Project Close-Out Report
Project Close-Out Report
Project Close-Out Report
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TABLE OF CONTENTS:
Project Charter & Business Need…………………………………………………………...…. 3
Company Profile………………………………………………………………………….……...5
Project Charter/ Scope………………………………………………………….……………….6
Decision Scoring Matrix…………………………………………………………………….…..7
Quality Control (Risk, Stakeholder, Monitor & Control & Communication Matrix)……...8
RFP……………………………………………………………………………………………... 11
Scenario Model……………………………………………………………………………….....17
Negotiation Strategy Sheet……………………………………………………………….….....18
Deal Sheet…………………………………………………………………………………..…...19
Implementation Write Up…………………………………………………………….…...…...20
Operations Write Up……………………………………………………………………......….21
Appendix………………………………………………………………………………………...22
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PROJECT CHARTER AND BUSINESS NEED
1. General Project Information
Project Name: Tire Tutor
Executive Sponsors: Jeremy Aubin
Department Sponsor:
Impact of the project:
2. Project Team
Name Department Telephone E-mail
Project Manager: Tre’von Wrightplummert@wit.edu
Wright-
Plummer
Team Members: Enrique Amara Amarae1@wit.edu
Angel Mcgilvearya@wit.edu
McGilveary
3. Stakeholders
Tire Tutor Employees
The business needs to improve data processing which will provide accurate graphs and increase
efficiency.
Deliverables
Scope
This project will find and implement improved business intelligence software.
Project Milestones Propose start and end dates for Project Phases (e.g., Inception, Planning,
Construction, Delivery) and other major milestones
Oct. 3rd – 5th – Company profile due, & Issue weekly status report to sponsor
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Oct. 10th – 12th – Issue weekly status report to the sponsor
Oct. 17th – 19th – Project Charter/Scope due, & Issue weekly status report to sponsor
Oct. 24th – 26th – Decision scoring matrix due, & Issue weekly status report to sponsor
Oct. 31st – Nov. 2nd – Take group photo for website subgroup areas, Issue weekly status report to the
sponsor
Nov. 7th – 9th – RFP & Other Evaluation Due, Plan Class wide photo for the main website, & Issue
Weekly Status Report to Sponsor
Nov 14th – 16th -- Negotiation and Implementation Due, Operations Write-up Due, Finalize Project Web
Site/Practice Presentation, & Issue Weekly Status Report to Sponsor
Nov. 18th – 20rd – Sponsor check-in
Nov. 28th – 30th -- Submit Project Documents Online (One Organized PDF) Also, submit the URL to the
Class-wide Web site, & Issue Weekly Status Rethe port to the Sponsor
Dec. 5th – 7th -- Work on Project Close-out Report & Submit full package and close-out to sponsor.
Constraints
• Unable to meet as a group and with the sponsor
• Unable to stay within budget
• Unable to complete the project by the deadline
External Dependencies
5. Communication Strategy.
For the week we are not meeting with the sponsor, we will email him an updated status report to keep
him in the layout of how everything is coming along.
6. Sign-off
Name Signature Date
(MM/DD/YYYY)
Executive Sponsor
Department
Sponsor
Project Manager
7. Notes
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COMPANY PROFILE
General Business Information
Human Resources
• Business Organization:
• Number of Employees: 20
Financial
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PROJECT CHARTER / SCOPE
Executive Summary
Business Need
o Better business intelligence software (ex. Instead of having two customer
profiles…would want to just have one) (prettier excel tool with better integration)
o Understanding the entire data structure of Tire Tutor (pros v cons) of a Data
Lake/Data Warehouse/Something else and which is best to interact with the
Business Tool of your choosing
Project Objective
• Implement new business intelligence software
• Making it easier for customers to go through the process
Impact Assessment
• User friendly
Measurement of Success
Scope
This project is to find and implement improved business intelligence software that is.
Risks
• Costs of business software
• Understanding and ability to implement
• Unrealistic Expectations (meaning you expect something from the software, but it does
not deliver)
Time Constraints
*This project must be completed before the end of the semester.*
No school/ work (no time to meet as a group and with the sponsor)
• Columbus weekend
• Thanksgiving weekend
Stakeholder and Sponsor Approval
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DECISION SCORING MATRIX
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QUALITY CONTROL (RISK, STAKEHOLDER, MONITOR & CONTROL &
COMMUNICATION MATRIX)
RISK MATRIX
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STAKEHOLDER REGISTER
COMMUNICATION MATRIX
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MONITOR & CONTROL MATRIX
PROJECT
NAME
Group 1 -- Tire Tutor STATUS KEY
PROJECT
MANAGER
Jeremy Aubin RISKS / ROADBLOCKS
PROJECT
CODE POTENTIAL RISKS
DATE OF
STATUS ENTRY
Sept. 2022 ON TRACK
PERIOD
Dec. 2022
COVERED
POTENTIAL RISKS
ON TRACK
PROJECT COMPONENTS
COMPONENT STATUS OWNER / TEAM NOTES
RISKS
ROADBLOCKS
OTHER
OTHER
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RFP
General Information
1.1 Purpose of the RFP
The purpose of the Request for Proposal (RFP) is to establish the functional, operational, and
technical requirements for the procurement of a workforce management system that best meets
XYZ’s requirements.
1.2 RFP Communications
Please direct all communications/correspondence regarding this RFP to:
Jeremy Aubin
Tire Tutor
Jeremy@tiretutor.com
1.3 Timeline
Vendor demo and review:
RFP submission date:
Proposal due date:
Vendor selection and contracts:
1.4 RFP Preparation
The prospective vendors will absorb all costs incurred in the preparation and presentation of an
RFP. If modifications or additions to the RFP become necessary, prospective vendors will be
notified in writing. All supporting materials submitted with the proposal will become the
property of Tire Tutor unless otherwise requested by the prospective vendors at the time of
submission.
1.5 Vendor Responses
Prospective vendors are required to submit copies of their proposals. Send all copies to Jeremy
Aubin no later than [ ]. All supporting materials and documentation must be included in the
proposal.
1.6 Effective Dates of Pricing
Prospective vendors should state in writing that all furnished information, including pricing, will
remain valid and applicable for a minimum of [ ] days from the date their proposal is received
by Tire Tutor.
1.7 Vendor Site Visits
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Tire Tutor reserves the right to inspect all vendor facilities, which will be used to support the
proposed workforce management solution. This includes the facilities of any contractor or
outside support organization that will be used.
1.8 Evaluation Criteria
Prospective vendor proposals will be evaluated using the following general criteria:
• Ability to satisfy functional business requirements
• Ability to satisfy technical and integration requirements
• Strategic partnering potential
• Cost
1.9 Right to Reject
Tire Tutor reserves the right to accept or reject any and/or all submitted proposals and request
additional information from all prospective vendors. Tire Tutor specifically reserves the right to
negotiate a contract with the selected vendor(s). The vendor’s response to this RFP will be
included in whole or by reference in the final contract. At the discretion of Tire Tutor, a third-
party financial institution or consulting team could be included in contract negotiations. Any
contract that is eventually awarded will be made to the organization which, based on the
evaluation of all responses, applying all criteria and oral interviews (if required), is determined to
be the best qualified to provide the requested solution and support.
1.10 Marketing References
Prospective vendors may not make any reference to the project in any literature, promotional
material, brochures, or sales presentations, or make any other commercial use of Tire Tutor’s
name and/or this RFP, without the express written consent of Tire Tutor. However, Tire Tutor
will offer itself as a reference account to the selected vendor(s).
2 Vendor Guidelines
2.1 RFP Response Format
Prospective vendors should make every attempt to use terminology in their proposal that is
consistent with that of Tire Tutor and this RFP. Comparable terminology may be substituted,
where appropriate if the prospective vendor provides clear and concise definitions. Prospective
vendor proposals should address the requirements outlined in this RFP as directly and concisely
as possible. Extraneous information with no apparent connection to Tire Tutor and this RFP
could detract from the proposal scoring.
2.2 Exceptions to the RFP
Prospective vendors may find instances where their operations do not function in a manner
consistent with the specifications in the RFP. In such cases, it is permissible to take exception to
portions of the RFP. The exceptions should be clearly identified. If necessary, attach an
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additional page describing the scope of the exceptions, any additional costs, and a summary of
any advantages these exceptions represent to Tire Tutor.
2.3 Confidentiality
This RFP and all materials submitted by Tire Tutor must be considered confidential. Tire Tutor
requests that this RFP not be copied and not forwarded to any third party for evaluation or for
any other purpose without Tire Tutor’s express written consent. All prospective vendor
personnel should note that they are under a signed, mutual confidentiality agreement.
3 Product Information
Prospective vendors should include an overview of their total workforce management solution.
Define each product offered by your organization and provide a brief description of its role in
your total solution. Vendors may include screen examples and/or diagrams in this section.
4 Functionality Requirements
4.1 Forecasting
Tire Tutor will be aggressive and comprehensive in its product/service demands. It is incumbent
upon the vendor to provide measurable, accurate, and reliable answers based upon the vendor’s
proposed product solution specific to the dependencies of release level and features of both the
vendor’s and other vendors’ products.
4.2 Scheduling
4.3 Reporting
4.4 Real-Time Adherence
5 Technology Requirements
5.1 Client
5.2 Network Architecture, Scalability, Extensibility
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5.3 Integration
You should know which of your current systems needs to be integrated with the new system
because you will have defined the system integration requirements during the Planning phase.
Currently, you need to develop the integration between the systems. This may involve
developing batch jobs or real-time updates between systems. Regardless of how you need to
integrate the new system, you should plan for this development in advance and be ready to
dedicate the resources necessary to properly integrate the new product within your environment.
6.2 Training
6.3 Support https://www.domo.com/client-services/domo-support
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6.4 Experience
6.5 Implementation Plan
6.6 Thought Leadership
6.7 References
7 Costs
Found this online:
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Domo’s website:
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SCENARIO MODEL
Yellowfin
Technology and Satisfaction is a 3 out of 5 stars
MicroStrategy
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NEGOTIATION STRATEGY SHEET
Project Name Tire Tutor
Executive Sponsors Jeremy Aubin
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DEAL SHEET
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IMPLEMENTATION WRITE UP
Tire Tutor
Design
Tire Tutor has narrowed down the selection of Business intelligence software using weighted factors
such as cost and scalability among many other important requirements. It is time to begin the design
process analyzing gaps between the product and critical business needs. The process will cover the most
important aspects immediately and defer to other lesser requirements at a later stage. Two teams,
being the vendor implementation team and a technical team from Tire Tutor will work out what is
needed to proceed into the next phase.
Development
Tire Tutor should begin to replace and integrate the new system based on the system integration
requirements for the new business Intelligence software. Tire Tutor should plan for this in advance and
be ready to dedicate the resources necessary to properly integrate the new product within their
business so as not to disrupt the work environment. Keeping a database of changes to the system can
help manage real-time updates and provide smoother integration. Communication should be upheld
during this process with the vendor to help close gaps properly with the product.
Testing
• Meet with Jeremy. Assess the database's connection.
Deployment
• Meet with Jeremy. Implement the connections of information to make sure it is there.
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OPERATIONS WRITE UP
Tiretutor should communicate with the vendor about support for any software issues and how to
contact support about any serious problems. Also, working out a reasonable support window that
allows their business to be undisrupted. The gaps between the vendor and Tire Tutor should be
mostly solved by this stage and the lesser requirements can be addressed. The Tire Tutor support
team should begin taking over for the vendor and oversee continuing support.
Support
Tire Tutor and the vendor should work out a communication method for serious high-end
problems with the implemented business solution. However, common problems such as features,
and tech should be manageable by the Tire Tutor support team. The escalation process for
problem-solving should be covered early and in detail before the vendor does the handoff to the
company to manage. Tiretutor should create a team to oversee various levels of issues and train
employees to know when necessary to contact the vendor.
Project Closure
Tire Tutor should complete the necessary checklist to ensure proper project closeout:
• Project documentation
• Insurance
• Approvals
• Measure of success
• Operations checklist
• Implementation checklist
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APPENDIX
• TEAM CONTRACT
• PROJECT CHARTER SLIDES
• MEETING AGENDA / MEETING MINUTES
• STATUS REPORTS
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TEAM CONTRACT
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4. Encourage and explore different interpretations of data.
5. Get input from the entire team before a decision is made.
6. Discuss concerns with other team members during team meetings or privately rather than with
non-team members in inappropriate ways.
7. Ask all team members if they can support a decision before the decision is made.
F. Team Meeting Ground Rules: Handling Conflict
We will:
1. Regard conflict as normal and as an opportunity for growth.
2. Seek to understand the interests and desires of each party involved before arriving at answers
or solutions.
3. Choose an appropriate time and place to discuss and explore the conflict.
4. Listen openly to other points of view.
5. Repeat back to the other person what we understand and ask if it is correct.
6. Acknowledge valid points that the other person has made.
7. State our points of view and our interests in a non-judgmental and non-attacking manner.
8. Seek to find some common ground for agreement.
G. Meeting Guidelines: (pg. 47)
1. Meetings will be held every ____ day/weeks/month.
2. Meetings will be called by _______________________________.
3. Agendas will be issued every ____ days/weeks in advance by
____________________________.
4. Meetings will be facilitated by _______________________________________.
5. Evaluations of meetings will be conducted every ____ meeting.
6. The scribe will issue minutes within ____ days of the meeting.
H. Meeting Procedures: (pg. 47)
1. Meetings will begin and end on time.
2. Team members will come to the meetings prepared.
3. Agenda items for the next meeting will be discussed at the end of each meeting.
4. A Parking Lot will be used to capture ‘off-the-subject’ ideas and concerns.
5. Unresolved issues will be added to the Issues list.
6. If a team member cannot attend a meeting, he/she will send a representative with authority to
make decisions.
7. Meeting tasks will be rotated among members.
Signatures: (Team members)
Tre’von Wright-Plummer
Enrique Amara
Angel McGilveary
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PROJECT CHARTER SLIDES
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MEETING AGENDA / MEETING MINUTES SEPTEMBER 13, 2022
Location: Zoom
Date: 9/13/2022
Time: 1:00 pm
Agenda details:
I.
II.Introductions
a. Student introductions
b. Sponsor introductions
II.Businesses need
a. What is the company about?
b. What business need does the company have?
III.Meeting time
a. Does this meeting time work for everybody?
b. Do we need to make any adjustments?
IV.Meeting closeout
a. Confirm the next meeting
Call to order
A meeting of Group 1 was held at Zoom on 9/13/2022. Attendees included Angel, Enrique, and
Tre’von. Members not in attendance included list names.
Approval of minutes
1. Introductions
a. Student Introductions (Name, Major, and Year)
b. Sponsor Introduction (Wentworth alumni, major in Business Management.
Works with Business intelligence and analytics, with the project manager, and
sales operations (thinks about different strategies).
2. What is the company about?
a. Startup company located in MIT. Tire Tutor develops an online platform
that connects consumers with local and independent tire dealers by working
on different software and databases.
b. Uses different intelligence tools to take the data from the company and
allow users to make a chart/ graph from live data
3. What is the business’s need?
a. Better business intelligence software (ex. Instead of having two customer
profiles…would want to just have one) (prettier excel tool with better
integration)
b. Understanding the entire data structure of Tire Tutor (pros v cons) of a
Data Lake/Data Warehouse/Something else and which is best to interact with
the Business Tool of your choosing
4. Meeting Time
• Tuesdays from 1:00 pm – 2:00 pm
5. Meeting Closeout
• One hour meeting time works for everyone
• Email the Sponsor our interests (career and personal)
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MEETING AGENDA / MEETING MINUTES SEPTEMBER 20, 2022
Location: Zoom
Date: 9/20/2022
Time: 1:00 pm – 2:00 pm
Agenda details:
I.Introductions
a. Recap of the last meeting
II.Businesses need
a. Collect more information
b. Make notes for business needs and project charter
III.Meeting closeout
a. Confirm the next meeting
Call to order
A meeting of Group 1 was held at Zoom on 9/20/2022. Attendees included [Angel, Enrique, and
Tre’Von. Members not in attendance included [list names].
Approval of minutes
The most important part is the combination of the two. The software can model a lot of data
(large map, growth modeling, and being able to effectively model a large set of data).
Budget: Best value for your money...not trying to spend $30,000 a year.
How will this help the business? Would employees prefer this?
“Consumers will not see this. Completely internal. Employees will have a huge benefit from
this”
**Tire pricing fluctuates by about 5% each month or so. This year it has been fluctuating 20% in
a positive direction. Since covid, the company has grown a lot
3. Meeting closeout
• Informed sponsor we do not need to meet every week (can send the status
report for weeks we do not meet him)
• Meeting time (1:00-2:00 pm) still works for everyone
• Email the sponsor our interests/ what we would like to discuss (Tire Tutor
email)
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MEETING AGENDA / MEETING MINUTES SEPTEMBER 27, 2022
Location: Zoom
Date: 9/27/2022
Time: 1:00 pm
Agenda details:
I.
II.Recap
a. Last meeting
II.Status update
a. Business need
b. Project charter
c. Questions
III.Meeting closeout
a. Confirm the next meeting
Call to order
A meeting of Group 1 was held at Zoom on 9/27/2022. Attendees included [Angel, Enrique, and
Tre’Von. Members not in attendance included [list names].
Approval of minutes
1. Recap
• How everyone’s week is going so far
2. Status update
*Stakeholders are employees from Tire Tutor
*Project Milestones will be updated soon
*Potentially will add more risks
Feedback:
Try to bullet in threes (not ones or twos)
Jeremy enjoys bullets (try to add more bullets in the documents)
Measures of success:
When you do not have to think about using the software. You can have multiple users using this
software. Brings value (What is the level of detail and the variety of reporting that the software
gives? Success matrix would be high)
3. Meeting closeout
• We will be working on our group schedule
• Next week is still a suitable time to meet
Tire Tutor is going into a world with old-school software, and they need to
show people the value they bring as a growing company. They also need
to build connections.
Reports
To-Do / Reminders
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MEETING AGENDA / MEETING MINUTES OCTOBER 4, 2022
Location: Zoom
Date: 10/4/2022
Time: 1:30 pm
Agenda details:
I.Recap
a. Last meeting
II.Documents
a. Ask about RFP
b. Progress update
III.Questions
a. Any questions?
IV.Meeting closeout
a. Confirm the next meeting
Call to order
A meeting of Group 1 was held at Zoom on 10/4/2022. Attendees included [Angel, Enrique, and
Tre’Von. Members not in attendance included [list names].
Approval of minutes
2. Documents
a. Do you have an RFP? Jeremy will work on it and give us some
information
b. Two software companies NOT to reach out to Tablo and Sigma
3. Questions? Jeremy will email us if he has any questions and will work on the
document for us to have
4. Meeting
a. We will meet next Tuesday, or we will send Jeremy a status report and
meet on the 18th
Reports
To-Do / Reminders
Need to start filling in the documents and formal slides for Jeremy
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MEETING AGENDA / MEETING MINUTES OCTOBER 11, 2022
Location: Zoom
Date: 10/11/2022
Time: 1:00 pm
Agenda details:
I.Introductions
a. Recap of the last meeting
II.Progress update
a. Business profile display
b. Receive RFP
III.Questions
a. General
b. Clarification
IV.Meeting closeout
a. Confirm the next meeting
Call to order
A meeting of Group 1 was held at Zoom on 10/11/2022. Attendees included [Angel, Enrique,
and Tre’Von. Members not in attendance included [list names].
Approval of minutes
*Sometimes trust can go a long way or bite you in the a**, think about
whom you are talking to about important things*
Reports
To-Do / Reminders
1. Work on RFP and send it to Jeremy
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MEETING AGENDA / MEETING MINUTES OCTOBER 18, 2022
Location: Zoom
Date: 10/18/2022
Time: 1:00 pm
Agenda details:
I.Introductions
a. Recap of the last meeting
II.Progress update
a. RFP
b. Decision matrix
c. Risk matrix
III.Questions
a. Time for questions
IV.Meeting closeout
a. Confirm the next meeting
Call to order
A meeting of Group 1 was held at Zoom on 10/18/2022. Attendees included [Angel, Enrique,
and Tre’Von. Members not in attendance included [list names].
Approval of minutes
1. Reviewed RFP document with Jeremy. Said everything looks good but Tire Tutor
would not be looking for initial costs. He also said to send a copy to him, and he will
write some comments on the document.
2. Reviewed Risk Matix document with Jeremy. Jeremy said the document looks
comprehensive.
Reports
To-Do / Reminders
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MEETING AGENDA / MEETING MINUTES NOVEMBER 1, 2022
Location: Zoom
Date: 11/1/2022
Time: 1:00 pm
Agenda details:
I.Introductions
a. Recap the last meeting
II.Status report
a. Formal project charter presentation
b. RFP update
c. Deal sheet review
III.Questions
a. Document clarification
b. Confirm attendance at the final presentation
IV.Meeting closeout
a. Confirm the next meeting
Call to order
A meeting of Group 1 was held at Zoom on 11/01/2022. Attendees included [Angel, Enrique,
and Tre’Von. Members not in attendance included [list names].
Approval of minutes
1. Check-in
2. Presented Formal Project Charter
a. Names, not in alphabetical order
b. Tire Tutor is a Mac-ONLY company
3. Jeremy said 9:30 am works for him and he would like to be in person for
the final presentation
4. Start reaching out to the vendors and CC Jeremy on the emails
Reports
To-Do / Reminders
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MEETING AGENDA / MEETING MINUTES NOVEMBER 15, 2022
Location: Zoom
Date: 11/15/2022
Time: 1:00 pm
Agenda details:
I.Introductions
a. Recap of the previous meeting
II.Status update
a. Progress since the last meeting
b. Current weeks objectives
III.Questions
a. Implementation
b. Operation
c. Closeout
d. Tire Tutor profile picture
IV.Meeting closeout
a. Confirm the next meeting
Call to order
A meeting of Group 1 was held at Zoom on 11/15/2022. Attendees included [Angel, Enrique,
and Tre’Von. Members not in attendance included [list names].
Approval of minutes
1. Status update (progress we made since our last meeting)
2. Something is wrong with Tire Tutor’s software. Everything would go through
Jeremy. Anything above Jeremy would go to the software company
3. Testing / Deployment --- First thing, the Tire tutor will test the database
connection, then test the implementation of the software…make sure all information
is there. Tire Tutor does not have a specific guideline on testing software.
4. Closeout report – How to take over for the vendor? How would that shift over?
Jeremy will take over and contact software customer support if anything happens.
Does Tire Tutor have a checklist or specific information regarding close out? Tire
Tutor does not have a specific checklist. They look back at goals and lean on the
software…reasons why they bought the software.
5. Group presentation – Dec. 5th @9:30 AM … Jeremy is looking forward to it
6. Tire Tutor images --- Jeremy said to use the full Tire Tutor image but make a
change to it. Save the image directly on the website since it has the copyright on it
Reports
To-Do / Reminders
1. Save the Tire tutor image directly from the website since it has the copyright on it
and use that
2. No meeting next week. We will take that time to continue to work on
assignments
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MEETING AGENDA / MEETING MINUTES NOVEMBER 29, 2022
Location: Zoom
Date: 11/29/2022
Time: 1:00 pm
Agenda details:
II.Introductions
a. Recap of the last meeting
III.Status update
a. Finalize report
b. Confirm sponsor attendance for the final presentation
IV.Questions
a. Clarifying questions
V.Meeting closeout
a. Thank everyone for a great semester.
Call to order
A meeting of Group 1 was held at Zoom on 11/29/2022. Attendees included [Angel, Enrique,
and Tre’Von. Members not in attendance included [list names].
Approval of minutes
1. Check in-in on how everyone’s thanksgiving was
2. Jeremy can attend in-person for the presentation. He plans to drive-in
3. Closing remarks...shared what we enjoyed about our meetings, this project, and our
sponsor
Reports
To-Do / Reminders
1. Contact public safety and let them know that Jeremy will be attending to watch student
presentations
2. Meet Jeremy by Wentworth Hall around 8 am to bring him to the classroom Beatty 419
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STATUS REPORTS
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