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Close CRM Research WP2 and update Week of 24-28 Aug statuses

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WP2 (Candidate Research & Vendor Verification) marked Done with
closing note (8 non-US CRM vendors evaluated against WP1 requirements).
Weekly card: SPIE support -> Ongoing, CRMdef -> Done, LinkedIn Posts -> Ongoing.
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beantownbabe committed 2026-08-25 15:29:21 +02:00
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@@ -6476,13 +6476,14 @@
label: "CRM Research",
subtasks: [
{ id: "st-3e16f9bc", subtask: "Requirements Definition", ask: "Work Package", kpi: "2026-08-18 → 2026-08-22", status: "Done", closedDate: "2026-08-22", closedSource: "Peter's weekly task" },
{ id: "st-338fa6b9", subtask: "Candidate Research & Vendor Verification", ask: "Work Package", kpi: "2026-08-22 → 2026-08-27", status: "Still open" },
{ id: "st-338fa6b9", subtask: "Candidate Research & Vendor Verification", ask: "Work Package", kpi: "2026-08-22 → 2026-08-27", status: "Done", closedDate: "2026-08-26", closedSource: "Peter's weekly task" },
{ id: "st-f5a7909b", subtask: "Pricing & Cost Comparison", ask: "Work Package", kpi: "2026-08-27 → 2026-08-29", status: "Still open" },
{ id: "st-ca6ae036", subtask: "Dashboard Build (CRM Research Page)", ask: "Work Package", kpi: "2026-08-29 → 2026-08-30", status: "Still open" },
{ id: "st-3424dd8f", subtask: "Outstanding Verification", ask: "Work Package", kpi: "2026-08-29 → 2026-08-30", status: "Still open" },
{ id: "st-3b191591", subtask: "Final Review & Sign-off", ask: "Milestone", kpi: "2026-08-31", status: "Still open" }
],
notes: [
{ date: "2026-08-26", source: "Peter's weekly task", text: "WP2 closed: Evaluated 8 non-US CRM vendors against WP1's requirements list, including a deeper ownership check on Efficy CRM's investor (Apax Partners). Results: EspoCRM and Dolibarr meet every must-have cleanly; SuiteCRM and Odoo CRM meet requirements with a caveat; Capsule CRM and CentralStationCRM fail the generic IMAP/SMTP must-have; Zoho CRM and Efficy CRM have contested/unclear items explicitly flagged rather than asserted as fact. 8 candidates evaluated (above the minimum of 6), every claim source-traceable. WP3 (Pricing & Cost Comparison) is next, due 2026-08-29." },
{ date: "2026-08-22", source: "Peter's weekly task", text: "WP1 closed: Requirements Definition Work Package formally closed following Peter Gaal's approval of the CRM Requirements Research IPP/IPO. Interim report submitted per the confirmed WP-boundary reporting cadence. WP2 (Candidate Research & Vendor Verification) now underway." },
{ date: "2026-08-21", source: "Mckinley-directed", text: "Resolved: naming one final recommended CRM was never a Peter-mandated requirement — it's CRM Research's own voluntary wish to suggest an option in their report. The IPP's \"no recommendation\" clause still stands, so this isn't tracked as an open task here." },
{ date: "2026-08-21", source: "Peter's weekly task", text: "Outstanding Verification (WP5) covers Zoho EU/DPA tier, Efficy IMAP/DPA, and EspoCRM pricing — unfunded verification items, permanently flagged unless budget reopens." }
@@ -6529,9 +6530,9 @@
id: "week-2026-08-24",
label: "Week of 24–28 Aug 2026",
subtasks: [
{ subtask: "SPIE support", ask: "Support Peter", kpi: ">10", status: "Still open" },
{ subtask: "CRMdef", ask: "Do research on CRM requirements, pricing and other information", kpi: "—", status: "Still open" },
{ subtask: "LinkedIn Posts", ask: "Continue LinkedIn posts according to Canva whiteboard", kpi: "4 posts", status: "Still open" },
{ subtask: "SPIE support", ask: "Support Peter", kpi: ">10", status: "Ongoing" },
{ subtask: "CRMdef", ask: "Do research on CRM requirements, pricing and other information", kpi: "—", status: "Done", closedDate: "2026-08-25", closedSource: "Peter's weekly task" },
{ subtask: "LinkedIn Posts", ask: "Continue LinkedIn posts according to Canva whiteboard", kpi: "4 posts", status: "Ongoing" },
{ subtask: "Marketing Tool", ask: "Prequired befor: in and out interface so people can use it / Independent of each othermake Mckinley Analysis tool available at Marketing.txproducts.org", kpi: "—", status: "Still open, no status given in the sheet" }
],
notes: [