**1. Decision Required & Status**
Management must decide whether to authorize a four-week scheduling-system pilot at the East branch by September 21 (*Decision requested*). Status: Unapproved; no pilot, purchase, or rollout is currently authorized (*Decision requested*).

**2. Key Operational Facts & Costs**

* **Observed Results:** In August, East had 18 missed arrival windows out of 240 visits, and West had 8 out of 160 (combined 26/400 or 6.5%) (*Current operations*). East dispatchers spent an observed 34 team staff-hours per week on scheduling (*Current operations*). An import dry run failed on 7 of 50 synthetic records (*Technical readiness and risks*).
* **Targets & Estimates:** Operations targets a 20% reduction in East scheduling effort (*Current operations*).
* **Costs:** Quoted pre-tax costs include a $900 setup charge, $480/month for up to 12 users, and $300 for training (superseding an older note that included training) (*Vendor proposal and corrections*). Estimated pilot cost is $1,680 pre-tax (*Vendor proposal and corrections*). Finance provisionally reserved a $2,000 planning allocation (*Vendor proposal and corrections*).

**3. Risks & Unresolved Questions**

* **Risks:** High initial import failure rate (14%) (*Technical readiness and risks*). Late changes/incomplete instructions may cause delays, but no causal analysis exists (*Current operations*).
* **Unresolved Uncertainty:** Unconfirmed role-based permissions, data export formats, deletion procedures, cancellation terms, additional-user pricing, and taxes (*Vendor proposal and corrections*; *Technical readiness and risks*). Customer satisfaction baseline and measurement plan are missing (*Owners and next steps*).

**4. Next Actions & Owners**

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