A-10648

Notes:

Spent time today working with Mark on normal stuff, but then we went into KPIs and feedback processes. Investigated some initial functionality inside of Autotask as it relates to notes and surveys, none exist, we will need to do it at the project level. Discussed some of the atta boys vs. concerns/discussions.

Ultimately we have only had 2 surveys/sign offs inside of Autotask, so we need more data. Spent more time discussing the process to get them signed off. He is going to work on that.

Notes below:

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

Need to set some September goals – will address week of the 7^th.

Resource Management         

Wes – 9/7 for 2 weeks off back to back (I don’t like this policy)

One email from a customer re: iPad Lucid Quote

Sam – 9/15-9/29 for 2 weeks off back to back (yuk)

Doug – 9/19-9/22 (Friday/Monday) long weekend – Doug

Discussion with Doug re: being very thin on Friday

He will be on – call / available if something happens

Mark out 11/13-11/14 for Birthday.

Mark has some vacation to use – probably end of Sept

Put in for the 22^nd but likely to move to the Monday after that.

Any Special Resource Management items (events/etc):

Miami in October 6-8^th (Mark/Jose/Nic) – DattoCon

Mark Goals for this week (9/7/2025)

Finish your process documentation for sign off template.

Worked on a couple times this week – chip away more today.

Communication to clients on the Signs offs and Surveys. 

Workflow/Automation Discussion – People are simply not signing off – Need to get this to be more aggressive.

He has tried to re-open a task to trigger another email automation and that isn’t viable. – he got this to work – to regenerate the survey.

Suggested he call them – there are at least 5 unique projects not signed off. – He going to email them with the link and ask them to complete it. Follow up with phone call if they don’t after a couple days.

Might need vCIO/Chris to address it in person/at shore up meetings.

How are we going to measure these KPIs and feedback going forward?

Project Notes:

Community Honda – UPS – Approved – Discussion on Thursday regarding the electrician. Now we are going to schedule our electrician onsite.

Doland Engineering – Network is up – Still no move in date – She is going to reply

Exchange – Switch upgrade – 6 total – No Sign off – Wrapped

Ettleson Hyundai – Mailbox data is now moving.

Loeber – UPS – Not signed off yet – Closed project

Loeber – Firewall – Monday install

Loeber – Switch upgrades – Done – Sign off is sent.

Lucid – Anonymous Tip Line – Set for Wednesday

Mazda Orland Park – Firewall – Want to do this during the week instead of a Sunday.

Mazda Orland Park – Switches –  Scheduled for Sept 28

Autobarn – Firewalls are done – Sign offs sent.

Audi HP Service Expansion – Still on hold.

Exchange – Highland Park – Service expansion –On Hold

Exchange PC Refresh – Hardware is ordered – Onsite scheduled to train – Porsche – Asking to do it Monday – no response today – going to call tomorrow and lock it down.

Exchange – Another Signal booster – HP – GPS/Cellular hardware is about 15 days out.

Exchange Porche Service Signal – Hardware this week – didn’t necessarily hear about the antennas.

All 3800 Firewalls are in now.

Reviewed Quotes. (This is a standing note – only listing challenges going forward for Quotes)

Shartega will be a template for other customers for quotes. SaaS implementation/24hrs.

Caught up on most of the proposals out there.

Shartega needs to get moving forward on moving to Teams VOIP – This will be a learning process on what can and can’t be done with teams. Lucid wants to do this too.

Need to get the SSL VPN solutions out to the clients. Need the quotes to get out for this solution.

Action Items:

In-Line

Completed by: George Fassett