A-10675

Notes:

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

No big Moovila progress this month. Been working other processes, in particular the sign off process.

Resource Management         

Mark out 11/13-11/14 for Birthday.

Looks like no one is off the next two weeks.

Any Special Resource Management items (events/etc):

Miami in October 6-8^th (Mark/Jose/Nic) – DattoCon

Mark Goals for this week (9/14/2025)

Finish your process documentation for sign off template.

Worked on a couple times this week – chip away more today.

Chipped off – need to review and need to update based on some of this follow up process.

No face to face close out call – so a heads up they should expect a sign off link

We might want a marketing follow up – swag/gear – love you package sent over for larger projects – need to determine a threshold.

Communication to clients on the Signs offs and Surveys. 

Workflow/Automation Discussion – People are simply not signing off – Need to get this to be more aggressive.

He has tried to re-open a task to trigger another email automation and that isn’t viable. – he got this to work – to regenerate the survey.

Suggested he call them – there are at least 5 unique projects not signed off. – He going to email them with the link and ask them to complete it. Follow up with phone call if they don’t after a couple days.

Might need vCIO/Chris to address it in person/at shore up meetings.

How are we going to measure these KPIs and feedback going forward?

Mark has roused a bunch to get signed off. A few more are now done. More touches still needed.

Project Notes:

Community Honda – UPS – Approved – Electrician Walk thru – eyes on the space – understand circuit – Thursday the 9th – No Change yet

Dan Wolfe – UPS refreshes at Toyota, Chevy, Lexus – in the IDFs.

Doland Engineering – Network is up – Still no move in date – She is going to reply – Still no reply as of today (Thursday 9/25)

Ettleson Hyundai – Mailbox data is moved. Gerald responded they should be good on their end – close project started.

Evanston Podiatric – Firewall continues to push. Now it is 10/8.

Hiller Ford PC Refresh – Hardware is here – Sam I sengaged.

Loeber – UPS – Not signed off yet – Closed project

Loeber – Firewall – Monday install

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

Loeber – White Building Power refresh – Hardware on back order.

Loeber – MFA – not needed – so it is going to get closed out.

Lucid – NDWC Devices – to LMS. New Day Care is now closed portion of the business – so refresh the devices into Lucid Medical Services.

Lucid – Anonymous Tip Line – Finished – but needed changes – gave feedback so handling that feedback/

Mazda Orland Park – Firewall – Doing this tonight (9/25) – Wes

Mazda Orland Park – Switches –  Scheduled for Sept 29

Autobarn – Firewalls are done – Sign offs sent.

Audi HP Service Expansion – Still on hold.

Exchange – Highland Park – Service expansion –On Hold

Exchange PC Refresh – Successful PC Refresh training occurred. No progress – internal folks on vacation this week.

Exchange Porche Service Signal – Hardware this week – didn’t necessarily hear about the antennas. Hardware is in now.

All 3800 Firewalls are in now – most are being deployed as we speak.

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

Shartega will be a template for other customers for quotes. SaaS implementation/24hrs.

Caught up on most of the proposals out there.

Shartega needs to get moving forward on moving to Teams VOIP – This will be a learning process on what can and can’t be done with teams. Lucid wants to do this too.

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

Action Items:

InLine

Completed by: George Fassett