Copperlane Payroll / BB-Demo – Onboarding
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Copperlane Payroll: documents · 2025-06-12 09:15
Hamza Akhtar set out the four-week Starter implementation: four connectors, credentials in week one, field mapping in week two and go-live in week three. Rebecca Nuttall and Ian Brearley were keen and raised no commercial concerns.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar set out the four-week Starter implementation: four connectors, credentials in week one, field mapping in week two and go-live in week three. Rebecca Nuttall and Ian Brearley were keen and raised no commercial concerns.
What happened: Hamza walked Rebecca Nuttall and Ian Brearley through the four weeks. Credentials for all four systems are due by the end of week one, and Ian took the task of chasing IT.
Customer view: Rebecca asked what happens if week three goes wrong and how handover works. Both said they were keen to start.
Commercial: The four Starter connectors are all used (CRM, call recorder, accounting system and HR). A fifth source would need the connector add-on or a higher tier.
Watch: Hamza said a connector breaks if a source system changes. Handover names Marcus as the CSM for problems with the brain itself.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar sends the written credentials list on the day of the call.
- Ian Brearley gets IT to provide the credentials by the end of week one.
Risks
Current to 9 Oct 26- Go-live in week three depends on IT supplying all four sets of credentials by the end of week one.
Opportunities
Current to 9 Oct 26- All four Starter connectors are in use, so any further source would need the connector add-on or an upgrade.
Transcript
Hamza Akhtar NoneMorning, you two. Can you hear me okay?
Rebecca Nuttall NoneYes, loud and clear. Morning, Hamza.
Ian Brearley NoneAll good this end.- Hamza Akhtar NoneGreat. So I'm Hamza, I'll be running your implementation. Today I want to walk you through the next four weeks, what we need from you, and the connectors we're starting with.
- Rebecca Nuttall NonePerfect. We're keen to get started.
- Hamza Akhtar NoneExcellent. You're on Starter, which means four connectors. You've chosen your CRM, call recorder, accounting system and HR. Is that right?
- Ian Brearley NoneThat's correct. Those are the four we want connected.
- Hamza Akhtar NoneGood. Week one, I need access credentials for all four. I'll send you a list in writing today. What I need from your side is IT to provide those by end of the week. Can that happen?
- Rebecca Nuttall NoneIan, you'll sort that with them?
- Ian Brearley NoneYeah, no problem. I'll get onto them first thing.
- Hamza Akhtar NonePerfect. Week two, we map your fields. I pull your schemas, check them against what we know from payroll, and come back with a mapping document. We'll do a call to confirm it maps cleanly.
- Rebecca Nuttall NoneWhat does 'maps cleanly' mean?
- Hamza Akhtar NoneIt means there are no strange field names or missing values that break the refresh. I'll flag any quirks and we'll work through them. Usually it's straightforward.
- Ian Brearley NoneOkay.
- Hamza Akhtar NoneWeek three, we switch on. I trigger the first refresh, we watch the data land, and I'll walk you through what the brain looks like. By end of week three you should be asking it questions. Week four, I hand you a setup note and we call once more to make sure you're good.
- Rebecca Nuttall NoneWhat if something goes wrong in week three?
- Hamza Akhtar NoneThen we debug it. Usually it's a connector that didn't authenticate, or a field mapping issue. I'll fix it. It might slip the schedule a bit, but we sort it.
- Ian Brearley NoneHow often does that happen?
- Hamza Akhtar NoneRarely. The connector breaks if your source system changes, say you rename a field in the CRM or the call recorder changes its API. But that's rare. Once it's set up, you mostly leave it.
- Rebecca Nuttall NoneAnd after week four, how does the handover work?
- Hamza Akhtar NoneI'll write up a setup note. Passwords, how to restart the refresh if it fails, who to call if something breaks. You'll have that and Marcus's details. Marcus is the CSM, so if there's a problem with the brain itself, Marcus is your person. If it's a connector issue, that's me or my team.
- Ian Brearley NoneAnd how often does it refresh?
- Hamza Akhtar NoneNightly. We pull from all four systems and by 07:00 the next morning the brain knows what happened.
- Rebecca Nuttall NoneSo to recap, we get credentials to you by end of the week.
- Hamza Akhtar NoneExactly. I'll send the list today. Then we're on track for go-live week three. I'll send calendar invites for week two and three, and you'll have my email. Any other questions?
- Rebecca Nuttall NoneI don't think so. We're excited to get going.
- Hamza Akhtar NoneBrilliant. Cheers both, speak soon.