**Decision Required & Status**

* **Decision:** Authorization of a four-week scheduling-system pilot at the East branch (**Decision requested**). A November rollout is a Sales option, not a commitment (**Decision requested**).
* **Status:** Unapproved. Decision requested by September 21; suggested pilot start is September 28, contingent on authorization and access control completion (**Decision requested**).

**Key Operational Facts & Costs**

* **Observed Operations:** In August, East handled 240 visits (18 missed windows); West handled 160 visits (8 missed windows). Combined missed window rate is 6.5% (26/400) (**Current operations**).
* **Observed Effort:** East dispatchers spent an estimated 34 team staff-hours/week on scheduling over a two-week observation (**Current operations**).
* **Target:** Operations hopes to reduce East scheduling effort by 20% without increasing missed windows (**Current operations**, **Success criteria under discussion**).
* **Quoted/Estimated Costs:** Vendor setup is $900, monthly service is $480 (up to 12 users), and training is $300 (supersedes earlier note listing training as free). Estimated pre-tax pilot total is $1,680 (**Vendor proposal and corrections**).
* **Planning Allocation:** Finance provisionally reserved $2,000 (**Vendor proposal and corrections**).

**Risks & Unresolved Questions**

* **Technical Risks:** Synthetic import dry run failed on 7/50 records due to mixed date formats; corrected mapping is untested (**Technical readiness and risks**). IT has not tested role-based permissions, export formats, or deletion procedures (**Technical readiness and risks**).
* **Unresolved Questions:** No causal analysis for missed windows (**Current operations**). Cancellation terms, additional-user pricing, taxes, customer satisfaction baselines, and satisfaction measurement ownership remain unknown/unassigned (**Vendor proposal and corrections**, **Owners and next steps**).

**Next Actions & Owners**

* **Sept 18:** Maya Chen (Operations) prepares East staffing/workflow plan; Priya Shah (Finance) requests cancellation terms and extra-user pricing (**Owners and next steps**).
* **Sept 19:** Luis Ortega (IT) tests permissions and corrected import mapping (**Owners and next steps**).
* **Sept 21:** Management decision due (**Decision requested**, **Owners and next steps**).