A-10124

Notes:

Mark reached out to Ettleson & Dolan asking for Meetings. Neither has responded. He threw Thursday the 17th out there for Ettleson – Doug is open for that day.

Audi – Kaseya quote manager email sending was broken yesterday – the proposal is now built and ready to send to customer.

Rifast – Wanson – Refast has their own email security compliance – he is sorting through that. Wanson has been distracted more with Autotask stuff. Progress needs to be mutually agreed up on for security awareness kick off. I suggested we try to get them finished onboarding by end of month. Challenged Mark to Challenge Wanson to complete by end of month.

Challenges: Dan Wolf

Documenting who is and isn't getting monitors (1/2/0) – some have real nice monitors already. Looks like there will be extra monitors.

Lexus Printer move. Chris put in a ticket for and now taking caring of. Approach could have been handled better. Assumption the pro-services team knew to get it moved – not in the ticket – Wes would have moved it if he had known – it is on wheels – not a big deal. Two people were onsite yesterday at lexus could have just been done by Chris & Nathan. Scheduled for monday to be resolved. Little bit of a hurt feelings on this, but its ok. Thick skin. Nathan and Chris could have moved it. Could have just been rolled it in there. Nathan could have moved it, worked with the support team, to make sure it prints. Customer experience, and teamwork – now we have to pull Wes from something else and physically send him there to do something Nathan probably could have done in a few minutes while onsite and documented in a ticket. That said it was not documented anywhere to do this.

The Exchange – Sam has 5 PCs left. – APs that Zack context switched with is still not done – and needs order number and licensing portal info.

Autobarn LTD – this needs to be done in proper stages – if this is done out of order – its going to slow down the overall roll out of the project. But the sales manager – vida – is very vocal. Need to setup expectations – it would be best that when we move their PCs over – we add them to M365 at that time. Customer experience on this is an issue. My advice is to have a positive – we want to make you happy – but we need you to understand the position we are in now with timing and other projects – etc.

Action Items:

-Autobarn PC snafu with Dennis & Refresh project

-Followup with Mark to see if he got Ettleson's project planning sessions scheduled and how the session went

-Follow up on Rifast getting done by end of month

-Follow up on Audi UPS proposals – did this get out and approved – ? any movement.

-Follow up on Move to Archive phase in Moovila, and final process to actually Archive – see if it was done.

Completed by: George Fassett