Date:
7/14/2025
Type:
Zoom / Video Conference;Work Progress
Subject:
Projects <> Mark
Notes:
Agenda – Mark Projects
1. Project Review Board (progress in Notes)
2. Moovila Adoption Updates/Action Items
a. Paused til Thursday the 10th Project+ and Holiday are in-play
i. Thinking maybe we start using more of the Resource management
1. Then will it show that in Autotask?! Who knows.
3. Projects that are closing next 7-10 days (this week or next)
a. Community Honda
b. DWG – Print Server
c. Mazda Orland Park – Refresh
d. Autobarn Imports – PC Refresh
e. Mazda iPad Implementation
f. Autobarn LTD – Service Expansion
g. Autobarn LTD – Circle Lot
4. Resource Management
a. Doug has 2 weeks back to back last week of June23/July8th – back on 9th
i. List of Doug only things: Firewall things that came up /Wes did it. There was an escalated ticket keeping Doug on it.
There was questions for going to the cloud Brella – Doug did end up adding more to those questions when he returned.
ii. Things were the ball was dropped:
None
b. Wes hire Date on the 24th
c. Ethan August 8th – PTO
d. Wes ended up at a golf tournament today w/ Nic/Chris (we didn’t catch this)
5. Mark Goals for this week (7/14/2025)
a. Priorities 7th-11th – Reviewed these today..
i. Need to Tee up
1. DWG-Toyota – High Voltage for UPS – needs a new circuit – getting a second quote from someone Nic recommended.
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.
f. Nic wants to review everything before it goes out.
i. 21 computers/54 hours to do this
ii. Added 24 hours for deployment configuration. About 78 hours.
iii. Recommended *by me – to add 16 hours of training/support
iv. Write down expectations that are gotten/set
b. Finish – Quarter 3 goals – Finalize priority descriptions / setting dates & milestones – Project Survey and Sign Off
c. Autotask – Automation for Surveys
d. Resource management in Moovila
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 – No Sign off yet
Community Honda – approved Pc refresh – 10 PCs remaining – should be completed this week? We will see.
Shartega – UPS received –Need to get the registration/warrant information completed (need to ask Sam – forgot to ask today when they got together.)
Dan Wolfe UPS – Nic recommended an electrical company – so this is queued up now. Will get a day.
Autobarn Imports – 1 finance machine needs help getting the upgrade done.
Mazda of Orland Park – original scope of work is done – Sam finished last 3 memory installs today. – Follow up to Eric to let him know it is all done.
Exchange – Switch upgrade – 6 total – this was approved.
Autobarn – Service expansion – Quote Approved – getting this kicked off.
DWG – Print Services Migration – Kicking off on July 9th – Still a go.
Autobarn Mazda Sales iPads – Finished testing, got sign off on them. Finish e-com setup/integration w/ business manager – brady wants to buy one more iPad – test the process on the 13th iPad.
Autobarn Evanston – Cabling & WAP installation today.
Autobarn Volvo – Circle Lot – Hardware should be received.
Audi HP Service Expansion – Not approved yet but Hardware quote over to Nic.
Exchange – Highland Park – Service expansion – Met with Wes. Need tech cabling to be run. List of hardware deliverables complete – waiting on a time/material.
Exchange PC Refresh – Chris said Exchange is pushing back – No update during review – will ask when back on Agenda above.
Exchange Switch Quote – moving forward – Renew Meraki partner status to get that done – looks like it is moving.
Reviewed Quotes. (This is a standing note – only listing challenges going forward for Quotes)
Action Items:
InLine
Completed by: George Fassett
