Tidecombe Housing / BB-Demo – Onboarding
Callcompleted
Tidecombe Housing: documents · 2024-04-02 10:00
Callie Brennan confirmed all four systems live and syncing and handed Tidecombe Housing to Daniel for go-live and training. Natasha Pryor and Ravi Riley will run the brain themselves from a setup guide, with Daniel as backup.
What was said
What this says
Current to 11 Oct 26Callie Brennan confirmed all four systems live and syncing and handed Tidecombe Housing to Daniel for go-live and training. Natasha Pryor and Ravi Riley will run the brain themselves from a setup guide, with Daniel as backup.
What happened: Callie told Natasha Pryor and Ravi Riley on 2 Apr 2024 that the finance connector came through clean and all four systems were live. A final overnight test refresh showed no errors or missing records.
Customer view: Natasha and Ravi asked practical questions about go-live, refreshes and failures. Ravi's question about running it themselves shows they expect to own the brain after one call.
Commercial: Four live systems matches the four-connector hard limit on Starter, though the call does not name the tier. A fifth source would need the additional connectors add-on or a move up.
Watch: Fixes rest on a setup guide and a single handover to Daniel, whose role the evidence does not show. Expired credentials are the named cause of failed refreshes.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel to contact Natasha and Ravi that week to set the go-live call and training.
- Natasha and Ravi to choose a first test question whose answer they already know.
Risks
Current to 9 Oct 26- The customer is expected to self-serve after one go-live call, relying on a setup guide and a single handover to Daniel.
- Failed refreshes are expected to come from expired credentials or system maintenance, and the customer must fix them from the guide.
Opportunities
Current to 9 Oct 26- All four systems live matches the Starter connector limit, so a fifth source would be an additional connectors or tier conversation.
Transcript
Callie Brennan NoneMorning, Ravi, Natasha. Finance connector came through clean. All four systems are now live and syncing.
Natasha Pryor NoneBrilliant. So we're ready to go live then?- Callie Brennan NoneAlmost. I've run a final test refresh overnight, everything looks good. Data volumes match what you'd expect, no error logs, no missing records. The brain's ready.
Ravi Riley NoneAnd you're handing over to Daniel now?- Callie Brennan NoneYeah, that's the plan. Daniel's got the setup guide, he'll reach out to you both to schedule the go-live call and training. That's usually a Friday afternoon, takes about two hours.
- Natasha Pryor NoneWhat should we prepare for that?
- Callie Brennan NoneJust think about the test queries we talked about. What's a question you want to ask the brain first? Something where you know the answer already, so you can verify the data's right.
- Ravi Riley NoneAnd then after that call, we're just running it ourselves?
- Callie Brennan NoneYeah. You've got my setup guide: it's got troubleshooting steps, connector configs, everything you need. If something goes wrong, a connector stops syncing, for example, you've got the checklist to work through it. But Daniel's the person to call for adoption questions or if you need strategy advice.
- Natasha Pryor NoneDoes the brain automatically update, or do we have to kick off refreshes?
- Callie Brennan NoneAutomatic. Every night at midnight, the brain pulls new data from your four systems. By 07:00 the next morning, everything's refreshed. You don't need to do anything.
- Ravi Riley NoneAnd if a refresh fails?
- Callie Brennan NoneYou'll see an alert in the admin panel. Ninety-nine times out of a hundred, it's because a credential expired or a system was down for maintenance. My guide walks you through the fix-it steps. If it's something you can't solve, Daniel's your backup.
- Natasha Pryor NoneOK, sounds good. So Daniel's going to call with a go-live date?
- Callie Brennan NoneYeah, he'll reach out this week. I'll send him everything he needs to know about your config. You're in good hands.
- Ravi Riley NoneCheers, Callie.
- Callie Brennan NoneThanks, both. Speak soon.