**Decision Required & Status**

Management must decide whether to authorize a four-week scheduling-system pilot at the East branch by September 21, with a conditional start on September 28. No pilot, purchase, or rollout is currently approved *(Section: Decision requested)*.

**Key Operational Facts & Costs**

* *Observed:* In August, East had 18 missed arrival windows across 240 visits; West had 8 across 160 visits (combined: 26/400, or 6.5%). East dispatchers spent 34 staff-hours/week on scheduling *(Section: Current operations)*.
* *Estimates & Proposals:* Vendor proposed a $900 setup fee and $480/month for up to 12 users. Training is $300 (superseding an internal note claiming it was included). Pre-tax pilot cost is estimated at $1,680; ongoing monthly cost is estimated at $480 *(Section: Vendor proposal and corrections)*.
* *Targets:* Operations hopes to reduce East scheduling effort by 20% without increasing missed windows *(Sections: Current operations, Success criteria under discussion)*. Finance provisionally reserved $2,000 for planning *(Section: Vendor proposal and corrections)*.

**Risks & Unresolved Questions**

No causal analysis exists for missed windows. IT has not tested role-based permissions, export formats, or deletion procedures. A synthetic data dry run failed on 7/50 records due to date formatting. Unresolved uncertainties include cancellation terms, additional-user pricing, taxes, and customer satisfaction measurement plans *(Sections: Current operations, Vendor proposal and corrections, Technical readiness and risks, Owners and next steps)*.

**Next Actions & Owners**

* Maya Chen (Operations): Prepare East staffing/workflow plan by September 18.
* Priya Shah (Finance): Request cancellation terms and additional-user pricing by September 18.
* Luis Ortega (IT): Test permissions and corrected import mapping by September 19.
* Management: Make go/no-go decision by September 21 *(Section: Owners and next steps)*.