RequiemOS Kearney Rollout · Walkthrough 2026-09-25
Draft

Bringing RequiemOS
to Kearney

After Garden Hill, how does RequiemOS come into Kearney? The options we considered, why we recommend Narrow, and one cremation case followed from first call to close.

For every step of the case: who does it, where, when, and in which system. It's shown three ways: under Wide, and under Narrow for a case at an R/OS location and a case at a legacy location.

Garden Hill goes first. The question is how RequiemOS comes into Kearney itself.

Garden Hill uses Kearney’s process except at the start and end of each case. While it runs, we keep building the MVP. After that there are two broad ways into Kearney. Wide replaces SRS for chain of custody everywhere and leaves Mortware in place. Narrow puts the full product into a limited set of locations first.

This isn’t mainly a technology choice. It’s about what Kearney expects from a new system, how change lands on their people, and what a team of three can support while still building the product.

Every case passes through the same shared hub, whichever option we choose.

Location
Funeral home
First call, arrangement, family. Doesn’t scan barcodes.
→
Hub
Burquitlam Transfer Centre
Megan’s team (“KGY”). Schedules transfers, creates the first barcode, scans in and out.
→
Hub
Care Centre
Holding and prep. Scans every entry and exit.
→
Hub
Crematory
West Shore or Fraser Valley. Cremationists scan the casket tag.
→
Hub
Back to BTC
Cremains return to Megan, who dispatches them to the funeral home.
→
Location
Funeral home
Family pickup, effects, certificates, close.
All the scanning happens at the hub. Funeral-home locations don’t scan. Their only SRS task is a “Complete SRS Entry” row on the Arrangement Follow-Up Checklist, and it repeats data already in Mortware. So whatever runs at the hub runs for all of Kearney. On custody, Wide and Narrow look the same. The real difference is what happens at the locations and what Kearney is promised.
R/OS RequiemOS Mortware Kearney’s case system today SharePoint Kearney’s document store Paper Printed, filled by hand SRS Today’s barcode system (retired under Narrow)

Three ways in. Narrow comes in two versions, depending on what the hub runs.

Rejected

Wide

RequiemOS replaces SRS for chain of custody across all of Kearney. Mortware stays the case system everywhere.

  • One way of working at the hub
  • SRS retired
  • A new system for all of Kearney that delivers only custody
  • Company-wide support load on a team of three
  • Custody can’t see the permit or pacemaker status
  • The hard move off Mortware is still entirely ahead

Lands with a thud, and support stalls development.

Rejected

Narrow — hub stays on SRS

The full product at selected locations. The hub keeps SRS for everyone else’s cases.

  • Directors at R/OS locations use one system
  • No all-at-once hub go-live
  • Two scanning systems and two barcode formats at the retort
  • Two intakes at BTC; no single view of the cooler
  • SRS can never be retired

Puts two systems at the one step that can’t be undone.

Recommended

Narrow — hub on RequiemOS

The full product at selected locations, plus all hub custody in RequiemOS for every Kearney case. SRS retired. Legacy locations keep Mortware and SharePoint.

  • Kearney sees the product working, not a custody slice
  • Contained audience and support; development continues
  • One scanning system at the retort, one view of the cooler
  • The move off Mortware gets rehearsed at a few locations first
  • The hub goes live all at once (as in Wide)
  • Legacy cases carry two case numbers at the hub

The hub is the same as Wide. Adding the locations costs little and changes how the rollout lands.

Expectations and support decide this, before any technical point.

01 · Expectations

Kearney’s first impression sets the tone.

Wide announces a new system to all of Kearney that delivers only chain of custody. Contracts, documents, arrangement and readiness stay out of sight. It under-delivers, and every later location cutover starts from that impression.

02 · Support capacity

Three people can’t support all of Kearney and keep building.

A company-wide launch makes every location a stakeholder, with its own questions, expectations and requests to make a custody tool do more. Narrow’s audience is the hub and a few locations, so development keeps moving.

03 · Change management

Custody doesn’t separate cleanly from the product.

RequiemOS is built around full cases. Custody alone means extra work for every case: an R/OS case per decedent just to carry the barcode, then ending it and linking it to Mortware. In Wide that workaround is the whole deployment. In Narrow it’s a temporary mode for legacy cases only.

04 · Safety

One system at the retort.

The retort is the step that can’t be undone. Kearney’s two-person identification exists because of a past cremation that should have been a burial. Both options that put the hub on RequiemOS keep one scanning system there. The hub-stays-on-SRS version doesn’t.

05 · Product value

Custody that knows whether cremation may proceed.

At an R/OS location, the permit, prep sheet and authorization are on the case, so the crematorium request waits for them. Under Wide those facts sit in Mortware, and every check stays manual.

06 · The path forward

Rehearse the real cutover.

Moving directors off Mortware is the hard part, and Wide leaves all of it ahead. Narrow proves it at a few locations. Each later location follows the same process, and its existing cases are found by Mortware number rather than created twice.

Location
Admin
Takes many first calls and opens the case.
Location
Funeral director
Owns the case: first call, release, arrangement, prep sheet, family pickup, close.
Location
Funeral director’s assistant
Keys handwritten sheets into Mortware; works the follow-up checklist.
Hub · BTC
Megan & team
Some first calls, all transfers, the first barcode, permits, crematorium requests, cremains return and dispatch.
Hub · BTC
Transfer drivers
Pick up the deceased. Overnight, Global Transfer Services picks up without barcoding.
Hub · Care Centre
Care Centre staff & funeral attendants
Holding and prep. Scan every entry and exit, to crematory, BTC or a viewing.
Hub · Crematory
Cremationists
West Shore and Fraser Valley. A separate group from the Care Centre. Scan the casket tag.
Admin
Sarah
Submits death registrations to the province.

Who does what, where, when, and in which system.

Each step shows three paths. Wide: every case works the same way. Narrow, R/OS location: a case at a location running the full product. Narrow, legacy location: a case at a location still on Mortware. Dashed boxes mean “same as the column to the left.” Red boxes mark friction.

WideMortware everywhere; R/OS for custody
Narrow · R/OS locationThe full product
Narrow · legacy locationMortware, with custody in R/OS
01

First call

A death is reported
Wide

Admin, FD or Megan opens the case in Mortware, as today.

RequiemOS isn’t involved yet.

Narrow · R/OS location

Admin or FD opens the case in R/OS, which assigns the case number.

Calls with no location assigned yet (the shared after-hours inbox, or calls to Megan directly) go into R/OS as unassigned. The daily standup assigns them.

The case exists before anyone picks up the deceased
Narrow · legacy location

Admin or FD opens the case in Mortware, as today.

If an unassigned call is assigned here, someone prints the first-call sheet from R/OS and sends it over, and the funeral home enters it into Mortware.

An extra hand-off step for unassigned calls
02

Release and transfer

Before pickup
Wide

FD sends the Release Form from Mortware for hospital or morgue deaths. Verbal authorization covers home deaths.

FD requests the transfer from Megan by email or phone, quoting the Mortware case number. Drivers, or Global overnight, pick up.

Narrow · R/OS location

FD generates the Release Form from R/OS. The signed copy is scanned back to the case.

FD requests the transfer from Megan, quoting the R/OS case number. Drivers, or Global overnight, pick up.

Narrow · legacy location

Same as Wide.

03

Arrival at BTC: the first barcode

When the deceased first arrives; overnight arrivals at 07:00
Wide

Megan’s team creates an R/OS case for the decedent and records the Mortware case number from the transfer request.

They print the wristband and the Initial Analysis from R/OS, then fill in the KGY section of the Initial Analysis by hand.

Every decedent gets a second case number, just to carry the barcode
Narrow · R/OS location

Megan’s team finds the existing case in R/OS. Nothing is re-entered.

They print the wristband and the Initial Analysis from R/OS, then fill in the KGY section by hand.

Replaces today’s SRS entry
Narrow · legacy location

Megan’s team creates an R/OS case, as in Wide, with the Mortware number. For an unassigned first call the case already exists, and they add the Mortware number once it arrives.

Wristband and Initial Analysis as for the R/OS location.

Two case numbers, but only at the hub
04

Care Centre: holding and movement

Throughout the case
Wide

Care Centre staff and funeral attendants scan in R/OS on every entry and exit: from BTC, and out to the crematory or a viewing.

They fill in the CC section of the Initial Analysis, which is then scanned to SharePoint. Personal effects are tracked on Paper, as today.

Narrow · R/OS location

Same scanning in R/OS.

The Initial Analysis is scanned to the R/OS case. Personal effects are recorded in R/OS (on paper as a fallback).

Narrow · legacy location

Same as Wide.

05

Arrangement meeting

One session with the family; one signing
Wide

FD and family: contract, consents, authorizations and effects inventory in Mortware and SharePoint, as today.

RequiemOS adds nothing here, where directors and families would see it
Narrow · R/OS location

FD captures everything in R/OS, generates the document set, and runs one signing session with the family.

The product working as designed
Narrow · legacy location

Same as Wide, as today.

06

Registration and permit

After arrangement
Wide

Sarah submits the death registration from Mortware.

The permit arrives carrying the Mortware case number. Megan matches it to the R/OS case by that number. The permit itself is filed in SharePoint.

Narrow · R/OS location

Sarah submits using the data captured in R/OS.

The permit carries the R/OS case number. Megan’s team attaches it to the case.

Sarah works in two systems
Narrow · legacy location

Same as Wide.

07

Prep and identification

Before cremation
Wide

FD handwrites the prep sheet. The FDA keys it into Mortware, and embalmers work from the paper.

Family identification (KFS Identification Acknowledgement) and the two-staff verification are on Paper, filed to SharePoint.

Narrow · R/OS location

FD fills in the prep sheet in R/OS. Pacemaker, communicable-disease and nuclear-therapy questions must be answered yes or no. Embalmers get a printout.

The identification forms are generated from R/OS, signed on Paper, and scanned back to the case.

No re-keying
Narrow · legacy location

Same as Wide.

08

Crematorium request and dispatch

The step before the one that can’t be undone
Wide

Megan checks the permit and pacemaker status by hand against SharePoint, then books West Shore or Fraser Valley.

The packet is mixed: the casket tag comes from R/OS, and the transfer form, authorization and permit from SharePoint. Every decedent goes through the metal detector, and the Care Centre scans them out in R/OS.

RequiemOS can’t see the facts that decide whether cremation may proceed
Narrow · R/OS location

The permit, prep sheet and identification are on the R/OS case, so the crematorium request waits until they’re all in place. Megan chooses the crematory.

The whole packet prints from R/OS. Then the metal detector, and the Care Centre scans the decedent out.

The check is built in, not done by memory
Narrow · legacy location

Same as Wide: a manual check and a mixed packet.

The same desk handles enforced checks for some cases and manual checks for others. It must be unmistakable which applies.
09

Cremation

At the crematory
Wide

Cremationist scans the casket tag in R/OS on arrival and again after cremation. One scanning system for every case.

The crematory issues the Certificate of Cremation, filed to SharePoint. Maple Ridge, a third party, doesn’t scan.

Narrow · R/OS location

Same scanning in R/OS.

The Certificate of Cremation is added to the R/OS case.

One system at the retort, for every Kearney case
Narrow · legacy location

Same as Wide.

10

Cremains return and dispatch

After cremation
Wide

The cremains come back to Megan at BTC and are scanned in to R/OS. The urn sticker is printed (who prints it is still to confirm).

Megan’s team scans them out to the funeral home and cancels the R/OS case as handed off. Custody in RequiemOS ends here.

Narrow · R/OS location

Scanned back in and out as in Wide.

The R/OS case carries on to the funeral home.

Narrow · legacy location

Same as Wide: Megan’s team cancels the R/OS case as handed off at dispatch.

11

Family pickup and close

At the funeral home
Wide

FD calls the family, then handles release of the cremains, return of effects and jewellery, and handover of death certificates on Paper and in Mortware. The case closes in Mortware.

Narrow · R/OS location

FD records the pickup, the returns and the certificates in R/OS, then closes the case there. RequiemOS won’t close a case while any personal effects are still outstanding.

One record from first call to close
Narrow · legacy location

Same as Wide, as today.

Person Wide Narrow · R/OS location Narrow · legacy location
AdminNo changeFirst calls go into RequiemOSNo change
Funeral directorStops “Complete SRS Entry”Everything in RequiemOS, arrangement to closeStops “Complete SRS Entry”
FD’s assistantNo changeNo more keying the prep sheetNo change
Megan & teamRequiemOS instead of SRS; creates a case for every decedentRequiemOS for every case. Finds the case for an R/OS location, creates one for a legacy location; cancels legacy cases at dispatch.
Care Centre & attendantsScan in RequiemOS instead of SRS, for every case. Documents come from RequiemOS or SharePoint depending on the location.
CremationistsScan in RequiemOS instead of SRS, for every case.
SarahNo changeTwo systems: RequiemOS for R/OS locations, Mortware for legacy
FamilyNo changeA new document set at arrangementNo change

These could change the picture, so they get confirmed before we commit.

  1. Does anyone besides Megan’s team, the drivers, the Care Centre and the funeral attendants scan or read SRS? An SRS user or scan export would settle it.
  2. Who prints urn stickers today, and when?
  3. Does SRS hold a case number at all?
  4. When a decedent arrives with no location assigned, what goes in SRS as the receiving funeral home?
  5. Why does the Initial Analysis carry a barcode?
  6. Does anyone at the hub rely on the funeral director’s “Complete SRS Entry”?
  7. Do the West Shore and Fraser Valley cremationists scan in SRS today?
  8. What barcode do returning cremains carry, from Kearney’s own crematories and from Maple Ridge?
  9. Will Kearney keep SRS running as a fallback during the hub cutover?