cal-itp / customer-success

Customer service and CRM tasks and related code
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Transition agencies #534

Open o-ram opened 3 weeks ago

o-ram commented 3 weeks ago

Laney and Olivia are scaling back AM work to scale up program development work. To do so, we need to transition some agencies to Nina and Marie. This issue will track high level progress with this transition

o-ram commented 3 weeks ago

List has been developed and a rough sketch of the plan has been discussed.

Week of 8/19: @ninadinh-la and @mariearaneta to review the list and provide any comments or questions. Week of 8/26: Outreach to agencies about transition begins

mariearaneta commented 3 weeks ago

New Agencies Assigned to Marie

  1. Butte County Association of Governments
  2. Solano County Transit
  3. Transit Joint Powers Authority for Merced County
  4. Trinity County
  5. City of Fairfield
  6. Modoc Transportation Authority
  7. --Solano Transportation Authority
  8. --Yosemite National Park
  9. Yosemite Area Regional Transportation System

Reviewed agencies 1-4, and so far I feel comfortable emailing them directly @o-ram.

o-ram commented 3 weeks ago

Great! Let's save SolTrans (Solano county) towards the end because that's a loaded history that I should explain to you before we do anything.

ninadinh-la commented 2 weeks ago

I reviewed the newly assigned agencies in the document. I noted suggested plans for their transition based on the communication I saw on hubspot.

o-ram commented 1 week ago

@ninadinh-la @mariearaneta I added you both as assignees for this issue since the last 2 steps are a little on all of us, depending on the agency in question.