Date:
6/9/2025
Type:
Zoom / Video Conference;Work Progress
Subject:
Projects <> Mark
Notes:
Agenda – Mark Projects
1. Project Review Board
2. Moovila Adoption Updates/Action Items
a. Currently looking at End Dates
i. We are going to test sync of end dates w/ Autotask
ii. EOW Update – Doesn’t look like they are syncing correctly.
iii. Refast as a test Due 6/11/2025 – just created yesterday – We change it to 7/14 in Moovila and we will see it if moves to Autotask. FAIL on 6/9 – need to contact Moovila on sync both ways.
iv. Exchange Switch Upgrades – to 8/1/2025 – we will see if Moovila gets the signal FAIL on 6/9 – need to contact Moovila on sync both ways.
b. Currently looking at Critical Paths on active projects
i. Asked him to slate out time this week for this more.
ii. He did this.
3. Projects that are closing next 7-10 days (this week or next)
a. Autobarn Imports – Windows updates (still looks like it is on task) – should be done this week
b. Lucid 1pm Thursday for the close out meeting
c. Loeber – Out there on Monday to get it finished up. Should be done by tomorrow.
4. Resource Management
a. Wes is out the week of June 16th.
b. Doug has 2 weeks back to back last week of June/July
c. Ethan out half day this Friday the 13th
5. Mark Goals for this week (6/9/2025)
a. Study for Project+ for the 25th scheduled (did the bootcamp)
b. Project quoting procedure to finalize a process before next team meeting (2 weeks)
c. Need Quotes (“Quotes Requested”) built out more – a list that are needing to get out by priority – get them to Rick – moves to “Quote in Progress”
i. Lober waiting on David
ii. Refast switch quote – Mark talked to Doug about it
iii. Autobarn – need to get that done – used cars expansion
iv. DWG – Reduce print queue time
Notes:
Lucid – should be finished Thursday at 1pm
Autobarn LTD – Mazda – PC Refresh/End Point management – Ethan is at Service center to finish one last laptop to be moved – then moving to Mazda. Sam should be at Mazda by now.
Community Honda – approved Pc refresh – equipment received – package is created now so they are ready to start to stage computers. Wes likely to be doing some of this due to his proximity from home to their dealership – Kick off call with Tom this week.
Shartega – UPS received – should be done end of the day Thursday.
Doland – Updated them today – next steps for update from Microsoft
Autobarn – Mazda file shares moving and network services today/tomorrow. Should be the end of major cut-overs. Software for checking out keys for car demos. Need to stay on top of Vivian to come up with a solution – software can’t be supported anymore – windows 7.
Autobarn Imports – Windows upgrades likely to be done this week
Exchange – Zack buying his own Meraki gear vs. buying from us. Had discussion w/ Mark re: this – Zack and team would never allow someone to come to their service center with an alternator they bought somewhere else and want them to install it. Discussed some push back items. Zack is getting some floor maps that are better – the only ones we have are pretty blank.
Loeber – Out there on Monday to get it finished up. Should be done by tomorrow.
There are some quotes waiting on follow ups with the customer by Chris.
Briefly discussed that Moovila has a UI upgrade coming out.
Laura w/ Survey & Sign off – Sign off is done. Mark touched Laura to do the survey again on Thursday last week.
Loeber – should be getting sign off & survey.
Action Items:
i. Lober waiting on David
ii. Refast switch quote – Mark talked to Doug about it
iii. Autobarn – need to get that done – used cars expansion
iv. DWG – Reduce print queue time
Completed by: George Fassett