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Adilas.biz Developer's Notebook Report - All to All - (185)
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Time Id | Color | Title/Caption | Start Date | Notes | |
| Shop 12769 |
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Adilas key Contributors | 3/17/2026 |
Adilas Key Contributors:
Steve Berkenkotter - Main owner and business partner - original ideas, concepts, and training - sales, relationships, dreamer, visionary, custom code, coordinator, builder of the first industry specific skin, and the list goes on. Huge player in the adilas story and timeline. One of the original owners in Moring Star Automotive - where the system came from. There are three known Steve's in the system notes. Most of them are this Steve (99 out of 100 times). He won't admit it, but adilas was his brainchild.
David Berkenkotter - Steve's brother and business partner in Morning Star Automotive. David was a system user and helped us create the adilas quick search. He liked using that feature, the quick search, but it only existed on one page originally. He wanted us to put it on every page. That ended up being in the header. He was also one of the original partners in adilas. Power user in the system. Sadly, he passed away due to cancer.
Shari Olin - Commonly known as "Shari O.". She worked in the accounting department back in the Morning Star days. She has been somewhat of a mother hen to help all of us crazy chickens keep going. She helps with customer support, training, payroll, bill collection, and tons of backend office functions. Major power user. Just being silly, but she can have the mouth of a sailor but the heart of an angel. Part of the adilas admin team and a great friend.
Craig Leitner - Also part of the original Morning Star team. Craig was the automotive floorplan and bank guy. He is a power user in the system and does a lot of bank reconciliation and other tasks. He currently works with Steve and asks as the adilas controller (money flow guy).
Cory Warden - Originally an adilas rep and consultant. Cory become part of the team after being a rep for quite some time. She helps with customer care, client support, project management, and keeping the team on track. She also does all of the news and updates and other training material. Cory does tons of oversight type services for our clients. Power user and part of the admin team.
Sean Carlton - Sean was a manager at a Cannabis dispensary in Colorado that used adilas for years and years until they sold. Steve recruited Sean to help with sales, deployment, and training. Sean brings lots of usage experience. Often, he is one of the helpers if we need to send someone onsite to help with a deployment or training session. Power user.
Brandon Moore - I'm one of the guys that writes most of the developer's notebook entries. Originally, I was hired by Morning Star, the automotive dealership, to help with data entry, accounting, and website stuff. I ended up being one of the main adilas developers and architects. I build content, write code, help other developers and team members, and help with training. Helped start the project back in 2001 under the Morning Star name.
Chris Dunsey - One of the first adilas interns (developers). Helped with a number of projects. Ended up being somewhat of a consultant later on.
Shawn Curtis - Kinda a funny story. He was taking a developer's class at Bridgerland. He knew my brother Russell. He asked to join our developer class and became one of the first interns along with Chris Dunsey. Shawn ended up helping with payroll and other projects. Some of the photo galleries in the system came from Shawn's help. He also worked on the media/content (file upload) pieces. Later on, he did more payroll work and acted as a buddy to Brandon and did some consulting work. We worked together for years and years.
Russell Moore - Russell is my younger brother. Originally, he was added to the group because of his graphic skills. He ended up being a great backend developer and project manager. He has also acted as a trainer and mentor for Brandon along the way. Much of the current system came from projects and efforts that Russell was involved with. He has also been Brandon's AI tutor in recent years. Great help to the system. Huge contribution.
Chris Johnnie - He is an entrepreneur who teamed up with Russell to help create a company called "Adilas For Business" or "AFB". Eventually, both Russell and Chris sold their pieces back to adilas. They were honestly the first ones to really try to run as a white label of adilas. This was back in 2015 and 2016. Chris really helped to push the product to the next level along with Russell's help.
Danny Shuford - Longtime friend of Steve's. Danny helped with some website design, sales, and videos for adilas. He even got into creating custom PDF labels for clients. Light development work.
Marisa Shaw - She is Danny's daughter. Danny brought her to an adilas training event in Denver, CO. Marisa was the star student. She ended up helping with some graphics, flyers, marketing material, teaching, instruction, and planning. Power user. Very helpful.
Shannon Scoffield - Shannon is Brandon and Russell's sister. Her maiden name is Shannon Moore. Huge help and virtual assistant to Brandon. She has helped with training, project management, and content creation. Most of the major content sessions were or have been with Brandon and Shannon working together. When they, Brandon and Shannon, were traveling, Shannon was one of the primary adilas instructors. If she was teaching Brandon was taking notes. If Brandon was teaching, Shannon was taking notes. Power user.
Cheryl Moore - Cheryl is my mom. What an asset. She owns a small business and has owed a few different ones. When we were doing training sessions, she came to every one of them. She asked wonderful questions and was a great supporter. Sometime, I would use her as a test subject - can my mom do this? If yes, we are good. If not, we may need to keep tweaking it. Thanks mom!
Wayne Moore - Wayne is my dad. He was my hiking buddy and more than willing to talk about ideas and concepts on our walks and hikes. He helped out with video stuff and was a great coordinator for making other connections. He worked at Bridgerland (technical college) and helped us get setup with classrooms, computer labs, and other great connections. Huge cheerleader! There is another Wayne, Wayne Andersen, he is a backend developer, systems guy, and database guy.
Wayne Andersen - This Wayne lives in Portugal and helps with all of the backend security, server, and code testing. Major skills, writes code, helps push all of us to new technologies, partially retired but loves to play with tech stuff. If you search for Wayne and it deals with concepts and coordination stuff, that's my dad, Wayne Moore. If you search for Wayne and it sounds like a master backend guy, that's Wayne Andersen.
Alan Williams - One of the lead developer's at adilas.biz. Alan joined us in 2015 and quickly came up through the ranks. Trainer, CTO, team lead, master developer, prototyper, and system architect. Alan has helped with many projects and features over the years. He also helped Brandon with some of the prep work for the adilas lite (fracture) plans and project. Sometimes called "Dr. Alan" by the other developers. Example: This might be a project for Dr. Alan.
Bryan Dayton - Bryan has been one of the most versatile guys on our team. Originally, he joined a development class out of curiosity. He and Brandon live in the same town and know each other from church. Bryan has done more custom code or small system projects than almost any other developer. He also joined the team in 2015. He helps with sales, custom projects, pushing on projects that he thinks will yield a return. Lots of work on the adilas lite and fracture project. Very hard working and versatile.
Dustin Siegel - Developer who helped with numerous cannabis and cultivation type projects. He worked directly under Steve to help with that business vertical. Many of the original pages that Steve built were taken over and remade by Dustin.
Eric Tauer - Developer and custom code guy. Originally, Eric knew Steve and lived in Salida, CO. As a note, adilas is Salida spelled backwards. Eric has a background in database work and data warehousing. Eric has done tons of custom systems for clients. Often, Eric would pioneer certain features or logic, as custom code, and then we would bring those features into the main adilas application.
Garrett Kirschbaum - Adilas intern and then full developer back in 2015. Stressful time of building and expansion. He and others helped run the adilas shop with Brandon's help. Garrett was a great developer and helped us standardize a number of tools and features. He was the first developer to work on sub inventory, back in the day. He also did other projects and helped with some developer management stuff.
Charles or "Chuck" Swann - Charles was an instructor at Bridgerland for web development. He builds custom websites, does amazing mock-ups, prototypes, and is a CSS master (styling a website using code). Chuck worked with Russell to help with redesign work, projects, and vision. Chuck worked fulltime for a number of years and now works and coordinates work done by a small hand-picked design and development team. Anything that needs some design loving gets passed over the Chuck and his small team.
Steve McNew - Friend of Steve Berkenkotter's. This Steve helped prep some whitepaper documents to help with getting adilas standardized and some internal audit type stuff. Mostly white papers and putting things down on paper. He ended up getting hired by the local school district and wasn't able to finish the process, but he got it started. He asked some great questions, and we had some good conversations.
Abby Elkins - Abby is Brandon's daughter. Her maiden name was Abby Moore. Abby, when she was little (10-12 years old) helped with some of the original concept artwork for adilas. Later on, she helped with content for the presentation gallery and then the adilas lite plans (fracture). Currently, she is working graphic artwork for different adilas pages. She's now in her mid 20's and has some awesome art and content skills.
Aspen Moore - Aspen is Abby's younger sister and Brandon's daughter. Aspen helped Brandon with some planning and counseling (mental help). Aspen also did some general business consulting with her dad Brandon.
John Maestas - Developer, backend server guys, and designer. John came to us through Dustin. John was uses as a jack of all trades on the backend and frontend. He did numerous projects, documentation, payroll, and page redesign projects. John was also very help to Brandon in working on the notes and comments on the SWOT analysis document. Many other projects as well. Good vision of the future.
Kiva Berkenkotter - Steve's wife. She helped Steve with various projects and planning sessions. At one point, she was in charge of paying commissions and collecting monthly reoccurring payments. Huge supporter to Steve!
Heather Moore - Heather is Brandon's wife. What a trooper. Cheerleader, support, ideas, and consulting. Huge asset to Brandon (me). Thanks Heather!
Jonathan Wells - Designer and mock-up guy. He helped to map out the system and created a number of deep mock-ups for adilas lite (fracture) projects. Great job catching the vision and putting those pieces into a visual representation. We still refer to his work when talking about fracture (future project for adilas).
Jonathan Johnson - Business consultant from Epic Enterprises. Met with Brandon and Steve in end of 2019 into 2020. Really helped us see some needs and opportunities. Later, helped Brandon with some other consulting when trying to define the fracture plan.
Calvin Chipman - Windows software developer. Calvin also did a bunch of web-based work, database stuff, label printing, and API socket stuff. Calvin was the first developer to use the adilas API's to create a native mobile app for a client. He also built a number of special developer tools used by some of our team to speed things up. He's the tool guy!
Cody Apedaile - Bryan Dayton's cousin, Cody helped with a bunch of JavaScript code and changes. He also spent some time working on the UML diagram for the adilas database. We didn't get things finished, but he was working on a new build your own interface (custom to you) for adilas. We ran out of funding. We want to get back to that project at some point.
Dave Forbis - Dave was the official "high tech gofer". He did a bunch of things. Graphics, project management, brainstorming, planning, sales, and helped with managing developers for the adilas shop. He was another great student. He came to a number of training courses and brought so much to the courses. He was also a big support to Brandon during some rough times.
Josh - There are three Josh's. Josh Wheeler, Brandon's friend and developer. Josh Sagert, developer and adilas user (worked tons on the discount engine), and Josh White, Steve's friend from California. Josh White has brought us a number of bigger leads and bigger players, like franchises, and other higher-end clients. Anything recent is Josh White, from California. He helps with networking, sales, and dreaming of new things.
Suzi Distelberg - Sales, training, and deployment. She also worked with some custom projects and doing step-by-step user guides. She has helped with all kinds of projects and even gone onsite for setups and training. Great asset!
Kelly Whyman - Kelly is Dustin's wife. Kelly was single handedly the best independent sales rep that adilas had. She did training, consulting, and sponsored a number of custom projects. Kelly helped Steve and Brandon with reports, functionality, and other things. She got so good at things, state contracts snagged her up to work at state and multi-state level stuff.
Molly Hennessy - Molly was another independent sales rep and consultant. She had numerous clients and got into doing SOP's (standard operating procedures) and other high-end documentation and training. Molly was an entrepreneur and even started creating some of her own product and services. If you search adilas on google, some of the other results are from Molly. Super creative and a great consultant.
Hamid Karbasi - Developer - He has worked with Brandon doing small websites, training, and small tasks. He currently is a manager at a retail store and brings some managerial type skills to the table. Willing to talk about concepts and how they apply to retail and other environments. He is also lightly helping with some planning for fracture.
Gene Spaulding - Friend, entrepreneur, and businessman. Gene is an old college friend. We had a number of friends in common. He has been a small mentor to me over the years. Way back, before adilas, he helped me get my first business loan for a project that I was working on.
Sharik Peck - Friend, entrepreneur, public speaker, physical therapist, and businessman. Good influence and mentor in ways. Sharik and I used to exercise together back in the day. Many of fun walk, run, and weightlifting session. Learning some conference and training skills from him and his wife. They have done really well pushing their product lines and doing some marketing. Trying to get some ideas.
Bridgerland Technical College - Use to be Bridgerland Applied Technology College. Not a person, but a huge help. This is a local technical college in the Logan, UT, area. Brandon's dad, Wayne, worked there. Tons of assets. They provided classrooms, training options, computers, and even an small incubation spot (starter office space) for the adilas shop during the startup phase. Huge asset!
McCorvey's Pro Shop - Also known as Bowling World. Client that had multiple locations. The started out with around 30 and grew up to the 90+ location level, all using adilas. Long time client.
Emerald Fields - They were the first client that wanted their own fully dedicated box and server. They had multiple locations and requested some custom code, reports, and features.
Beaver Mountain Ski School - Client that we helped them track their ski school (snow sport) lessons. Students, instructors, classes, and schedules. Custom interface dealing with elements of time and flex grid.
Bear 100 - This was the first event or annual event client that we did. They used the system for about a week each year. They had 350+ runners and their families that would be on the site for multiple days straight. It was a 100 mile running race with 13 aid stations and a small social portal for the family and friends to watch their runners. This one was special as it had custom input options to upload CSV files to populate the database vs normal HTML form field entries. Records were sent in batches from remote places to adilas for storage and race progress.
High Valley Bike Shuttle - Online ecommerce and scheduling client. They also have a cafe and small retail store. Fun online scheduling and bulk flex grid projects.
Herbo - Mike Roundtree, owner of Herbo, was the first company to do a small white label of adilas. Mike has been a great asset to Steve and the two of them have worked on projects, plans, and dreams. Herbo also has a custom payment solution that they are trying to market and get rolling. Mike has been a great supporter for years. He is also a certified CPA and that credential helps us and him. We would like to get other CPA's on board as well. Thanks Mike!
Nxtlinq AI - AI assistant. These guys really pushed us to get an AI agent inside of adilas. Tons of development took place and lots of prep stuff. We wanted to do a 3-part plan for integrating AI. 1. Teach it how to navigate using the AI quick search (check - done), 2. Teach it all things adilas. and 3. Teach it how to be clear up at the consultant type level. We only got the first phase done. Lots of other plans and such, but we ran out of funding.
Grok AI - Steve loves using Grok. He has built a number of image generation options inside of adilas. He is also working with Grok to feed it data to help with analytics and AI insight. This is not finished yet, but we may end up using Grok as an AI assistant inside of adilas. We have simple and emerging connections available right now but need to really polish things up before going live with the AI assistant options.
ChatGPT AI - We have started using ChatGPT to help with code, explanations, explore resources, planning, and help with training and flow for people and other AI bots. Currently, Brandon, Steve, Bryan, Alan, Josh, Russell, Chuck, and Wayne are using AI in either ChatGPT chat sessions or some other form of AI. We have some using Copilot, Gemini, Claude, etc. AI is actually helping in many ways. ChatGPT is a big one for use. Anyways, they are earning their place in the adilas key contributors list.
There are so many more that I can't list. Developers, users, power users, reps, consultants, trainers, clients, accountants, friends, family, and even critics. They have all helped out the idea farming process and progression. Good stuff! We couldn't have done this alone. It takes a community to do what we are doing. |
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| Shop 11752 |
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General | 1/27/2025 |
Meeting with Steve to go over ecommerce stuff. Trying to debug some code on sub inventory attributes. Got stuck on some checkboxes that wouldn't work or were having issues. Trying lots of stuff. Multiple attempts. We'll have to come back to that.
Phone call with Dave Forbis. He was asking a number of questions. Lots of questions about social media connections and API's, on demand print stuff, and banks that we have integrated with (for pulling back deposits and expenses to help with bank reconciliation stuff). We also talked about old projects for campaign tracking and GPS tracking. He was looking around and trying to get things lined up. Good call.
Emails and reviewing tons of PDF files from Hamid, for the business functions, on the presentation gallery. |
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| Shop 11535 |
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Meeting with Headset | 11/21/2024 |
Original meeting was going to be at 1 pm. Both of us were late. I totally forgot about it until I checked my email. We ended up meeting at 2 pm. Spent some time meeting with Dave from Headset to try to debug some of the API sockets for a mutual client. Live debugging with Dave. Then he jumped off and I kept going. Finally got it figured out. It ended up being the URL address that was slightly off. |
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| Shop 8437 |
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Paypod revisited | 11/15/2021 |
Meeting with Dave and Paul from visionmax.com - Dave - they do a lot of kiosk work, mobile, web, etc. Some kind of a protected environment (usually full screen) and interfacing with some sort of kiosk or hardware unit. - We need a bridge and/or proxy type environment - it is tough to go from web directly to hardware - we need a bridge or proxy type level - Local installed code that allows for hardware interactions - Browsers are clamping down on access to outside pieces and parties. - They are seeing more and more need to play along SSL's on both web, local proxy, and middle ware interfaces. Certificates are needed on all side. They need to match. - These guys have already done the integration with the PayPod unit. That is half of the way to the full goal. - Dealing with money, there is tons of validation, who does what, and protecting from possible hacks. - They, are out a couple of months (timelines). They took a good 3-4 months to build out the original pieces (middle ware) and then maintenance and other iterations based on that. They have been at this for about 10 years. - There is an IP (intellectual property) aspect to this relationship. - Http payload as XML or JSON - back and forth transactions. This could be for web, mobile, or hybrid type interfaces. - Offer is open, they can point us in a good direction and we could do the development, or we could figure out a license type agreement and use their products and libraries. |
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| Shop 7520 |
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General | 4/15/2021 |
Emails and reviewing the summaries document. Sent the new internal questionnaire summaries to a few people. Trying to get the word out. Phone call with Dave - new client from 2:30 to 3 pm. I took some notes and will be passing on some info to Sean to help schedule a demo and do some follow-up. Somewhat of a sales call. Good meeting! |
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| Shop 6440 |
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Projects | 6/25/2020 |
Talking and working with Shari O. over the phone and on a GoToMeeting session. We were dealing with email accounts and email users. From Shari O. - "We are like family and we take care of each other" - meaning the adilas family. Helping Bryan with some questions. I also swapped out the older meet some of the team graphic on the contact us page with a newer graphic that didn't have Dave Forbis and Bryan Dayton's numbers. More generic. |
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| Shop 5210 |
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General | 11/12/2019 |
Made a call out to Dave Forbis, project manager. Spent some time updating some black box code for Scott Jolley dealing with invoices and tax breakdowns and showing customer loyalty points. |
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| Shop 4527 |
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Adilas Time | 4/24/2019 |
Nobody was on the morning meeting today, so I spent some time going over some older notes and goals. Super fun and I could get lost out in that realm for quite some time. Here were a few of the places that I spent some time today. I re-read and lightly edited notes from Steve and I's brainstorming and business plan meeting last night - https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=4574 Research from the developer's notebook on core concepts - https://data0.adilas.biz/top_secret/developers_notebook_home.cfm?q=core%20concepts - I then did a local web browser search for the words "core concepts" and read the entries accordingly. Spent quite a bit of time here. I would love to re-pick-up on this brainstorming doc - clear back from 2014 (part of an adilas training class with Shannon, Cheryl, Dave Forbis, and my self) - tons of cool ideas and concepts. https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=371&id=3681 Other core concepts that we have learned over the years - https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=371&id=1190 This may sound old... but there was a ton of work done on fleshing out the adilas core concepts in 2013. If you want, you could go to the developer's notebook and do a search for core concepts and filter the date range to 1/1/13 to 12/31/13 and get some great ideas. I ran out of time, I would have loved to have done more. |
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| Shop 4519 |
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Adilas Time | 4/23/2019 |
Getting started and getting all caught up. Steve had some files that needed to be merged in. Wayne popped in and helped to answer some more questions on the transition to AWS. See attached for the latest notes. We are calling that transition document done, at least for now. Working on merging in code for Steve. Also got a call from Calvin Chipman and we chatted about some things. Lots of moving pieces. Steve and I got back to the code merging and while we were working, we were chatting about some of the great people that we have and get to work with. That is awesome. We would love to do another training event, here soon. Even if it ends up just training our own team, it is worth it. Dave Forbis called in and I chatted with him for bit. He is on the outside edge, but he could be a great asset when the time comes. He has a number of customer relationship and project management skills that could really play into the mix, if the conditions were right. Great potential. |
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| Shop 4333 |
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Meeting with Dave | 1/21/2019 |
Working on customer tax category settings out in ecommerce land. Jumped on with Dave and we went over some progress and details about the assisted living stuff. Dave is gathering information and creating flow charts, ideas, and mapping things out. He showed me some of his new charts and graphics. See element of time # 4147 in the shop for notes from our meeting. We are trying to gather all of the pieces that are relative to that project on that element of time. Here is a link: https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=4147 |
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| Shop 4181 |
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Meeting with Shannon | 11/27/2018 |
Meeting with Dave Forbis and going over his assisted living flow chart stuff. He has posted 3 different flow charts to date. We spent a good hour and I took a number of notes on what he is thinking and where things are going. Dave has been working on ideas, concepts, how data will flow in/out and interact between the facilities and adilas. Great stuff. See the element of time # 4147 here in the shop. Shannon jumped on just before 3 pm. She listened in as Dave and I were talking and chatting. Once we were done, we talked about getting some of the adilas developers up and on the adilas market or in the adilas world (marketplace stuff). That is great place to start. There is already a huge demand for that service. Around 4 to 4:15 pm - Janna popped in and we covered some WordPress stuff and some small tasks that she is going to do. She is a technical writer and will be helping us with content and making sure things are good to go there. This was the first time that she virtually met both Shannon and I. We told her that eventually, we would have her helping Shannon and I on the adilas user guide. The last part of the session was actually going through and working on the adilas user guide. We did a small session and were recording some notes to help us document each of the players and what they do and/or may do. Nice little work session. Shannon and I rescheduled for next week to continue chipping away at our internal projects. Good stuff. |
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| Shop 4155 |
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Adilas Time | 11/26/2018 |
- Tons of emails and light tech support from things over the Thanksgiving weekend. - Brandon and Steve talking about updates on people - we were talking about Shannon, Russell, and Dave Forbis. - Alan popped in and had some questions about his new projects. He is working on discounts on my cart favorite buttons. - We lightly talked about vertical (business verticals or industry-specific) templates and settings. Make it easy to cater to specific verticals. - Talking about system stats and storing that info in a daily watcher or feeder type table. We also talked about queued back end services that run on daily routines. We also talked about pulling reports and monitoring growth and changes. - We were also talking about "rules" or standards per vertical (industry). Each industry is different, and thus may need some general rules based on the type of industry that they are. Basing the pricing off of processing and storage vs charging for the code. Some users may or may not be using certain features and/or modules. This discussion ended up going into questions about what do we want to do with the adilas databases (make it bigger and better or break it up into small faster pieces). This is still an active discussion and we are trying to gather pros and cons of both. - Alan was talking about vertical and horizontal scaling - add more and more servers (distributed or cluster model) vs single server and up the capacity and resources. This lead into a small discussion on back-ups, redundancy, and disaster recovery options. Currently, we are doing somewhat of a modified horizontal scaling method. - Steve had some questions about the API socket level and what that load may be and/or take? - Alan had some ideas on risk mitigation and how to help our clients even do their own risk mitigation processes. Lots of talk about what are the vulnerabilities and how do you treat, track, and deal with those vulnerabilities. It always tends to come back to an analysis of what is the threat and how much do I care, need, want, and/or require? Talks about server up time and reliability. What maters most and what are we willing to pay for and/or spend? - We would love to show all of the corporations (virtual worlds) what their stats are and what we (as adilas) are carrying and helping them out with. That helps us show a benefit and advantage for those who use adilas. - We lightly talked about an offline adilas mode and allowing a user to use the main web system, if a problem, they could use a local copy, and then sync up things later on. This sounds awesome, but it could be a huge project and could be riddled with loop holes and gotcha's. Possible, but hard to tell what the real costs are and/or would be. - The technology wave and what is here, coming, and already gone (outdated). We are constantly riding those waves and making decisions. Alan lives down there in Arizona and could maybe pop in and check things out with the actual server farm. We could even branch out and spread out our exposure to other server farms. - We could update older servers to help with stability and up time. We could upgrade to using solid state drives, bigger processors, more RAM memory, and updated server and software packages. That could be a great upgrade for the time being. We also talked about optimizing our existing servers by tweaking settings and such (performance tuning). - We may end up needing some new training on how to configure and upgrade the things that we need. This is just a possibility, but there is an upcoming ColdFusion summit convention coming up in April 9-10, in Washington, DC. Just looking at ideas and options. Our goal is to get the most out of what we can by either upgrading to the newest models and/or versions and getting the proper training needed to make it dance and sing. ColdFusion is allowing more and more scripting languages and is gaining some momentum. - There was some small talk about upgrading from Windows servers to Linux servers. Wayne is the one that knows a lot there. Lots of possibilities. - Some new shortcuts and getting up to speed. Alan was showing us some coding shortcuts. Params, is defined, and quick conditional processing. Things like a turnary operator (one line true or false if statement - switch), elvis operator (reference something and it is able to self-define if it doesn't exist but will use a real value if it exists - less breaking code for things that are undefined). - There are many paths that we could take and would work. Let's make a plan and then work that plan. - What we do is not easy. There are so many moving parts and pieces. As we build, we keep finding that it comes back down to more and more permissions and settings. Subs of subs. Eventually, it could become simple if you get enough sub pieces built into the mix. Kinda crazy. - We are also seeing more and more needs for bulk tools and such. - We are also seeing that people are really looking for a system that could do almost everything with both global tweaks (per business vertical) and also granular control (permissions, settings, etc.). Almost a wish list of sorts. - As we get out, in the field, we may end up adding some icing here and there. Maybe even some icing per business vertical. - On black box stuff - what if we had a list of what happens and/or what black box code is running? We may need to use some kind of technology to help us monitor and/or use what black box code that is out there. Maybe a way to notify our developers, consultants, and even our users what code they are using. - Small concepts - creating an adilas fracture account - future concept once we get a few of the other pieces in place. This was an idea from Steve, clear back in 6/22/17. We would basically, allow the normal or classic adilas to keep going, and then start building out the adilas fracture accounts. Everything would be broken up into tiny modular controls but would also have bulk tools, templates, and industry specific defaults to help play the game. This subject could take up volumes, as far as other ideas and concepts that we would like to include. Super cool idea and future project. - Steve would like to see us work on breaking out users from the systems... They, the user pools, exist and can interact as needed but they become their own entity - Imagine pools of professional (adilas community members and power users) users that could work for other companies as needed. Separate users and systems, even more than what they currently are. Steve has some good ideas on that. Kinda like a marketplace for features and functions as well as power users, employees, and people talent. Fun ideas. |
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| Shop 4147 |
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Adilas Time | 11/15/2018 |
Steve and I - meet with Dave Forbis to talk about marketing and direction - Touching base - Get an invoice from Dave - Talk about marketing ideas and how to help generate funds - Dave has designed an email flyer... he would like to help test the waters and send it out to some of our adilas users. This is a direct campaign to point people to a specific adilas community funded project. - Assisted living stuff - we would like to create a play site (corp 478 on data 0 - sunrise estates - assisted living) - Dave comes from that world - what is the dream - what is the most basic level and how can we solve those problems. - Small game plan to help and work with Dave - see attached for some new docs and planning. - Dave was a consultant, helping in the assisted living environment. He and his company were called in to help fix the major problems. His goal was to be in front of the curve vs being behind the scenes. - Currently, there are a number of assisting living software packages but they are all very expensive. We could come in and provide a great product at a monthly rate with no contract. |
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| Shop 4142 |
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Adilas Time | 11/14/2018 |
Dave Forbis called and we talked about some marketing ideas. We setup a meeting for tomorrow to talk with both Steve and I. One of the things that he would like to do is help push some of the community funded projects as an alternate funding source. He created a small flyer that could be emailed around to help generate awareness. We talked about some things and even went in and made some small changes on the actual element of time for the reoccurring invoice automation project. I will attach the mock-up as documentation. It is not done yet, but it is at least a start. Other notes - Here is the link directly to the reoccurring invoice automation project - https://data0.adilas.biz/top_secret/community_funded_projects.cfm?projects=1355 - Read over the page and update some of the verbage. Small tweaks. Also, we talked about a quote from Steve, just the other day. It was "Choose your solution and then invest in your solution." - I thought that it would be good to have the contribute button wired to point to the URL above. Also, it might be good to put the URL (web address) in plain English so that they could copy and paste it into a browser. - If we are going to be asking people to contribute, we need to show the advantages and benefits of what they would be getting. In Steve's words, if we are asking for $10,000, we need to give them a $30,000 reason. |
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| Shop 4139 |
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Adilas Time | 11/7/2018 |
On the morning meeting with the guys. We had both Wayne and Calvin pop in briefly. Most of the morning session, Dustin and I were working on his code to auto increment these huge RFID tag numbers. Basically, you start with a huge 24 digit and/or character tag and then increment just the tail end. It has tons of zeros, alpha/numeric values, and an incremental portion. We spent a lot of time going over the sub loops and loops within loops. We got it and it seems to be working great. Around 11 am (ish), Steve was showing us some cartoons about a dog. Anyways, Kat, Danny's wife, was telling Danny (one of our sales guys and label developers) that adilas was kinda like a dog. You tell it to go and do something, and it tries to go and do it. Anyways, Danny took this idea and worked with a guy from his church and came up with some fun cartoon dog images. Really fun. The artist's name is Naters Art from the Salida, CO area. Adilas is the word Salida spelled backwards. Kinda fun. Anyways, Naters came up with some great images of this dog, rolling over, with a bone, searching, and tilting it's head. The developers on the morning meeting were saying that they could see some of these images being used as icons while waiting, searching, success messages, error messages, info messages, etc. Lots of good laughs. See attached for a screen shot. 11 am - meeting with Gene Spaulding with the SAL Management Group. GoToMeeting We started out the demo and meeting with letting Gene show us around in his spreadsheets and what was connected to what. Really cool and he has taken things to a huge and super deep level. Steve and Gene were able to briefly talk about how both of them started at the spreadsheet level and then eventually grew out of that and into a database type technology like adilas. Good stuff. One of the main pages that they had was titled - Census and Roster - who is where and what is what (simplified operational and accounting data). This fed the rest of the reports and pages. Steve - what would be mission critical for you guys? They answered that it was the census and roster reports (getting data into the system). Simple screen to gather that information and then disperse it as needed. They do have a 3rd party that does all of the onboarding platform stuff. All the paperwork, contract stuff, legal stuff, etc. They have looked at some of the big huge platform applications out there... they are kinda looking for something smaller and maybe more custom. We did a demo and I think it went pretty well. I had Dave Forbis and Steve on the call with me. They had a controller and head manager on the call. Good back and forth and we had some fun. |
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| Shop 4141 |
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Adilas Time | 11/5/2018 |
Working on some image concepts that Dave Forbis sent over. See attached for some fun new images of the cart and the horse (horse and cart) and how that analogy relates to operations and accounting. |
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| Shop 4059 |
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Adilas Time | 11/1/2018 |
Phone call with Dave Forbis to go over progress on the concept drawings. We talked about ideas and where we want it to go. We came up with an idea to try to mix older scratch graphics with real graphics to give things a flavor of concepting and/or iterations (cycle of putting things out there and then refining them as we go). We are hoping that by showing both types of graphics, it will allow people to contribute and see that things are in a constant state of development. Basically, like allowing people to come as they are vs having to be in a white shirt and a tie - heck, we'll allow you to come in your PJ's, if you want. Approachable learning model. |
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| Adi 1446 |
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Work with Dave Forbis on Assisted Living stuff (design, layout, and flow) | 11/1/2018 |
Lots of ideas and potential there. See Element of time id # 4147 for some flow charts and ideas https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=4147 |
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| Shop 4028 |
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Adilas Time | 11/1/2018 |
On the morning meeting with the guys. One of the first topics of the day was a client's system stats and how to monitor who is big, small, or somewhere in between? We have a few small reports, but we really need to beef that area up and make it more available and visible. We would love to do some visual stats, like the new invoice homepage that Alan made. The difference would be that instead of just invoice and sales data, it would be corporation (world) or location level stats and data. That would be really cool. We went into one of the servers and checked around. The data 0 box had over 1,000+ unique logins yesterday. The corporation in question had over 55 unique users yesterday make and/or modify an invoice. That same company had over 110 unique users affect an invoice in the month of October. We would like to make those kind of stats available and ready for viewing. It helps with decisions and what not. As we were talking about shared hosting plans, we had the idea of creating an in-depth news and update with information about shared hosting plans (standard adilas accounts), semi-dedicated plans (limited number per server), and fully or full dedicated plans (private server boxes or cluster). We also made a note that some of that info may go well in our ecommerce pages and section. Basically, let the companies decide if they want to upgrade and what not. Show the features, advantages, and benefits of what we have to offer. Along with that discussion, we had some talks about how fast things are changing all around us... think of technology in general, software packages, servers, hardware, and even versions of existing products. Everything keeps advancing. It becomes a maintenance balance to keep up with things. Steve wanted to be fair and look at upgrades and maintenance from both sides. What are the clients wanting and/or expecting (their side)? What are we wanting and/or expecting (from our side)? Where do we meet in the middle and who pays for what? Great questions. We also talked about the fear of selling and making the sale. Sometimes it is scary to virtually rock the boat. This was mostly on my part, but I was expressing that sometimes my angle and strategy is very open and doesn't commit and/or over commit on certain things. Each person needs to be their own style. Later in the day, I was challenged to write a big email to open the door to a client about getting on their own box. It made me think of a quote from Spencer Johnson's, "Who Moved My Cheese" book about dealing with change. It says - "What would I do if I weren't afraid?" That is a good question to ask. It is even more fun to ask yourself that question and then actually go do it. Difficult but fun. Historically speaking, we are seeing things such as the data 0 server. It was setup in 2011 or 2012, it is on a 2008 server, it uses older versions of ColdFusion (coding environment) and older versions of the MySQL database. That conversation moved us to talk about older technology like fax numbers and other older hold-overs and such. It is amazing as it comes down to a form of maintenance and upkeep. Lots of the new things are going to faster processors, solid state drives, and up to date versions of both software and hardware. A quote from Steve - "Lessons in time". It is amazing what we have learned over time and by trial and error. We keep learning as we go. Towards the end of the session, I helped merge in some new code from Bryan. His code was dealing with show/hide option for 2nd vendor/payee tied to PO's. After merging code and pushing things up, he went in and did some live testing. After that, I helped get Steve's latest code branch merged into the master code repository. His code is currently all in custom pages and mostly dealing with the cannabis vertical. He's got some good things going. On that note, he would love to turn over his code work and swap it out for more sales work. He is really good at that. I worked on some feedback for Dave Forbis and a new graphic that he sent to me. See attached for a copy of the new graphics. Eric popped in and we setup some bigger blocks of time to work on his special account tracking projects. As we were talking, Eric was talking about project management and the "risk factor" within project management and risk management. He is excited that our current project will help other pieces and clients, but it not dependent upon other pieces in the system. Our goal is to get that section finished and launched by end of the year. That would be awesome. This is an observation, but there is a growing need to keep breaking things into smaller and smaller pieces. Eric had questions, just today, about how to show/hide fields, change names and aliases, etc. We have a mini project that was done and created for the customers add/edit page, but it doesn't go any further than that. We really need to break each section into smaller pieces and have group settings, page settings, and personal settings. That seems to be a growing need. Along with that, we also see a future need to sub divide the permissions into virtual functions within the functions themselves. It is crazy to see how deep those fractures are and will be heading in the future. Crazy customizable levels. |
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| Shop 4065 |
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Adilas Time | 10/18/2018 |
On a GoToMeeting session with Dave Forbis. We spent the first little while and talked about ideas for the billboard sites. See element of time # 4108 for more info. We went over Dave's ideas for the sales (quick interest catchers), principles (why), and the features (what). He wanted me to pick 3 from each category. We talked about things and made some decisions. We then switched gears and talked about Campaign Rise (custom wire job project). They still need some automation and also some training. Dave asked some great questions and I tried to answer them to the best of my knowledge. Dave is willing to help us go get funding and monies for certain projects. We talked about how Steve used to do that and did an awesome job. Currently, he is doing more development work and working on the backend engine vs out front doing sales and talking with clients. We may need to help switch that around. Steve was able to single handed fund and keep the entire adilas shop going. He is really good at that kind of stuff. One of the places that Dave wants to help out is with automating the reoccurring invoices. They already exist and auto queue themselves up, they just don't auto run themselves. We talked about adding a new setting per reoccurring that allows for manual process (default) or auto create process. We also talked about how the actual money part of that is whole other project and deals with three separate systems (adilas, credit card gateways, and bank or finance institutions). We have to mix and blend all of the pieces. |
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| Shop 4050 |
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Adilas Time | 10/17/2018 |
Light research on some of the ideas that Dave Forbis was pushing up dealing with billboard sites and marketing ideas. I then spent the rest of the block updating server settings and security stuff. Email updates to a few key people. |
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| Shop 4060 |
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Adilas Time | 10/11/2018 |
Prepped a bunch of things for Dave. Sent an email off to he and Steve to cover some of the topics we talked about this morning. Back on the sales tax project and code review stuff. |
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| Shop 4029 |
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Adilas Time | 10/11/2018 |
On the morning meeting with Josh and Alan. We went over a few new changes from yesterday. Alan reported on his work with Bryan and making a new black box database table (custom table - specific just for that client). Alan and I talked about some naming conventions and how all new black box database tables will have "bb_" to start the table name. For example: bb_53_some_table_name. We spent a little bit of time going over some new needs for quantity and weight multipliers. Alan and I decided to add two new fields to get things into real numeric values. Currently, some of the people are using some of the existing fields, but those fields are strings or varchars (text based) fields vs real numeric fields. Alan will be making some changes. We know that this project will have two phases. The first one will be to add the new fields and then match-up what ever values we can. The other part of this is going through hundreds of other reports and top cart mini's (gram counters) and Metrc API reporting (state tracking stuff) and flipping the older text based logic into real numeric values and real math. We will be using a value of 1 in the numeric weight field as a default. 1 times anything is the same number. If they want to change that ratio, they will at least have a spot (numeric field) where to do it. I then started to work on the sales tax project and bringing up all of the black box code to match the master code files (checking for new changes on the custom tax fields 6-10 and other dynamic naming). As a side note... Custom is awesome, but there is a flip side to that... It takes quite a bit of maintenance to keep things up to date if you are changing core pieces. I spent some time reviewing some notes and info that Dave Forbis gathered up dealing with Stripe (online merchant processing and credit card gateway). See element of time # 4095 for some notes and links. After that, I got on a call with Dave and we went over a few things. We have four different topics that we will be looking into next. They are: 1. Reviewing some older things (tons of white boarding and graphics that were done by Dave from a couple years back) - The goal here is to circle through and pick-up anything that still has merit. 2. Start working on some billboard type sites. These are small websites that have a smaller focus and virtually point people and users to the bigger adilas application. These are things like world building, data assembly line stuff, new school accounting, 3D models for world building and digital story telling. Dave and I were also talking about some concepts that adilas is built upon that are either core and/or we've pushed pretty far. Dave was saying that we could create mini Ted Talk type videos and/or graphics. Get people thinking and talking. Use those pieces to point things back to adilas and what we are doing. Some great marketing ideas. 3. Currently, the adilas platform has a very high concentration of MMJ or Cannabis related industries. Maybe get a list of other kinds of companies that are using the system and show some of the diversity with how and what they are using in the adilas platform model. 4. Dave would like a list of the different domain names that we have and where we would like to focus on building small billboard type sites. I will get this together and send it to him. In a way, we are lightly playing the digital real estate game and trying to setup small little claims. Those claims have two fold purposes... One, they will become virtual billboard sites pointing to adilas and the core concepts that we are built on. Two, they will provide prior art - which makes it so that others can't copyright, trademark, and/or patent - intellectual property stuff. It basically strengthens and protects the main core of what we are trying to do. Good stuff. |
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| Shop 4089 |
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Meeting with Dave Forbis | 10/3/2018 |
Steve and I were meeting with Dave Forbis. There are some outstanding invoices that are owed to one of our internal developers (trying to get a custom project pushed through). We offered Dave to help cover those invoices and he will be doing work for adilas to help cover those costs. As a side note, this isn't a problem, this is actually a solution and a deal of sorts to help cover and advance all parties. Making lemon aid. - We want to protect the developers and make sure that we draw a line in the sand and say... we need to renegotiate payment and work from this point forward (help to draw that line in the sand). - Our clients need to grab and push forward their own dreams. We can't build out their dream from them without their help and input (ideas and funding). It has to be a two-way street. - This particular project (the one that got forced through) hit right in the middle of a really hard transition between the adilas shop and somewhat of dissolving things and bringing all projects back under the main adilas account and/or allowing independent developers to run with their own projects. - We have a need on the merchant processing level. We already have some deeper options available. We are looking to create a shallow and/or super easy solution to round things out... Our first assignment for Dave would be to figure out - what it takes to hook up with Stripe (online merchant processing gateway)? Could we be a re-seller of that? What would that look like? Do we need to certify on certain things? How can we help make this easy for our clients? What are the rates? What are the commissions? What are the requirements? What pages do we need to put into adilas to make it a turn key solution? etc. Basically, let's take this one pain point (easy merchant processing) and get it going. Yee haw. |
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| Shop 4082 |
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eXPO eCommerce | 9/25/2018 |
Bryan and I jumped on the GoToMeeting session. Bryan had a bunch of files that needed to be merged into the master branch. We merged in the eXPO ecommerce white label code (300+ files). Bryan is still testing some stuff, but he needed to put up some of the code on a live server to show it and test it in a live scenario. No one really knows it is there, and you have to specifically turn it on, but at least he has some live testing things to play with. We spent a little bit of time going over the adilas user group project. This is where we will let our user group vote on where we spend some of our money and where to focus our efforts based on weighted votes and funding. Good stuff. Anyways, Bryan showed me where he is at on that project and we made a few decisions on look and feel, flow, and direction. I had a small phone call with Dave Forbis and talked about some project management stuff. We might be circling back around on some things. After that, I went back in and recorded some notes from the day. As a side note, I'm really grateful for our team. They are all pushing on things and it is helping to get things done, where Steve and I by ourselves, couldn't have accomplished as much. I'm excited about that. |
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| Shop 3417 |
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Adilas Time | 1/15/2018 |
Working with Alan and Dave Forbis to help make a plan for the Campaign Rise clean-up project. We have a bigger project that needs to be finished and we are trying to figure out what still needs to be done. Emails and phone calls. Entering expenses into the system. Merging in master code into the sales tax expansion branch. |
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| Shop 3309 |
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General | 12/11/2017 | Paying bills, recording notes, and writing a letter to Dave Forbis to say thank you. Today, we were able to write out the final payment for monies owed to Dave from clear back in the shop era. That is awesome. | ||
| Shop 3273 |
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Campaign Rise - Planning | 11/30/2017 |
GoToMeeting with Dave Forbis and Alan Williams about the Campaign Rise Project - Jared (owner) is getting pressure and starting to ask about progress and timelines. - They have some family that has made some investments and they are starting to put pressure on when will it get done - he calls Dave once a week or every other week - he is very invested in this... he really wants to get it done - Alan already has a small to do list of what is needed. - list from Alan and Dave -- change search by # subscribers to "trending, popular, near me" for both campaign and events pages. -- check the style on comments if they are long so that it scrolls down instead of side to side. -- Facebook integration for logging in -- Facebook integration for sharing -- Accept/decline follow request -- limit view of profile to only allow accepted people to view which events you are attending/campaigns subscribed to -- upload multiple pictures at once -- linking video/photo to updates for campaign and events. - adilas could pay for the development and then we could bill them out - through payments or something - take the list and see what the bare minimum to get it to first base (something stable) - Have them (the client) start using the words - beta testing or still under construction - We have lots of the main functionality... we are getting closer - We still need to look at the impact points - We need to prioritize on their to do list. Needs vs. wants - Functionality vs. cosmetic changes - What about merchant processing? - Jared (the owner) really likes to push his dreams and vision forward - he is a great client and worth helping him out. - They have been really easy to work with and they are in a totally different vertical. - As far as a client, they are awesome and worth the risk to help push things forward. See attached for another list of needs. This list came from both Dave and Alan. See element of time # 3261 for more details and our meeting agenda list (just ideas and concepts). |
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| Shop 3261 |
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AFB Time | 11/28/2017 |
On a Zoom session with Russell. We merged in some code, talked about some projects. As part of our conversation, Russell gave me some advice on a past project from the Shop era that is still outstanding. Here are a couple of my notes to help me remember what he was saying: - Make a list of what is still needed. - Make a list of what was promised. - In the future, try to go more with estimates vs. a full bid or set price. - Figure out how much it will cost to bring the project all the way to completion. - Reset some budgets and try to stick by them. - Have a meeting with the client. - Figure out where the communication gap was and/or managing expectations. - Rebid or re-estimate if possible. - We may have to do some matching of funds. - We need to educate our clients about feature creep and how that affects timelines, budgets, and expectations. Later on, I was talking to my dad and Steve and they had some ideas as well. These are from my dad and Steve (I talked with both of these guys on 11/29/17 - the day after the initial talk with Russell): - It might be worth the time and money to setup a face to face meeting. - Maybe take Dave, Alan, and Russell. Each of these guys has and/or brings a certain flavor to the table. - Be a peacemaker. - Adilas may need to fund some of the development or I may need to do it myself. - At the same time, it takes money and we may not want to jump in and save someone. - We don't have a crystal ball to see if this company is going to make it or not... there is some risk there. - Using our top developers and guys, there is a cost associated with that including opportunity costs. - If you look at other projects, they have much bigger price tags on them and there is still no guarantee that things will work out perfectly. Steve had tons of examples of big projects that have failed, even with millions of dollars invested. - Even if you paid more money, is it enough to get you to first base? What will it take to get all the way home? These things tend to grow and grow and need tons of maintenance along the way. Usually, it is not just one push and your done. - We need to meet and figure things out. - See elements of time # 3273 for some notes between Brandon, Alan, and Dave Forbis talking about this project. Towards the end of the session, Russell and I spent some time and looked into the AFB employee time clock app and started in on a small code review. We weren't able to finish due to time. |
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| Shop 2988 |
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Adilas Time | 9/6/2017 | Emails, recording notes, and checking into some ideas to put black boxes on quick searches. Dave Forbis called and we chatted for a while as well. He showed me around the Campaign Rise site that uses adilas as the backend tool to show a frontend website. This is like a virtual content management site using tons of elements of time, media/content, photos, videos, customers, users, parts/items, and invoices. | ||
| Shop 2865 |
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Adilas Time | 7/17/2017 |
On a GoToMeeting session with Bryan, Alan, and Dave Forbis. They were going over the Campaign Rise project. They are using elements of time to hold custom page verbage, contact us info, and even video links and such. They are also using elements of time for virtual inboxes, campaigns, events, and all kinds of stuff. They are kinda using elements of time and media/content as placeholders for all kinds of stuff including the custom verbage for special web pages. This allows them to change the elements of time and that in turn affects the main web site. Basically, a small workaround for a CMS (content management system) type system. They (the developers and the Campaign Rise folks) are going to need some custom email accounts and options. I will be helping with that. They also need to setup the merchant processing to allow monies to flow through. As a side note, they would eventually like to go towards the "Bitcoin" or "Bit Coin" stuff. This is a digital monetary value kinda like a computer credit of sorts. They are also still working and building out the impact reports. These reports pull from all of the different data points and assign a value to it. This could be followers, sign-ups, events, subscribers, monies raised, etc. The guys were giving Dave a report on certain features, updates, and changes that were being made. Dave said that the clients seems to be pretty happy with the progress. There are still some small clean-up things but things are going good. They are shooting for round 1 being done by the end of the week. One of the to do list tasks deals with showing Steve and I what they have created and helping them (Campaign Rise) with some free advertising as Steve starts showing what is possible to other adilas clients and other potential clients. After that meeting, I started to answer emails, light tech support, and other small tasks. I ended the day checking into an error on the data 6 server not being able to do outbound pings to the data 0 box. Started a ticket with tech support. |
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| Shop 2816 |
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Meeting to work on Campaign Rise | 6/23/2017 |
On a GoToMeeting session with Bryan and Alan and Dave. Alan and Dave were at my house and Bryan was connected remotely. Once we got started, Alan went over a good sized email to talk about the different pieces that are needed, planned, and finished. He had gone into pretty good depth on the email notes. See attached for a copy of what it looked like. - They are still planning to connect with Facebook and Twitter for social media stuff. - They are going to be keeping the campaigns and the following of friends on different tabs. - They were talking about videos and getting the video streaming to be smoother. Lots of media/content type options and questions. - We talked about the different options on the media/content server. There are three ways that media/content may be connected. They are local (on their computer), remote reference (web link or URL based), and physical upload (actual file uploaded to our servers). We are thinking that the video options might work best if we use the remote reference option. - On the paid events - Alan will not worry about pictures per items but will worry about the donation amount. We finished up the meeting and got some of the guys paid. I'm really happy for what they are doing. This will be a big learning project for all of those who are involved. Kinda like their first major wire job using customers, vendors, parts, elements of time, PO's, invoices, and flex grid tie-ins. Pretty cool. |
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| Shop 2703 |
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Alan Time | 6/5/2017 | On a GoToMeeting session with Alan. We did a little bit of catch-up and talked about some of the current projects. We then jumped into Campaign Rise stuff and started going over questions and such. Dave Forbis called in and we spent almost an hour talking with him and asking him questions about the inbox, the campaigns, the events, the paid events, the updates, etc. Lots of questions about flow and mappings. After that, Alan and I went in and talked about differences between internal photo galleries vs. options for media/content pieces. We got pretty deep and looked at pros, cons, database values, and existing code for both types of external files. Good session. | ||
| Shop 2577 |
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Brandon's Custom Projects | 5/25/2017 |
Went in to town to meet with Bryan, Alan, and Dave Forbis on the Campaign Rise project. We met at Bridgerland and used one of their rooms for a whiteboarding and brainstorming session. Dave lead the discussion, Bryan took notes, and Alan and I pitched in and asked questions. We used the whiteboard and got a whole lot out of the meeting. I think that by the time we were done, all parties had a better understanding of the scope and vision of the project. That was awesome. After the meeting, I went over to the other campus and met with Nick for a bit. I had him show me around and we just chatted for a bit. See attached for a photo of the whiteboard session on the Campaign Rise project. Here were a couple of my notes: - We are going to need time id's on every po/invoice line item. Invoices should be more straight forward than PO's. The PO's may need to hold multiple children where the invoice line items will be on a one-to-one relationship. - Along with that, we may also need sub inventory stuff as well as mini conversion stuff per line item. Once again, the invoices will be one-to-one and the PO's may be one-to-many. Make a plan and then only get in there once to make all of the changes. Otherwise, it just takes longer because we will have to update millions of records over and over again. - On sub notes and sub comments (a sub of elements of time), we are seeing some new needs coming up. This includes a way to cross tie, stack, and set statuses on the items. We are even seeing a need to build out a sub table to help with read, write, display, save, mark, or highlight type status. Imagine a single element of time with a single sub comment... Say you had 10 guys on your team... What if you wanted to record who had read it, who wanted to delete it, and who wanted to mark or highlight it? You would need another table to allow all of the users to virtually take some action on the single sub comment or sub note. Then take that same concept and start saying the words: forum, social media, inbox, messaging system, mini blog, etc. You can see that we need to beef that section up. We need to be able to stack, self connect, chain, connect to other comments, nest replies, and keep track of states and statuses per user. That sounds really cool. |
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| Shop 2530 |
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Alan Time | 5/24/2017 |
On a GoToMeeting session with Bryan and Alan. We stared out and Bryan and I were working on general flow and chopping out excess code out of the current Campaign Rise project files. There was a lot of copying and pasting and we just need to clean things up a bit. Once Alan jumped on, we switched gears and started talking about who is doing what, where are we at, and what things still need to be addresses. Bryan was taking notes and all three of us were talking about different aspects of the project. We decided to call Dave Forbis and setup a meeting between all of us for tomorrow at Bridgerland in Logan. After calling Dave, we spent the rest of the session going over the current plan and making questions that we needed to ask about. Good group effort. I'm excited to see how the project plays out. Good stuff. |
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| Shop 2575 |
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Brandon's Custom Projects | 5/18/2017 |
On a GoToMeeting session with Bryan. We made a to do list for his Campaign Rise project. We called and talked with Dave and then got Will on the meeting. After we were done, we wrote some notes and setup a plan to hook-up tomorrow to work more on the login and sign-up flow and process. Bryan is somewhat taking over that project to try to help push it forward as we are getting closer to a deadline. Good and productive meeting. After the meeting, I was checking some emails and recording some notes from the day. Also got on the phone with Calvin and touched base on a small tweak Calvin was making. |
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| Shop 2650 |
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Campaign | 5/18/2017 | On a GoToMeeting session with Bryan. We looked into some logic on the Campaign Rise project. We started making a plan and Bryan is going to reach out and talk with Dave Forbis and Will Hudson about where they are at with the project. Small work session going over error messages, session values, and standard validation. | ||
| Shop 2519 |
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Alan Time | 4/17/2017 |
On a GoToMeeting session with Alan. We spent the first hour working on and going over the adilas developer's guide and self examination and prep for code sign-off. See attached for a copy of the document. We then started getting into a discussion about our processes and project management. We decided to start reading together from the document called "Get Control! An Introduction to Process and Documentation" by Dave Hecker – April 12, 2004. See the attached link to the document from sitepoint. While we were reading together, we talked about all kinds of project development. Waterfall (set setps and set releases), Russian (small concepts and then go for the bigger picture), iterations (build things over and over with improvements), and cowboy style (fake it the whole way - yee haw). We then talked about how a small version of "Scrum" might work best for us. It is somewhat of a combo of all of the other pieces put into a flexible process that involves some planning, concepting, and iterations. Eventually, we want to use elements of time to help us record and do our project management. We are thinking that doing some early concepts and then keep refining things is how we want to run - where possible. This would allow for short turn around times and quick feedback and client buy-in. Most likely, we will have to mix and blend to get a good approach. The good thing is, we are starting to talk about it and hopefully apply it as soon as possible. Spent some time at the end of the day recording notes and pushing up new files and such. Good day today. |
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| Shop 2478 |
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Adilas Time | 4/10/2017 |
On the daily developer session with Steve and Alan. We started out the meeting catching up from being gone for a week. We then rolled into a session on goals and projects that need some help and lovin'. Here are some of the notes from the session: - Sales and who to call? We need to figure out some phone numbers and make changes within the site. - Who is dealing with custom projects? We spent tons of time on this subject. Alan and I will be making more concrete decisions in a later meeting today. - What is the process? Lots of talk on processes. Assigning projects, getting projects, working on projects, sign-off, etc. - We have a breakdown in communication. We know we are dropping some balls. - Internal projects... >> mini conversions >> sub part categories >> sub queues >> special accounts and loyalty points >> world building and database stuff >> rework sub inventory >> dollar off discount stuff >> other discount settings >> icon menus >> sales and promotion >> pricing tiers >> custom labels >> smart cart stuff >> post-it notes - little to do list stuff >> flex grid stuff - additional settings >> rentals and reservations >> internal repairs - such as duplicate expense/receipts, reoccurring expenses >> adilas API section - documentation and ease of access >> help files and user manuals >> forgot password or password reset >> emailing invoices, quotes, and statements. We need to provide custom email addresses and maybe web versions of the pages (links to a .cfm page vs the PDF versions). >> bitbucket - branches and issues and pull requests >> Code sign-off and general communications. >> training and education >> server management and optimization - We need to focus on the features and benefits that we do have to offer! The list is huge and most of those pieces are fairly stable. They may need some light tweaking but are fairly stable. -------------------------------------------------- Brandon's typical day. On a trail by 6:30 - 8:30 Breakfast/Shower Meetings from 9-5 7-9 am sometimes early morning meetings 9-12 pm adilas meeting -- brainstorming, work session, or putting out small fires -- this session seems to be pretty productive 12-12:30 pm lunch 12:30 - 1 pm call with Calvin - 50% affective 1 - 5 pm with other developers on their projects -- meetings with Russell, code sign-off, planning, reviewing progress, brainstorming, doing actual code, debugging. -- meetings with Bryan, code sign-off, questions, training, helping with projects, guiding him on what is needed. -- meeting with Alan, planning, counsulting, dreaming, code work, documentation stuff. -- meeting with Nick. Planning, education, code sign-off, and working his projects. -- meeting with Shawn. Code sign-off, planning, and finishing projects and fine turning stuff. -- meeting with Dave Forbis and Shannon. Consulting, custom code, quotes, tech support, etc. - If I check email, text, or voicemail... I usually take down the info and make a post-it note... That just gets added to the pile. I've got these things to do on normal basis... - emails - text messages - voice mail - bug fixes - custom projects that are assigned to me - tech support - get calls from Steve, Shari O., Shannon, Developers, and other clients - Pay bills & write checks - Prep for upcoming meetings - server stuff - notes, documentation, and recording stuff - graphics - We tend to loose a lot of time in the transition between projects. - We are going to have Alan help with some scheduled times for code sign-off. During those times, I will be working on my own projects. - Use Craig as the "bucket" guy. Have him fill in where needed. Some backend business management stuff. |
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| Shop 2445 |
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Dave Time | 3/21/2017 | On a GoToMeeting with Nick. We had some technical difficulties and had to start and stop the meeting a few times, but we were able to talk and somewhat get things done. Nick will be coming over to my house tomorrow to work on things in person. | ||
| Shop 2329 |
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Dave Time | 3/16/2017 | Exported some images and added some notes to the elements of time # 2430 here in the shop. Pushed up 15 pages worth of images to the same time id as assets for that project. Contacted both Alan and Dave to let them know. | ||
| Shop 2347 |
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Alan Time | 3/15/2017 |
On a GoToMeeting session with Alan. We started out and talked with Dave Forbis about some of his projects. We then setup some testing for a new merchant account type. After that, we spent the rest of the session talking about database tables and what they do. We decided to remove a couple of the old un-used tables and define some others. As a fun note, part of our session was in the cluster level database tables. We spent some time and did some drawings to figure out the cluster level login process. We took some older tables that have not yet been used and chopped them down a bit. We then tried to run through some scenarios on how the login would work. See attached for a rough scratch drawing of how the process works. The attached media/content also has some verbage that goes along with the drawing. After the meeting, I spent some time and recorded some notes and did some email stuff. Key words that might be searched: cluster_payee_id, cluster payee id, home planet corp id, home_planet_corp_id, cluster, solar system |
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| Shop 2444 |
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Dave Time | 3/15/2017 |
On a GoToMeeting session with Dave. We worked on the Adilas Branding & Supply project. Most of the session was used up by looking over code that has already been written. It got launched without going through any kind of check or sign-off. Dave was encouraging me to keep training my guys to clean-up after themselves and also be willing to proof read and check other developers code. We really need this and it will help keep things tight and good to go. Dave mentioned that we might even take turns and shifts on who is checking in code and what the sign-off process is. We are getting a number of projects that are 85% done. They work and function under ideal circumstances but may fail under heavy loads and/or different circumstances. We need things to be tight and ready for loads and be scalable. |
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| Shop 2450 |
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Dave Forbis | 3/13/2017 |
On a GoToMeeting session with Dave. We were working on a special end of day report for AFB Branding. This will end up being a 3rd party API. As part of the planning, we got into their site and started to look around. We found that some of the custom code had some small holes in it and didn't follow the standard building processes and requirements. We tweaked a few things and decided that we would need to do a small code sign-off and clean-up session to get everything ready and future proof. Currently, there are a number of custom queries that work but don't work if you try to run things normally. It just needs a little bit of loving. This will delay the end of day report that was originally planned. The outcome should be a better product and good stuff. |
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| Shop 2431 |
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Dave Forbis | 3/9/2017 |
On a GoToMeeting session. I was recording notes until Nick joined in. He is doing some projects for Dave Forbis and AFB (adilas for business). I helped out Nick with some questions and got him pointed in a good direction. He was well organized and had a list of questions. We just went through them one by one and got him going. Good stuff. After that, I went back to recording more notes from the day. |
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| Shop 2430 |
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Dave Forbis | 3/7/2017 |
On a GoToMeeting session with Dave Forbis. We were going over some new changes for the Campaign Rise project. I showed him some of the new files that Russell and I pushed up. We then jumped into a session talking about what the next steps are. I explained that we are somewhat ready for step 3 of 4 (ish). Here are the rough steps: 1. Paper and pencil drawings (planning and wire frames). Then into static graphics and mock-up screen shots. Nothing moves, it is just the concepts. Dave has already done these, see attached. 2. Rough HTML (web) mock-up with light placement. A couple of static pages. Starting to get colors, look and feel, and light motion. Russell has done this and started the process. 3. Take the static HTML pages and turn them into real pages and get the framework, wiring, and general page flow down. (this is the next step). Our goal here is to create a basic template, common header, common footer, and then start putting the pages together into a working set of pages. Our goal for right now is to make each page, include the common header, common footer, and put the correct image (see attached) as the body of the page. We will really code things later on. 4. Wire it all up and make it happen. This may be divided out to different designers and developers. This is real code inside of real pages. Dave sent me a bunch of mock-up photos.We will be using those files to help with some setup stuff on the step 3 stuff. We will setup dynamic headers, footers, and add custom body pages to all known files. For the time being, we will add the mock-up photos to the pages as the body content until we are able to wire things up. Good session and making progress. See attached for some additional notes and page mock-ups. |
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| Shop 2357 |
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Russell Moore | 3/7/2017 |
On a Zoom session with Russell. We did three main things. First we merged in some new files and tweaks that he had been working on. Some of it was dealing with new videos for the ecommerce settings, new tweaks to the snow owl theme, and light CSS changes for mobile. Second, we pushed up some files for a company called Campaign Rise to the data 6 server. This will allow the other developers to get in there and start the building process. We are building a customer facing website that will be pulling live data from elements of time, subs of time, media/content, flex grid, customers, and online ecommerce and invoicing. Big and fun project. Dave Forbis is running as project manager on that project. Third, we spent the rest of the time talking about sub part categories, sub inventory, sub inventory attributes, and how we could get that stuff out to the ecommerce level. We looked at images, scans, and did tons of drawing. We looked at database tables, live data, current page flow, etc. We had a pretty good session and talked about how we really need to get sub part categories in place before we push too much further. Great discussion. As a side note, we had a request from Kelly and Molly (adilas consultants) to add a new setting per sub inventory attribute. The new setting would be a show/hide on the web option. We also thought that it might be nice if certain attributes were searchable and even combo searchable. If the sub part categories are added correctly... that could help filter things going up and down a logical chain. Then the sub attributes would allow additional and multi filtering options for the underlying products. We did a sample mock-up (drawing) using clothing, men's and women's clothing, ages, and styles. These were all part categories and sub part categories. We then went into sub attributes such as color, size, fabric type, brand names, etc. Those would all be sub attributes. Good discussion and good progress. |
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| Shop 2433 |
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Black Box Project | 3/2/2017 |
On a GoToMeeting session with Nick. We covered a couple different projects and such. They are listed below. 1. New custom project that is needed. From Dave Forbis. We spent almost an hour going over this project. Nick took notes while I read and explained the PDF that Dave had created. See attached for the PDF and see below for the sub notes from Nick. 2. We talked about a mini team with Russell. We would like to get a team of 4 players up and rolling. Russell would be the captain of the team, Alan - as the lead developer, Nick - developer, and Shawn - developer. We talked about how this concept is somewhat - wet paint here... just came up with this... Basically, Adilas will authorize hours, projects, and funds. 6 hours per person per week x $25/hour = $450 (we've told Russell that we have a $500/week budget for this pilot program). This equates to around $2,000 per month that we can run through this project team. These projects could be AFB projects or adilas.biz projects or Adilas Shop projects or custom. The whole adilas project and platform is really one giant project. We are taking a small pool of developers and trying to structure them into teams with captains and leads. The developers will be paid from adilas.biz, Adilas Shop, AFB, and from custom projects. We need to get in and see how this works. If we need to, we can tweak it around. Think of water, snow, ice. We are in the water stage. 3. We merged in about 18 new files for elements of time as part of the system-wide black box project. Good session. |
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| Shop 2277 |
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General | 2/27/2017 | Recording notes and working with Dave Forbis. Dave came over and we did some bills and deposits for the shop. We then scheduled some time and talked about some of his projects. He has a lot of things going and it is exciting to see where things are headed. We talked about an API socket world where one company could do something in their system and then automatically populate another system with some of the same data. | ||
| Shop 2342 |
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Quoting for Branding | 2/22/2017 | Dave Forbis came over and we worked on some custom options for the adilas branding company. They are a 3rd party entity that is trying to get real-time inventory tracking for some of the supplies (not the main items) that are being used to package the products. If they can get real-time inventory tracking for the supplies and such, they can help fulfill the orders and provide better customer service. Lots of drawing and concepting. | ||
| Shop 2227 |
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Russell Moore | 2/14/2017 |
Russell was slightly delayed for our meeting today. I did emails and helped Steve check out some code. Dave Forbis also came over and we chatted for 15 minutes or so. After that, Russell and I did a Zoom session for about 45 minutes. He showed me the progress he is making on the change colors for the CSS stuff for the new snow owl theme. Pretty cool. Anyways, good session. |
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| Shop 2251 |
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Adilas Time | 2/13/2017 |
On the GoToMeeting session with Steve and Alan. We started out and setup a number of new developer accounts for each server. We then started talking about the potential of making adilas into a "game based" interface. Alan has taken some game development classes. We have always wanted to turn the adilas functionality into a game type scenario. This would have players, choices, consequences, problems, locations, tools, permissions, etc. Without being super crazy... what if we put a visual spin on what we are doing... If you want to pay for something, you go to a certain spot and start doing things. Lots of drag and drop, lots of pushing and loading things into one-to-many relationships, etc. Going way back, we had the idea of entering the business data sphere. This would be loops, orbs, tracks, with different destinations, tasks, etc. Each person would have their own pod and/or vehicle of sorts. They could then port and transport where ever is needed. As they interact, they are actually doing work, but it feels like a game type interface. Steve would like to know what the next phase is... dashboards, user interfaces, connections, quick links (buttons), short cuts, user-designed navigation and custom interfaces. Got a call from Dave Forbis. He was asking about cascading the customer table settings throughout the system. This is where a client could name, show/hide, set defaults, set light rules, and sort the different fields. They currently only show up on the add/edit custom page. We need them to start cascading beyond that. The problem is, we haven't had time to go over and/or check the code. It was written by Calvin in cfscript which most of my guys don't know. Also, we do have an awesome database to hold the values and it has been prepped, but still needs to be put into action. The name of the database table is "db_field_settings" or database field settings. Going back to the gaming interface and ideas... Could a switch to this type of interface help with training? That would be awesome. Maybe we could make an attempt on some of that stuff. People expect that they have to experiment and try things in the gaming world. A reward based process (keeping track of where you are and showing what the goal is). The way we work with our developers will start turning more into a small game of sorts. For example: Do "A" and come back. Then I'll show you what to do on "B". Think of bite size pieces. We need to plan it out, let them work, check it out and inspect some things, and then go to the next level. We can't just give them the whole project and make them run with it. We may need to prime the mental pump, then do some brainstorming, then make a plan, and then start working the plan. We need to morph our morning meetings into planning sessions. This could be new projects, older needs, to do list stuff, etc. We need help with the lots of the day to day stuff. We will use some of the morning meeting times to go over tasks, post-it notes, and other things that need to be done. |
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| Shop 2302 |
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money updates | 2/6/2017 |
On a GoToMeeting session with Bryan. We jumped on a number of conference calls with clients and with IT tech people at the server farm. We talked about a number of different projects and bounced around from project to project. Basically a multi directional work session. Towards the end of the session, Dave Forbis came over. We talked about some of the existing projects and who is doing what. We then talked about some marketing ideas and how to push things forward on the same page. Currently, we have lots of people pushing on different things, but nobody is really calling the shots and coordinating things. We could get a lot more done if we were a little bit more organized and on the same page. |
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| Shop 2190 |
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Meeting with Dave in town | 1/17/2017 | Setting up some bank stuff with Dave - in town. | ||
| Shop 5037 |
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Virtual Post-It Note | 1/17/2017 |
-You can choose! So, do it! Make the things happen that you want. -You cna't barrow time like you can money . . . -What is your level? Stick to it. -Put a load on that you can manage. -Learn to say "no". Nope and i'm Sorry, not right now,ect. -What do we want to be as a company? Big. Small. Medium. -Too many things going . . . life, work, hobbies, ect. -"I've wanted out for years" . . . Am I planning something? What is it? Am I secretly working towards something? Patterns and justifcation. -Talk to the big guy upstairs - he knows. -What do I want to do in order to stay? -Instead of . . . "I want out" . . . what if it was "I want in" . . . there is what that would look like. -What would you do to change it? -What is the ideal? -Find the balance -maintenance -building -dreaming -helping others training -Virtually burn it down -If it all died or got destroyed, where would I be? Am I ok with that? Am I ok? -Time allocations Adilas time me time dev time training time fun team - who are they? -Cut down but keep somebody close - you need some help. -Abundant model . . . lots of good choices - just like Sunday Dinner. -It is okay to make tough choices . . . Do it and stick to it . . HOURS - ( 9:00 - 12:00 ) Steve and I custom v.s. standard, new projects v.s. older, maintenance v.s. building, etc. -Working on a data migration between servers for customers. - ( 12:00 - 1:15 ) Bryan and planning out menu boards - brainstorming and trying to help him. - ( 1:30 - 3:30 ) Russell and a session on changes and choices. - ( 4:00 - 5:15 ) Meeting with Dave Forbis down town logan. Talking about developers, plans, and projects. 30 miles. |
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| Shop 2110 |
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Russell time | 1/10/2017 |
Working with Russell over a Zoom session. He showed me some of the new features he is working on for the blog and the project manager. It is still in the baby state but I can see things coming. Dave Forbis came by and he and I chatted with Russell and talked a bit. After that, Russell and I started to roll into our next joint project. We want to add some user specific personal look and feel options. This will allow a corporation (business entity or world) to have its own look and feel and yet allow users within that world to have their own look and feel. This was a request from Steve to Russell. The new branch is: BWM-23. We got the new database changes scripted and started to cascade the new settings and changes. See attached for a small action plan. |
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| Shop 2109 |
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Russell time | 1/5/2017 |
On a Zoom session with Russell and Dave Forbis. We started out doing some quotes and rough ball park figures for new and improved features. Some of the topics were: campaigns, promotion codes, coupons, auto apply discounts for ecommerce, in-line dollars off discounts, smart cart logic, pushing sub inventory out to the ecommerce pages. We went through a number of ideas, options, and possibilities. Dave really helps to bring a positive reality to the projects, their scope, and what it will really cost to get those things done. He is also very good at suggesting possible side options and/or stepping stones to reach the full dream or vision. Russell is all about coving costs and making sure that we are not overextending ourselves. He does a good job managing the projects and has a good way of managing expectations and budgets. After that, Russell and I merged some new code together and pushed up some new changes. The new changes were on the snow owl theme and being able to open up custom links in a new browser tab or new window. Russell is getting better and better at the code side of things. |
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| Shop 2179 |
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Quotes with Dave | 1/4/2017 |
On a phone call with Dave. We did talked about some different quotes that were needed. 1. What would it cost to take customer discounts out to ecommerce? I quoted him 5 hours or $500. This project has been started but needs to be finished and wrapped up. 2. What would it cost to do web coupons and/or preset campaigns or promotion codes? This would include discounts with dollars off, percentages off, free products, discounts based on a category, or based on selected items. We could do date ranges, expiration dates, no dates, etc. We would need settings to help with discounts and dollars off that are based on per item or per cart (total purchase)? Going back, see element of time # 979 inside of the adilas.biz - adilas community funded projects for a rough idea. That project is set at $20,000. I'll bet we could get that going and make some great progress for around $4,000. Also, by way of a note, Brandon has already built a similar process with his LearnToFreeride.com product. It has a full promotion code options with a full web-based system for tracking, showing, and setting up the promotion codes. We might have to borrow some code from the LTF project. |
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| Shop 2093 |
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Client Meeting | 12/19/2016 |
Went into town to meet with Dave and Autumn to go over details for the Campaign Rise project. Dave is the project manager and Autumn is the wife of the entrepreneur/business owner. I met Dave and then we went over to Autumn's home. We chatted and Dave mostly ran the meeting. I chimed in where needed but most of it was between he and Autumn. We talked about a couple of easy fixes and some that were volume (number of requests and/or tasks) that might be a problem. We decided to take the step by step approach vs. fixing everything right at the first. If we get the job, it should be good one. Lots of moving pieces and the company needs customers, invoices, elements of time, media/content, and tons of wiring in between to make it all happen. Basically, it is a campaign funding process and service that shows event and campaign details. It also allows for people to virtually follow, sign-up, and donate monies on an ongoing basis to help the causes and/or campaigns get funded. Lots of social feeds and ways to manage their own data and flow. |
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| Shop 2047 |
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Adilas Time | 12/12/2016 |
On a GoToMeeting session with Steve. We talked about direction and where we want to head in the coming months. We also looked over the adilas YouTube media/content player, we setup a cannabis specific site (just the folders and rough structure), and we also talked about training events. Steve would like us to strip off the code from the https://data0.adilas.biz/top_secret/community_funded_projects.cfm page and start being able to collect monies to help with daily training events. We also talked about how my dad volunteered to find us venues for our training classes. Shannon got on the call. We talked about some progress on the videos that she, Dave Forbis, Russell, and Chris Johnnie. Shannon showed us the link to the current google drive videos. https://drive.google.com/drive/folders/0B7QkXlJmb-PSeGRMZF9jbG10ZEE We talked about the difference between in-person vs. webinar (web based training). We are seeing the need for the live sessions (they enjoy the connection with the people). Who, where, when? We need to offer the live events, even if they aren't fully attended. Build out the adilas university video library and the user guide. Make it easy to use and help train the trainers there. One of the unknown values is how do you help someone to stay on and keep going. Shannon mentioned Dave Forbis and Shari O. as up and coming helpers for tech support stuff. Also, Nick and Alan (both developers do have some great teaching skills). I could also be more a consultant and trainer type person. One of the major challenged is how fast things change. We shoot a video or write a help file and then things change. How do you keep up? What a good question... We have some great users... that is good and bad. We also don't have any standard certifications and/or train the trainer type stuff. Some of these people have some major skills but might be liabilities on the other hand. What about the adilas marketplace and the adilas university? We may be going too fast for our own good. What would happen if we totally slowed down and sell what we have? We build and build but are somewhat unable to slow down and tell people what we have to offer. What is the master plan? Do we already have it written down but just need to follow it or do we need to redefine it? We are seeing a change in the way that the system flows... We are getting more API socket calls, we are getting shortcuts, we are seeing more black box stuff, more developer specific code. We need to tell Shannon and Shari O. Who is going to do this new training? We may need to recruit who made it to help do the training. Make that part of the process. Slow things down a bit. The developer's notebook is kinda splitting now as well. We have elements of time in adilas university, adilas, and in the adilas shop section. How are we going to bring all of that together. We have things fracturing and splitting all around us. That is part of the game, we need to allow and accept that. How are we going to deal with that? Sustainable pace - slow and steady wins the race. Maybe keep looking at the process and judge the pace and needs accordingly. People have the potential to let you down. The only person we can truly trust is God. We can then give trust to other people. Make him your main stable anchor and then extend to others. If all else fails, then the sure anchor will still hold fast. I would rather be a trusting person and then be betrayed vs. not being a trusting person from the get go. Quote from Shannon who got it from an apostle (lightly tweaked). We are looking for a loyalty and commitment level of sorts. We do have to be picky. It comes down to a balance and a relationship. Take your time and start to build from there. Relationships take time. That is ok, build it everyday. We make the choices and strengthen and exercise those choices everyday. |
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| Shop 2074 |
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Meeting with Dave | 12/7/2016 |
On a GoToMeeting session with Dave. We spent some time talking with Steve about an older GPS tracking project and being able to use it as a demo site. We have some interested clients but that project still needs some work to make it presentable. We almost finished it, but got pulled off of it before it got finished. We then rolled into a session on the inventory check in/out project for a local company. Dave and I went through his plan and did a quote and started to put a proposal together for ideas and concepts. This will use inventory items, parent/child relationships, elements of time, customers, and flex grid tie-ins. We may also work on the time sub assignments for this project. Cool stuff (rentals and reservations). |
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| Shop 2068 |
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Dave Forbis and Russell - Quote | 12/6/2016 |
On a GoToMeeting session with both Dave Forbis and Russell. We went over a project called Campaign Rise. It is like a mini kickstarter type system (small time funding and fund raising). Basically small campaigns and getting funding mixed with the social aspects that they want and need. We looked at some of their preliminary sketches, Dave's design mock-ups, and their needs and ideas. We spent the whole 2 hours going through needs, ideas, options, and what would be involved in the custom wire job. This project will end up mixing customers, users, invoices, quotes, items, elements of time, and flex grid tie-ins. Lots of interplay and fun relationships and special connections. It should be a fun project. |
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| Shop 2069 |
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General | 12/5/2016 | Recording notes, cleaning up, and talking with Dave Forbis on the phone. | ||
| Shop 2029 |
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Phone call with Dave | 11/30/2016 |
On a phone call with Dave Forbis. We touched base on a couple of projects and went over the plans on some others. Dave is starting to work more for Russell and Chris Johnnie doing research, project management, sales, and some marketing. He seems to be having fun and enjoying what he is doing. That is awesome. I also called Shawn Curtis and chatted with him for a little bit. We set up an appointment for this coming week. He has a bunch of payroll and withholding pieces that I need to get merged in. |
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| Shop 2017 |
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Meeting with Dave Forbis | 11/22/2016 | On a GoToMeeting session with Dave. We were quoting out the inventory thresholds project. We talked and recorded notes about per locations and phases for that project. Part of our conversation was about thinking along the lines of building nubbins for the future. See element of time 2018 for details. | ||
| Shop 1981 |
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AFB Demo | 11/16/2016 |
On a Zoom session and live demo with Chris Johnnie and Russell Moore going over the new AFB theme. Russell was the primary presenter and did a great job. We walked through the new options and settings and got to look around and play with the new features. Russell did a great job and the people on the Zoom session had a good response to what they were seeing. Lots of potential for what they are doing. Great look and feel with tons of custom options. At the end, we had a good discussion on direction and where things are headed. I enjoyed the demo, tour, and information session. Good stuff. As a side note, Shannon, Shari O., Bryan, Dave Forbis, Chris Johnnie, Russell, and a couple other reps and people were on the session. |
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| Shop 3798 |
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Virtual Post-It Note | 11/14/2016 |
-Setup Dave Forbis with a custom email - for sending invoices. - ( 9-12 ) GoToMeeting, work session with Nick and Steve. Emails, phone calls and follow-ups. Worked on the flexible custom logic black box option. Testing and getting things ready. - ( 12-1:30 ) GoToMeeting with Bryan going over the live doc and RTping out results. Small bug fixes and going over some new projects - took a call from Calvin during this session. - ( 12:30 -1 ) Phone call with Calvin. Talking about getting Sub inventory out to the API socket level. - ( 1:45-3 ) GoToMeeting with Nick. Finished up the custom logic black box and showed Nick how it could work. Answered some questions to help him with black box stuff. - ( 3-5 ) GoToMeeting with Steve. Added in Sub inventory to an auto create page he is building. He gets info from a state system through API socket calls and then we allow our system to catch-up and build matching inventory records on the fly. - (5-5:15 ) Helping Bryan get some advice on an auto - mated API sigh-up project. We went over scope and rough budgets. |
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| Shop 3794 |
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Virtual Post-It Note | 11/7/2016 |
- ( 9-12 ) GoTomeeting and getting ready to push and merge new files - 200+ files. Got files up on data O. - ( 12-12:45 ) GoToMeeting with Bryan going over CSU output for a client - queary stuff. - ( 12:45-1:15 ) Phone call with Calvin going over questions. - ( 1:30-5:15 ) GoToMeeting session with Steve. Adding PO line items to a custom page to tie state inventory items to adilas inventory items. Building out custom page login . Phone call whith Dave Forbis about some upcoming projects. -Make reoccurining elements of time. -Demo time build it out for GPS stuffz |
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| Shop 1961 |
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Talking with Dave Forbis | 11/3/2016 |
Dave Forbis came over to get a check and talk about a couple of projects and ideas. We went over some of his marketing efforts and talked about some other projects that he is working on. I'm trying to get Dave to project manage his own projects and let the developer's do some of their own project management. We went over some new and old wire jobs (custom code and using existing tools and functions as needed in a custom way). We also looked up a bug on the auto add sub flags and tags to main elements of time. Dave is getting some more jobs that need custom wiring and diverse logic and flow options. Good stuff. It just takes time to think it out and then make it happen. Also as a side note, we are seeing more and more heat and need for the adilas "any scheduler" which includes rentals, reservations, and project or task tracking options. That will be fun. Dave stayed for dinner and he and my kids were somewhat playing a battle of wits at the table and after dinner while cleaning up. Good evening. |
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| Shop 1791 |
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Phone call with Dave | 11/1/2016 |
On a phone call with Dave going over funds, options, and some project management things. Steve and I are going to be helping Dave transition over from the shop project manager to more of a sales rep/consultant type roll. He will still be doing project management but more for his direct clients and contacts. Trying to change things up. I think it will be good for all parties. Dave has been very patient and has allowed us to delay payment to him while we were building and trying to get caught up over the last six months to a year. That has been a huge help to us. Thanks Dave! |
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| Shop 1939 |
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GDA balance sheet | 10/31/2016 |
On a GoToMeeting session with Bryan. We worked on some custom interfaces for his client. Most of our time was spent re-writing some custom queries and using flex grid to filter the records that needed to be displayed. We also got on a phone call with Dave Forbis to talk about project management and an older project that is still out. We also talked about a non-paying client and our plans for shutting down their custom code until payment is made. After our meeting. I used a little bit of time and did emails and light clean-up. |
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| Shop 1648 |
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Adilas time | 10/31/2016 |
On a GoToMeeting session. Eric Tauer popped in and we chatted for a bit. I was doing some shop time clean-up and recording notes. I also got on a call with Dave Forbis and we went over a number of different items. He has been doing some demos and helping with project management stuff. We spent about half an hour going over the different projects and options. Dave has been a huge helper over the years. I spent the rest of the session cleaning up post-it notes and doing stuff inside the elements of time for the shop. Lots of recording notes and ideas. I've got a huge stack of post-it notes that need to be recorded. |
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| Shop 1935 |
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Talking with Dave | 10/25/2016 | On a GoToMeeting session with Dave Forbis. We were going over requests from CCG - Capital Consulting Group. They have a slick one-page custom shopping cart. They enter the data and it creates a number of PDF documents and creates an invoice behind the scenes. All from just one simple little page. They have a couple of new requests and some small tweaks that need to be made. Going over things with Dave. | ||
| Shop 4403 |
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Virtual Post-It Note | 10/21/2016 |
-thresholds and numbers based off of numbers -Inventory levels and thresholds -New page and do it per location -Notify them when a threshold is hit or passed -time based -API socket connection to Push the reports -EOT #1014 in adilas community funded Projects -Extra service and functions -Text or emails alerts -Max and min levels -Between adilas customers and do feeds and feeders -(Hours) -(1:00 - 4:00)Go to meeting with Alan and doing Exports to excel -(4:05 - 5:15)Go to meeting with Bryan - doing a custom quote on a dashboard and summary page. -(5:15 - 6:00)Phone call with Dave Forbis - going over inventory thresholds, max and min levels,ecta.. API socket connections and general business stuff. |
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| Shop 1790 |
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Lunch Meeting | 10/18/2016 | Lunch meeting with Dave Forbis and Gene Spaulding. Talking about taking adilas into the assisted living and elderly care market. We also talked about city councils and other small niche areas. We talked options, ideas, funding, investments, and other related subjects. Good meeting. | ||
| Shop 1821 |
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Bryan Dayton | 10/12/2016 |
On a GoToMeeting session with Bryan. We were looking over some code that he did for the CCG group (time shares and resort management stuff). He added a bunch of new settings and got the page ready to go. It looked pretty good and had a number of lists and arrays and dynamic notation. We then spent some time working on his Linx payment solution (virtual wallet project). We went over some card reader stuff and tried to point him in a good direction. We also got on a phone call with Dave Forbis and talked about another similar project and what is needed there. Good session. |
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| Shop 1637 |
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Adilas time | 10/4/2016 |
On a GoToMeeting session with Nick, Alan, Steve, and Russell. The topic for the day was based on the vision of black boxing the whole system. We talked techy stuff, visual stuff, concerns, pros, cons, roles (who), options, and depth of the project. What level do we want to attack and what is the main goal? We did some concept sessions. Russell drew some things. I drew some things. Steve was chiming in. Nick was taking notes (see element of time # 1859 - media/content). Great overall discussion. Towards the end, Dave Forbis came over to my house. He participated in the last part of the session and contributed to the ideas and reports on who is doing what. After that, he and I spent from 11:45 am to 12:45 pm talking about potential, consulting, and helping each other out. We are going to try to setup some meetings with clients and Dave is going to try to get things going on some different levels. We are going to try to meet with Gene Spaulding (an old friend of mine) and get some ideas on assisted living centers and other verticals and industries. Gene was a banker before his current role that he is playing. He has tons of knowledge. Great meeting and lots of spreading the vision of where we are as compared with where we are going. We are virtually posting little flags to indicate the pathway we want to travel. Hopefully, as we place the flags around, we are hoping that others can start drawing lines, connections, and help us fill in the gaps. Good stuff. |
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| Shop 1881 |
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CCG Custom Cart for Dave and Bryan | 9/30/2016 |
On a GoToMeeting session with Bryan. We were trying to valid logins to work on the new data 6 server. We pulled some raw SQL and data from data 0 and then pushed it up to the data 6 server. We kept having problems. We ended up finding out that the database connection had limited permissions and would not allow for more advanced SQL actions such as create, alter, and drop. Once we got that fixed, everything else started going faster. Paying some bills and making some small phone calls. Light clean-up. |
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| Shop 1854 |
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API Meeting | 9/27/2016 |
On a GoToMeeting session with Thad, Larry Lipman, Chris, Dave Forbis, & Shawn. Larry and his group are pitching adilas products to state and government agencies. They are wanting to setup a closed payment (virtual wallet type solution) that could be monitored and regulated. We went over some details and had some verbal discussions. See attached for some notes from the call. Some key words are: Expo, Alliance Financial Network, API socket connecdtion, white label, and virtual wallet solution. After the call, I talked with both Shawn and Dave separately to go over some additional details and what is wanted, needed, and who will do what. Good session. |
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| Shop 1847 |
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Questions | 9/20/2016 | On a GoToMeeting session with Dave Forbis. We talked about some proposal stuff for the charter school (prices and rough estimates). We then switched and looked at a custom project that Bryan and Dave have been working on. Dave just needed some technical help with a page that is mostly wired up, but still needs a little bit of loving. We drew out some scenarios and documented what needs to be done. I told him that I would help them as soon as I could. The goal is to help Bryan and Dave create a cookie cutter type project that they can do over and over again with small tweaks. | ||
| Shop 3716 |
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Virtual Post-It Note | 9/20/2016 |
-Bid out and teach about feature creep, make it a good deal. -Focus on the positive -Corp template -Location templates - Payee templates -Black box the whole system -Fix the CCG project for Bryan and Dave Forbis. -Two know holes on add/edit flex grid and custom settings and add/edit customer/clients and the custom settings. |
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| Shop 1814 |
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Meeting with Thomas Edison Charter School | 9/16/2016 |
Went into town with Chris Johnnie and Dave Forbis. We met with Carol and Laurie from the Thomas Edison Charter School. The main task that we did today was have Carol go over a number of existing systems that they use for tracking things and running their school. Carol gave us a play by play demo of some of the software they are using. We picked up some likes and dislikes from the demo. See the attached scans for my notes. |
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| Shop 1799 |
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Meeting with Chris Johnnie and Russell - Charter Schools | 9/9/2016 |
Met with the Thomas Edison Charter School (south campus). Chris Johnnie and Dave Forbis were there as well. Russell was joined in through a Zoom session. We met with their people and talked about options and logistics. We had people from both campuses online with us over Skype. There were quite a few questions and some good discussion. We have already given them a demo a couple of time but they keep changing who is there. This time we did have some computer tech people who seem to be the key players. The Administrators have virtually said yes, they are now deferring to the tech people to make sure everything is going to line up ok. Some of the topics of the day were: - Group Mass Texting - Told them about Calvin's GMexting program. - Digital signatures and document management (media/content). - Inventory controls with barcodes, labels, and checking in/out text books (mini rental type scenario). - Budgetting, Monies, and Financial Reports. - Exporting Data and connecting to other state sites and databases through API socket connections. - Parent organizations and helping them keep track of events and monies (virtual ecommerce, bill pays, parent portals, to do lists, and document management stuff). - Looking forward into multi-levels of students, parents, teachers, and administrator levels for permissions, settings, and custom interfaces. Overall a great meeting. Dave, Chris, and Russell did awesome and I only had to chime in a couple of time other then when they gave the floor to me to talk about things. Great meeting. Chris Johnnie has been babysitting this one for over a year now. Kinda interesting how long it really takes for a bigger organization like this to bite the virtual fish hook. Interesting. |
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| Shop 1755 |
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In-Line $ Discounts: ADI-146 | 8/29/2016 |
Bryan came over to my house. We went over some new projects and small tweaks that were needed for a client on some PDF's. I got him paid on another job at Dave Forbis' request. We then talked about getting a setup quote for data 6 (new adilas data server). We then worked for about an hour on the javascript for the advanced add to cart page. It gets pretty deep and lots of flip flopping of variables and values. Bryan helped me stay on track and get the changes made. I kept going all over the place (kinda getting lost). I was very grateful for his help. After Bryan left, I spent a little bit of time doing some clean-up and recording notes. We were going pretty fast. |
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| Shop 1698 |
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Meeting with Beaver Mountain | 8/3/2016 |
Went into to Beaver Mountain to do a POS (point of sale) demo. I took a bunch of POS hardware pieces to help with the demo. I met Dave Forbis there as well as Kris Kofoed. We met and talked for a bit and then I setup my stuff and mostly interacted with Kristy Seeholzer. We kinda had our own little meeting going on while everybody else was chatting and shooting the breeze. Good session and I tried to point them to use Dave Forbis as a good adilas contact. Good stuff. Here are a few notes from our meeting: - On all new items, default the show on the web setting to off or no. They don't want there stuff to show up automatically. That could be a good corp-wide setting. - They would love a feature for cost plus a percentage - either a pricing model and/or a discount calculation. Technically, they could do it right now in the advanced add to cart by changing the mark-up (calc based off of cost) but they might want an easier tool. Just an idea. |
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| Shop 1695 |
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Transitioning | 8/1/2016 |
Getting caught up and transitioning between the Logan office and my home office. Emails, tech support, billing, and following up on things. Shannon came over to get my notebook to do some scanning. Other emails and phone calls. Trying to figure out things with Dave Forbis and how to get him involved with more sales and such. |
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| Shop 1571 |
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Meeting with Chris Johnnie | 7/27/2016 |
Meeting with Chris Johnnie on a number of different topics. Schools, ecommerce, merchant processing, and flags and tags for users and vendors. See other page of notes. Dave Forbis came by and worked with Chris and I for a bit. Dave then helped me with doing the Stripe credit card stuff, using the online bill pay options, and looking over stuff in the shop. Expand. |
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| Shop 1417 |
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Lunch meeting with Dave Forbis | 7/26/2016 | Had a lunch meeting with Dave Forbis to go over the new changes and plans. Expand. | ||
| Shop 1763 |
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Help people who want it | 7/22/2016 |
Russell and I had a number of good talks today. One of the concepts was we need to focus on people who want help. We also need to focus on people who are able to pay for that help. We can't do everything for free. One of my personal goals is to help some of the shop guys like B. Dayton and Dave Forbis to become more independent and start selling their own services and skills. Good stuff. |
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| Shop 1659 |
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Custom Report | 7/21/2016 |
Met with Nick to go over a custom report project. It is fairly small and has a fairly good and easy path to the finish line. Thanks to Shannon and Dave Forbis who went in and helped document things and get things going for the client. Great combo effort on all parties. At the end of the day, Russell and I were talking about possible options for "dependables" and how to structure the shop and other entities and how they might play into the mix. |
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| Shop 1656 |
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Quoting | 7/13/2016 | Quoting with Dave and Shannon. We did a quote on a data import tool for T&M Pro Shop (CSV import of parts data). We also started into a quote for Chris Johnnie and Russell (adilasforbusiness.com). This deals with an affiliate program, sub inventory on ecommerce, and sub part categories. | ||
| Shop 1653 |
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Quoting | 7/12/2016 | Quoting with Dave and Shannon. We did a couple quotes for some custom reports. We added some notes and got some things uploaded and ready. It seems like we are getting better at doing the quoting process, making good estimates, documenting things, and then getting things turned over. That is awesome. It is exciting. | ||
| Shop 1592 |
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Quoting | 7/5/2016 |
Shannon, Dave, and Brandon - quoting and going over some things. See the sub comments for ideas on the different projects. Most of the quotes today dealt with custom data storage needs and how to time them into the system. Dave and I also talked about having Dave bill us hourly vs. a flat rate per month. We talked about expectations and what Steve is seeing on his end. I think it would be good for us to have a talk and air some things out. Dave does tons of different things but Steve doesn't see those things. I think that some of the expectations just need a little bit of loving. |
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| Shop 1492 |
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Quoting | 6/16/2016 | Dave came by to work on quotes but Alan and I were right in the middle of some code sign-off. We met for about half an hour and talked about a number of things but no quotes were done at this point. Dave is pretty busy right now with both adilas projects and his own stuff. Busy times. | ||
| Shop 1155 |
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Alan Time | 6/16/2016 |
Alan and I worked on his ecommerce shipping project. This project deals with some new shipping matrixes, new settings, and taking old in-line code and making it into functions and methods to help with the flow process. Alan and I went over some of the new settings that Russell made. Alan and I went through about 10-12 pages line by line and merged new code into the master files. Lots of testing and checking things. Part way through our first session we got an emergency call and had to fix a sub inventory bug (it needed some more conditional logic). We then talked with Dave Forbis for a half an hour about other projects and shop stuff. We were on an hour long conference call with Calvin and Steve going over sub inventory and the direction that we want to take. It sounds like we will be replacing some JSON objects with traditional database columns and fields - that should help it be more stable and allows for us to be more direct vs. serializing and de-serializing objects every step of the way. I'm excited about that direction. In between all of this, Alan and I were going through new ecommerce code and working on the shipping and checking some new methods and functions that Alan has put into play. Good stuff. Almost a full day working together. |
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| Shop 1176 |
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Quoting | 6/14/2016 |
Got into the office and did some light shop clean-up, emails, and general stuff until we got started. Shannon, Dave, and I got a GoToMeeting session and went over some quotes and action items. We reviewed the past action items, added notes, and updated some of the project details. We then went through some of the new stuff and made some assignments. We spent quite a bit of time talking about safety nets, standardization, and managing expectations. These expectations are on multiple levels: new customers, users, clients, reps, consultants, developers, project managers, 3rd parties, independents, and admin levels. Lots of different expectations. We added a few things to element of time # 1489 about intro letters (see attached), a new welcome letter, setting up a culture of training and communication, and laying down general rules and how to play the game. Trying to get the right info into the right hands. We also talked about Russell's and Chris's Adilas Market and Adilas World projects. We are really close to getting that fully signed off and release to the public. It is currently in beta test mode and is live on data 0 right now. Nobody knows about it, but technically, it is live as we speak. |
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| Shop 1482 |
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General Stuff | 6/10/2016 | Call with Dave Forbis, emails, and doing general clean-up stuff. | ||
| Shop 1390 |
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Calvin Chipman | 6/8/2016 | Phone call and zoom session with Calvin. We (Shannon, Dave Forbis, and I) talked with Calvin about some quotes for a multi file FTP tool, customer PDF barcode labels, and other quote related pieces. Calvin and I then jumped on and went over his progress on sub inventory and what is going on. Calvin is working on the get category template methods and functions. He is doing great at standardizing things and getting all of the pieces to flow on a more consistent level or process. | ||
| Shop 1032 |
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Brandon - Working on own projects | 6/8/2016 | Quoting session with Dave and Shannon. Lots of different quotes. Many of them needed additional research before actually putting numbers to things. That is ok. We also did a whiteboard session to talk about payees, permissions, and taking the permissions out to the location level. Along the way, we talked about various quotes, projects, and who is going to follow-up on what. We also did some light tech support questions to help Shannon with some of the questions that have been asked to her. | ||
| Shop 1384 |
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Quoting | 6/2/2016 |
Meeting with Shannon and Dave to do quotes. We spent quite a bit of time talking about sub levels of permissions and even basing things off of locations, departments, and view only levels. Basically a mix between a permission and setting. This would allow us to sub divide the system and who gets to access what at a granular or micro level. See elements of time # 1456 for some ideas. After the quoting session, Dave and I spent an hour talking about options to help adilas get ready for selling digital content. We used the whiteboard session that Russell and I did yesterday to jump off of and springboard things into a further discussion. Exciting stuff and good times. Dave Forbis is really interested in getting the digital content up and online and ready to sell. He, himself, has a number of digital products that could use that. He is recommending that we push things in that area or arena. All of the new pieces could be used by tons of other adilas clients as well. |
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| Shop 1174 |
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Quoting | 5/31/2016 | Quoting projects with Shannon and Dave Forbis. Shannon was taking notes and writing things down while Dave and I went over specifications and details. We did some new quotes and went through some internal quotes and going over some light processes. Good session. Shannon will end up helping Dave and I follow through on some of the other things that are on the edges. She is on top of things. | ||
| Shop 1173 |
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Quoting | 5/24/2016 | Quoting projects. On a GoToMeeting with Shannon. Dave had to do some other stuff today. We went through a few quotes and did some brainstorming on what is needed and how to best play going forward. We made some to do lists and talked a lot about resources and maintenance needs. That seems to be somewhat left on the sides or has a lower priority. That same maintenance could really help us out and make things better and better and smoother and smoother. I'm voting for maintenance. | ||
| Shop 1341 |
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Idea from Dave - Price Sheet Comparision | 5/19/2016 | When pitching custom code - have the companies list all of the different products and costs it takes to make the business go. Have them do this for a full year. Then compare it to the adilas monthly and the custom code quote. When you see the two together, it may make our custom code look awesome. | ||
| Shop 3447 |
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Virtual Post-It Note | 5/19/2016 | -Stabilizing things - Rember the sub part category stuff from Jake - Dave Forbis. | ||
| Shop 1147 |
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Alan Time | 5/19/2016 |
Working on code for Hypur and the Phase 2 project. As a note, Dave Forbis reminded me today about the sub part category project that Jake Vaughn was working on and how that project may play into the new changes that are coming in for sub inventory. Jakes bit bucket branch is JBV-1 |
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| Shop 1172 |
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Quoting | 5/17/2016 |
Meeting with Shannon and Dave to do quotes. We went over the need to help standardize the training, setup, and consultants for adilas. If a company doesn't get a good consultant, they tend to fail or not do so good. We really need to standardize the onboarding process or orient new customers to expectations and helping them get setup for success. We then spent the rest of the time on a quote for A Touch of Style out of Texas. They sell handbags, jewelry, and other items. They were wanting some options for searchable backorder pieces and data collection. We listed out a number of ideas and had a good talk about the complexity of backorders and how quickly it can branch and branch. See time id # 1335 for more details on the quote. |
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| Shop 3349 |
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Virtual Post-It Note | 5/12/2016 |
- ( 8.25 ) 10:30 - 6:45 = Emails -API research -tax calc. and discount research for Jane 420 -Call with Jane 420, Javier and Tiffany taxes and discounts -Emails and tech support -Phone calls , Shannon, Dave, Calvin -Russell ecommerce settings and going over shipping -Russell talk about owership and lines ( 1 hour ) -Emails and tech support -Showing Bryan the Trinity label project |
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| Shop 1171 |
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Quoting | 5/10/2016 |
On a GoToMeeting session with Dave, Shannon, and Nick. We spent the whole time on quoting the soil testing project (time id # 1319 and # 1275). Dave and Shannon had done some good prep work and then we went through things and did some quotes. We did 3 different quotes for this project. Each ranged in price and complexity. Good session. Dave was running the session, Shannon navigating and taking notes, Nick chiming in and taking his own notes, and myself adding some more tech type specs to the projects. Good team effort and fun as well. |
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| Shop 1304 |
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Quotes with Dave | 5/5/2016 | On a GoToMeeting session with Shannon and Dave. We did some light quoting and then I had to help Russell with a number of financial documents for an investor. After the quoting session, Dave and I talked about the shop and personnel stuff. We went over some ideas and just chatted for a good half an hour or more. Good session. Dave has been a huge help in leadership, consulting, and helping me figure things out. Great asset. | ||
| Shop 3327 |
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Virtual Post-It Note | 5/5/2016 |
-Not getting information -Switch tokens between test and lives -Ride the wave and keep solving the client's problems -Have Dave Forbis help with a new quote to hypur 4-6k for a full build out on settings and permissions -On hypur we need to add new settings such as -Lock invoices at creation -Manual lock of invoices -Dynamically track latitude and longitude -Think more permissions -Explain what the product does -Full discloser -Photos and pictures -Possible lock-downs on different pieces invoices, dep, E/R's, PO's, and inventory -Phone call with Steve - lock-downs, ice-downs, permissions and settings per 3rd party solution -Use other companies and their training for our clients -jane 420 -Hypur -C4Ever -There are many good things to hold - suffient for our needs or my needs -Bill hourly on things - you pay for pickiness ( Russell ) -Managing resources and predicting outcomes -Change hourly to bid - help them sink or swim -Recruit people and their skils -Saying No -Steady and stabilized growth -Qualify yourself - rise up to the occation -Have a company meeting and roll out a plan and stick to it -Budget of skills, monies, time, ect. 30 budgetting -Branches and branches off of that -Make a project branch and then branch off of that -Make a list of peoples skills and how they could play in -Make a list of what you could do - what could be dished off and what can't -Kick the guys out of the nest for their own good -Make a list of what I can give up and what I have to control? -How do you change a culture? -Base up - get some room to move - space -Slow down and focus -Our know good will increase -Good and stable wins the race -Prioritize -Basecamp analogy -Maybe in the air -Some defines - we want to hit those -We may be taking on too many things - Focus on the task or step in front of you - focus on the postive |
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| Shop 800 |
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Quotes with Dave and Shannon | 4/28/2016 | On a GoToMeeting session with Shannon and Dave going over quotes and processes. We quoted a couple of projects and tried to get Shannon oriented to the flow and what is going on. She will do great on helping us with project management stuff. | ||
| Shop 1169 |
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Quoting | 4/26/2016 | Working with Dave to get some quotes done. We did a couple dealing with due dates for invoices and due dates for PO's. We also did one for some custom PDF's and then using that data to populate an invoice. Good session. We also talked about flow and processes. We did a light review of the finances on the Hypur job. | ||
| Shop 916 |
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Adilas world projects | 4/25/2016 | Working with Bryan on cart checkout logic. Also met with Shawn to go over progress on the Hypur project. Shawn was constructing an email update to Ignacio at Hypur. Both Russell and Dave Forbis were on a big conference call with some potential investors. Dave was doing the demo and answering some general questions. Then Russell jumped in and did some demos and took over the last half of the meeting. I spent my time floating between the different parties. Fun stuff. | ||
| Shop 1275 |
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Meeting with Cory Warden about a soil testing company | 4/22/2016 |
Had a GoToMeeting session with Cory Warden, adilas rep and consultant from Pagosa Springs, CO. Dave Forbis and I were on the call with Cory. The subject was a company that is trying to use adilas to track different soil testing outcomes and results. We did some light brainstorming and built a small outline from our conversation. See attached for the document. Lots of sub locations and sub phases. We will most likely be leaning towards elements of time and sub functions of time to get the tracking in place. On 5/10/16 - See elements of time # 1319 for more project management stuff for this project. |
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| Shop 1279 |
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The big three | 4/22/2016 |
I saw some notes on the whiteboard from a meeting between Chris Johnnie and Dave Forbis. Just wanted to record this. The Big Three - World Building - Data Storytelling or Digital Storytelling - Assembly Line For Data The process was listed as: 1. Start and build on common ground >> 1.1. Business companion software package for any business >> 1.2. See what they like and what they need 2. Talk about needs and pain areas >> 2.1. Most people love to tell you the good, the bad, and ugly. 3. Fill the gaps and ease the pain with the existing tools and features. >> 3.1. Think about the tools as companion tools for whatever already exists. Keep playing on common ground and possibly introduce new options. 4. Work towards the big three >> 4.1. World Building >> 4.2. Digital Storytelling >> 4.3. Assembly Line For Data Long story made short, we are headed toward the big three. However, sometimes the market and/or world may not be ready for that as an in your face marketing tool. The goal here was to start off really basic and then build on common beliefs and core principles. Then when ready start introducing more advanced topics such as world building, digital storytelling, or data assembly line concepts. Great ideas and flow. |
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| Shop 1168 |
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Quoting | 4/19/2016 | Got with Dave and started cleaning up some of the older quotes and such. We recorded a number of internal pieces that were needed and added a number of new elements of time. Starting to add more notes and direction on the quotes and projects. That will really help. | ||
| Shop 1221 |
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Quotes with Dave | 4/14/2016 |
Worked with Dave and Russell on quotes. We ended up taking a little side trip into sub inventory, ecommerce, smart group buttons (rules and assignments) and conversions. We spent quite a bit of time in the conversion land, talking about option and challenges. We also talked about using flex grid to bridge different items together. At the end, Dave and I talked about how we wanted to start our own quoting projects. |
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| Shop 1204 |
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Hypur - Team Meeting | 4/13/2016 |
Team meeting for the Hypur project. We will go over the projects and make the assignments. Looking for the following attendees: Dave Forbis, Brandon Moore, Shawn Curtis, Bryan Dayton, Alan Williams, Nick Vaughn, and Will Hudson. Notes: Dave ran the meeting. He had a bunch of topics on the whiteboard (wall). He had a small agenda, the projects were listed out, a few small details per project, a light time budget, and assignments. Dave did an awesome job. I loved it. Shawn did quite a bit of talking and did great in the role of lead developer. All of the guys seemed to be excited and the meeting went very well. I did some light training on team building and helped wrap things up and make connections. My favorite part of the meeting was watching both Dave and Shawn run with things. They did great. I'm really excited to see how this project turns out. This is a step into a bigger playing field. Good stuff. |
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| Shop 1167 |
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Quoting | 4/11/2016 |
Lots of time working on the Hypur project. See element of time # 1133 for details. Still to do: Steve's quotes - new elements of time Project Funnel - planning for Adam's brothers - William and Hyrum Dave's List of Projects - Green Fields Define Some Processes Developer to Client Relationships - Track special code/developers Consultants and getting things standardized |
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| Shop 1099 |
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Chris Johnnie - School Demo | 4/7/2016 |
Meet at 9:30 am at Thomas Edison North with 6ish staff members from 2 campuses to demo Adilas. Notes: Met up with Chris Johnnie and Dave Forbis and went over to the school. We were on a Skype session with the other campus. I did the demo and Chris and Dave helped with the questions, ideas, and feedback. Good demo. We covered some student stuff, media/content, photos/scans, inventory, barcoding desks and chairs, expense tracking, and other budgeting requirements. We have everything other than some of the budgeting features (may need watchers and feeders - inside of elements of time). Other than that, we were able to bounce in and show tons of potential. We also talked quite a bit about custom reports, ecommerce pieces (for parents and students), and custom interfaces. We have met with this school three or four times (in the last 6-8 months). I think that they are finally getting it and the timing seems right. The principle is looking to retire in the next year and a half. He wants to get things setup correctly for the new incoming principle. Great meeting. |
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| Shop 1178 |
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Meeting with Dave for project management and planning phases | 4/6/2016 | Demo and showing Dave and B. Dayton about the sub phases, sub flags, sub tags, and sub locations. We talked about how to implement some of these new things into the shop project management process. Progress notes, wire jobs, etc. | ||
| Shop 848 |
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Shop meeting about project management | 4/5/2016 |
Team meeting with Dave, Bryan, Russell, Shawn, Chris Johnnie, and my self. We started out with problems: - incoming sources of project requests - my email, Steve's email, Dave's email, Shannon's email, Bryan's email, phone calls, from reps, etc. - time to get back with clients - communication breakdowns - not done/broken - who - $ monies/commissions/ownership - changing ground - we are too nice - knowledge gap - tech/skills The gap model, cart and horse, sales and custom jobs, data assembly line, time (x axis), monies/resources (y axis), space/organization (z axis), shop/hub model, project costing Team Building: - Forming - Storming - Norming - Performing Possible Solutions: - Adilas World - Adilas Market - Adilas University - Developer's Notebook - Companion Software Packages - People - Process or processes - procedures - tools - Quoting Process - Cover ourselves - Education |
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| Shop 877 |
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Sub Inventory | 4/5/2016 |
Talking with Russell about trials and struggles in life. Dave came in and we talked about some projects On the phone with Steve talking about project management, people, and what we need to do. |
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| Shop 1131 |
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Dinner Meeting with Dave | 3/31/2016 |
Had dinner with Dave Forbis to talk about ideas for the shop and the project management processes. See tons of notes on post-its for details. Post-it note concepts and topics are listed below: - Give yourself time, we don't quote over the phone. - Any extra monies could go to funding the maintenance team. - Slow down and take the time. - Managing the time & timelines, when can we get to it (quotes and code)? - Get 1/2 down as a payment to start - figure out the rest of the payment structure. - Switch to hourly on certain projects. - Education on the customer side on what is required - any prep work that might be required. - Idea - It might help to get a PDF or online app to help gather info and set expectations. |
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| Shop 3923 |
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Virtual Post-It Note | 3/31/2016 |
-Project QUEUE and who is claiming what projects -Open up the project management to all parties -Bryan really likes the PM model -Team has shrunk and some of the developers are doing their own -Subsized -More will be coming -Teach our customers about our processes ( internal and external ) -Things take time and need to go through a process. -Let them shop around and get who they want to do the job -Recipes/Builds for quotes and project -Prep,research, and quote -Project Management and planning -Code writing and development -Help files/videos -Code sign-off -Testing and deployment MEETING WITH DAVE FORBIS -Capturing info -easy -harder ones -Lack of process -categorizing the depth of the projects -Project QUEUE -Fall back on processes -Planning with a purpose -Compound concepts -Dreams,goals,tasks, revelation, commandments and obedience -Dollars off for in-line discounts -Solidifying processes -Optimizing flow -Look at the optimal or the dream and then go from there -Clients and personalities -Miss - deliver on projects -Multiple pressing levels -Speed and turn overs -Fall back on procedures -Customer service -Quality control -Competition and limits TEAM BUILDING -Forming -Storming -Norming performing |
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| Shop 535 |
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Brandon Coding Time | 3/30/2016 |
Talking with Dave Forbis and getting caught up. Dave just got back from a trip back East today. We did some light training on expenses. Working with Bryan on server stuff. Helping Will with some questions on sub inventory and his BioTack API stuff. |
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| Shop 641 |
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Adilas World | 3/1/2016 | Got together with Alan. We went over his code and progress for the sub special flags, tags, categories, phases, sub locations, and sub progress reports stuff. This is a pretty big project. Alan is doing great and things are looking good. We also talked about the sub function of time called the any assignment feature. We even looked into the bit bucket branch ADI-25 for some other code changes that have been done. I also talked with Dave Forbis about some new projects and we did some brainstorming. | ||
| Shop 581 |
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Sub Inventory | 2/11/2016 |
On a GoToMeeting session with Steve. Our main topic was finishing up the sub inventory brainstorming page. We ended up on a number of different topics. Fun session. We also had Russell, Dave Forbis, and Bryan chime in here and there as they found the topics interesting. Kinda fun. We did a small quote for Kelly Whyman. She wants a few things. We decided to see if we could roll together adding datepickers to all dates, implementing the ice-down date for financials, and cascading database field settings (starting with the customers table) all around the entire site. We decided that would be touching almost 1,000 pages. We also decided that we would have a good 15-20 hours of code writing and logic and then pushing that code to all 1,000 pages. We came up with a number between $30,000 and $50,000. We are going to try to use community funded projects to get some of that stuff done. We can get started as soon as we get the first $5,000. A huge piece of what we did today was talk about some concepts of the adilas community and how to tap into that as a resource. See the attached notes: - Next logical step - This is what our goal is... What is the next logical step? - We are selling a partially done product That has been a huge pain but super worth it... We have a producing idea farm - right now! Our clients are helping us drive the ship! – If we have a producing idea farm - we need to harvest some of these things. - We try to listen to what our customers are really asking - within limits of budgets and time - what can we do to help the ones who love what we do? - we may need to pick and choose what clients we service. - what will benefit everybody the most? - In the railroad analogy, we are the train tracks - we'll let others build out the other pieces as they see fit and needs. - Quote from Danny Shuford - Adilas is a business solution for solution minded people. - Ideas from Ryan Fox (adilas client) - Adilas Community - Post things - Training - Teach from the inside out - This is a huge resource that we could tap into - Tap into the power users - Help them setup their own companies - We are sitting on the answer to tech support and customer service - basically make a call to the power users and see if they want to help make some side money - allow our people to make some extra money by helping to fill needs - allow them to set their own schedules or times when they are not working for someone else - What if we had a merchant account that could be used for the adilas community. Help push things around. This could be for selling both products and services - Be able to send requests to users for help and tech support - training - setup - audience that is watching what is going on (potential for advertising and marketing) - maybe use Calvin's gmext (group mass texting) texting to the power users. Then let them respond to service the needs. - See elements of time - in the adilas shop - # 667 - concepts of sharing resources and tapping into a community type platform. - Referrals and testimonials - who knows it, who loves it, who can help us spread it around and about. - Idea on a flat tech support/training fee - thinking $20/hour for our community to help with training, setup, and such. We (adilas) then would pass the monies around. We would eat the credit card fees as our part of the process. We could spread the monies around and help track things. - The way we make our money is by more and more clients using our system. There will be tons of ways to make other monies once things get pushed and get going. - We really need to get the job costing and finish up the elements of time thing done to get to a higher level... That would be awesome. - What if we change from "as is" to "community driven" - What do you want? And what tools do you need? Here is what we have, if you like it great. If you want something else, let us know. Let's drive this thing together. Help us know where we are headed. - Another internal asset that we have is the data that we are storing and connecting together. That is huge! - Whoever wants to play... then let's play! That is who we want. - Get the system to help the people know what to do next and how to fix potential problems that come up. Easy wizard steps, new interfaces, training (inside out), new setting and features. - Corp setting, page settings, location settings, user settings, manager settings, etc. To what level? Business world building! - Business to Business (B2B) transactions. Application flex grid options. EDI electronic data interchanges. - Keep plugging, keep plugging! We are going in the right direction! The windows keep opening. This project is way bigger than we are... - Our business model is: small to medium sized business, self-server, software as a service, open API model, etc. |
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| Shop 667 |
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Meeting with Todd Williams | 2/9/2016 |
Russell Moore, Brandon Moore, David Forbis Mountain Valley Machine, Inc twilliams@mvminc.biz Work 435-563-3632 Gave Todd Williams a demo on multiple different levels. We were bouncing between corps and looking at both inside (internal) and outside (ecommerce) stuff. I showed him some project management options and time tracking for projects. We also looked at some quick sales reports, ecommerce, and CSS (look and feel). After our demo, we stepped into a side room and had a discussion about a possible business option and idea. The main goal would be to include different resources and bring people together. Basically provide a hub or place where a group of people could get together and allocate monies and/or resources to a new project, physical product, digital product, a concept, or an idea. We talked about pulling in attorneys, CPA's, data folk, machinist, production people, sales people, marketing, designers, bankers/lenders, etc. to create a pooled environment where we could all work together. Basically, adilas would be the backend business tracking software piece and help to allocate budgets, timelines, track resources, ownership, and help in the business tracking process. So, those who invest or allocate resources (skills, trades, time, monies, talents, ideas, etc.) would be partial owners of the new products. Basically, because a product, concept, or idea isn't much more than a plan at first, it isn't worth a ton until it starts going from water, slush, to ice. Basically, we want to create an environment where we push new ideas forward and help to build people, places, and things. After Todd left, I batted around some ideas with Russell, Dave Forbis, and Bryan Dayton. We chatted about options to help do some of the following: These are all kinda loose and just ideas at this stage... - Single product market and/or mall type concept - Imagine a mini version of eBay or Amazon for different products and services - A market place where small businesses could get together and collaborate on ideas, projects, and actual products. - We could allow for online shopping and ecommerce through a preset venue - and adilas hub model shopping place. - We could help with setup, data storage, data mapping, invoicing, digital payments, and moving monies around. We would own the merchant account and then re-distribute the funds to the parties involved. - It might even be really cool to re-distribute the funds based off of percentages of ownership. This idea came from Keats Horstmann from Safe Harbor Alliance. I could see it being pretty cool. Think about almost instant re-distribution of funds. - We would need to handle shipping, customer service, fulfillment, and other shopping related needs. - As we allocate resources, we could track time, monies, ideas, raw goods, and other resources that get allocated to the projects and products. - If a company ends up selling or moving on, hopefully they will have a loyalty to the adilas platform and continue using the database service. - In a way, this project is a mix of community funded projects, the adilas world, the adilas market, the developer's notebook, and a social hub for sharing resources and such. Anyways, some good ideas have been floating around. Todd asked me to let it simmer and add thoughts as they come up. He would like to get a small team together to see what we could come up with. I offered the adilas shop as a place to meet and do some whiteboarding on the concepts and ideas. See the sub comments for more ideas as they come in... little mini forum of sorts. |
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| Shop 564 |
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Talking with Dave about vision | 1/26/2016 | Talking with Dave about some goals, vision and direction. We also talked about using Steve as a go to on quotes and how that can help. We also talked about Dave floating to different projects as the needs arise. Good stuff. | ||
| Shop 431 |
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Quotes | 1/26/2016 |
Quotes with Dave, Will, Louisa, and Steve. We talked about a number of quotes here in the shop and then slowly transitioned into Steve, Dave, and Louisa talking about different quotes. Steve is going to be heading up quotes with Dave and I will be a backup person to help with more technical questions. Basically, they'll do some of the leg work and then I'll chime in if needed. Once Dave and Steve started going on their own quotes, I ended up working with Daniel on his custom reports for Beaver Mountain. He is working on a special report between customers, elements of time, and custom flex grid fields. |
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| Shop 467 |
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tiered pricing | 1/26/2016 |
On a phone call with Steve talking about switching over project management from me to Steve. Basically, put Dave Forbis and Steve together to do quotes. That would be really cool! I then jumped on a GoToMeeting session with Bryan and Steve. We worked on the smart cart favorites and mixing in a new treat as a group (for quantities) setting. We did some light sub inventory work and then worked on cascading the new code around. Most of the time was reworking and tightening up sub inventory code. Our final goal is a prep step to help with grouped tiered pricing and pave the way for some new custom smart cart logic. |
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| Shop 537 |
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Emails and tech support | 1/20/2016 | Went into Logan. Talked with Bryan about a custom code job. We decided to use Dave as the project manager to help us get lined out and very specific on the project requests and needs. We also talked about employees (dependables). I briefly talked with Russell about options for funding and how we could get additional persons to help buy into the goal of making adilas succeed and go forward. | ||
| Shop 430 |
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Clean-up | 1/19/2016 | Emails, clean-up, and tech support. Cleaned up a number of elements of time in the Brandon Time section. Trying to keep up on notes and comments. Also recorded a number of ideas and things to do. Small work with Dave on some quotes and direction. | ||
| Shop 451 |
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Adilas Party | 1/14/2016 |
Come to the adilas party - here at the shop. We'll have some pizzas to share. Bring something to share and we'll go from there. Kids are welcome as well. Notes: We had a great turn out. Dave Forbis did most of the planning for the event. We had Dave and his niece, Will and his wife, Garrett and his wife, Derrick, Alan and his wife and family, Bryan and his wife and family, Calvin and his wife, Shawn and his wife, Daniel and his wife, Chris Johnnie and his wife and kids, my family, my mom and dad, and Shannon stopped by for a bit. We had pizza and potluck goodness! Some of the guys played games (farkle), some watched a movie (national treasure), and some just chatted. Fun event! |
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| Shop 432 |
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Quotes | 1/13/2016 |
Doing quotes with Dave and Louisa. We also involved Bryan, Will, and Daniel on the different quotes. The subjects for the quotes were API sockets, digital signatures, custom reports, and direct deposits between employers and employees (numerous outside banks). Dave and I were talking while Louisa was taking notes and adding info to different time slots projects. |
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| Shop 360 |
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Go to Meeting w/ Nick Mosley | 1/5/2016 |
Work: 206-743-8843 Cell: 303-594-1440 Notes: This never happened. I got busy with Daniel and was thinking that Dave was going to come in and we would call him together. No action was taken. |
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| Shop 337 |
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Learn to Add Corp | 12/23/2015 | This didn't happen. We didn't see Dave or Shannon for this. | ||
| Shop 2728 |
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General | 12/16/2015 |
12/16/15 4:30-5:15 Recording notes from yesterday. 5:15-6:00 Browsing photos for Adilas concepts, designs, and issues on the Adilas for business web site. This is the project that Russell and I have been working on. Lots of good ideas and concepts. Light brainstorming on how to educate and market the Adilas tool set. The idea is to focus on the business function that we provide. Basically, it all goes back to the Adilas formula 101-Mix (functions,players, concepts) to get Results. That includes the 12 business functions, the 12 main player groups, and the 12 core concepts. 6:45-8:00 Paying bills and cleaning up my schedule in the Adilas shop elements of time. Emails and other cleanup. 9:00-10:30 Went into Logan to work. Met with Alan and we started into a code sign-off process for my cart favorite buttons and being able to switch between Flash (normal) and HTML buttons. This is needed for users who use Apple products such as: I pods, I pads, and I Phones, some of these are Apple products don't natively support Adobe Flash widgets. Anyways, partway through the process, we got a call from Hypur and they needed some help testing their API. So we helped them out for a good half an hour. WE then got back to our stuff. Crazy morning. 30 Miles. 10:30-12:00 Meeting with Daniel, Shannon and Dave Forbis about Beaver Mountain. Daniel and I laid out our plan and I got input from both Dave and Shannon. We also talked about starter packages and easy setup packages. Some of our conversation ended up going in the direction of what should we charge for setup, training, and consulting. We had a good talk and I lightly pitched the ideas of the hub model to both Dave and Shannon. Fun meeting. 12:00-6:15 See elements of time for other happenings on 12/16/15 -Steve Sub Inventory -Nick - Adilas World Project -Garrett - sub inventory reports -Bryan - Server and other consulting |
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| Shop 302 |
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Beaver Mountain | 12/16/2015 | Met with Daniel, Shannon, and Dave Forbis about the Beaver Mountain project. Daniel and I laid out our plan and got input from both Dave and Shannon. We also talked about starter packages and easy setup packages. Some of our conversation ended up going in the direction of what should we charge for setup, training, & consulting. We had a good talk and I lightly pitched the ideas of the hub model to both Dave and Shannon. Fun meeting. | ||
| Shop 276 |
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Working with Steve | 12/10/2015 |
Steve and I were on a GoToMeeting session. A number of other people were talking with Steve as I was working on opening up the add/edit sub inventory page. We ended up adding a small flag in case the parent inventory quantities and the sub inventory quantities didn't match. It was fun to have the GoToMeeting session open. Steve was able to talk with Russell about some sales ideas, Dave Forbis about some jobs and quotes, and others who chimed in. Good session. |
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| Shop 211 |
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Quotes | 11/19/2015 | Working with Dave and Lousia on quotes. We had a number of requests for new limited permissions, custom reports, black box projects, and our first request to fully go to the page setting level for every items on the add/edit customer page. The other topic seems to be dummying down the shopping cart view and interface. Lots of requests there. | ||
| Shop 4385 |
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Virtual Post-It Note | 11/19/2015 |
-add some new personal settings for elements of time homepage. -add a new horizontal time slot view for elements of time. This would be people down then left side and time across the top. -(5:00 - 5:15)Recording notes and getting organized. -(5:15 - 5:45)uploading files and running API updates for Chris Dunsey. -(9:30 am - 8:30 pm)Logan, see E of T for details - Daniel, Nick, Bryan, and I were white boarding and brainstorming on Beaver Mountain and lessons/class based eCommerce and staffing flow. Kris came and helped - meeting with will on application universe plus world levels. -Signing off on code with Bryan on his consolidated receivables and consolidated payables - Quotes with Dave and Louisa - working with Garrett on sub inventory. Long day but good stuff. -(9:30 pm - 10:00 pm)Went to my parents house and helped them get set up on a new adilas system for and industrial recycling business. They ave great helpers and cheerleaders. I am so blessed. |
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| Shop 210 |
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Quotes | 11/17/2015 | Dave, Lousia, and I did some quotes online. Dave and I talked and Lousia typed and took notes. Lot's of good requests and ideas floating around. | ||
| Shop 202 |
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Talk about new project | 11/13/2015 |
Met with Jake to go over the project. We did a full whiteboard session and talked about part categories and sub categories. We determined that we would add two new fields to the part category table. They would be a self-linking id number to help with subs and subs of subs. We will also add a sort value to help with sorting categories based on subs. We also talked about doing some light research to checkout how far this little database change would cascade. The original price tag on this project (time # 37) is $900. I was instructed by Dave to cut a check out the Adilas Shop checkbook for the first half or $450. See E/R # 53 for that first payment. |
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| Shop 4375 |
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Virtual Post-It Note | 11/12/2015 |
-( Planning for code projects) -What server? -what corp id? -other special id numbers? -need to keep track of what files are being altered, added, or deleted? -what are the differences between test and live. -whats your to do list. (END planning for code projects) -with Bryan what branch are you? -How can you renew this? -what's your plan? -technical aspects? -what would make it move dynamic? -what is your budget and how will you spemd that? -What goals? -possible problems/ -expand options? -wish list? (TIME) -(9:45 - 11:15)Logan - worked with Daniel on some project planning. See Element of time number 194 in the adilas shop. Good notes. 30 miles -(11:15 - 12-:00_ working with Bryan on some project planning. More good notes. See element of time number 195 in the adilas shop. -on the adilas GPS core...add some basic stats on the graphical home pages and sub home pages. -(12:00 - 6:15)phone calls, tech support, and helping guys with their projects. worked with Dave, Russell, Bryan,Daniel and Alan. Dave and Russell were talking about elements of time and I got to chime in and share some vision about watchers, feeders, automated financials, and history of elements of time. I had fun rolling things back and talking about the why behind the interactive map, 3D financials, world building, and how elements of time is somewhat of a precursor for other sections. -(9:15 - 10:00 PM) paying bills and recording expenses. |
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| Shop 4075 |
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Virtual Post-It Note | 11/9/2015 |
10:00 - 6:00 Went into Logan. Daniel, Bryan,Dave, Bank with Bryan - see elements of time - 30 miles. 9:00 - 10:00 Work with Daniel on data import for the Green Door. Metro. |
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| Shop 180 |
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Meet with Altra | 11/6/2015 |
Brandon and Dave went to Icon Health & Fitness (in Logan) to meet with the Altra Running Shoes department at Icon. We met with a couple of guys by the name of John and Chett from the sales division of the Altra section. We did a small demo and they wanted to see what was available by way of an EDI (electronic data interchange) or API socket type interfaces. Basically, they wanted to stay with their older system but push data to us to get at reports and other custom sales matrix and stats. Their current system did sales and provided lots of data but was not very flexible on the reports and building custom options. Interesting meeting. |
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| Shop 4071 |
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Virtual Post-It Note | 11/6/2015 |
5:00 - 5:15 Recording hours,notes,ideas. 5:15 - 5:45 Working on the web make payment page for safe harbor,Problems with the checkout process. 9:30 - 11:00 Went into Logan - trying to track down an error in the shipping and FedEx logic. Getting lost a bit. -Go back to paper and figure things out. 11:00 - 12:30 Working more on ecommerce shipping and getting things ready to go. I ended up commenting out the FedEx shipping code and posting files online. I need to go back to the drawing board and get a plan. Called and left a message for Keats at Safe Harbor that FedEx shipping was disabled. Posted some new files online. 12:30 - 1:45 Working with Bryan on doing column counts on the view cart page for a black box that he is working on. We had problems with new code for sub inventory. trying to bring things up to speed. 2:00 - 3:00 Went over to Icon Health and Fitness to do an inventory tracking demo. Dave Forbis and I went to the demo. The people who wanted to see things were the running shoe department called Altra Running shoes. We got a small tour of the admin offices and found a conference room. We did the demo and answered questions. It was kinda short, but I hope it did the job. It was hard to read the guys we were demoing. I couldn't tell if they liked it or disliked it. Kinda of interesting.Dave and I talked about a bunch of things on the way back to the office. 3:00 - 4:00 Helped Bryan and Daniel Swainston on their bulk populate PDF project. Basically they have 6 PDF documents that need to be saved per person. Kinda a fun project. I also worked with Dave Forbis on some quotes for dynamic money types and error logs for clients. I also worked with Alan on his project for switching between Flash and HTML for my cart favorite buttons. Alan is doing a great job and it is easy to follow his thought pattern and notes. All of my guys are doing much better as they start writing down notes and planning things out. I've been impressed. 30 miles. - Quick note, Bryan has really been making some leaps and bounds lately in his programming knowledge. - Things change all the time - root and anchor yourself in the concepts and doctrine, they will stay the same. The processes and procedures will change as needed. Make sure that you are anchored and rooted deep enough. |
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| Shop 175 |
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Quoting for Hypur | 11/6/2015 | Dave and I quoted Hypur on two different projects. One is for a dynamic money type (options for the cart payment section) for Hypur. The other was for an admin error log for 3rd party solutions. See other elements of time for these quotes. | ||
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