Tidecombe Housing / B-Brain – Onboarding
Callcompleted
Tidecombe Housing: documents · 2024-03-19 13:15
Onboarding call on 19 Mar 2024. A new finance key has been uploaded. Callie Brennan will test it, then hand over to Daniel for training and the go-live date.
What was said
What this says
Current to 11 Oct 26Onboarding call on 19 Mar 2024. A new finance key has been uploaded. Callie Brennan will test it, then hand over to Daniel for training and the go-live date.
What happened: The customer delivered the new finance credential, which Ravi Riley uploaded to the secure link. Callie Brennan will test the connection and run a refresh the next day.
Customer view: Natasha Pryor and Ravi asked practical questions about timing, training and support after go-live. Natasha suggested a fact-checkable first query on rent arrears.
Commercial: Ownership passes to Daniel once data quality is signed off. Nightly refresh by 07:00 was stated as the expectation.
Watch: Go-live is not yet confirmed. It depends on the finance test passing.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan to test the finance connection and report back by end of day the following day.
- Callie Brennan to hand off to Daniel once data quality is signed off.
- Ravi Riley and Natasha Pryor to prepare first queries they can fact-check.
Risks
Current to 9 Oct 26- The finance connection test has not yet been run, so all four connectors are not confirmed live.
- Support passes from the implementation consultant to Daniel at handover, which needs a clean transfer.
Opportunities
Current to 9 Oct 26- A brief user training run by Daniel at go-live can establish early question habits.