You're viewing the meeting instance from October 27, 2026 (#5). Changes here edit that occurrence's minutes, not the current one.
Executive Summary4–6 bullets · decisions, cost impact, schedule impact, top risks
1
1.1
1.1.15-1.1.1
Query raised on whether JD space has been used.
1.2
No notes yet — type your own, or generate from the transcript.
1.3
1.3.15-1.3.1
No decision reached on agenda items; carried forward.
1.4
1.4.15-1.4.1
Plan proposed to review comparable client deployments using anonymized examples referred to as Client A and Client B, based on Altera and JLL.
1.4.25-1.4.2
Question raised on who will be responsible for handling the resulting workload; no decision reached.
1.5
1.5.15-1.5.1
Question raised on number of finance integrations client currently uses.
1.5.25-1.5.2
Question raised on meaning of 'projects transferred' metric and extent of migration; no decision reached.
1.5.35-1.5.3
Question raised on what level of detail the client expects regarding ERP-side project transfer information; no decision reached.
1.5.45-1.5.4
Request made for a team member to approve a pending invoice workflow item to demonstrate the process.
1.6
No notes yet — type your own, or generate from the transcript.
1.7
1.7.15-1.7.1
Question raised on whether to provide a specific number of ERP integrations or a general description of existing integrations.
1.7.25-1.7.2
No decision reached on how to quantify finance and procurement integrations for the client; carried forward.
1.8
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1.9
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1.10
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1.11
1.11.15-1.11.1
Platform efficiency identified as the next agenda topic to be discussed.
1.11.25-1.11.2
Discussion of platform efficiency topics including updating project cost reports and forecasts, processing change orders through approval, and uploading/organizing project documents with desktop or folder sync, framed from a GC or consultant perspective.
2
2.1
2.1.15-2.1.1
Commercial confirmation identified as an agenda item, covering rationale for choosing the platform, next steps, licensing structure, and what is included in the subscription versus priced separately.
2.1.25-2.1.2
Pilot pricing referenced, with year two figure noted as 300; details to be finalized based on further input from Scott and Chris.
2.1.35-2.1.3
Question raised on whether tax functionality is demoed at any point; no decision reached.
2.1.45-2.1.4
Noted that Joel is prepared to present on tax functionality; placement within the agenda not yet determined.
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