Brannock Medical Supplies / B-Brain – Onboarding
Callcompleted
Brannock Medical Supplies: documents · 2024-06-10 10:30
Onboarding call with Helen Varley and Sunita Bains on the contract documents connector, role permissions and helpdesk data. Open points: a live versus archive folder check and a second admin. Helen found a use for repeat delivery queries.
What was said
What this says
Current to 11 Oct 26Onboarding call with Helen Varley and Sunita Bains on the contract documents connector, role permissions and helpdesk data. Open points: a live versus archive folder check and a second admin. Helen found a use for repeat delivery queries.
What happened: Callie Brennan covered the last of four connectors (contract documents), a three-group permissions model and the helpdesk view of delivery queries by trust. Sunita agreed to sort live and archive folders by Wednesday before the connector is switched on.
Customer view: Helen chose open access to orders and helpdesk data, with contract terms restricted to the owner and herself. She said the repeat-query cluster is a conversation she can have with the trust, and with facts.
Commercial: The helpdesk view shows early value to the commercial operations lead. Restricting contract documents by data source is a configuration, not a change of tier.
Watch: Sunita is the only admin and no second admin has been named. An expired contract appearing as live would damage trust in the brain.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Sunita Bains to mark live and archive contract folders by Wednesday.
- Callie Brennan to set the permissions by data source and show Helen they work before others are added.
- Sunita Bains to ask the order export owner in IT about becoming second admin.
Risks
Current to 9 Oct 26- Sunita Bains is the only admin and no second admin has been named, so a lapsed credential could go unfixed.
- Expired agreements could show as current if live and archive contract folders are not separated before the connector is switched on.
Opportunities
Current to 9 Oct 26- The repeat delivery query view gives Helen Varley a concrete use with her account managers, which supports adoption of the helpdesk connector.