A-10717

Notes:

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

Mark got a feature update from them – sync the schedule piece with Autotask.

Emphasis on us using this more

Resource Management

Nothing for next week.

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

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

Doug Dec 2^nd and 5^th off.

Doug off week of the December 22^nd, back on Friday the 2^nd of January

Ethan is off week of the 29^th of December

Mark Goals for this week (11/03/2025)

Have a call with Zach re: Exchange projects

Jen has responded she needs to walk over there and look at things. Sam addressed in person last 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

Work on this got done on Friday.

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.

Testing now and turning on at Shartega – Friday testing happened- will get turned on for everyone this week

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.

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

Per above he did work now on this Friday 10/31

George Goals

Build some levels for I love you – need to review with Nic.

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

Mark and I did walk through on this Thursday. CruHu says they are going to do more for projects in future releases.

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

We are making an initial MSPBOTS survey dashboard. 

No progress yet on that from Thursday to today.

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. Talked to Shannon – he said he needs to talk to Tom who is in florida and followup Tuesday next week.

Community Honda – SaaS Alerts Implementation Quote – Kick off yesterday. Local hybrid active directory (on-premise) sync to the cloud. SaaS alerts works with on the cloud identity. Disable the AD sync, on prem doesn’t make changes to the cloud account, that would separate their AD account with their email account. A lot of what we can do for cloud accounts we can not do for them. To be discussed tomorrow 1-1 – need to understand how we want to move forward.

Doland Engineering – Network is up – Completed – They want to wait until Fiber from Comcast is turned on. – So not closing out after all. Circuit to be installed on the 12^th.

Hiller Ford PC Refresh – We have to purchase 3 new computers that won’t support. 3 other devices Ethan is scheduling to get connected to their computer for manual upgrade.

Loeber – CoPilot implement – Purchased Copilot for Shartega – Time to schedule kick off call w/ Client. Tool to see if things are being over-shared from Microsoft for the Shartega environment/test.

Lucid – NDWC Devices – to LMS. Helping to facilitate to send the machine back. Need to get a shipping label. Once we have confirmation the macbook is sent back we will schedule a close out call with the client.

Mazda Orland Park – m365 implementation – Email w/ Eric sorted out licenses/users. Doug onsite Monday for walk-thru for print migration. Onsite Wes/Doug Tuesday to start w/ the PC enrollments.

Audi HP Service Expansion – Still on hold. Emailed on Friday to see if there is an update.

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. Ethan is scheduled out this week to help. About 80hrs are left for this project.

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. – Still not approved from Friday email.

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

Shartega Projects – are stacking up a little – need to keep these paced.

Action Items:

In-Line

Completed by: George Fassett