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 has been approved.** A September 28 start is only proposed and depends on authorization plus IT-approved access controls; a November rollout is merely 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 Combined performance was **26/400, or 6.5%**; the earlier 7% figure is superseded by the underlying counts. No cause has been established. East scheduling effort was **observed/estimated by dispatchers at 34 team hours per week over two weeks**; West was not measured. The hoped-for **20% reduction is a target, not an observed saving**. (§ Current operations)

The corrected vendor pricing is **$900 setup + $300 training + $480/month**, excluding taxes; the earlier statement that training was included is superseded. Proposed pre-tax cost for setup, training, and one month is **$1,680**; ongoing service is **$480/month for up to 12 users**, assuming unchanged pricing. Finance’s **$2,000 reserve is planning only, not approval**. Cancellation terms, taxes, and additional-user pricing remain unresolved. (§ Vendor proposal and corrections)

Key risks: permissions are untested; export/deletion procedures are unconfirmed; live customer data cannot be uploaded before IT approval. The synthetic import dry run failed **7/50 records**; a corrected mapping is proposed but untested. Pilot success criteria—a **20% scheduling-hour reduction with no increase in missed windows**—remain proposals, not approved criteria. (§ Technical readiness and risks; § Success criteria under discussion)

Next actions: **Maya Chen/Operations—staffing and workflow plan by Sep 18; Priya Shah/Finance—cancellation and extra-user pricing by Sep 18; Luis Ortega/IT—permissions and import retest by Sep 19; Management—go/no-go by Sep 21.** Customer-satisfaction measurement has **no owner, baseline, or plan**. (§ Owners and next steps)