Date:
6/23/2025
Type:
Zoom / Video Conference;Work Progress
Subject:
Projects <> Mark
Notes:
Agenda – Mark Projects
1. Project Review Board
2. Moovila Adoption Updates/Action Items
a. Paused for the next 2 weeks as Project+ and Holiday are in-play
3. Projects that are closing next 7-10 days (this week or next)
a. Autobarn Imports – Waiting on DocuSign
b. Lucid – DocuSigned – no survey yet
c. Loeber – DocuSigned – no survey yet
d. Doland – OneDrive Sync project completed
4. Resource Management
a. Doug has 2 weeks back to back last week of June23/July8th – back on 9th
i. Closed out his project work – added Wes to support issues. – Squared away for leaving.
ii. List of Doug only things:
iii. Things were the ball was dropped:
b. 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.
ii. Went to library Sat & Sun and going again tonight and tomorrow to get good study time in. Gets you in the zone.
iii. CompTia Practice Test – took another Practice Exam as a group of the questions that book has – got an 85 from book – CompTia got a 75.
iv. Read through study guide again – and one more Practice Test to take.
b. Project quoting procedure to finalize a process before next team meeting (2 weeks)
i. Finished it – met w/ Project team Friday – reviewed with them.
6. Communication to clients on the Signs offs and Surveys. Need something official in July – also look at some automations and workflows for reminding people.
Notes:
Autobarn LTD – Mazda – PC Refresh/End Point management – Close out discussions today – went well. Sign offs in progress.
Community Honda – approved Pc refresh – Ethan & Wes onsite today – stored – walked thru getting eyes on things. Kicked off! Already did 4 last week.
Shartega – UPS received – Team meeting Friday – installed – In production – need to get it in Auvek.
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 Imports – Need to schedule resource for Win10->11 systems that aren’t upgrading correctly.
Autobarn Mazda Sales iPads – payment has been made now – so now that can move forward
Mazda of Orland Park – did not quote for PC reinstalls – approved we are doing it anyways. Sam is onsite and Eric is asking for additional work that is not included. Only replacing 6 of 10 year old computers, upgrading the rest of to windows 11.
Exchange – Zack buying his own Meraki gear vs. buying from us – no movement on this needs to be discussed at some point.
Autobarn Imports – PC refresh – 4/5 tomorrow going to be kicked off.
DWG – Print Services Migration – Kicking off on July 9th
Exchange PC Refresh – Chris said Exchange is pushing back – why not buy the hardware and do the PC installs themselves.
Exchange Switch Quote – moving forward
Exchange – Highland park (HP) – doing the walk this week.
CCP – PC refresh – Quote is out
Touched other proposals.
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
Autobarn – completed – sign off waiting, no survey
Action Items:
InLine
Completed by: George Fassett
