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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

Stacey

  • Was off last week (smile)

  • Cases into NetSuite Sandbox for Integration

  • Programmatic tab in NetSuite

    • Vistar Data import

    • Mapping from CRM to NetSuite

    • Issues:

      • Longitude Field keeps getting changed…

      • Activation Date doesn’t populate all venues

      • GVT calculation

  • Vistar Data → Haven’t gotten data from them in two weeks, even with reaching out

  • Campsite Reporting → Had an issue and reached out to Campsite

  • Reportal Report issues for Scott Barske → one issue fixed

Frank

  • Vistar API Integration is nearly complete. Rubicon integration development will begin next week.

  • Working on the data mapping for the Hivestack API Integration.

  • Geckoboard re-write from Snowflake is progressing well.

  • CRM to NetSuite project is blocking progress on some tasks (UAT, data validation) in the API Integration and Geckoboard projects, but there are other tasks that CoreValue can work on to keep progress moving.

  • Engineering has provided information for the Traffic system upgrade, so that project has resumed.

  • Confirmed with Mike Levesque that reporting to CEO and Board on number of physical buildings is required, and we are currently misreporting that metric on Geckoboard. Need to confirm that this is a count of Sites in NetSuite with an active Network Venue so that metric can be corrected with the Geckoboard rewrite project.

  • Need to confirm when the Ticket Data will be loaded to NetSuite Sandbox

Abe

Looker:

  • Sales Ops explore enhancement with fields from Messages, Activities (NetSuite)

  • Sales Ops individual budget quotas reporting

    • Data load in Snowflake (manual dataset via csv)

    • plan vs actual vs attainment

    • Now… need to be able to show year over year Month-to-date, quarter-to-date, year-to-day

      • This adds a lot of complexity and rows of data (one row per day instead of one row per month)…

      • Matt wants this or a draft to present to marc at 1:30 today so I'm working on this

  • Marketing model based on Site requested but tested to see if we can use the existing explore with a different join type instead

    • asked Pocock to help me test, let's see if this works out

Tickets:

  • Small looker enhancements/updates

  • JIRA administration for corevalue project creation and user admin

  • Looker administration for corevalue; gave them access to dev and staging so that should be picking up soon

  • Elevator health log reports for noc

Julia

Systems Support

  • Updated AME for US Lobby and US Elevator Networks in Pivotal

  • Updated Lauren’s Q2 Dynamic Rate Card values in Pivotal for all Venues

  • Need to review new OMN issues regarding Trouble Ticket deletion

  • Boostr integrations

    • APIs for inbound Account and Deals up and operational

    • Begin Unit Testing of APIs

    • Provide new data dumps of Boostr related tables

    • NetSuite API integration issues, Adam couldn’t configure on his own in Sandbox

    • Security surrounding APIs and Service ID (Pivotal)

  • CRM to NetSuite implementation

    • Delay causing more demand for staff to accommodate new requirements, allowing projects dependent on implementation to move forward

      • API Integrations with Programmatic

      • GeckoBoard revamp

Programmatic Support

  • Updated Floor CPM and GVT for US Elevator NetWork in Vistar

  • Updated Floor CPM for US Lobby Network in Vistar

  • Rubicon updates for Revenue By Building requirements: reporting Exchange vs PMP separately and accurately

Action items

  •  

Decisions