Tidecombe Housing / B-Brain – 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
B-Brain
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.