2019-09-23 Meeting notes

Karen

• CRM to NetSuite

  • Stored proc review, including notes regarding what can be taken off line / deleted.

• Creating action plan to move AWS objects from the AWS root account to an organizational unit.

• Cloud Migration Project (Building Server Service)

  • RFQ sent out to 4 companies (Corevalue, EagleDream, Edison Interactive, Andy Gaskell (Independent Contractor from CTO Teammate))

    • Timeline:

      • RFP Responses due to Captivate: 9/25/19

      • RFP Presentations to Captivate: week of 9/30

      • Captivate selects partner: week of 10/7

      • Project kickoff: week of 10/14

      • Project completion: 3/31/19

        • EagleDream not able to meet deadline for RFP response

• Hivestack - new field for PMP traffic partner

  • Loaded to NetSuite? / Frank is waiting for a response from pablo

• Jenkins Server - patched, documented

Abe

• Looker issue with configuring models need to submit a ticket on our + Corevalue’s behalf

• Continued migration of code to Lookerdev → Lookerstaging

• Continued development of metrics with Will and Matt

  • Refine / finalize: Reale Estate revenue reporting

  • Develop / requirements analysis: operations

    • Project metrics (almost done?) = job

    • Backlog

  • requirement elicitation: Customer Success - multipurpose initiative quota

  • churn? I have an old WIP

• Tested Jenkins Patching - scary at first, but passed after instance restarted

Roshan

• Jenkins Server is Patched Successfully, confirmed with Abe.
  and Also Documented the process.

• Reviewing IT Sandbox.

• Resizing CIDR Block from /16 to /24

Stacey

• WFH Tomorrow (Tuesday)

• CRM to NetSuite:

  • Cases in Producton

  • Meeting with Finance and RES today to discuss their needs

  • Continue with reviewing Errors from Loading into Production

  • Format data forms

  • DU Cab field

• Vistar/Campsite Weekly Report

  • documented! - local for now

  • can it be automated: no not yet, had the discussion with vistar, they don’t have an api and they will not make one.

    • Stacey wants to put it in Looker once she has some time freed up so she can push the data to snowflake weekly and hav ethe report be ready

• Orphan IDs Report in Looker

• Any other Ops projects that come up

Tom

• Working with Karen on reviewing stored procedures

• SVP Opportunities Roll Up with Impressions (Kate R)

• Completed Server Name requests report by Matt S

• Screen Center report (Ad End Date has to be added in, currently Null) (Kate M)

  • currently have a problem with the data:
    changed the system so that when they add new screencenter data they will have an end date from when the ad is supposed to end. previously there was no end date so there are a lot of nulls. it messes up the query

• Lat Long Report needs columns added (Damien)

  • manual excel report needs to be permanent

  • ticket was submitted for this request

  • @Frank Sorrento (Unlicensed) says: need to reach out to the business and everyone who currently uses the Lat Long report needs to approve this change. This report is used by a lot of people…

• Where to log hours -shared: elipses → Log Work

Andrea

• Final review of active users in SB1; schedule refresh; Data API to do testing

  • SB1 - refresh of production; data only (minor changes) = Dev Account

  • SB2 - CRM Migration (only project outstanding)

• BSD Tickets - found the “Related Knowledge Base Articles”

  • Didn't find a suitable article? Search knowledge base or create an article link

    • Andrea started creating knowledge base articles

• Approved CV project to proceed with NV/NVC/Site improvements

  • Phase 2; part 1

  • waiting for clearance from Mike Levesque to start working with a Core Value BA

    • for Colleen (Bellingeri)

  • Working on high level Phase 2 overview (originated on BMS board)

• NetSuite Licenses - Process/ownership (developed with Finance / HR; many inactive with access)

• Tipalti - Validation Errors - Caused by: (purchase orders syincing to tipalti)

  • Captivate Market = Class

  • Cost Center = Department

  • Site = Site (building address)

• PO Workflow - Post Deployment changes/updates/end user feedback

  • Core value did their final deployment

Leslie

Good news: Portfolio Rights

And we’re paying for portfolio

JIra JIra Jira -

agile trainig, then Jira training, then portfolio training? - engaged with training company – the difficulty is proving to be with finding a window to pull everyone from their work

working with MIke Levesque to get all projects to work together; Frank working with Mike Lynch (ENG); integrating with CoreValue’s projects (got rights but need to figure out what to do from there)

Looking for redundancies to see if we can save money

Wally

Spend: What do we need for 2020? What can we bring in to 2019?

New PRoject with Core Value to automate the process of cerating a server and retiring a server and building
Don’t want t them to get started with a process using Pivotal CRM and switching to NetSuite

This will enable Captivate GO; will save the company thousands of hour sand frustration

@Leslie Ciccariello (Deactivated) to set up a meeting with this group, war-room and go through the BSR and every ticket, assign an owner and a due date, and anything thats, a project, push back to Hans to push back th othe BSM board to prioritize as a project.