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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

  • Vacation starting Thursday through Monday

  • CRM to NetSuite:

    • Test Server Record in Production and make any fixes as needed

    • Once testing is complete, import Server data into Production

    • If time this week, get Case records into Sandbox II

  • Vistar Weekly Report

  • CampSite Weekly Report

  • Contract Bundle run (daily)

Frank

  • Wrapping up testing of Hivestack integration this week. Hivestack, Rubicon, and Vistar integrations will be ready for UAT and migration to prod this week

  • Campsite requirements are almost complete. CoreValue is starting work on that integration next, possibly followe

Leslie

  • Met with Eliassen Group researching Jira Training

  • Working on IT Services Self-Assessment Survey… stay tuned

  • Issued the Collaboration Survey, please participate!

  • Time tracking sheet, update if you haven’t yet please

  • Working on translating time tracking into PP slides

Abe

  • Looker UAT coordination, working through feedback and redevelopments with CoreValue

  • Real Estate Sales Looker enhancement - fundamental change to model

    • Opportunities based reporting to Entity / Customer based reporting

  • GitHub and Jenkins configuration for CI/CD: Production process

Action items

  •  

Decisions

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