A-10714

Notes:

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

I worked with Moovilla more last week, I am slating more time this week. We need to figure out the sync with it again as well and get an update from the Moovlla folks.

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 (10/27/2025)

Have a call with Zach re: Exchange projects

Exchange Access Points need proposals for refreshing

Need to call Jen again about Survey Sign-offs

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

SaaS Alerts

Need the Unified piece implemented. This came up today.

User Validation piece that authorizes a user to login to an APP.

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.

Ricky and Mark to have a call with Cruhu on Wednesday @ 1pm.

He ended up working on a bunch of other templates, but did not get to this one.

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.

Could do like a 5/5 manual badge to the techs on a project with something like that.

Contests on Consecutive time sheets submitted on time

Documentation in IT Glue manual badge.

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.

Finally got Jen to respond – she doesn’t feel comfortable signing off on things she doesn’t understand, we are going to come up with the right people at each location to involve.

Report doesn’t have project name

Wanson – might be able to show project names via MSPBOTS vs. built in Autotask report.

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

To discuss w/ Wanson as we adapt MSPBOTs to a projects dashboard.

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.

Community Honda – SaaS Alerts Implementation Quote – Schedule a kick off call w/ Wanson

**Doland Engineering – Network is up – Completed

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

Hiller Ford PC Refresh – Ethan internal review for 4pm today. Windows 11 upgrades under 9 machines. 

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

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

Loeber – CoPilot implement – Purchased Copilot for Shartega – this would allow us to roll it out internally to see how it all goes – before we roll out to Loeber.

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

**Loeber – White Building Power refresh – Done

Lucid – NDWC Devices – to LMS. Scheduled Wes for 10/30. He is there today.

**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 – checking w/ Doug to get this updated and sent over.

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

**Autobarn – Wireless APs – Completed – scheduling close out call.

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. 8 are now complete. Kevin has not been helping with anything so far.

Exchange Porche Service Signal – Needs to see what the signal strength is now. David sent quote – prepping for Zach for approval – Still not sent to Zach. GPS is installed, Cellular not installed until this quote is approval.

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

Action Items:

In Line

Completed by: George Fassett