What was said
What this says
Current to 11 Oct 26Onboarding call on 22 May 2026 with Josh Fairburn. The accounting connector is amber because invoice home names do not match the CRM. The quality mailbox is blocked on IT sign-off. Single sign-on groups are untested.
What happened: Hamza Akhtar and Josh Fairburn reviewed connector status. CRM and helpdesk are green, accounting is amber, and the quality team mailbox is still waiting on an IT access request.
Customer view: Josh wants the data trustworthy before widening use, so a mismatch is not found on day one. He says Natasha, who was absent at a commissioner meeting, cares most about where a number came from.
Commercial: The customer is on Enterprise, with single sign-on in progress. Josh is not confident with the SCIM part and asked for a joint session with IT. Wider rollout is deliberately held back.
Watch: The mailbox sign-off needs someone senior at the customer, and until it lands incident answers cover the newer homes only.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Josh sends the roughly forty-row name mapping sheet this afternoon.
- Hamza loads the lookup, re-runs the invoice connector and sends times for the single sign-on session.
- Josh chases IT on the mailbox, copying Natasha, and Hamza raises the sign-off with Hollie so the check-in picks it up.
Risks
Current to 9 Oct 26- The quality team mailbox is still blocked on a senior IT sign-off, so incident answers cover only the newer homes.
- Invoice and CRM home names do not match yet, so a mismatch could undermine trust early.
- Single sign-on groups are untested and Josh is unsure of the SCIM part.
Opportunities
Current to 9 Oct 26- Once the invoices line up, there is plenty of licence headroom to bring more managers into the brain.
- A joint single sign-on session with IT can finish the Enterprise identity set-up.