Tidecombe Housing / BB-Demo – Onboarding
Callcompleted
Tidecombe Housing: documents · 2024-03-12 16:30
Onboarding call on 12 Mar 2024. CRM, helpdesk and call recordings are ingesting; the finance connector is failing on credentials. Go-live is held until all four connectors are stable.
What was said
What this says
Current to 11 Oct 26Onboarding call on 12 Mar 2024. CRM, helpdesk and call recordings are ingesting; the finance connector is failing on credentials. Go-live is held until all four connectors are stable.
What happened: Callie Brennan reviewed connector status with Natasha Pryor and Ravi Riley. Three connectors are ingesting and finance is on hold pending a credential refresh.
Customer view: Ravi confirmed the mappings look correct on the live connectors. Natasha agreed to push the finance team to sort the key.
Commercial: Value is not yet visible to users, because the brain does not go live until all four connectors are stable. The finance key is the single blocker to go-live.
Watch: Natasha's side owns the finance key, with a Thursday deadline. Daniel takes the account after go-live; the evidence does not show his surname or role.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Natasha Pryor to check the finance API key with her finance team by Thursday.
- Ravi Riley to confirm the mappings on the three live connectors back to Callie Brennan.
- Callie Brennan to test the key, run a refresh, then schedule go-live with Daniel.
Risks
Current to 9 Oct 26- The finance connector is failing on credentials, so go-live cannot happen until it is fixed.
- The fix depends on the customer's finance team, which may rotate keys without telling anyone.
Opportunities
Current to 9 Oct 26- Once all four connectors are stable, a first query test with Natasha and Ravi can build confidence in the data.
Transcript
Callie Brennan NoneRavi, Natasha, thanks for jumping on. I wanted to run through where we are with the connectors, which ones are live, which ones need a bit more work.
Ravi Riley NoneRight, so we got the CRM and the helpdesk live. Finance is still failing, something about the credentials.- Callie Brennan NoneOK, so for finance, can you check that the API key you gave me is still valid? Sometimes your finance team rotates them without telling anyone.
Natasha Pryor NoneI'll check with them.- Callie Brennan NoneBefore we switch on the refresh for finance, I need to make sure the mapping is right. The chart of accounts, are the account names matching what you're seeing in the system?
- Ravi Riley NoneYeah, the mappings look correct from what I can see.
- Callie Brennan NoneGood. And the call recording system, are those loading?
- Ravi Riley NoneYeah, that one came through fine.
- Callie Brennan NoneBrilliant. So where we are: CRM, helpdesk, calls are all ingesting. Finance is on hold pending credential refresh. Can you get back to me by Thursday on the finance key?
- Natasha Pryor NoneYeah, I'll push them to sort it.
- Callie Brennan NonePerfect. Once that's sorted, the refresh should land cleanly. Right now the brain is pulling three connectors, but it's not going live until all four are stable. Can't put half-baked data in front of your users.
- Ravi Riley NoneMakes sense. When should I be expecting the first query test?
- Callie Brennan NoneOnce all four are live and we've got a full refresh, I'll run a test query with you, just a simple one, make sure the data's sensible. Then you and Natasha can have a go.
- Natasha Pryor NoneWhat am I testing for?
- Callie Brennan NoneJust sanity, does the data make sense? If I ask for all properties with arrears over a grand, do the numbers look right? If we pull call records from a specific tenant, are we getting the right dates? That kind of thing.
- Ravi Riley NoneGot it.
- Callie Brennan NoneSo action items: Natasha checks with finance on the API key by Thursday. Ravi, you're happy with the mappings on the three live connectors, just confirm that back to me. I'll sit tight until I hear the finance piece is sorted, then we go live.
- Natasha Pryor NoneHow long once you get the finance key?
- Callie Brennan NoneDay or two. I'll test it, run a refresh, make sure it's stable. Then we schedule the final go-live with Daniel.
- Ravi Riley NoneAnd after that, who do I call if something breaks?
- Callie Brennan NoneDaniel will send you handover notes. Me if it's during implementation, Daniel after go-live. But you'll have a setup guide, most common issues are just credential refreshes or a system change on your end.
- Natasha Pryor NoneAlright, sounds good.
- Callie Brennan NoneRight, I'll sit on this until I hear from you on the finance key. Cheers, both.