2019-08-26 Meeting notes

Date

Aug 26, 2019

Participants

  • @Karen Yorgy

  • @Roshan Shaik (Unlicensed)

  • @Leslie Ciccariello (Deactivated)

  • @Julia Murphy

  • @Thomas Donahue (Deactivated)

  • @Frank Sorrento (Unlicensed)

  • @Abe Ahn (Unlicensed)

  • @Wally Chicoine (Deactivated)

  • @Andrea Molinari (Unlicensed)

Goals

  • Review previous action items

  • Collect status updates from all team members

  • Outline new action items

Discussion topics

Presenter

Notes

Presenter

Notes

Karen

  • Working on phase 2 on Engineering’s ‘Building Server Service’ migration project (Functional Spec for what the system should do).

  • Cloud Management Concerns. Ongoing review of infrastructure and cloud challenges with the goal of addressing issues and creating remediation plans. (Due Friday 9/30 - compile plan for Mike Levesque)

  • Logan data follow-up

  • AWS in process:

    o FSX / AD integration

    • Roll out Sandbox account for Engineering.

    • Tagging strategy completed, implemented

      • Meet with accounting to determine how they want costs allocated

  • WFH Friday

Roshan

  • Test 2 Successful for AWS VPN to Rackspace, found a new issue i.e Tunnel # 2 is down, and the pings are not working from AWS to Rackspace. Need to get on a call with Kofi and Rackspace Technician.

  • Need to work with Karen on FSX / AD integration.

  • Reviewing IP Subnetting for AWS environment.

  • Covering NOC from 1-2pm tomorrow.

Abe

 

  • Real Estate Sales dashboard development continued

    • NetSuite automated Revenue analysis

    • NetSuite automated sales cycle durations, conditional logic objects galore

  • Looker environments and next steps

  • Summer Friday

 

Leslie

  • JIRA-JIRA- JIRA! daily mapping meetings w /team.

    • Mandatory -Jira Mapping Issues to Epics, deadline to report from Portfolio -8/30/19

      • please note -going forward please don’t create Next Gen projects ( that was suppose to have been disabled, and please don’t create any new Initiatives . ,more to follow.

      • Please feel free to bring/ share an issue you are challenged with connecting to an Initiative to explore during the meeting.

  • Training with Elliasen group determining best approach for our scenario

  • Chicago install was a success, Toronto next..

  • Lowell Server room phase 2 plans in the works

  • Weekly IT and ENG Status Report

  • Continuous IT Time tracking report

  • Weekly status reports- projects status

  • Weekly Call Tower MS Teams meeting to roll out company wide

  • CROSS-CAP Topics; Cloud migration, Hivestack, Pivotal CRM to NetSuite

  • Continuous learning- Agile , Jira, Portfolio

  • Remote on Friday

Stacey

  • Vacation starting Wednesday!!! Coming back 9/9

  • CRM to NetSuite: (go live: sept 14-15 [sat-sun])

    • UAT with Project Managers

    • Changes for Fails

  • Vistar Weekly Report

    • Also create documentation

  • Campsite Weekly Report

    • Also create documentation

Julia

Reporting Migration: The whole idea was to get out of Crystal (unsure why)

  • Bring on CoreValue: Lucien

  • Off of Crystal? Impossible on Snowflake because of data sync (a small number of reports need to be able to be refreshed on demand)

Boostr Went Live; training now (started last Monday 3pm); Hans has a daily 1 hr

  • no way to generate a contract

  • some things missed in the data import

  • Boostr sends a deal to pivotal, forecast proposal is sent back to Boostr, contract from pivotal and boostr, contract is created out of pivotal (needs buildings and markets) and boostr sends an IO from Pivotal to NetSuite as a sales order. Eventually, invoices generated (from NetSuite?)

  • Currently have them push a button to update a contract or proposal (want that automated when it is sent over, not dependent on a user button press)

  • Boostr issue with contacts (loaded a static table that doesn’t match..)

Andrea

NRESR-Phase 1 – Final sprint complete, deployed to production, CV to confirm closed.

Clean up or Phase 2?

PO Approval Workflow – UAT in SB2 for PO’s created from Linked SO’s – following up with Tipalti (seeing some of these issues in Production, related to script? Finalize PDF template with approvals/alert originator when final approval done, ready to place vendor order – Goal 9/2 deployment

Tipalti – Meeting this week to review

Boostr – Successful creation of Sales Order via API to NS; review SB1 – successful link

CRM/Data API-

Path to Production –

Users out of SB1 then SB2

Integrations in SB1 – Disable? Fivetran,

Jira – BSD – 1 of 10 are break fix; most are report changes, creation or customization; enable a feature, workflow changes, automation

Thomas

Finished revenue by building reports, submitted tojulia for review

working on utilization report w/ Mike and Hans

working on UAT acceptance with won lost opportunity report with Julia

Almost dropped Jawad, kept him on

Action items

@Abe Ahn (Unlicensed) fix wally’s name in Jira
@Julia Murphy Reporting Migration: list of reports, where we are, who requested, who is testing
@Stacey Driscoll blackout date/list for CRM for the NOC (for CRM to NetSuite)

Decisions