![]() 1031 FInancial Site Redevelopment |
Assigned |
Started |
Completed |
! |
| Cucumber testing preliminary breakdown |
Joshua | | Apr 5, 2010 9:15 AM | |
| Develop Definitions for site tiers |
Joshua | Mar 10, 2010 5:00 PM | Mar 10, 2010 5:14 PM | |
| consolidate to Word doc/outline |
Joshua | | Mar 12, 2010 12:05 PM | |
| Receive Client Project Approval |
Client TBD | | Mar 12, 2010 5:14 PM | |
| Finalize Wireframes (prelim) with client for data points |
Client TBD | | Mar 25, 2010 11:56 AM | |
| Discuss cucumber process with developer |
Joshua | Mar 15, 2010 5:00 PM | Mar 15, 2010 11:44 AM | |
| review Front-End - CSS and UI tableless designers |
Joshua | | Mar 4, 2010 2:55 PM | |
| follow up with Swoontech + source addtional designers? |
Joshua | | Mar 2, 2010 5:18 PM | |
| Lunch Meeting with FE Designer |
Joshua | Mar 5, 2010 5:00 PM | Mar 8, 2010 11:24 AM | |
| reviewed two candidates from Swoontech |
Joshua | | Feb 18, 2010 2:25 PM | |
| Source any additional Designers? |
Joshua | Feb 25, 2010 5:00 PM | Mar 1, 2010 12:26 PM | |
| Inteviewed 2 candidates from Swoontech |
Joshua | | Feb 17, 2010 4:23 PM | |
| 2nd review with FE Suhail tonight |
Joshua | Mar 2, 2010 7:00 PM | Mar 2, 2010 10:09 PM | |
| Hold Meeting with FE Designer |
Joshua | | Mar 2, 2010 10:58 AM | |
| Phone conversation with Jennifer Isabell |
Joshua | Mar 4, 2010 9:00 AM | Mar 4, 2010 11:11 PM | |
| Send email to FE Designer w/ pdf collection for review tonight |
Joshua | Mar 2, 2010 5:00 PM | Mar 2, 2010 5:18 PM | |
| review candidate availability w/ Dev |
Joshua | Feb 25, 2010 5:00 PM | Mar 1, 2010 12:26 PM | |
| Review Backup Designers - availabillity |
Joshua | | Mar 3, 2010 10:10 PM | |
| Back-End Framework Dev candidate review |
Joshua | | Feb 1, 2010 12:00 AM | |
| review/discover Developer for site |
Joshua | | Feb 2, 2010 1:59 PM | |
| Post CR1 meeting changes |
Contractor(s) | | | |
| modify the contact us (Broker/Dealer) design with ordered cells for Scott |
Joshua | | Jul 13, 2010 5:07 PM | |
| Create B/D Contact Us page (with link swap @ login) (see today's updated Dropbox/CSS/CR1-2/contact_fa.html) with PPM offering query only to their 'approved' offerings |
Contractor(s) | | Jul 19, 2010 5:27 PM | |
| Create a login page that lists(2 col table) queries of login names (from SalesLogix) with entry fields for 'complete' B/D Names. Title page: "B/D Name Entry" |
Contractor(s) | | Jul 22, 2010 12:14 PM | |
| CMS Javascript and Semantic SEO improvements |
Contractor(s) | | | |
| find/review Javascript developer for work |
Joshua | | Jul 16, 2010 | |
| requesting estimate on JS improvements to the site |
Joshua | | Jul 16, 2010 12:00 AM | |
| submit JS estimate on CMS and SEO improvements |
Contractor(s) | | Jul 20, 2010 12:00 AM | |
| submit Javascript dev estimate for CMS and SEO improvements to IREX for approval |
Joshua | | Jul 20, 2010 12:20 PM | |
| await approval on the estimate from IREX |
Client TBD | | | |
| await client feedback/changes to copy- Thursday??? |
Client TBD | | | |
| build into site a CMS field for the company name and add metatag variable that includes '(company name) - (page name from Admin page editing)' - for better SEO |
Contractor(s) | | | |
| More Brochure Title: ADD: ..."Cash Investments" - notify client if it doesn't fit |
Joshua | | Jun 30, 2010 3:42 PM | |
| Accordions - change state to where no more than one accordion panel remains open at any given time (except when all are closed) - click/expand auto closes prior accordion (similar to Adobe/Spry js) |
Contractor(s) | | | |
| side panel accordion (B/D login) Marketing/ add pdf links/pdf image below - refer to CR1-2 pages |
Contractor(s) | | | |
| 75 % completed |
| mock up a more visible graphic/link to login on landing page/index.html for B/D - near bottom of content section. |
Joshua | | Jul 15, 2010 1:15 PM | |
| follow-up (TBD) with client that a 'slick' pdf upload is needed or not - mentioned in meeting |
Joshua | | Jun 30, 2010 4:27 PM | |
| Shrink down all disclaimer font size -1 and move them/confirm to the bottom of page - review Fleet page |
Joshua | | Jul 2, 2010 4:30 PM | |
| GIT Versioning setup |
Joshua | | Jul 1, 2010 12:00 AM | |
| review mini-manual on Gui admin |
Joshua | | Jul 1, 2010 1:37 PM | |
| speak with Scott on Gui and terminal link - mini refresher course |
Joshua | | Jun 23, 2010 10:00 AM | |
| Public Section: Design/Content Formatting |
Joshua | | | |
| complete content formatting of public pages dropped by Terrapin Design Group |
Joshua | Jun 4, 2010 5:00 PM | Jun 4, 2010 2:17 PM | |
| complete content formatting of B/D pages dropped by Terrapin Design Group |
Joshua | Jun 7, 2010 5:00 PM | Jun 7, 2010 12:00 AM | |
| send "Track Record" page (collect files) and pdf notations for chart converstion to TCG |
Joshua | | Jun 8, 2010 1:53 PM | |
| Call Kim D. at TCG to follow-up |
Joshua | | Jun 8, 2010 1:52 PM | |
| Post 3rd Green-light: Bulleted breakdown of objectives for each phase |
Joshua | | Jul 1, 2010 1:35 PM | |
| Patricia suggested meeting setup after Sue's review |
Client TBD | | Jul 1, 2010 1:35 PM | |
| killed - followed-up with them but never heard back 7/1 |
| Brief Front End Designer on 3rd iteration Project start-up |
Joshua | | May 19, 2010 4:25 PM | |
| email to Rich |
Joshua | May 14, 2010 5:00 PM | May 17, 2010 2:37 PM | |
| TBD - (Internal): detail historical project schedule on client hold status/work requests ? |
Joshua | | Jun 9, 2010 12:00 AM | |
| updated project progress chart with new milestones |
| Brief Back-End Developer on 3rd iteration Project start-up after return from his honeymoon |
Joshua | May 26, 2010 5:00 PM | May 26, 2010 5:06 PM | |
| update project flow with dates - print for client |
Joshua | | Jun 8, 2010 3:21 PM | |
| bullet point phase 1-4 in writing |
Joshua | May 14, 2010 5:00 PM | May 17, 2010 2:37 PM | |
| followup with Patricia/Sue directly |
Joshua | | May 19, 2010 4:05 PM | |
| submit to client |
Joshua | | May 19, 2010 4:05 PM | |
| Site Flow/Navigation |
| | | |
| update site flow with four tiers of access |
| | Feb 23, 2010 9:52 AM | |
| Review in client meeting |
Client TBD | Mar 3, 2010 5:00 PM | Mar 3, 2010 10:03 PM | |
| update w/ INV. Communications section |
Client TBD | | Mar 10, 2010 5:12 PM | |
| Client to provide page details on INV Communication (provide Word docs) |
Client TBD | | Mar 10, 2010 5:12 PM | |
| Revise site flows with revisions from client on page omission |
Joshua | May 13, 2010 5:00 PM | May 17, 2010 2:38 PM | |
| update user deligation tier |
Joshua | | Jun 28, 2010 6:23 PM | |
| revise site flows after second round client revisions (pre CR1) |
Joshua | | May 24, 2010 11:44 AM | |
| Site Design Work - Site framing/construction |
Joshua | | | |
| await client "pause" lift |
Client TBD | | Apr 1, 2010 2:16 PM | |
| Receive Client Project Approval |
Client TBD | | Mar 12, 2010 1:36 PM | |
| Recieved tentative green light |
Joshua | | Mar 10, 2010 5:17 PM | |
| Create an initial landing page design |
Joshua | Mar 11, 2010 5:00 PM | Mar 11, 2010 12:00 AM | |
| Revision notes on design ( Internally 2nd Round ) |
Joshua | Apr 5, 2010 5:00 PM | Apr 5, 2010 2:40 PM | |
| Await final copy from client |
Client TBD | Mar 14, 2010 5:00 PM | May 20, 2010 2:23 PM | |
| Await meeting request from client for site review |
Joshua | | May 13, 2010 2:23 PM | |
| client cancelled but approved IREX site as of work done 5/13/10 |
| Detail changes in BaseCamp PM software |
Joshua | | May 17, 2010 2:24 PM | |
| review design changes with team |
Joshua | | May 19, 2010 2:24 PM | |
| request assistance with Laura M. on proofing table data |
Joshua | Jun 25, 2010 5:00 PM | Jun 25, 2010 10:01 AM | |
| proof charts |
Joshua | | | |
| called client on followup to updating charts |
| inquire with client: review or wait - are the updating? |
Joshua | | Jun 30, 2010 4:27 PM | |
| navigation menu: tweak tiers and order of CR1-2 (dropbox) navigation (adjust CMS reordering) |
Joshua | | Jul 13, 2010 6:14 PM | |
| Add "1031 Education" section to Marketing group - ask: Scott or myself? |
Joshua | | Jun 30, 2010 3:43 PM | |
| fix 1031 Introduction - duplicate vertical bar/image repeat |
Joshua | | Jul 1, 2010 1:37 PM | |
| Admin portal Development |
Joshua | | | |
| client review |
Client TBD | | May 20, 2010 2:23 PM | |
| revise Admin UI after client review |
Design Team | | May 28, 2010 1:16 PM | |
| photography of Properties: |
Joshua | | | |
| contact Keith/Cindy on need for higher resolution photography than provided on current site |
Joshua | | Jun 23, 2010 3:39 PM | |
| Cindy to Email photos of current properties |
Client TBD | | Jun 23, 2010 3:38 PM | |
| take 3 current properties and crop/format for site |
Joshua | | Jun 24, 2010 1:47 PM | |
| upload on admin page |
Joshua | | Jul 1, 2010 1:38 PM | |
| Site Hosting & SSL |
Joshua | | | |
| Site Hosting |
ICS | | | |
| Have ICS discuss details of hosting and quotes |
ICS | | May 21, 2010 12:59 PM | |
| Schedule Meeting (after Scott's return Wed) with Kevin, Noe, Myself, Scott, John S. to go over 3 initial providers |
Joshua | May 28, 2010 5:00 PM | May 25, 2010 4:28 PM | |
| await Rail Machine approval on Wed. review/presentation |
Joshua | Jun 1, 2010 5:00 PM | Jun 2, 2010 1:00 PM | |
| not available for meeting review |
| provide post-mortem follow up with links to available sites |
Joshua | Jun 2, 2010 5:00 PM | Jun 2, 2010 12:00 AM | |
| follow up with any questions prior to PTO leave |
Joshua | | Jun 8, 2010 9:41 AM | |
| Per follow-up with Debbie S. - schedule Friday morning meeting to review Linode and Rails Machine |
Joshua | Jun 10, 2010 5:00 PM | Jun 10, 2010 8:44 AM | |
| Contact Kevin on Friday in follow-up |
Joshua | Jun 11, 2010 5:00 PM | Jun 11, 2010 12:00 AM | |
| Meeting with Hosting companies -June 2nd |
Joshua | Jun 2, 2010 5:00 PM | Jun 2, 2010 12:00 AM | |
| conference call with Engine Yard |
Joshua | | Jun 23, 2010 12:00 AM | |
| Review Debbie S. Email followup |
Joshua | | Jun 21, 2010 12:00 AM | |
| Contact Debbie re: Emails/quotes |
Joshua | | Jun 21, 2010 12:00 AM | |
| Meet w/ Debbie on outstanding items |
Joshua | | Jun 22, 2010 12:00 AM | |
| Contact Scott on post-mortem feedback between 2 hosting companies |
Joshua | | Jun 23, 2010 3:36 PM | |
| reach out to Debbie on Scott's comments |
Joshua | | Jun 23, 2010 3:40 PM | |
| conference call with Rails Machine - cancelled by host |
Client TBD | | Jul 2, 2010 4:30 PM | |
| host is back-logged by three weeks |
| ICS Hosting committee to provide cost breakdowns |
ICS | | Jul 2, 2010 4:30 PM | |
| evaluate additional host providers? (Kevin) |
ICS | | Jul 2, 2010 4:30 PM | |
| submit final selections from Hosting Committee to client |
Joshua | | Jul 2, 2010 4:30 PM | |
| meet with Debbie on hosting proposal/layout tweaks |
Joshua | | Jul 13, 2010 5:08 PM | |
| tabulate hours accrued on finding hosting/SSL options into proposal |
Joshua | | Jul 14, 2010 6:06 PM | |
| email Debbie S. on hours |
Joshua | | Jul 14, 2010 6:07 PM | |
| (26 hrs for myself, 5 hrs for Scott) |
| Client meeting on Hosting: |
Client TBD | | Jul 19, 2010 12:15 PM | |
| Client to authorize Purchase |
Client TBD | | | |
| Rails Machine selected |
| followup: person-to-person support available - Debbie S. |
Office | | | |
| Her email: (read/respond) |
Client TBD | | | |
From: Bradley Taylor
Sent: Wednesday, July 21, 2010 4:30 PM
To: Salomoun, Debbie
Subject: Re: Account set up
We'll arrange calls or chats on a per-incident basis if the issue warrants it. We provide very high personal attention with a 15 minute response to urgent (site down) requests and 1 business day on non-urgent. Given the detailed technical nature of our work, email or chat is superior to voice. Although some issues are better handled over the phone. If the contact is non-technical, then we'll just resolve the issue presented in the ticket. We bill hands-on work at $150/hour. Issues that only we can fix (network, hardware, reboots) are always free.
If they are not technical at all and your company won't be working with them anymore, it might be worthwhile for them to engage us with a support retainer. |
| assist debbie in RM questionaire |
Joshua | | Jul 21, 2010 1:56 PM | |
| follow up with Debbie on response |
Joshua | | Jul 22, 2010 1:56 PM | |
| requested Debbie to follow up with ICS for a review of RM's retainer policy, needs |
| await response from ICS' review of retainer policy |
ICS | | | |
| follow up: (Joshua) R&T Co. security protocols? |
Joshua | | Jul 22, 2010 5:11 PM | |
| L. Wade ran security/verified my Inland Association, recieved clearance from REITs - left VM |
Office | | Jul 22, 2010 12:46 PM | |
| contacted R&T - via phone/email (MaryAnn Hurley) |
Joshua | | Jul 22, 2010 12:46 PM | |
| forwarded email to Lynnwood Wade for security |
Office | | Jul 22, 2010 12:46 PM | |
| follow up from VM to Lynnwood Wade |
Joshua | | Jul 22, 2010 5:11 PM | |
| 800-525-7686 x2575 |
| send email on R&T Co. site security policies and user responsibilities |
Joshua | | Jul 19, 2010 12:00 AM | |
| ICS to setup Ruby on Rails site hosting environment for App/web publishing |
ICS | | | |
| SSL Security Encription SIte Certificate |
Joshua | | | |
| Review preliminary options for site hosting with client - ICS to quote |
Client TBD | | May 20, 2010 12:59 PM | |
| Review SSL Certificate - pricing info |
Joshua | | May 20, 2010 12:58 PM | |
| SSL request to ICS |
Joshua | | May 21, 2010 12:59 PM | |
| Client to authorize Purchase |
Client TBD | | Jul 12, 2010 5:09 PM | |
| purchase of SSL Certificate per client approval |
ICS | | | |
| ICS to setup/register SSL certificate to URL |
ICS | | | |
| Wireframes - Front-End UI |
Joshua | | | |
| await client "pause" lift |
Client TBD | | Apr 1, 2010 2:16 PM | |
| Update Due Diligence with provided outline from client |
Joshua | | Mar 1, 2010 12:25 PM | |
| create B/D view wireframe |
Joshua | | Feb 18, 2010 2:23 PM | |
| create Investor view wireframe |
Joshua | | Feb 18, 2010 2:23 PM | |
| B/D login wireframe |
Joshua | | Feb 10, 2010 1:10 PM | |
| Investor login wireframe |
Joshua | | Feb 10, 2010 1:10 PM | |
| Receive Client Project Approval |
Client TBD | | Mar 12, 2010 5:14 PM | |
| Update wireframes from Design initiation and client input |
Joshua | Mar 16, 2010 5:00 PM | Mar 16, 2010 12:00 AM | |
| Meeting with client - delayed |
Clients | Mar 19, 2010 5:00 PM | Mar 19, 2010 9:04 AM | |
| Update Admin/agent (IREX client) wireframe delegation: 1) B/D |
Joshua | Apr 7, 2010 5:00 PM | Apr 7, 2010 5:30 PM | |
| update Admin Wireframe to include Inv. Communications pdf uploading |
Joshua | | May 19, 2010 4:07 PM | |
| Supplements and Amendments wireframe update from client direction |
Client TBD | | May 24, 2010 1:38 PM | |
| Schedule Milestones |
Joshua | | | |
| Meet with Catherine about availability |
| | Feb 19, 2010 11:12 AM | |
| Propose/schedule tentative milestones |
Joshua | Mar 2, 2010 5:00 PM | Mar 2, 2010 11:09 AM | |
| review with Designer |
Joshua | | Mar 2, 2010 11:09 AM | |
| review with Developer |
Joshua | Mar 3, 2010 5:00 PM | Mar 3, 2010 10:07 PM | |
| Revise Milestones |
Joshua | | Mar 3, 2010 10:08 PM | |
| Meeting with Developer - Lunch |
Joshua | Mar 4, 2010 5:00 PM | Mar 4, 2010 4:18 PM | |
| update Milestones after full copy provided (Friday May 14?) |
Joshua | | May 21, 2010 1:01 PM | |
| Basecamp PM Setup |
Joshua | | Mar 10, 2010 5:21 PM | |
| Revise scope/milestones |
Joshua | | Mar 3, 2010 10:08 PM | ![]() |
| Set up dropbox |
Joshua | | Mar 9, 2010 1:52 PM | |
| Update Milestones post RFP proposal |
Joshua | | Mar 9, 2010 1:13 PM | |
| Setup Initial project |
| | Feb 23, 2010 11:02 AM | |
| Send out email invite to Dev and Designer |
Joshua | Mar 9, 2010 5:00 PM | Mar 10, 2010 5:13 PM | ![]() |
| Visual Project Flow for diagram |
Joshua | | | |
| needed for clarity on process/timing for meetings |
| Create Project development flow and review w/ client |
Joshua | | Feb 10, 2010 1:12 PM | |
| Discuss Database approach |
Joshua | | Feb 4, 2010 11:31 AM | |
| Client Review - changes |
Joshua | | Feb 10, 2010 2:09 PM | |
| Revise Milestones |
Joshua | | Mar 3, 2010 10:11 PM | |
| Email to Client |
Joshua | | Mar 4, 2010 2:06 PM | |
| Database Framework Diagraming |
Joshua | | | |
| Meeting with Matt Smith and Scott regarding Sales Logix tech integration/exchange |
Joshua | Apr 8, 2010 5:00 PM | Apr 8, 2010 9:20 AM | |
| Revere Group on site hosting/database schema |
Joshua | | Feb 18, 2010 3:32 PM | |
| Send data to Developer for review |
Joshua | | Feb 17, 2010 4:23 PM | |
| Phone meeting with Bob Nuber/Revere Group |
Joshua | | Feb 9, 2010 1:36 PM | |
| Build initial tiered diagram from December meetings |
Joshua | | Feb 10, 2010 3:22 PM | |
| Revise with new D.D. section and current appendages to site |
Joshua | | Feb 18, 2010 2:21 PM | |
| Hold Meeting on January updates - detail DD, BD & Investor clarity |
Client TBD | | Feb 10, 2010 1:16 PM | |
| Review Saleslogix data points w/ Matt (IREIC) |
Joshua | Feb 18, 2010 5:00 PM | Feb 18, 2010 12:32 PM | |
| Review iManage/ALF process w/ IREX input |
Joshua | Feb 24, 2010 5:00 PM | Feb 24, 2010 5:10 PM | |
| Confirm with ICS/Vern on ALF export initiative |
Joshua | | Feb 24, 2010 9:51 AM | |
| Review iManage with Developer - Jim M. @ CLS |
Joshua | | Mar 2, 2010 11:01 AM | |
| Review with client |
Joshua | | Mar 2, 2010 1:14 PM | |
| Receive Client Project Approval |
Client TBD | | Mar 12, 2010 5:14 PM | |
| Review with Matt Smith on Schedule |
Joshua | | Mar 11, 2010 1:38 PM | |
| Schedule Review of DB items with Debbie, Matt, Vern and Jim M. (CLS) |
Joshua | Mar 16, 2010 5:00 PM | Mar 16, 2010 5:43 PM | |
| update flows with new page revisions (omissions) to site (post-ALF meeting) |
Joshua | | May 26, 2010 5:22 PM | |
| Recieve and review MS Access file for B/D login deligation |
Client TBD | May 14, 2010 5:00 PM | May 14, 2010 12:00 AM | |
| MS Acess text file export recieved from Kurt instead of requested CSV - review with Scott/db |
Joshua | | May 26, 2010 5:21 PM | |
| contact M. Smith on CSV SalesLogix deligation vs. MS Access |
Joshua | May 27, 2010 5:00 PM | May 27, 2010 10:27 AM | |
| contact Catherine on CSV link - master delegation: MSAccess or SalesLogix |
Joshua | | May 27, 2010 10:52 AM | |
| contact Scott |
Joshua | | May 27, 2010 10:52 AM | |
| await confirmation of prop_lkup.csv table has (title) ---identical to ---- ( |
Client TBD | | Jun 10, 2010 12:16 PM | |
| tables are incomplete on Sales Logix side - follow up on solution with Client |
Joshua | | Jun 10, 2010 1:48 PM | |
| follow up with Scott on negating MS Access importance - using Sales Logix data instead |
Joshua | | Jun 10, 2010 1:50 PM | |
| Phase II |
Joshua | | | |
| Link Sales Logix Offerings Data to ALF Offerings Data (Partnerships) |
Joshua | | | |
| awaiting ALF program number (four numeric code) pulled into Sales Logix via ICS .txt export - exported back out to Sales Logix CSV table for RoR import - link |
ICS | | | |
| Begin work on adding (ALF) 'Partnership/Fund #' as a drop down into Admin Create/Modify Offering section |
Contractor(s) | | Jul 26, 2010 4:52 PM | |
| necissary manual link between Sales Logix and ALF - unless Excell/Access file exists for importing - link does exist - see above |
| Database exchange - ALF & iManage |
Joshua | | | |
| Scott to submit Part 1 of tables (await JDE/Partnership info) |
Contractor(s) | | Jul 15, 2010 12:01 PM | |
| follow-up again with Catherine on JDE/Partnerships questions - await response |
Joshua | | Jul 22, 2010 12:32 PM | |
| vern to provide CSV files for Scott's review |
ICS | | Jul 21, 2010 12:00 AM | |
| Scott to import CSV to parse and review possible conflicts |
Contractor(s) | | Jul 21, 2010 12:00 AM | |
| discuss with Scott on ALF csv file/structure and TBD client changes |
Joshua | | Jul 21, 2010 12:00 AM | |
| follow up with Matt Smith on Sales Logix/ALF link? |
Joshua | | Jul 22, 2010 12:35 PM | |
| follow up with Vern G. on Sales Logix/ALF link? |
Joshua | | Jul 22, 2010 12:39 PM | |
| left a VM - called back - no known link either by DB or external file - inquired on entry sources - Rachel Crabtree |
| contact Rachel Crabtree on known SL - ALF link |
Joshua | | Jul 21, 2010 4:50 PM | |
| Catherine to setup meeting with her database staff (Jim etc) for known ALF input |
Client TBD | | | |
| Scott to submit any possible Part 2 of tables once JDE info is cleared by client |
Contractor(s) | | | |
| following: contact Vern regarding a follow-up meeting |
| | | |