Newmark prep

Query raised on whether JD space has been used.

No decision reached on agenda items; carried forward.

Plan proposed to review comparable client deployments using anonymized examples referred to as Client A and Client B, based on Altera and JLL.

Question raised on who will be responsible for handling the resulting workload; no decision reached.

Question raised on number of finance integrations client currently uses.

Question raised on meaning of 'projects transferred' metric and extent of migration; no decision reached.

Question raised on what level of detail the client expects regarding ERP-side project transfer information; no decision reached.

Request made for a team member to approve a pending invoice workflow item to demonstrate the process.

Question raised on whether to provide a specific number of ERP integrations or a general description of existing integrations.

No decision reached on how to quantify finance and procurement integrations for the client; carried forward.

Platform efficiency identified as the next agenda topic to be discussed.

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.

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.

Pilot pricing referenced, with year two figure noted as 300; details to be finalized based on further input from Scott and Chris.

Question raised on whether tax functionality is demoed at any point; no decision reached.

Noted that Joel is prepared to present on tax functionality; placement within the agenda not yet determined.