2019-04-18 Meeting notes

Date

Apr 18, 2019

Participants

  • @Abe Ahn (Unlicensed)

  • @Stacey Driscoll

  • @Andrea Molinari (Unlicensed)

  • @Frank Sorrento (Unlicensed)

  • @Leslie Ciccariello (Deactivated)

  • @Karen Yorgy

  • @Julia Murphy

Goals

  • Review previous action items

  • Collect status updates from all team members

  • Outline new action items

Discussion topics

Presenter

Notes

Presenter

Notes

Stacey

  • Was off last week

  • Cases into NetSuite Sandbox for Integration (waiting on John)

  • Programmatic tab in NetSuite

    • Vistar Data import

    • Mapping from CRM to NetSuite

    • Issues:

      • Longitude Field keeps getting changed…

      • Activation Date (Vistar) doesn’t populate all venues

        • per frank: Activation Date is required in the API

      • GVT calculation

  • Vistar Data → Haven’t gotten data from them in two weeks, even with reaching out (Weekly Mike reporting)

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

  • Reportal Report issues for Scott Barske → one issue fixed

Julia: Saturday dry run…
Stacey: probably will not happen based on emails from Charlie

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

Questions:

Q Rubicon Target: calculated field. should this be done in Talend, or can it be done in NetSuite

  • Conversion of Server name t

A: It does not have to be done in NetSuite

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

Reporting

  • Issue with SP that supports updating PMP manual revenue amounts to override system calculated amounts

  • FSBI issue with synchronized spots delivered and Affidavit reporting

  • Neil Shapiro new AME by Server reporting for Vistar and Rubicon

  • Code review of Revenue Share reporting

  • Provide “Translation” for code that supports Utilization to Lauren

Karen

Documenting field mappings for the API and Geckoboard projects. Checking to see whether the fields have been created in Sandbox and populated with data. Working with Stacey to get the fields populated.

Working on the plan to migrate the Traffic database.

Starting next week, have signed up for ongoing online AWS tech talks, for ongoing learning, from selecting the right database, to Elastic Beanstalk.

Andrea

RES Revamp w/Core Value - UAT/Demo/Final review prior to 5/4 integration

PO Approval Workflow Project -

  • Initial kick off completed; project postponed 1 week for Finance input, resume 4/22

  • CV requirements of CAP

    • Approval Matrix - Have the Ops Approval matirx approved by Del

    • PO Forms - Difference between forms and how they are currently used

    • Mandatory fields on existing PO’s

    • Approval Flow -

  • Meeting with Finance for input on Approvals, purchases outside of current processes, COSA, Threshold, Project budget

BMS Projects -

  • Hans is coordinating Q&A sessions for Asks to complete projects

  • Met with Annalisa to prioritize and discuss needs/goals of projects

Leslie

Traffic Server Upgrade Project

  • Acquired Engineering resource

  • Mapping out next steps with Frank and Karen

Windows 10 Phone System Upgrade Project

  • Gathered Chicago-Toronto Upgrade Scope of work

  • Constraint-Bandwidth upgrade requirement

  • Reviewing additional cloud based phone systems

Lowell Server Room Cleanup Project

  • Researching Tech owners

  • Working with Kofi and Steve

  • Researching e-waste vendors, disk wiping services, etc..

Rackspace Review Project

  • Meeting with Steve to create a Tech owner survey

  • Ticket ownership

  • Patch Management

  • Rackspace Assessment in progress

KPI Report

  • Brainstorm Quantifiable data

    • Tickets

      • Matt

      • Julia

      • Rackspace

Wally

Who manages Jawad:

  • No one on Julia’s team. Mike Levesque is the last one to speak with him

Action items

@Karen Yorgy create a calculated field in hqdata table for “Target”
@Abe Ahn (Unlicensed) OSM board to Kanban template
@Abe Ahn (Unlicensed) and TEAM: wiki for calculations / terms (weekly impression, AME)
@wally Call Jawad, figure out where he’s at with Affidavits
@Abe Ahn (Unlicensed) provide access to Leslie Service Desk
@Julia Murphy document process to manually create the Rubicon individual unique zone ids

 

Decisions

  1. How many actual Physical Buildings we have in NetSuite: should be SITE with any Active Network Venue (but don’t count the Network Venues)
  2. Rubicon Target will not be saved/stored in NetSuite
  3. never just say SALES; always say Real Estate Sales vs Ad Sales