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Date

Participants

Goals

  • Review previous action items

  • Collect status updates from all team members

  • Outline new action items

Discussion topics

Presenter

Notes

Andrea

  • Gathering, Analyzing tickets; where should notes go

    • Confluence?

  • Wally - Licenses, NetSuite account cleanup

  • Matrix of permissions

  • Issue with conflicting priorities

  • Colleen, Will Ritchings' list of fields to get rid of…

Stacey

  • Service Desk Items

    • Matt Martin

    • Kate

  • Weekly campsite and vistar reports

    • Mike Levesque graphs to add to weekly reports

  • CRM to NetSuite integration: to meet with Charlie

  • Username Password updates for AVagent reports

Wally

  • John Hayhow:

    • 6 month Contract, works for Anderson Frank

  • Pablo

Julia

  • Raw data for Revenue Share is in Snowflake

  • Corevalue is analyzing stored procedures

  • Dynamic Rate Card - Jawad will work with Abe once all the data is in Snowflake

  • Julia has a workaround / process that has worked for years in order to send checks for revenue share; requires a change to cap at 100%

    • Julia and Analisa had agreed to move forward with this process

    • Julia was mandated to not use the workaround process and instead have CoreValue rebuild the process with Snowflake, Looker

  • Drive-byes must stop! / open up a ticket and capture who you’re doing the work for

Frank

  • Geckoboard from NetSuite

  • API integrations with CoreValue

    • kicked off last week

    • need to discuss data mapping

  • Change in scope: Geckoboards shall not go down

  • Those darned History Tables…

Abe

  • Looker Testing and Promotion process for CoreValue

  • Elevator Health Log Tableau reports

  • Helpdesk option for running existing reports created

  • Looker: Updated cron for PDT and Datagroup maintenance schedule

    • 0 8-20 * * MON-FRI

    • “At minute 0 past every hour from 8 through 20 on every day-of-week from Monday through Friday.”

  • Followed up with Allie re: Scott Marden and the Axper and Linkett camera data

    • For now, Scott is manually looking at Axper files. Not using Looker

  • Looker Environments with CoreValue

  • Corevalue JIRA Project Configuration and user administration

  • Churn - backlog

    • Met with Aaron to review

    • Documented

    • Documentation in JIRA

    • To add to Confluence

  • Tableau product selection

  • NOC tableau report production. Asked for 1 year of data, we only keep 30 days

    • Told them to escalate if a project is needed to analyze more history

Action items

Decisions

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