Summary

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  1. Properties - Meeting Date: 2026-03-06 - Meeting Type: 1x1 - Note Type: Summary - Attendees: Amity Sendama; Scott Warner

  2. Meeting Summary We aligned on messaging for Amity's Monday meeting with Birgit focused on our automation progress. It is fine to reference RPA explicitly. We will highlight the successful sales tax automation as a concrete win. The positioning will be that North America IT is partnering closely with HQ to ensure we have the access and tools needed to move our automation initiatives forward. If asked for specifics, Amity will note our regular meetings with Bernd as evidence of coordination.

We agreed to acknowledge current roadblocks carefully. From the North America viewpoint, excessive IT security controls are slowing our pace. We will frame this diplomatically while staying factual.

I will send Amity a current list of our automation initiatives and examples for her prep. We also touched on team dynamics: Vera is frustrated with Robert's lagging KPIs and OKRs; I nudged him again to complete them rather than letting the issue escalate. Lisa is carrying a heavy load on interviews and other work, and we should protect her bandwidth, especially regarding the low-priority software request tied to Matt's dad.

  1. Attendee List - Amity Sendama - Scott Warner

  2. Action Items - [Scott] Send Amity the current list of automation initiatives and examples for her Birgit meeting. - [Amity] In the Birgit meeting, highlight the sales tax automation win, confirm that RPA is part of our toolkit, and position NA IT as partnering with HQ on access and tooling; note we have regular meetings with Bernd. - [Amity] If asked about risks, state that, from the North America perspective, excessive IT security controls are slowing progress, and we are working through them with HQ.

  3. Relevant Timelines - Monday by 10:00 - Scott to deliver the automation initiative list to Amity. (Action: Scott) - Monday - Amity's meeting with Birgit. (Action: Amity)

  4. Additional Notes - RPA is known and approved to discuss externally with HQ counterparts. - We should continue to balance security and delivery speed by engaging HQ security early to pre-clear patterns for automation where possible. - Vera is frustrated with uneven accountability. I will continue to enforce timely KPIs and OKRs with Robert without fueling unnecessary escalations. - Lisa's workload is high due to recruiting and other priorities. We should keep noncritical items, including the software tied to Matt's dad, clearly deprioritized to protect her capacity. - Amity has already reached out to Clint directly to clarify meeting participation dynamics.