Meeting Notes January 27th, 2022

🗓️ Date

January 27th, 2022 at 5:30 PM

⏰ Duration

1 hour

😀 Participants

Member Name	Is Present
Gabriel Granata	✔
Aman Riat	✔
Afrah Ali	✔
Mustafa Ali	✔
Ruwani De Alwis	✔
Georges Chamoun	✔
JK Alam	✔
Amit Chawla	✔

🎯 Goals

• Present initial project understanding and requirements
• Get enough information and clarification to start working on Onboarding portal
• Present Product Roadmap

📓 Notes from Meeting (Discussion)

Current onboarding process is manual:

• after interview is complete, Resource is onboarded to O365 + timesheet / project
• will upload resume after CAL decides they like the Resource -> become an available resource
• Need approval from CAL to update profile

We discussed the resume parser, resume requirements, when the resource is onboarded

• Client relationship to projects and access to Tempus (Phase 1.5)
• Client will only have project and timesheet access for their own project -> will be specifically onboarded (account created) for a project
• CAL does actual matching with client (sends resume, finds them a project)
• Some sort of filtering on skills, experience, so CAL can find resources easily
• They become an available resource or an assigned resource, and can begin tracking their hours (Phase 2)

Also discussed Project Timeline / Roadmap Phase 1: Feb - March (Onboarding, Resume Parser, Accounts) Phase 2: Late Feb - March (Client Onboarding, Projects) Phase 3: Late March - Sep (Timesheet Modules, Hour Tracking)

🎥 Action Items

1. Update Requirements to reflect meeting notes
2. Send email to CAL with requirements and as follow up to receive necessary information (specifics, resume information)
3. Start developing Onboarding stories, goals, milestones on ClickUp (tomorrows meeting)