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Basic Assignments
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Options & Settings
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Main Time Information
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Pink
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Sorry, no photos available for this element of time.
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Notes:
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1. Layout videos 2. Quality control for consultants 3. Restructure our own flow using sub flags & categories |
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Additional Comments/Notes - Subs (4)
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| Title/Caption | Date | Time | Done By | Comment/Note |
| Dave & Shannon Brainstorming on Process | 5/26/2016 | 11:50 am | Shannon Scoffield |
Notes from Dave & Shannon on Project Management Flow: Quoting Process: • Inbound/Incoming Quotes – (PURPLE) o Make an element of time o Client name o Get as much information as possible to help this be ready for quoting o Once enough info for a quote… New container --- • Quoting Process – (ORANGE) o Needs to be quoted o Create quote o Send quote o Waiting for approval o Follow-up on quote o No – bump out of process o Yes – move to the next container • Need funds to start – (PINK) o Awaiting funds o Funds collected (1/2 up front) • Queue – (RED) o Enter date when payment is received in priority field --- year/month/day --- 20160526 o Sorted by earliest day first o Once it reaches the top of the queue &/or is taken by a developer • Assigned to a Developer – (BLUE) o Put the developer’s name in the notes on the main – Assigned to X Developer o Needs to show up in a couple of places – be able to see what stage the project is at - Working on it - Testing - Signed-off - Pushed Live o When they finish it gets flipped to ….. • Collections – (GREEN) o Get the second half of the payment Cleared out projects – how would we like to handle those??? |
| Maintenance To-do List | 5/24/2016 | 10:31 am | Shannon Scoffield |
A few things need maintenance help & how do we pay for that - who foots that bill???: Maintenance Needs: -API work - 60 pages in the API need some lovin' --- need to standardize some things - that is the goal here -- Socket connections that have already been done but have never been documented or tested & kicked very hard -Sub-inventory (30+ pages) need some help & lovin' -Need to add a thing called "Sub-part categories" - make categorizing stackable -Sub-inventory needs to get out to eCommerce & there is more interest here again & again -- But we need a more advanced developer on this project -- very deep & lots of variables -Password reset & forgot login information - broken since 2014 -Shopping cart logic that needs to be pulled out of page by page flow & be put into a brain type technology, that we could access the brain -eCommerce work: needs for shipping, PayPal, cascading sub-inventory out to eCommerce (Russ is doing a bunch of work out there, he might need some help though) -Virtually no help files were written for the past year & a half -No help files for sub-inventory, bank transfers, cross-corp stuff, Steve's reports, new settings -Lots of new settings that need to be tightened up a little more -We started a new look & feel piece called "pick a color" - but we could finish that up, attribute your look & feel easier -Started the developer notebook - keep going forward as we can -We would love to get into splitting up the worlds & databases - WORLD BUILDING - that would really be helped if we split things up -Tons of code out on BitBucket & our source control that we have paid for & we don't even know what is out there -Elements of Time has had a bunch of things that have been prepped & it would be great to finish it up and get it in there: ---Sub-sign off's, ---Sub payroll, ---Sub any assignments (Alan might be good to help here) -Cascading the sub locations & sub phases to invoices & other application players - we could really see a use for this on invoices -Added a ton of new settings to the flex grid but we haven't been able to tighten them up and use them: sub id's, table names, cross-corp connections, etc. -Dreamland: it would be awesome if at some point we could introduce real-in line database extensions (Basically people could extend or shorten their own databases -- change names, order, flow, adjust their own databases, tuck in custom settings so that they feel more natural & native.) -Tons of stuff listed in the notebooks, it would be worthwhile to search the backlog of ideas & bugs & whatever from the developer's notebooks -We don't really have the admin structure of who is leading this band - but that takes $ & resources -Tons more but it keeps going... & going... & going... :) These all take time & money so we just don't know where the resources are going to come from to approach these... |
| Discussing with Brandon | 5/24/2016 | 10:09 am | Shannon Scoffield |
-The main driving force for custom projects has been Steve. -But we need to get some processes in place so that we can be better at our deliverables. This seems to slow the bus down considerably. ***What do we need to do to improve our flow & turn-over time???*** -Setup a standard way for projects getting entered into the system -Who is in charge of taking it to the next level -Who is in charge of each piece? Accountability! -Collect enough info initially to make a valid quote, so that we can get quotes pushed back out to them --- then if it dies from there -Quote turn-around needs to be prompt - when they are excited & enthusiastic about the project |
| Project Management | 5/24/2016 | 9:49 am | Shannon Scoffield |
Read Project Management Document -- EOT #1226 -Work on process, flow, etc. for the shop -Connect with Dave & setup some checks, balances, & processes |