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7/5/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
7/5/2023
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⁠

Attendees:
@Christa A. Stephens
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,
@Trevor J. Glisch
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,
@Daniel T. Anderson
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,
@Michelle Helmholz
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,
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Action Items 14
Done
Task
Owner
Due date
Created Date
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Agenda

Announcements & Reminders

Priority Changes / Escalations
Follow up on item from last week Site Channel Data recovery over the weekend
Intranet > Site Channels > Delete function has caused a lot issues; need to change the functionality to a Delete_Flag
Next Sprint
CCR Team Member decoupling from CW
Site Channels Delete Flag
Auth0/Client Portal
Password Reset refactor to address bugs and security
Offboarding Manage360/Client Portal Users

Discussion topics
New Aloa/TechJays contract - how did the call go?
Trevor is going to review with his team tomorrow & get some initial tasks by the end of the week
Upcoming Sprint Priorities
Decoupling CW — CCR Team Members
Automating the ConnectWise Contact during the Hiring/Onboarding Job
Removing this from New Hire Tool?
Replacing Intranet > Employees with new data source
Offboarding - how do we remove users from M360? Does this process exist? Should it be prioritized?
Hubspot Deals for CE → What decisions/progress have we made?
CE is comfortable with 1:1 product:deals as an MVP
Plural Sight
Trevor to give Michelle and Dan admin access to review for Data Team conversion
Christa, Dan and Trevor BP project
CSAT
4 Leader responses & 6 End User responses (as of 1:20 on 7/5)
Schedule Slack Follow-ups (for Monday 7/10)
All Hands (
PIVOT 2023 July All Hands.pptx
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)
Is everyone aware of the slide they are presenting? Is there time allotted for preparing context?
Review Slide 11 during the meeting & make adjustments
360 Week
CE Alignment Day - 8:00 - 9:30; setting the agenda
Leverage Day
Review & Feedback on Decoupling of Connectwise (
HERE
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)
Offsite - Kickoff 2024 Plan
Bug process (including Dispatching)
Future Thursday meeting - “external” communication/visibility systems
Expansion of the BU Working Agreement Portfolio
Expectation of delivery/implementing work and feedback
Other Open Action Items List 12
Done
Task
Owner
Due date
ETS Bulk Added > Touchbase with Brandon on expected time frame
12/18/2023
Front-end: Temp to perm(?)
​
Service Picks > Attach any Vendor after it has been submitted
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