**Management Summary — East Branch Scheduling-System Pilot**

**Decision required:** Management must approve or reject a four-week pilot at East branch by September 21; no pilot, purchase, or rollout is yet authorized. Suggested start is September 28, contingent on approval and completed access controls. A November rollout is only a Sales-discussed option, not a commitment (*Decision requested*).

**Operations & costs:** In August, East logged 240 visits with 18 missed windows; West logged 160 visits with 8 missed. Combined miss rate is 6.5% (26/400) — an earlier slide's 7% rounding should be disregarded (*Current operations*). East dispatchers estimated a 34 staff-hour/week scheduling total (team-wide, two-week observation); a 20% reduction is a target, not measured savings. Vendor proposal: $900 setup + $480/month (≤12 users), pre-tax; training is an additional $300, per the September 14 clarification, which supersedes an earlier note claiming training was included. One month of setup, service, and training would total $1,680 pre-tax. Finance has reserved $2,000 as a planning allocation only (*Vendor proposal and corrections*).

**Risks/unresolved questions:** No signed agreement or cancellation terms; additional-user pricing and taxes unknown. Permission configuration and export/deletion procedures untested by IT. A synthetic-data import test failed on 7/50 records (date-format issues); corrected mapping not yet retested. No customer-satisfaction owner or measurement plan exists (*Technical readiness and risks; Owners and next steps*).

**Next actions:** Maya Chen (Operations) — staffing/workflow plan by Sept 18; Luis Ortega (IT) — retest permissions/import mapping by Sept 19; Priya Shah (Finance) — obtain cancellation terms/pricing by Sept 18; Management — go/no-go decision by Sept 21.