Skovdal Software / B-Brain – Onboarding
Callcompleted
Skovdal Software: documents · 2025-02-28 11:00
Callie Brennan checked system access with Mads Mortensen. Three of four credentials are in; read-only access to the usage system is outstanding and Mads will chase IT.
What was said
What this says
Current to 11 Oct 26Callie Brennan checked system access with Mads Mortensen. Three of four credentials are in; read-only access to the usage system is outstanding and Mads will chase IT.
What happened: Callie reviewed the system list of CRM, Zendesk, a usage tracking system and Xero. She explained the mapping, test pull and full refresh sequence.
Customer view: Mads asked practical questions about timing and the test phase and offered no concerns. He committed to follow up with IT the same day.
Commercial: Nothing on price, value or renewal. The one dependency is the usage system access, which Skovdal's IT controls.
Watch: Mads asked whether to brief the team and was told Daniel will run training once live. Until then the team only needs to know the setup note is coming.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Mads Mortensen chases IT for read-only access to the usage system.
- Callie Brennan sends the mapping document once access arrives and schemas are pulled.
Risks
Current to 9 Oct 26- Usage system access is still outstanding and could delay mapping and go-live.
Opportunities
Current to 9 Oct 26- Daniel's training call with the support team is a chance to build early adoption.