2019-07-15 Meeting notes

Date

Jul 15, 2019

Participants

  • @Abe Ahn (Unlicensed)

  • @Leslie Ciccariello (Deactivated)

  • @Wally Chicoine (Deactivated)

  • @Karen Yorgy

  • @Frank Sorrento (Unlicensed)

  • @Thomas Donahue (Deactivated)

  • @Stacey Driscoll

  • @Julia Murphy

  • @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

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 followed by Place Exchange

  • Requested 2 new drives for CAP-NT02 SQL Server instance. These drives will hold log files and TempDB, and should drastically increase performance, hopefully alleviating some of the locking

  • Opening tickets today with Rackspace to build 2 new servers for Traffic (application and database servers). This effectively kicks off the upgrade for that system.

Karen

  • Nearing end of Logan Data work on AWS account hardening.

    • not a huge amount of clarity, asked for a full detail for hours used… questionable

  • For the rest of the year, I will be working closely with Engineering on a program roadmap for improvements for the Building Infrastructure.
    Goals: Screen Agnostic, Modular, Service Driven, Secure, Portable. It also needs to include a CI/CD pipeline.
    See MS Teams Site: 'Building Infrastructure' Site for documentation, Wiki.

  • Friday - 1/2 day FTO, Summer Friday

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

  • New Projects with Andrea and Karen coming soon

  • FTO next week!

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

    • CoreValue to complete documentation, Abe to execute and test

Andrea

  • NetSuite project road map, final week of RE revamp phase 1; one more week to finish up and wrap up

  • two new tickets on Friday, monthly fees billing process issue, re sales order; moved everything from Inventory, warehouse, shipping to RE sales order

    • Solved by [doing something to] Project Managers [sales orders]

  • Monthly Fees Billing process to ; sales orders go right to sales planners who create the sales order, approved by Matt and colleen and goes to finance; problem is that it is kicking off billing for the entire group of cabs or elevators but the installs are done one at a time. Proposed to core value, discussing with Matt to include a second approve , so once Matt and Colleen say

  • Second issue: customer success is processing opportunities to sales orders; focused on contract renewals; within phase 1 there is a flow from sales order to renewal; had a duplication', when opportunity was converted, would get two sales orders…

  • holdup with sales order workflow is holding up NOC approval workflow

  • Ticket open with CoreValue to fix the workflow

PO Workflow

  • schedule UAT this week; finance finished close and should have availability

  • 3 days of regression testing by CoreValue

  • John Hayhow to review scripts

Boostr / Ad Sales

  • Successful sync from sandbox 1 to netsuite, sales order creation

  • Booster to move from sandbox 1 → 2

Tipalti

  • Issue with PO Workflow in Production

  • Tipalti has a Suitescript running that blocks PO approval workflow

Paring down JIRA tickets

Documenting

On Vacation Next Week

Tom

Had been doing reports based on CRM data; SFA has more accurate data; working on rebuilding reports to be based on SFA

Identified discrepancies (Squarefootage missing) with Julia

Working with Hans and Levesque on a project to find out when Sales are up for Renewal, determine the best way to proceed with renewal; to flesh out requirements and find a business owner (per Wally’s guidance)

Julia

Summer half-Friday 7/19, Monday off!

Boostr Integration

  • Plan to go live on 7/29/2019

  • Meeting with Pablo, Adam (Boostr), Garret (boostr): one issue left with Miscellaneous Charges

    • Boostr needs to tell us what those charge sare so we can identify them

  • UAT and regression testing within next two weeks

  • SIC codes need to be created for parent…?

  • Unsure if there is enough internal knowledge about the CRM functionality of Booster

NetSuite work!

Looker Revenue Reporting UAT!

CoreValue codes for Vistar; to provide ID’s (followed up with AJ); updating the business blocking SIC code listing (working with AJ)

First/New Quarterly Update for the RateCard for all of our buildings; updates needed in Pivotal, Hivestack, Campsite, Vistar… it’s gon' be busy (until API is there, these updates are manual)

  • expecting CSV load; created on a spreadsheet; consider doing on Friday afternoon so it can take the weekend to load

Action items

@Andrea Molinari (Unlicensed) to upload Avid Exchange process documents to Confluence

Decisions

  1. Eventually migrating source code repositories to AWS Code Commit (currently on: Github, Git, Bitbucket, etc)