Marlstone Legal / B-Brain – Kickoff
Callcompleted
Marlstone Legal: documents · 2025-04-07 15:15
Kickoff on 7 Apr 2025 for the Growth implementation, with eight connectors over eight weeks. Laura Penhaligon set out the plan, security review and three hours of training. Elliot Kirkby asked who signs off the mapping and who should attend training.
What was said
What this says
Current to 11 Oct 26Kickoff on 7 Apr 2025 for the Growth implementation, with eight connectors over eight weeks. Laura Penhaligon set out the plan, security review and three hours of training. Elliot Kirkby asked who signs off the mapping and who should attend training.
What happened: Laura Penhaligon walked Elliot through the eight weeks: schema pull, mapping document, pipeline build, security review in week six, then testing and training.
Customer view: Elliot asked who signs off the mapping, what IT must provide and who should be trained. He ended with "Brilliant."
Commercial: Daniel Okafor said he will be Elliot's point of contact after launch for adoption and value questions. That makes him the owner of the first value conversation.
Watch: Sign-off on the mapping was left open as whoever knows the data best, and the IT questionnaire will need Elliot's time. Either could slow the plan.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the mapping document in week two and agree a named sign-off owner with Elliot Kirkby.
- Daniel Okafor to agree the training attendee list with Elliot Kirkby.
Risks
Current to 9 Oct 26- Mapping sign-off has no named owner at the customer, which could delay week two.
- The IT questionnaire and security review in week six depend on Marlstone's IT team, which was not on the call.
Opportunities
Current to 9 Oct 26- Training for key users from business development, operations and finance can build early adoption and a value case.
- Daniel Okafor's post-launch role sets up an early adoption review.