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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 4/27/2023 2:47 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 10079
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 5/15/2023 9:00 am
End Date/Time: 5/15/2023 9:30 am
Main Status: Active

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Notes:

Sean and Shari O. were on the morning meeting over GoToMeeting. They were going over clients and who is doing what and what needs are being expressed and acknowledged. They are doing a great job. Shari O. is doing a bunch of client one-on-one help and training. Sean was reporting on a demo from last week. There is a difference between frontend and backend expectations, as far as requirements and system needs and wants. In this case, the frontend guys are the ones doing the daily interactions (primary users or customer facing users) and the backend folks are more managers, accounting, and owners (secondary users or more specific users for certain tasks or internal facing users).

Shari O. and Sean were talking about internal reporting and setting up flex attributes and custom data fields. Along with that, it is hard to enforce specific standards, best practices, and other ways to help normalize the data. The more I watch, from the background, I can see a need for maintenance on data, practices, and training. Maintenance is a huge deal. The end goal is to make it all uniform and be able to get it in, get it out, and make it useful. Actually doing that can be a tricky move.

I was doing emails, listening, and scribbling down some notes. I had to jump off at 9:30 am to join a different meeting. I left and both Sean and Shari O. were still on the meeting.