Management must decide by **September 21** whether to authorize a **four-week scheduling-system pilot at East**. **No pilot, purchase, rollout, or spending authority is approved.** The suggested September 28 start is conditional on authorization and completed access controls; a November rollout is only a Sales option, not a commitment. *(Decision requested)*

Operationally, East handled **240 August visits with 18 missed windows**; West handled **160 with 8**, giving an observed combined rate of **26/400 (6.5%)**, superseding the rounded 7% slide. No cause has been established. East scheduling effort was observed/estimated by dispatchers at **34 team hours/week over two weeks**; West was not measured. The **20% reduction** is a target, not an observed saving. *(Current operations)*

Vendor pricing is **$900 setup + $480/month + $300 training**, all pre-tax; the September 14 clarification supersedes the older note stating training was included. Proposed setup, one month, and training total **$1,680 pre-tax**; ongoing cost is **$480/month for up to 12 users**, assuming unchanged pricing. The $2,000 Finance reserve is planning only. Taxes, cancellation terms, and additional-user pricing remain unresolved. *(Vendor proposal and corrections)*

Technical risk remains: permissions are untested; export/deletion procedures require confirmation; live customer data cannot be uploaded before IT authorization. A synthetic import dry run failed **7/50 records**; corrected mapping is proposed but not retested. *(Technical readiness and risks)*

Next actions: **Maya Chen—staffing/workflow plan by Sep 18; Priya Shah—cancellation terms/additional-user pricing by Sep 18; Luis Ortega—permissions and import retest by Sep 19; Management—go/no-go by Sep 21.** Customer-satisfaction ownership, baseline, and measurement plan remain unassigned. Pilot success criteria are still proposed, not approved. *(Owners and next steps; Success criteria under discussion)*