A-10578

Notes:

Agenda – Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

Need to get new adoption goals setup for August.

Projects close outs review. (Docusign review of sign-offs)

Resource Management         

After-hours resource management with a lot of these projects right now:

Start with DWG and Loeber to start with – total of 4 firewalls

Wes August 6^th – PTO

Ethan August 8^th – PTO

Ethan Bootcamp/Training/Test – August 15th

Mark Goals for this week (7/28/2025)

Get the after-hours scheduled out on the calendar.

Finish – Quarter 3 goals – Finalize priority descriptions / setting dates & milestones – Finished

Next Step for Q3 – Project Survey and Sign Off automations & template in DocuSign.

Resource management in Moovila

Communication to clients on the Signs offs and Surveys. Need something official in July – also look at some automations and workflows for reminding people.

Nic still wants to utilize CruHu – but I did ask him to give us some time to get adoption of the survey we created.

CruHu may be able to use badges based on feedback to get CruHu data in there for the technicians

How do we get this to convert into a google review

Do we need to another piece of software that will plug straight into a google review?

Can we post this as a google review?

George to review the Survey document Nic emailed over that he built in ChatGPT

Need standardized Storage area – do we leave them in DocuSign?

What do we do with the survey data once we have it?

Moving data to Copilot to polish the google review for the client

Project Notes:

Autobarn LTD – Mazda – PC Refresh/End Point management – No Sign off yet

Community Honda – Had closing call – need to complete windows 11 updated – 2 are left from upgrading – 1 we are replacing – low hard disk space – the other one seems to not be online for some reason – no errors reported.

Dan Wolfe UPS – Had questions – put him directly in touch with the electrician. Planned install date August 10, confirmed today with Electrician. Tom likes to ask a ton of a questions – them talking should get it moving forward properly. 

Autobarn Imports – 1 finance machine needs help getting the upgrade done. 

Mazda of Orland Park – Resend the project sign off- was resent.

Exchange – Switch upgrade – 6 total – this was approved. Waiting for hardware to show up. Should be in pretty quick. Waiting on Zacks approval on Dates. Kick off Call went well.

Autobarn – Service expansion – Quote Approved – getting this kicked off.

DWG – Print Services Migration – Completing tomorrow night – onsite Wednesday for post-cutover support.

Loeber – Switch upgrades – still have more discovery

Autobarn Mazda Sales iPads – Waiting on Sign off.

Autobarn Evanston – Cabling & WAP installation today.

Autobarn Volvo – Circle Lot – Waiting on Sign off.

Audi HP Service Expansion – Need another quote from David to re-run a network drop – to route cabling up around the door neatly.

Exchange – Highland Park – Service expansion –Talked with Zack on this as well. Moved the target date to Sept 6-7.

Exchange PC Refresh – Checking packages for virtual machines – Issue with Hardware is Zach registered a deal with HP – so that needs to get signed off he is using us for the hardware. That is pending hardware.

Exchange Switch – sent 2 emails to Zach w/ install date options – tentatively start Audi Wednesday night – Next week for the other two locations.

Loeber UPS refresh   – On the board with the 15^th..

Reviewed Quotes. (This is a standing note – only listing challenges going forward for Quotes)

Action Items:

In-Line

Completed by: George Fassett