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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

Julia

  • Core Value

  • Roman Gecko Boards

  • Dynamic Rate Card Screen Center Field shared with Core Value

  • Jira / Ross

    • Mike was disappointed with BMS setup and how disheveled the meeting was

      • No decisions were made

      • Nothing was put up in the queue

      • Nothing was readied made for a miserable meeting

May 10 Go-Live for CRM to NetSuite

Wally

BMS 1 week sprint is too short, should follow CoreValue an due 2 weeks
Visited rackspace in san antonio. took over a whole mall, 1.2 sqft; azure people… more people to

Waiting to hear back from Tom Donohue (analyst who was just interviewed)

Karen

AWS training previous week; learned a lot and puttitng together a summary for how to put lessons learned in action

Working on setting up AWS instances

Looking in to AWS monitoring capabilities

Daily outage job failure looking in to duplicate record issues. Server names – Karen to contact Julia

Andrea

Netsuite Real Estate Sales Revamp starts this week

PO Workflow Project, gauging Leslie’s interest of availability

  • Jira projects created; CoreValue PM is leading sprints

  • Waiting for Confluence licenses

  • Centium PO differentiates Purchase Order from Purchase Request

Avid Exchange (ACH / Check) blank vs numbered series check stock

Abe

Dynamic Rate Card

  • Lauren’s expectations: Dynamic Rate Card in Looker ready for next quarter

  • July 1 deadline (Q1 start)

  • Jawad and CoreValue’s role’s and responsibilites?

    • Wally to clear up abe to send email

Matt & Matt Looker Enhancements to be completed today

Leslie

Week 2!!!! Yay 😇

Learning JIRA, invited to orientations

To meet with NOC, may include Andrea

Andrea recruits for New Project: PO Workflow Project:

  • Mike Levesque: have NetSuite is the one system for everything (goal)

  • PO Workflow; SOW with Scope from Centium

    • Centium 150 hr 19K$ (11 pgs, detailed)

    • CoreValue 298 hr 11K$ (3 pgs)

  • Initiated by Lucien…

Frank

Rubicon Data Mappings, working with Julia Meyers

Geckoboard NetSuite update

Synced geckoboard sandbox data with Snowflake so it is avaliable to CoreValue

Service Account Setup for CoreValue BSD-80

Action items

Decisions