Lindqvarn Retail / BB-Demo – Onboarding
Callcompleted
Lindqvarn Retail: documents · 2025-07-08 09:15
Kickoff for Lindqvarn Retail on Enterprise: Karin Sjöberg sponsors, Linnea Holm administers. CRM and helpdesk go first, store feedback is partial, and Snowflake access and a small first user group are agreed.
What was said
What this says
Current to 11 Oct 26Kickoff for Lindqvarn Retail on Enterprise: Karin Sjöberg sponsors, Linnea Holm administers. CRM and helpdesk go first, store feedback is partial, and Snowflake access and a small first user group are agreed.
What happened: Hamza Akhtar set owners and sequencing. Karin Sjöberg anchored the work on one view of each customer segment, and Linnea Holm named the CRM first and the helpdesk second.
Customer view: Karin stressed that data staying in their own account matters to their security people. Linnea worried the data might look messy at first, and Hamza said first loads show where the mess is.
Commercial: The customer is on Enterprise with 150 licensed users and security review support in the engagement. Both want a cautious rollout, starting with the insight team.
Watch: Store feedback is split between a survey tool and email, so the first release will be labelled partial. Access depends on an IT colleague creating the Snowflake service role.
Themes
Current to 9 Oct 26Theme
Onboarding kickoff, ownership, access
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Linnea Holm sends the IT request for the Snowflake service role today.
- Hamza Akhtar sends the grants template straight after the call.
- Karin Sjöberg shares the early user list with Linnea first.
Risks
Current to 9 Oct 26- Store feedback sits partly in email, so the first release will be only partial.
- Snowflake access depends on an IT colleague who is busy with sale preparation.
- Messy first loads could dent confidence if not explained.
Opportunities
Current to 9 Oct 26- 150 licensed users leave room to widen from the insight team to e-commerce and store managers.
- Johan, head of e-commerce, is expected to join training later.
Transcript
Hamza Akhtar NoneHello, hello. Can you both hear me all right? I had a bit of echo on the last call so I've switched headset.
Karin Sjöberg NoneYes, we hear you well. Good morning, Hamza. How are you both today? How is the week treating you?
Linnea Holm NoneGood morning. Fine, thanks. A bit hectic, we have the summer sale prep going on in the stores, so my inbox is, let us say, full.- Hamza Akhtar NoneHa, I can imagine. Well, I'll try to keep this tidy. Today is really about getting the practical side straight: who owns what on your side, what we connect first, and what I need from you to get going inside your Snowflake account.
- Karin Sjöberg NoneGood. I think we should anchor this on the outcome first, if that is okay. One view of each customer segment, joining customer service, e-commerce and the store feedback. Then the connectors follow from that.
- Hamza Akhtar NoneYes, completely. That's how I'd like to sequence it as well. Start with the sources that give you the segment view fastest, then add the rest once we know the shape is right.
- Linnea Holm NoneFrom my side the CRM is the obvious first one. It is the cleanest, and most of the customer identifiers live there. The helpdesk is second, I would say.
- Hamza Akhtar NoneRight. That matches what I'd hoped. And the store feedback, where does that sit today? Is it a system or is it more of a, a set of spreadsheets?
- Linnea Holm NoneMm. Honestly a bit of both. There is a survey tool that the stores use, but some regions still send things by email. I would not put that in the first round.
- Karin Sjöberg NoneWhat do the stores say about it? I mean, whether they would trust the output if the feedback was only partly there. We should not promise them a full picture too early.
- Hamza Akhtar NoneThat's a fair point and I'd rather be honest about it. We can label the first release clearly: customer service and e-commerce complete, store feedback partial. Then the store managers know what they're looking at.
- Karin Sjöberg NoneYes. Let us think about it together, with the regional leads, before we say anything to them. But I like the labelling.
- Hamza Akhtar NoneLovely. Okay, so access. I'll need a service role created in your Snowflake account with the right grants. Linnea, I think that's one for you and probably someone in IT?
- Linnea Holm NoneYes, I will need a colleague in IT for the role itself. I can write the request today. Do you have a template of what you need, so they do not guess?
- Hamza Akhtar NoneI do, I'll send it straight after this call. It lists the grants line by line, nothing exotic. Everything stays inside your account, that's the point.
- Karin Sjöberg NoneThat is important for our security people. They asked this again last week. Data stays with us.
- Hamza Akhtar NoneExactly. Nothing leaves. And since you're on Enterprise, the security review support is part of the engagement, so if they have questions, send them my way and I'll pull in the right people.
- Linnea Holm NoneGood. And the licence, we have one hundred and fifty users, right? I want to be careful how we hand them out. Not everyone at once.
- Hamza Akhtar NoneYes, one hundred and fifty licensed users. I'd suggest starting small. Your insight team, a few people from e-commerce, a couple of store managers who like to experiment. Then widen it.
- Karin Sjöberg NoneI agree. Early users should be people who will tell us honestly what is confusing. I will make a short list and share it with Linnea first, I would not like to decide it alone.
- Hamza Akhtar NonePerfect. Now, owners. Linnea, you're the admin for the brain day to day. Karin, you're the sponsor on your side and the one who'll care most about whether the segment view lands. Is that fair?
- Karin Sjöberg NoneThat is fair. Johan, our head of e-commerce, will probably join for the training later, but for the set-up it is the two of us.
- Linnea Holm NoneYes. And I will ask the CRM team about the field mappings. They know which fields are real and which are, well, historical accidents.
- Hamza Akhtar NoneHa, there's always a few of those. Honestly that's the most valuable hour we can spend. If you can get someone from that team on the next call, we'll walk the fields together.
- Linnea Holm NoneI can try. Probably the week after next. They are busy with the sale as well.
- Hamza Akhtar NoneThat's fine. Timeline-wise, we're comfortably inside the window, so no one needs to panic. Let me recap what I've got. Linnea sends the IT request today, I send the grants template straight after this. Karin shares the early user list. Linnea tries to bring the CRM colleague.
- Karin Sjöberg NoneYes, and I will also speak to the regional leads about the store feedback and how we describe the first release. I will write to you after.
- Hamza Akhtar NoneBrilliant. Anything else on your minds? Anything you're worried about that we haven't touched?
- Linnea Holm NoneOnly that the data might look messy at first. Will it?
- Hamza Akhtar NoneA bit, probably, yes. First loads usually show you where the mess is. That's useful, not a failure. We'll go through it together.
- Karin Sjöberg NoneGood. Thank you, Hamza. This was clear. Vänliga hälsningar to you both, and good luck with the sale, Linnea.
- Linnea Holm NoneThanks. Speak soon.
- Hamza Akhtar NoneCheers both, speak soon.
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