Vantrell Software / BB-Demo – Kickoff
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Vantrell Software: documents · 2024-07-04 14:15
Kickoff for Vantrell Software's Starter implementation. Callie Brennan set out a four-week plan and the access needed. Hugh Firth asked whether data would be accurate in week four. One bonus connector was confirmed, giving five instead of four.
What was said
What this says
Current to 11 Oct 26Kickoff for Vantrell Software's Starter implementation. Callie Brennan set out a four-week plan and the access needed. Hugh Firth asked whether data would be accurate in week four. One bonus connector was confirmed, giving five instead of four.
What happened: Callie Brennan walked Hugh Firth and Jess Dobson through a four-week plan: connectors in week one, mappings in week two, a test refresh in week three, live use in week four. Jess agreed to arrange Zendesk admin access, product usage credentials and a Snowflake admin account by the end of the week.
Customer view: Hugh's one probing question was whether accurate data would be visible in week four. Callie said yes, with weekly calls through that week.
Commercial: The deal includes one bonus connector, so five instead of four. A sixth would be a billable add-on, which is a small upsell route once the first connectors are stable.
Watch: Everything depends on Jess supplying credentials on time. Daniel Okafor takes over after go-live with six-monthly check-ins on Starter.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jess Dobson to send the credentials and confirm availability for the weekly calls.
- Callie Brennan to send the detailed checklist of what is needed from the customer.
- Daniel Okafor to take over adoption and usage check-ins after go-live.
Risks
Current to 9 Oct 26- Go-live depends on Jess Dobson supplying Zendesk, usage system and Snowflake credentials by the end of the first week.
- Hugh Firth expects trustworthy data in week four, so any mapping problem would miss his expectation.
Opportunities
Current to 9 Oct 26- A sixth connector would be a billable add-on once the first connectors are live and stable.
Transcript
Callie Brennan NoneRight, good afternoon everyone. Thanks for joining. I'm Callie, I'm the Implementation Consultant. Daniel's here too, he'll be your Customer Success Manager once we go live. Today is our kickoff, so we're going to walk through the plan for the next four weeks.
Hugh Firth NoneGreat. What do you need from us?- Callie Brennan NoneSo what I need from your side is credentials and access. I need admin access to Zendesk so I can pull your support tickets. I need credentials to your product usage system. And I need a Snowflake admin account set up, because that's where the brain lives. Jess, I'm guessing you're the person who can organise that?
Jess Dobson NoneYeah, that's me. I can get those sorted. When do you need them?- Callie Brennan NoneBefore we switch on the refresh. Ideally by the end of this week. That gives me next week to set up the connectors. Week two I configure the mappings, week three we run a test refresh, and week four you've got access to the brain while I'm running live refreshes. You'll start using it in week four.
- Hugh Firth NoneAnd we're expecting to see accurate data in week four?
- Callie Brennan NoneSo weeks one to three, I'm checking the data, making sure the mappings are right, checking that ticket data lines up with usage data, that sort of thing. By week four, yes, you should be seeing data you can trust. I'll probably stay on a weekly call with you through week four just to make sure everything's running smoothly.
- Jess Dobson NoneWho's the point of contact on your side if something goes wrong?
- Callie Brennan NoneMe, while I'm implementing. If there's anything that needs escalating or if you hit an issue I can't solve, I'll sort it. Once we go live in week four, Daniel takes over the support side. Any questions on the plan, adoption, usage, you'd go to him.
Daniel Okafor NoneJust to close the loop, I'll be doing regular check-ins once you're live. Six-monthly on Starter tier. We'll look at usage, adoption, and chat about what's working and what you might want to change or add.- Hugh Firth NoneOkay. So what happens if we want to add another connector during the implementation?
- Callie Brennan NoneWe've already got one bonus connector in the deal, so you've got five instead of four. If you want a sixth, that's an add-on we'd bill you for. But honestly, let's get the first four live and stable before we think about adding more.
- Jess Dobson NoneThat makes sense. Anything else you need from us?
- Callie Brennan NoneJust the credentials by end of this week and your availability for the weekly calls. Other than that, I've got it. I'll be sending you a detailed checklist of what I need from you. If there's anything on there you're not sure about, just ask.
- Hugh Firth NoneAll right. We'll get moving on it.
- Callie Brennan NonePerfect. Thanks all. Let's talk next week.