Skip to content
Gallery
PIVOT Enablement Leadership
Weekly Enablement Leads Meeting
Initiatives
Backstage
Writing for Impact 101
Priority Playground
Archives
Share
Explore
Q1

icon picker
3/27/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
3/27/2023
⁠
⁠

Attendees:
@Christa A. Stephens
⁠
,
@Trevor J. Glisch
⁠
,
@Daniel T. Anderson
⁠
⁠
⁠
Action Items 3/27/2023
Done
Task
Owner
Due date
Created Date
1
Meet w/ Mike to discuss new requirements for BC/CW integration
Daniel T. Anderson
3/29/2023
3/27/2023
2
Update Tues/Thurs meeting cadence
Christa A. Stephens
3/28/2023
3/27/2023
3
Set up Epic for CE Vendor work
Christa A. Stephens
3/27/2023
3/27/2023
4
Schedule Sprint Retrospective
Christa A. Stephens
4/11/2023
3/27/2023
No results from filter
⁠

Agenda

Announcements / Updates from FOC

Priority Changes / Escalations
Brennamen Fie conversion of paper form to Microsoft form (Trevor)
BC Cutover Priority
During this past sprint Mike worked on a few BC things before starting on creating companies in BC through the API. This is depriortized until the CW > Company Finance > BC Vendor ID custom field is populated.
@Trevor J. Glisch
⁠
you will need to let Mike know when he comes back on Tuesday morning — (
Asana Task
⁠
)
Discussion topics
Discuss additional updates to meeting cadence (Tuesday/Thursday)
Update cadence to only Thursdays; alternate show+tell/sprint updates
Resharper Licensing ($30/user, approx)
Set priorities for tomorrow’s sprint
Business Central cutover support
Writing back to Connectwise to mark Invoice as posted — will need to do evaluation of how this can be done (is there an endpoint available? If so, test. If not, how to move forward with writing to the database directly)
CCRM Bi-Weekly follow-up
CE Qualification data expansion & Vendor Portal
Can email
iit.servicedesk@ccr.net
⁠
to setup a new domain
QA on Orbit Ordering and Price Sheets
Josh’s work Backend
Data Standard Library (Dan to discuss with Trevor)
How to best incorporate into the existing Dev Standards library
Possibly have Dan it in on a Standards meeting with Trevor when Dan is back for ideas and documenting feedback

Other Open Action Items List 3/27/2023
Done
Task
Owner
Due date
1
ETS Bulk Added > Touchbase with Brandon on expected time frame
Trevor J. Glisch
12/18/2023
2
Front-end: Temp to perm(?)
Trevor J. Glisch
3
​
​
4
Service Picks > Attach any Vendor after it has been submitted
Michelle Helmholz
No results from filter
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.