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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 2/28/2022 10:39 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8804
Template/Type: Brandon Time
Title/Caption: Budget Meeting
Start Date/Time: 3/1/2022 3:00 pm
End Date/Time: 3/1/2022 5:00 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Budget meeting with Shari O., Cory, Steve, and Brandon. We started off talking about some of our A/R's (accounts receivables or money owed to us). We then rolled into sales, commissions, staffing, and talking about internal projects and decisions. There is still a lot that we would like to get done and/or finished. We went over some feedback that we've been getting on some of the new look and feel pages that we've been pushing up to the server for the snow owl theme.

We talked about settings and how people want their own custom stuff. We also talked about coming up with some performance matrix and performance monitoring options for some of our guys and gals. We went heavily over budgets and had to make some cuts and trimming stuff. Towards the end of the meeting, we also went over rough timeframes and what we were thinking about for the amount of time some of these tweaks and changes will take to fully go into effect.

Brandon has a number of spreadsheets and other notes from the meeting on his local computer. The notes were also sent out via email to all parties.

As far as internal projects that were discusses, here is a short list:

- Decisions on merchant processing. We have tons of options. We are looking to focus in and even specialize on USAePay for now.

- Client facing scheduling - I was tasked with coming up with a plan and reaching out to a couple of clients to see if they have any interest in funding or helping with this project.

- Other ones that got briefly touched on were - global or enterprise item catalog, cultivation and harvest stuff, invoice due date, auto collection on A/R's, custom labels, and a possible CSS (cascading style sheets) project to help with global look and feel.