2019-08-05 Meeting notes

Tom

• Completed working on Rev by Building reports

• Will work on Looker UAT with Julia and Abe today

• Requirement Analysis for Report Migration: Crystal report for CoreValue

  • Client facing detail for what each building is allocated for revenue and how their revenue share % is calculated

• from Julia: to work on Missing Copy Report Detail - suggestions that CoreValue is offering as a process improvement

Andrea

Sandbox 2 - have not heard from Adam yet

Real Estate Revamp Phase 1 UAT final items w/ CoreValue; second approve / Finance Final Approver for monthly sales order so they don’t go directly inot the billing queue; requires sales order approval accross the board; AR supervisor role should not have this because this gives them the ability to approve any sales order; to run this by Annalisa;

Need a final OK on NSuite forms that will and matt reviewed, need an update

Enable a feature for auto numbering (was a disaster with the Advertiser field); this update will change the label of the top left of a tcustemr screen curretly pulling from the captivate ID rather than cumpany name ID, points to two different places; tested in sandbox 2, to review all customers

Analissa wants to push PO workflow to next week; CoreValue shan’t be happy

Wally requsted update on Getting everything from Sandbox 1 to Sandbox 2:
everything from Boostr is in Sandbox 2, to be finalized if need be, need the OK for CRM and data api
Expect to be ready with sandbox 2 synced next week

PO Workflow UAT moved to next week;

Spoke with tipalti refreshed done to bundle in sandbox 2 which will allow PO workflow to test their script / remove blockers with two scripts running simultaneously; CoreValue may have already tested and confirmed resolution

Jira tickets: breakfix and duplication cleaned up; to seek guidance on what is a ticket and what is a project w/ Julia (Advanced Mfg)

Julia

Looker UAT

Production implementation of Boostr Pivotal Instance - going live with Pivotal side on 8/10/2019 (This Weekend)

Dry run of all data that needs to be provided to boostr, gave them the package on Sat; Boostr to test

OOO tomorrow - good luck!!

Stacey

• Programmatic Revenue into SQL

• CRM to NetSuite Integration

  • Data into SB2

• Vistar Weekly Reporting

• Campsite Weekly Reporting

• Testing with Charlie TBD per meeting today

• from Julia: Revenue Share

Wally

What’s going on with Campsite?

Frank: Campsite API is untested and haphazard; corevalue is doing the testing and getting error after error. Alice wants to give them one more try, to winddown CoreValue team if it doesn’t pan out

Alice is documenting Go Stick process

Leslie

• Weekly IT and ENG Status Report ( please complete data from weeks ending 7/26 and 8/2.

• IT Time tracking

• Weekly status reports- projects status

• MS Teams , voice equipment, training

• CROSS-CAP

• Jira - Portfolio

• FYI-Lowell Office Only - Network Equipment Maintenance Schedule 8/6/19 7pm

Frank

• API Integration and Geckoboard projects currently blocked by differences between SB1 and SB2, as well as the Campsite API not being ready/tested by Campsite.

• Following up with Rackspace as to whether or not the storage is available to move forward with the Traffic system upgrade

Abe

Looker - RE Sales Operations enhancements

• SCD / Analytical block with system notes table for Status Data over time

• hey abe, remember that the system notes table only updates once a week!!

Looker - RE Sales Ops Model Issues

• Meeting / Activities model issue (Celigo thing)

Looker UAT

• Meeting with Julia and Tom today to KT 4 of the remaining 7 reports

• Meeting with Allie and Julia on Thursday for 3 of the remaining 7 reports (LatLong SSRS, Nielsen by Building SSRS, Live Buildings SSRS)

• ~~Confirm if Finance has formally tested Affidavit Batch (SSIS/SSRS)~~

Looker CI/CD step by step process document

(Life - Follow-up with orthopaedic surgeon and infectious disease specialist tomorrow (8:30am, 2:30pm))

Karen

BSS Cloud Migration - Phase 1 - Discovery work documented; reviewing with team. Moving on to Phase 2 once complete (Cloud Migration / opportunities) . https://teams.microsoft.com/l/file/15E8202E-6917-4D58-9EA8-D5AFD79271EE?tenantId=b7637d0a-086e-4573-92ed-9d0aede35bd7&fileType=docx&objectUrl=https%3A%2F%2Fcaptivate.sharepoint.com%2Fsites%2FBuildingInfrastructure%2FShared Documents%2FGeneral%2FBuilding Server Service - AS IS.docx&baseUrl=https%3A%2F%2Fcaptivate.sharepoint.com%2Fsites%2FBuildingInfrastructure&serviceName=teams&threadId=19:9c99a65d5dc34c03a75bde92f2cea6c0@thread.skype&groupId=a7078d14-e07a-4811-8d4c-fabad350f730

Levesque looking for a functional spec for CTO teammate’s engagement

Documentation of desired AWS environment.

Logan Data update. Gruntwork - Infrastructure as Code, initial meeting.

New Markets team meeting - one new market which was discussed was ‘Residential’ (RES_GENERAL, L_RES). This is planned to be operational 24 hours / day, 7 days a week, for both elevator and lobby, with an 8/31 delivery date. (Opportunity for more revenue). (According to Wally: 5am - Midnight, 7 days a week)