A-10707

Notes:

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

I have slated time to mess with Moovila this week to look at resource management personally so I can guide Mark more through some of it thoroughly.

Resource Management         

Nothing for next week.

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

Doug, Ethan – Nov 14^th off. (not good)

Mark Goals for this week (10/20/2025)

Create a client off-boarding project template

Created a separate bullet for this on this report.

No progress this week.

Finish your process documentation for sign off template.

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

Getting Security initiative off the ground

Project figured out

Notifications

SaaS Alerts

Check in Call today with Wanson on this – and deployment policies.

Went well – deployed on Monday

Pro Services team – receive feedback from CruHu from customers.

Surveys as well – and can we do anything with CruHu.

Tams are more 1 dimensional that it can map back to a single ticket, making CruHu a good option but Pro Services project team CruHu is the wrong tool to measure their successes and criticisms.

Contests vs Cruhu Coins – drive timelines, communication, and customer sat on entire projects that are over a certain benchmark of complication and size to incentivize the team to work as a team to the customers overall benefit.

George Goals

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

I want to have CruHu walk through – Need to slate some time late this week early next week for this.

Communication to clients on the Signs offs and Surveys. 

Still having problems from multiple clients on sign-off, loeber being the #1 not signing a single thing off.

Report doesn’t have project name

Report/Surveys are being sent to multiple people, only one is typically signing off, we need to deal with statistics as it relates to those that are multiple people ensuring one is signed, and the others that aren’t signed don’t hurt KPIs

Creating an Off-Boarding template –

Need ATI/CTI – that is going to happen by end of this year

Ettleson Cadillac / GMC – Pushed to November

Project Notes:

Community Honda – UPS – Approved – $4k – for two circuits. Need to send over to the customer. Email reviewed by George – sent over – no response yet.

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

**Doland Engineering – Network is up – Completed

Evanston Podiatric – Complete – leaving it open until Sonicwall replacement.

**Hiller Ford PC Refresh – Done – Ethan internal review for 4pm today. Close out meeting requested.

**Loeber – UPS – Not signed off yet – Closed project

**Loeber – Firewall – Completed – Confirming that they have remote access. – Should be complete

Loeber – CoPilot implement – Working on scheduling a call to review training and make sure it has everything they want. No updates since Monday.

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

Loeber – White Building Power refresh – Hardware is in – Scheduled for Thursday – Sam onsite now/tonight to get this completed.

Lucid – NDWC Devices – to LMS. New Day Care is now closed portion of the business – tomorrow 10/14 will be doing everything but two devices which will be scheduled for the end of the month when they come into the office.

**Mazda Orland Park – Firewall – AP’s are installed-Mark to review with Wes/Doug on deliverables tomorrow afternoon @ 2:30.

**Mazda Orland Park – Switches –  Finished – Signed off has been sent.

Mazda Orland Park – m365 implementation –Kick off happened – Moving forward. Licensing cost concerns. Sent USER list over to Eric/Jack and asking next Tuesday to review with them.

**Autobarn – Firewalls are done – Sign offs sent.

Autobarn – Wireless APs – Install is Monday, everything configured – being dropped off today.

Audi HP Service Expansion – Still on hold.

Exchange – Highland Park – Service expansion –On Hold

Exchange PC Refresh – Successful PC Refresh training occurred. Ethan been onsite all week – 50 machines were staged. He will be out there next week as well.

Exchange Porche Service Signal – Needs to see what the signal strength is now. David sent quote – prepping for Zach for approval

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

Action Items:

InLine

Completed by: George Fassett