Management must decide by September 21 whether to authorize a four-week scheduling-system pilot at the East branch. No pilot, purchase, rollout or spending authority is approved. A September 28 start is proposed, conditional on authorization and IT access controls; a November rollout is only a Sales-discussed option. (§ Decision requested)

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

Vendor pricing is $900 setup + $480/month for up to 12 named users + $300 training; the September 14 clarification supersedes the older statement that training was included. Estimated pre-tax pilot cost for setup, one month and training is $1,680; ongoing cost is $480/month if pricing is unchanged. Taxes, additional-user pricing and cancellation terms remain unknown. Finance’s $2,000 reserve is planning only. (§ Vendor proposal and corrections)

Technical risks remain: permissions are untested; export/deletion procedures are unconfirmed; live customer data cannot be uploaded before IT approval. A synthetic import dry run failed 7/50 records; the proposed correction is untested. (§ Technical readiness and risks)

Next actions: Maya Chen—staffing/workflow plan by Sept. 18; Priya Shah—pricing/cancellation terms by Sept. 18; Luis Ortega—permissions/import retest by Sept. 19; Management—go/no-go Sept. 21. Customer-satisfaction ownership, baseline and measurement plan remain unresolved. (§ Owners and next steps; § Success criteria under discussion)