Date:

6/19/2025

Type:

Zoom / Video Conference;Work Progress

Subject:

Mark <> Projects

Notes:

Agenda – Mark Projects

1.      Project Review Board

2.      Moovila Adoption Updates/Action Items

a.      Reviewed End Dates

                                                                             i.      Updated a handful of End Dates – Mark to reach out and set expectations with any that need that.

b.      Currently looking at Critical Paths on active projects

3.      Projects that are closing next 7-10 days (this week or next)

a.      Autobarn Imports – Windows updates – bumping to next week

b.      Lucid – DocuSigned – no survey yet

c.      Loeber – DocuSigned – no survey yet

d.      Doland – OneDrive Sync project completed

4.      Resource Management         

a.      Wes is out the week of June 16th. (This week)

                                                                             i.      Priority for Wes on return – pending confirmation on Doland – is another onsite walk thru for the new office now that they have officially taken occupancy.

b.      Doug has 2 weeks back to back last week of June23/July8th – back on 9th

                                                                             i.      Mark went over things with Doug yesterday for things while he is out – need him to get with Ethan on Autobarn project. Tomorrow at/before team meeting Mark will get with him more on things that may be needed prior to him leaving for this extended vacation.

c.      PTO for Mark week of the 30th-4th.

5.      Mark Goals for this week (6/16/2025)

a.      Study for Project+ for the 25th scheduled (did the bootcamp) – studied every night. Running through 100 questions a day

                                                                             i.      Taking this exam this coming Wednesday the 25th and get it done before vacation.

b.      Project quoting procedure to finalize a process before next team meeting (2 weeks)

                                                                             i.      Was sent over – Nic reviewed it – gave some feedback. Nothing too crazy to address – Mark should get it finished before going on PTO. He is going to actually look at it today after our call.

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.      Exchange (retouched today – Mark did not touch David on this yet so that was raised for him to do – see if he can help with cellular coverage and gps coverage)

                                                                          ii.       Refast switch quote – Quote now sent

                                                                        iii.       Autobarn Service Center – Quote now Sent

                                                                        iv.       Community UPS refresh – since we are going to be onsite – schedule this out for next week – get this proposal out – Sam to do the onsite portion while he is there anyways. – Touched today to ensure Mark gets on the schedule for Sam

Notes:

Autobarn LTD – Mazda – PC Refresh/End Point management – Ethan finished the last known laptop is completed. Mark is double checking to make sure there aren’t any new ones that need to be sent over to service center.

Community Honda – approved Pc refresh – Staged and ready to get moving

Shartega – UPS received – Team meeting Friday – lets get this done.

Dan Wolfe UPS – UPS not delivered – apparently it was not received – received everything except the actual UPS. Need to schedule a Sunday installation and an electrician. None of that has happened yet.

Doland – Emailed for a close out meeting

Autobarn – Everything is cut over now – validating there are no other machines we need to worry about.

Autobarn Imports – Need to schedule resource for Win10->11 systems that aren’t upgrading correctly.

Mazda Sales iPads – no payment received yet – ping em? – check w/ Rick if he already has?

Exchange – Zack buying his own Meraki gear vs. buying from us – no movement on this needs to be discussed at some point.

Touched other projects to schedule out kick off meetings.

Went through some of the proposal projects that need to be completed – in particular ones that need to be discussed or coordinated with Chris.

Laura w/ Survey & Sign off – Sign off is done. Followed up again – still nothing – aren’t being helpful

Lucid – completed – sign off completed, no survey

Loeber – completed – sign off completed, no survey

Action Items:

In Line

Completed by: George Fassett