A-10692

Notes:

Mark and I reviewed projects and jumped into more Survey/CRUHU discussions after my discussion with Nic yesterday. We agreed we would meet for an hour after we both get back (week of the 13th) and do a worksession on trying to accomplish all desired goals.

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

No big Moovila progress this month. Been working other processes, in particular the sign off process.

Need to get this back on the radar

Nic has concerns there may be too many resources / too many guys

Resource Management         

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

Looks like no one is off the next two weeks.

Ethan – Nov 14^th off.

Any Special Resource Management items (events/etc):

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

Mark Goals for this week (9/29/2025)

Finish your process documentation for sign off template.

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

Chipped off – need to review and need to update based on some of this follow up process.

No face to face close out call – so a heads up they should expect a sign off link

We might want a marketing follow up – swag/gear – love you package sent over for larger projects – need to determine a threshold.

Getting Security initiative off the ground

Project figured out

Notifications

Pro Services team – receive feedback from CruHu from customers.

Surveys as well – and can we do anything with CruHu.

Tams are more 1 dimensional that it can map back to a single ticket, making CruHu a good option but Pro Services project team CruHu is the wrong tool to measure their successes and criticisms.

Contests vs Cruhu Coins – drive timelines, communication, and customer sat on entire projects that are over a certain benchmark of complication and size to incentivize the team to work as a team to the customers overall benefit.

Communication to clients on the Signs offs and Surveys. 

Going to call Jen directly to see whats up on it.

Reviewing with the team this week on the survey, questions, and sign off process.

Project Notes:

Community Honda – UPS – Approved – Electrician Walk thru – eyes on the space – understand circuit – Thursday the 9th – No Change yet

Dan Wolfe – UPS refreshes at Toyota, Chevy, Lexus – in the IDFs. Looks like they are all scheduled with hard dates – except Lexus has a scheduled date for 10/15 but no hardware yet.

Doland Engineering – Network is up – Still no move in date – Monday the 6^th now.

Ettleson Hyundai – Sign off sent

Evanston Podiatric – Installed now.

Hiller Ford PC Refresh – Scheduled for the 6^th-8^th – still a go

Loeber – UPS – Not signed off yet – Closed project

Loeber – Firewall – Monday install

Loeber – CoPilot implement – draft list sent over to get this moving.

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

Loeber – White Building Power refresh – Hardware on back order-will occur during the week, not a Sunday – End of October. Still Waiting on Hardware.

Loeber – MFA – not needed – so it is going to get closed out.

Lucid – NDWC Devices – to LMS. New Day Care is now closed portion of the business – so refresh the devices into Lucid Medical Services. Kick off yesterday. Testing out migration on a Mac on Friday – all goes well – onsite next week to migrate a few of those machines.

Lucid – Anonymous Tip Line – Finished – but needed changes – gave feedback so handling that feedback-closing it out-final response from ethan

Mazda Orland Park – Firewall – AP’s are installed-Mark to review with Wes/Doug on deliverables tomorrow afternoon @ 2:30.

Mazda Orland Park – Switches –  Finished – Signed off has been sent.

Mazda Orland Park – m365 implementation –Kick off happened – Reviewed some of the fileshare migration and email migration next steps.

Autobarn – Firewalls are done – Sign offs sent.

Audi HP Service Expansion – Still on hold.

Exchange – Highland Park – Service expansion –On Hold

Exchange PC Refresh – Successful PC Refresh training occurred. No progress – internal folks on vacation last week – Mark set to check in with him tomorrow.

Exchange Porche Service Signal – Mark to validate hardware, he did not check for sure that it is in and get David scheduled to install next week.

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

Action Items:

Need to also discuss resource utilization in moovila.

Completed by: George Fassett