A-10623

Notes:

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

August – resource management still in the works – doing Autotask automations first.

Resource Management         

Wanson 27^th, 28^th-29^th (for his birthday on the 27^th)

Need Doug to get looped in on Sonicwall solutions while Wanson is out.

Ethan 9/4 off – he passed his A+ (yay)

Wes – 9/7 for 2 weeks off back to back (I don’t like this policy)

Any Special Resource Management items (events/etc):

Miami in October (Mark/Wanson/Rick) – DattoCon

Mark Goals for this week (8/25/2025)

Final steps to sign off and survey completion and workflow implementation/activation/triggers.

Still need to move signature to the bottom

Reminder is now working – the test worked correctly.

Document what the process looks like next.

Setup on each open project

Communication to clients on the Signs offs and Surveys. 

Went thru the templates – going to workflow/automate off a task.

Wanting to complete by Thursday. Going to test on test projects.

Thursday Update 8/14: Test worked – Workflow Task Title – Project Complete Survey and Status = Complete when a Task is Edited. He has the mail merge on the communication template working. Gave some template feedback – he is adjusting it a little.

Thursday 8/21 update: Changed it around a little and been sending it out today, cleaned up formatting – messaging same as last weeks version – in order to make more automation is built into it along with sign off piece is part of it. Put some of the language in there from sign off. Now it is glued in more to the sign off – workflows are triggering off the task.

Added signature / name and no longer going to use docusign – this way it is all in one and can be seen in the reports.

Going to move a few of the “sign off” things to the bottom for me and changing whats your name to “Type your name as your Digital Signature”

Project Notes:

Community Honda – UPS – Approved – Hardware ordered

Doland Engineering – Network is up – did not move in Monday for some reason – Sept 4^th move in date

Exchange – Switch upgrade – 6 total – Wrapped final part of this last night with Doug

Ettleson Hyundai – Moving forward with GMAIL Migration

Loeber – UPS – Not signed off yet – Waiting for a APC registration email?

Loeber – Firewall – Monday install – he didn’t respond – so Sept 8 next possible Monday

Loeber – Switch upgrades – Done – Sign off is sent.

Mazda Orland Park – Firewall – Still working through this – knocked 10 hours off to do them both on the same day – may need to install this separate – which would cause the hours increase. Might need to push some of these hours in another/future project.

Mazda Orland Park – Switches –  Scheduled for Sept 28

Autobarn – Firewalls are done – Sign offs sent.

Audi HP Service Expansion – Still on hold.

Exchange – Highland Park – Service expansion –Talked with Zack on this as well. Moved the target date to Sept 6-7. No update on when this is going to start again, this target date is not confirmed.

Exchange PC Refresh – Hardware is ordered – Needing small form factor from Ingram still.

Exchange Porche Service Signal – Did the signal test – we have next steps for quoting – got the 3^rd party vendor for hardware – sent to Rick.

Slew of Firewall Refreshes – Looks like August 22^nd for some inventory to open up – communication today on that.

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

Need to get the SSL VPN solutions out to the clients. Need the quotes to get out for this solution.

Action Items:

In-Line

Completed by: George Fassett