

🟢 Quick Wins (Low Effort / High Value)

📋 Recommended Next Steps

📝 MES Roadmap - Template

🎯 Mission

🔭 Vision

📐 Strategic Framing

Executive Summary

Module-by-Module Capability Breakdown

Status Legend

[Module Group Name]

Key Dependencies & Risks

🔴 High Impact Dependencies

🟡 Medium Impact Risks

🟢 Quick Wins

📝 PLM Roadmap - Template

🎯 Mission

🔭 Vision

📐 Strategic Framing

Executive Summary

Module-by-Module Capability Breakdown

Status Legend

[Module Group Name]

Key Dependencies & Risks

🔴 High Impact Dependencies

🟡 Medium Impact Risks

🟢 Quick Wins