Date:
6/26/2025
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.
i. Need to Tee up
1. DWG-Toyota – High Voltage for UPS – needs a new circuit – the existing one won’t support it. Electrician said it will be $10k for a new circuit – texted this morning – asking if it is something they really need to do.
a. Get two more competitive bids
b. If they will let you?
2. Exchange – Need a discussion w/ Zach and setup some expectations – etc.
a. Documentation/Setup process
b. ¼ machines setup
c. Let them fail
d. Host the training at Shartega vs. onsite if they want
e. Get expectations are – and set some.
3. Tomorrow meet with the team – go over schedule for next week
4.
5. Mark Goals for this week (6/23/2025)
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.
c.
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. Need to get the sign offs over to them. Ethan had to still work with a few machines that still checking with the servers. And the print cloud needs.
Community Honda – approved Pc refresh – Ethan & Wes onsite today – stored – walked thru getting eyes on things. Kicked off! Already did 8 so far. Walked thru monitor adapters. Scheduling out for next week
Shartega – UPS received – Team meeting Friday – installed – In production – now in Auvek. Need to get the registration/warrant information completed.
Dan Wolfe UPS – Issue with circuit can’t handle this UPS, DWG got a quote for 10k to fix.
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 – received hardware yesterday – had kick off call. Wes is working backend setup configuration-prefered end date/go live mid-July.
Mazda of Orland Park – original scope of work is done – new quote for memory – more PCs need windows 11 – hardware quote together – give to chris and talk to eric and getting it approved and comp some of the work if he approves the two other quotes out there.
Exchange – Zack buying his own Meraki gear vs. buying from us – no movement on this needs to be discussed at some point.
Exchange – Switch upgrade – 6 total
Dolan – Onboarding wrapping – LastPass w/ Wes final things
Autobarn Imports – PC refresh – Windows upgrades 4 machines – manual process is not taking – tried an online fix – didn’t take – only thing to do now is re-image them. Reimage them after all the time we spent in them.
DWG – Print Services Migration – Kicking off on July 9th Unchanged as of today.
Exchange PC Refresh – Chris said Exchange is pushing back – why not buy the hardware and do the PC installs themselves. Confirmed meeting walk thru next week.
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:
In-Line
Completed by: George Fassett