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Celebrations
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Date
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1
JH On Same Page with Arcus/SC Project
Wed, Jul 31
Dan Matarrese
2
CU homepage (caching issue)
Wed, Jul 31
SD
Stuart Dum
3
dbt snapshots for line items
Wed, Aug 7
David Rosentrater
4
new processes for CU web requests
Wed, Aug 7
SD
Stuart Dum
5
transistor seems like a win (looking into required effort)
Wed, Aug 7
SD
Stuart Dum
6
organizing and getting back in the flow
Wed, Aug 14
SD
Stuart Dum
7
hiline
Wed, Aug 14
Dan Matarrese
8
stared conversation about SA payment process handoff
Wed, Aug 14
David Rosentrater
9
Inbox Zero!
Mon, Aug 19
Dan Matarrese
10
Gusto for Q2 Reviews!
Mon, Aug 19
Dan Matarrese
11
Working on a schedule for meetings and support (batching work)
Mon, Aug 19
SD
Stuart Dum
12
Wed, Aug 28
David Rosentrater
13
Excited about Payment Options/AR Future
Wed, Aug 28
Dan Matarrese
14
Ben not overwhelmed w/ pings/messages/todos anymore
Wed, Aug 28
SD
Stuart Dum
15
First CnU meeting
Wed, Aug 28
Dan Matarrese
16
CU video management scripts!
Wed, Aug 28
David Rosentrater
17
Historic month-close testing in place
Wed, Sep 11
David Rosentrater
18
Mid-month reconciliation was perfect!
Wed, Sep 18
David Rosentrater
19
CU user activity star schema moved into data warehouse
Wed, Sep 18
David Rosentrater
20
We have a solid cutover plan with Redline!
Wed, Sep 25
David Rosentrater
21
BigQuery machine learning models are easy to use
Wed, Oct 2
David Rosentrater
22
Portant - ICA Template
Wed, Oct 2
Dan Matarrese
23
DB Design done
Wed, Oct 2
SD
Stuart Dum
24
COA
Wed, Oct 9
Dan Matarrese
25
Excited about inventory planning
Wed, Oct 9
David Rosentrater
26
Using my brain on low-level computer science
Wed, Oct 9
SD
Stuart Dum
27
Great progress on data warehouse architecture
Wed, Oct 16
David Rosentrater
28
Done with a project
Wed, Oct 16
SD
Stuart Dum
29
Not adding team members to website
Wed, Oct 16
SD
Stuart Dum
30
Jolie doesn’t stay in the storage area
Wed, Oct 16
Dan Matarrese
31
Good CU design collab/discussions
Wed, Oct 23
SD
Stuart Dum
32
New star schema for supporting receivables reporting for gift cards, etc.
Wed, Oct 23
David Rosentrater
33
HubSpot reporting
Wed, Oct 30
David Rosentrater
34
Finishing SA things
Wed, Oct 30
SD
Stuart Dum
35
Office Layout
Wed, Oct 30
Dan Matarrese
36
Tabbed Google Docs
Wed, Oct 30
Dan Matarrese
37
Alcuin site almost done
Wed, Nov 6
SD
Stuart Dum
38
Dedicated time for Deep Work
Wed, Nov 6
SD
Stuart Dum
39
David might like this ERD
SD
Stuart Dum
There are no rows in this table

Frustrations
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Topic
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Date
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1
Out of stocks from new version release delays
Wed, Aug 7
David Rosentrater
2
Web collab seems broken
Wed, Aug 7
SD
Stuart Dum
3
Arcus/SC Work
Wed, Aug 14
Dan Matarrese
4
Basecamp is hard (I want to read their book)
Wed, Aug 14
SD
Stuart Dum
5
Adjusting to Amazon Seller month close
Wed, Aug 14
David Rosentrater
6
Vimeo: Change of implementation strategy for CU video scripts
Mon, Aug 19
David Rosentrater
7
Clarity Seems out of Reach Lately (I have been too negative)
Mon, Aug 19
Dan Matarrese
8
I want to build a new CU platform; stop me
Mon, Aug 19
SD
Stuart Dum
9
Mid-month reconciliation
Wed, Aug 28
David Rosentrater
10
Customer support expectations (from customers)
Wed, Aug 28
SD
Stuart Dum
11
Lack of progress on Camelot integration. Why isn’t anyone talking to us directly?
Wed, Sep 18
David Rosentrater
12
Days are short
Wed, Oct 9
SD
Stuart Dum
13
Free claude more limited: ok if I pay?
Wed, Oct 16
SD
Stuart Dum
14
"Resources” menu
Wed, Oct 23
SD
Stuart Dum
15
3PL transition
Wed, Oct 30
David Rosentrater
16
Project Managing
Wed, Oct 30
Dan Matarrese
17
Shopify discounts documentation
Wed, Oct 30
SD
Stuart Dum
18
Async buy-in on basecamp
Wed, Oct 30
SD
Stuart Dum
19
Overwhelm
Wed, Nov 6
David Rosentrater
20
I stink at Async
Wed, Nov 6
Dan Matarrese
21
Daylight savings
Wed, Nov 6
SD
Stuart Dum
There are no rows in this table

IDS
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Topic
Notes
Date
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Image 6
1
ClassicalU planning
Wed, Jul 31
SD
Stuart Dum
2
Core Hours for Office Days
Wed, Jul 31
Dan Matarrese
3
SA Web Adjustments
Mon, Aug 5
Dan Matarrese
4
Quick Todo - Task vs Message
Mon, Aug 5
Dan Matarrese
5
Architecting CU video duplication process/scripts
Wed, Aug 7
David Rosentrater
6
Web Content Editing: From Sr. Leadership Tm Mtg
Wed, Aug 14
Dan Matarrese
7
Curiosity: are we still looking for a new building?
Wed, Aug 14
SD
Stuart Dum
8
Organizing Asana: are there epics/rocks/etc.?
Wed, Aug 14
SD
Stuart Dum
10
Reacting to Notifications vs. Focused Work
Mon, Aug 19
Dan Matarrese
11
Big opportunity for SA: connecting checkout accounts/purchases with Canvas accounts/enrollments
Mon, Aug 26
David Rosentrater
12
Using goal of fewer meetings in 2025 as leverage for changing organizational communication habits
Wed, Aug 28
David Rosentrater
14
Mitigating sales team time spent on My Library
Wed, Sep 11
David Rosentrater
15
How should we coordinate our next steps and communications with Redline?
Wed, Sep 11
David Rosentrater
16
How can web manage projects on the horizon while maintaining current projects
Wed, Sep 11
SD
Stuart Dum
17
What aspects of Classicalnu should I seek to answer w/ Thoughtbot
Wed, Sep 11
SD
Stuart Dum
18
How can we incorporate data/analytics needs into the ClassicalNu build out process?
Wed, Sep 18
David Rosentrater
19
What is the right way to communicate data changes/issues/points of interest to stakeholders?
Wed, Sep 18
David Rosentrater
20
Gift Cards
Wed, Sep 18
Dan Matarrese
21
Free ebooks/My Library
Wed, Sep 25
Dan Matarrese
22
Update from Shark Tank Day
Wed, Sep 25
Dan Matarrese
23
ClassicalNu recommendations for Metrics
Wed, Sep 25
David Rosentrater
24
What did we decide on printing books with pages to link to digital resources?
Tue, Oct 1
Dan Matarrese
25
Enterprise Bus Matrix, conformed dimensions, and companies
Wed, Oct 2
David Rosentrater
26
Thoughtbot (2 weeks at $16,000)
Wed, Oct 2
SD
Stuart Dum
27
CU Canvas ($8K first year; $5K second)
Wed, Oct 2
SD
Stuart Dum
28
Thoughts after the Canvas Catalog demo
Tue, Oct 8
David Rosentrater
29
Quarterly Planning - Schedule
Wed, Oct 9
Dan Matarrese
30
CU Canvas
Wed, Oct 9
SD
Stuart Dum
31
Thoughts on updating the sales process/systems
Wed, Oct 16
David Rosentrater
32
MBI security event
Wed, Oct 16
SD
Stuart Dum
33
Industry news: wordpress vs wp engine
Wed, Oct 16
SD
Stuart Dum
34
ClassicalnU Data & Business Systems notes
Wed, Oct 16
David Rosentrater
35
Pantheon renewal options
Tue, Oct 22
SD
Stuart Dum
36
Quarterly planning: should I account for microsites anywhere?
Tue, Oct 22
SD
Stuart Dum
37
CU: course trailers
Tue, Oct 22
SD
Stuart Dum
38
CU: do we need free lessons?
Tue, Oct 22
SD
Stuart Dum
39
Connecting to CU access for SC to Purchase of SC Library
Wed, Oct 23
Dan Matarrese
40
Claude: big news, much hype
Wed, Oct 23
SD
Stuart Dum
41
Gift cards and coupons
Wed, Oct 23
David Rosentrater
42
Security for personally identifiable information (PII) in data warehouse
Wed, Oct 30
David Rosentrater
43
Finalizing gift card discount logic
Wed, Oct 30
David Rosentrater
44
Red-Team - Used Novare
Wed, Oct 30
Dan Matarrese
45
Claude analysis tool
Wed, Oct 30
SD
Stuart Dum
46
New Shopify B2B features to be aware of
Mon, Nov 4
David Rosentrater
47
ClassicalnU - Metrics on Dashboards - Individual & Team
Mon, Nov 4
Dan Matarrese
48
ClassicalnU use cases and conceptual data model
Mon, Nov 4
David Rosentrater
49
Recommending using Amazon Seller’s monthly forecasting for stocking FBA
Tue, Nov 5
David Rosentrater
50
Zoom video recording access for internal CAP employees
Tue, Nov 5
David Rosentrater
51
SA Shopify<>Airtable app not working at 100%: closing down cap-shopify-agent
Wed, Nov 6
David Rosentrater
52
Gift Card
Wed, Nov 6
Dan Matarrese
53
Publishdrive
Wed, Nov 6
Dan Matarrese
54
Designer update
Wed, Nov 6
SD
Stuart Dum
55
Ben upcoming paternity
Wed, Nov 6
SD
Stuart Dum
56
Gift card needs some code
Wed, Nov 6
SD
Stuart Dum
57
SA Video Password Issue
Wed, Nov 13
Dan Matarrese
58
Meeting for ACG
Wed, Nov 13
Dan Matarrese
59
Centripatal
Wed, Nov 20
Dan Matarrese
60
Wed, Nov 20
Dan Matarrese
61
CU project updates from DBS; database status from web; Team vs Enterprise
Tue, Dec 10
David Rosentrater
There are no rows in this table

Notes for Future
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Done
Topic
Notes
Date
Added by
1
Thinking about company processes and business systems/data
Wed, Jul 31
Dan Matarrese
2
Documentation Types
Wed, Jul 31
Dan Matarrese
3
3-5 Year Planning - Meeting with Jolie on 10.11
Wed, Aug 28
Dan Matarrese
4
Homeschool Customer Support vs. School Sales - Separate Functions & Needs
Wed, Aug 28
Dan Matarrese
5
Discuss leveraging existing content to remove free lessons in our first CU design meeting
Wed, Oct 23
SD
Stuart Dum
There are no rows in this table





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