Copperlane Payroll / BB-Demo – Onboarding
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Copperlane Payroll: documents · 2025-06-20 16:00
Check-in on 20 Jun 2025: Copperlane's IT has not supplied connector credentials. Mapping slips to the week after if they do not arrive by Monday. The customer confirmed four connectors and 15 users.
What was said
What this says
Current to 11 Oct 26Check-in on 20 Jun 2025: Copperlane's IT has not supplied connector credentials. Mapping slips to the week after if they do not arrive by Monday. The customer confirmed four connectors and 15 users.
What happened: Hamza Akhtar asked about credentials. Ian Brearley said IT had gone quiet and he would push again on Monday.
Customer view: Rebecca Nuttall said she would nudge IT too and wants to keep momentum. She confirmed about a dozen regular users, so 15 on Starter leaves headroom.
Commercial: Connectors are unchanged at four: CRM, call recorder, accounting and HR. No upsell signal yet.
Watch: The schedule is slipping on the customer's side. Hamza offered to speak to IT directly if they want more detail on the access requested.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Ian Brearley and Rebecca Nuttall to chase IT for the credentials on Monday.
- Hamza Akhtar to speak to the customer's IT directly if they need more information about the access requested.
Risks
Current to 9 Oct 26- IT has not supplied credentials, so mapping and go-live will slip if they are not received by Monday.
Opportunities
Current to 9 Oct 26- Regular use by about a dozen people against 15 users leaves limited headroom to grow within Starter.
Transcript
Hamza Akhtar NoneHi Rebecca, Ian. How's the week going?
Rebecca Nuttall NoneGood thanks. Bit manic with month-end but we're getting there.
Ian Brearley NoneYeah, it's been busy.- Hamza Akhtar NoneRight, so I wanted to check in on the credentials. Have you had any luck with IT?
- Ian Brearley NoneAh, actually I've been chasing them. They've been quiet. I'll push again on Monday.
- Hamza Akhtar NoneOkay. Just so you know, we're still on for mapping next week if they come through. But if we don't get them by Monday, we'll slip to the week after.
- Rebecca Nuttall NoneI'll give IT a nudge as well. We want to keep the momentum.
- Hamza Akhtar NoneGreat. How are you getting on with the connector decisions? Are you all set on CRM, call recorder, accounting and HR?
- Ian Brearley NoneYeah, those four are good. We've not had any second thoughts.
- Hamza Akhtar NoneGood. And you're happy with 15 users on Starter?
- Rebecca Nuttall NoneThat's right. We've got about a dozen who'll actually use it regularly, so 15 gives us a bit of headroom.
- Hamza Akhtar NonePerfect. Once the credentials come in, the mapping usually takes about three days. I'll pull everything and send you a document. You'll review it, we'll have a call to confirm it, and then we're good to go-live.
- Ian Brearley NoneSounds straightforward.
- Hamza Akhtar NoneIt is. And once we've gone live, Marcus from the CSM team will reach out. He'll be your main contact after I hand over.
- Rebecca Nuttall NoneGood. We'll make sure we push IT on the credentials. I can probably raise hell on Monday morning.
- Hamza Akhtar NoneAppreciate it. And if there's any pushback from IT, they want more info about what they're giving us access to, just let me know. I can speak to them directly if that helps.
- Rebecca Nuttall NoneGood to know. I'll get back to you early next week.
- Hamza Akhtar NonePerfect. Cheers, both.