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! ​Emoji :smiley:

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 ​Emoji :question_mark:
  

  • 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