Skovdal Software / BB-Demo – Onboarding
Callcompleted
Skovdal Software: documents · 2025-03-05 15:30
Week two onboarding call. Callie Brennan walked Ida and Mads Mortensen through the field mapping across four systems. Fixes were promised within hours and go-live was set for the end of the week.
What was said
What this says
Current to 11 Oct 26Week two onboarding call. Callie Brennan walked Ida and Mads Mortensen through the field mapping across four systems. Fixes were promised within hours and go-live was set for the end of the week.
What happened: Callie reviewed the mapping document with Mads Mortensen and Ida Mortensen. Mads raised the clinic status field and the invoice_date Unix timestamp, and Callie said both would map cleanly.
Customer view: Both were cooperative and agreed the timeline worked. Mads asked what happens if more issues appear and who to contact if something breaks.
Commercial: Callie named Daniel as the CSM from day one and promised a training call for the support team. The call gives no pricing or tier detail, so it shows no commercial signal beyond a clean start.
Watch: The plan is tight, with fixes the same day, a test pull the next day and go-live by the end of the week. Callie said a slip was unlikely, but an early slip would set the tone for the first term.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan to send the updated mapping once the fixes are in and confirm readiness at the end of the week.
- Daniel, the CSM, to schedule the training call with the customer's support team.
Risks
Current to 9 Oct 26- The go-live date at the end of the week leaves little room if the test pull finds further mapping issues.
Opportunities
Current to 9 Oct 26- A smooth go-live and the promised support team training would set up good early adoption.
Transcript
Callie Brennan NoneHi both, thanks for joining. So we're now at week two, mapping phase. I've pulled your schemas from all four systems and I want to walk through the mapping document with you.
Mads Mortensen NoneGood. I've had a look at the document you sent. Most of it looks right, but I've got a few questions.- Callie Brennan NonePerfect. That's what I want to hear. So what's unclear?
- Mads Mortensen NoneOn line twelve, where you've mapped our clinic status field, that sometimes has values like active, paused, trial. Is that going to work?
- Callie Brennan NoneThat maps cleanly. The brain will understand the status values and you'll be able to filter by them. No problem there.
- Mads Mortensen NoneWhat about invoice_date? It's stored as a Unix timestamp in our system.
- Callie Brennan NoneI'll transform that to a proper date field so the brain understands it. Nothing complex, just a one-liner in the mapping. Same with any other odd formats. Once I do that, you'll be able to ask questions like 'invoices from March' and it'll work.
Ida Mortensen NoneHow long will those fixes take?- Callie Brennan NoneA few hours for the lot. I'll run a test pull from each system, verify everything's working, and then we're ready for the real thing.
- Mads Mortensen NoneWhat if we find more issues as we test?
- Callie Brennan NoneWe'll fix them before we go live. This is exactly why we have the test phase. If something doesn't look right, we pause, fix it, and verify again. Once we're happy, we trigger the full refresh.
- Ida Mortensen NoneAnd then we're live?
- Callie Brennan NoneYeah. Full refresh pulls all your data from all systems. Takes a few hours depending on volume. Once that completes, I'll send the setup note with passwords, instructions, everything you need. And Daniel will schedule a training call with your support team so they know how to use it.
- Mads Mortensen NoneWhat about ongoing? Who do we contact if something breaks?
- Callie Brennan NoneDaniel's your CSM from day one. You contact him with any questions, feature requests, or if there's an issue. He'll coordinate with our support team if needed.
- Ida Mortensen NoneAnd the data refreshes daily?
- Callie Brennan NoneEvery night. So anything that happened in your systems yesterday evening is in the brain this morning.
- Mads Mortensen NoneOkay. So what's the timeline now?
- Callie Brennan NoneSo I'll finish the fixes today, run the test pull tomorrow. Assuming nothing major comes up, we go live at the end of the week. If we hit issues, we fix them and shift the date, but that's unlikely. Sound good?
- Ida Mortensen NoneYeah, that works for us.
- Callie Brennan NoneBrilliant. I'll send you the updated mapping once the fixes are in, and we'll touch base again end of week to confirm everything's ready.