A-10738

Notes:

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

Discussions in person next week when in town.

Resource Management

Wes 12/19

Sam 12/15-12/19

Doug & Wanson 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

Wanson Jan 2 and 5 off.

Mark Goals for this week (12/08/2025)

Getting Security initiative off the ground

SaaS Alerts

Need the Unified piece implemented. Advanced SIM piece we don’t currently license for, Nic wants us to do it. Kasaya Doesn’t want to sell it yet until after the 1^st of the year.

Sam & Doug reviews need to be finishes.

Communication to clients on the Signs offs and Surveys. 

Report doesn’t have project name

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

MSPBots making report – looked today and it is still not done.

Project Name – ID not included

Standing Discussions

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.

Project Notes:

Calumet – SaaS – project – new – Kick off occurred

Calumet – New PC 6 refresh + Win 11 upgrades – Internal kick off occurred – schedule client kick off for next week.

***Community Honda – UPS – Finished – Scheduled close out call.

Community Honda – SaaS Alerts Implementation – all policies enabled – waiting on SIM licensing.

***Doland Engineering –Completed – Close out yesterday – went well Sent Survey this morning..

***Hiller Ford PC Refresh – Close out meeting occurred – still need to send sign offs

***Loeber – Mercedes/Porche – Memory is installed – Due for a close out call

Loeber – CoPilot implement – Kick off call w/ Mike Loeber – turn on 2^nd week of January

Mazda Orland Park – m365 implementation – everything done, everything is cut-over – policy issues breaking CDK – so we shut off policies and we need to get them re-enabled and troubleshooted.

Galactic Advisors – Meeting moved to Friday

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 – About 23 machines left to do upgrades. Ethan has started chipping away at some afterhours PCs.

***Exchange Porche Service Signal – Completed.

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

Action Items:

InLine

Completed by: George Fassett