Meeting Date:
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 CCR Team Member decoupling from CW Site Channels Delete Flag 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 Trevor to give Michelle and Dan admin access to review for Data Team conversion Christa, Dan and Trevor BP project 4 Leader responses & 6 End User responses (as of 1:20 on 7/5) Schedule Slack Follow-ups (for Monday 7/10) Is everyone aware of the slide they are presenting? Is there time allotted for preparing context? Review Slide 11 during the meeting & make adjustments CE Alignment Day - 8:00 - 9:30; setting the agenda Review & Feedback on Decoupling of Connectwise () 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