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Color Code: Yellow
Assigned To: Cory Warden
Created By: Cory Warden
Created Date/Time: 12/10/2019 2:49 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 5283
Template/Type: Brandon Time
Title/Caption: Cory and Herbo with Brandon
Start Date/Time: 12/10/2019 4:00 pm
End Date/Time: 12/10/2019 5:00 pm
Main Status: Active

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Uploaded Media/Content & Other Files (1)
Media Name   File Type Date Description
herbo_cross_corp_automation.pdf   Doc/PDF 12/19/2019 This PDF contains a few of the documents for the cross corp automation project for Herbo. The files has a two-page email, multiple pages of screenshots and notes, and 4 handwritten pages of Brandon's notes on the project.


Notes:

On a GoToMeeting session with Cory and Tim from Herbo. There was also another lady on the call, Jennifer. They have a project that deals with an auto roll-up between mother/daughter corporations. Somewhat of an aggregated system or enterprise system of sorts. The holding company needs and/or wants certain cross corp actions to be automated between the different systems. There is also another major piece that deals with reporting some of those same numbers and values back to the holding corporation (mother system).

Most of the meeting was going over ideas and making a small plan. As part of the plan, Cory was going to go over things screen by screen and pass them over to me. See attached for all of the scans and my notes. I worked on my notes on 12/12/19.