A-10699

Notes:

Standard note format below: Item to note is Orland Park requesting a $1600 credit. I broke it down in emails to Chris, CCing NIC & Ricky as well. I will work that process this week with Chris.

Mark Projects

1.      Project Review Board (progress in Notes)

2.      Moovila Adoption Updates/Action Items

a.      I have slated time to mess with Moovila this week to look at resource management personally so I can guide Mark more through some of it thoroughly.

3.      Resource Management         

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

b.      Looks like no one is off the next two weeks.

c.      Ethan – Nov 14^th off.

4.      Any Special Resource Management items (events/etc):

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

5.      Mark Goals for this week (10/20/2025)

a.      Create a client off-boarding project template

                                                                             i.      Created a separate bullet for this on this report.

b.      Finish your process documentation for sign off template.

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

c.      Getting Security initiative off the ground

                                                                             i.      Project figured out

                                                                          ii.       Notifications

                                                                        iii.       SaaS Alerts

1.      Check in Call today with Wanson on this – and deployment policies.

d.      Pro Services team – receive feedback from CruHu from customers.

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

                                                                          ii.       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.

e.      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.

6.      George Goals

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

b.      I want to have CruHu walk through – Need to slate some time late this week early next week for this.

7.      Communication to clients on the Signs offs and Surveys. 

a.      Still having problems from multiple clients on sign-off, loeber being the #1 not signing a single thing off.

b.      Report doesn’t have project name

c.      Report/Surveys are being sent to multiple people, only one is typically signing off, we need to deal with statistics as it relates to those that are multiple people ensuring one is signed, and the others that aren’t signed don’t hurt KPIs

8.      Mark’s Miami

a.      AI coming down the pipeline

b.      Ops Certificate while he was there

c.      More reading for another certificate – Autotask Admin expert

d.      Split up some with Jose – Nic at night – watched some baseball games. Packed full of events from morning tonight.

9.      Creating an OffBoarding template –

a.      Need ATI/CTI – that is going to happen by end of this year

b.      Ettleson Cadillac / GMC – Pushed to November

Project Notes:

Community Honda – UPS – Approved – $4k – for two circuits. Need to send over to the customer. Email to be reviewed by George – just sent during this meeting.

**Dan Wolfe – UPS refreshes at Toyota, Chevy, Lexus – in the IDFs. Completed

**Doland Engineering – Network is up – Completed

Evanston Podiatric – Complete – leaving it open until Sonicwall replacement.

Hiller Ford PC Refresh – Done – Ethan internal review for 4pm today. Close out meeting requested.

Loeber – UPS – Not signed off yet – Closed project

**Loeber – Firewall – Completed – Confirming that they have remote access. – Should be complete

Loeber – CoPilot implement – Working on scheduling a call to review training and make sure it has everything they want.

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

Loeber – White Building Power refresh – Hardware is in – Scheduled for Thursday

Lucid – NDWC Devices – to LMS. New Day Care is now closed portion of the business – tomorrow 10/14 will be doing everything but two devices which will be scheduled for the end of the month when they come into the office.

**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 – Moving forward.

**Autobarn – Firewalls are done – Sign offs sent.

Autobarn – Wireless APs – talked to Lauren on Friday

Audi HP Service Expansion – Still on hold.

Exchange – Highland Park – Service expansion –On Hold

Exchange PC Refresh – Successful PC Refresh training occurred. Sending resources to help get this done by end of year.

Exchange Porche Service Signal – Needs to see what the signal strength is now. Pending a quote from David for install of Cellular

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

Action Items:

In-Line

Completed by: George Fassett