Maelbeek Assurances / B-Brain – Onboarding
Callcompleted
Maelbeek Assurances: documents · 2026-02-13 13:00
Onboarding call with Maelbeek Assurances. Snowflake access is done; Salesforce and Zendesk access awaits team lead approval. Laura Penhaligon expects go-live at the start of March and training the week after.
What was said
What this says
Current to 11 Oct 26Onboarding call with Maelbeek Assurances. Snowflake access is done; Salesforce and Zendesk access awaits team lead approval. Laura Penhaligon expects go-live at the start of March and training the week after.
What happened: Laura Penhaligon walked Thomas and Arnaud Janssens through onboarding. Snowflake access is shared, while Salesforce and Zendesk access is still waiting on internal approval at the customer.
Customer view: Arnaud asked how long the process takes and what happens if the data looks wrong. These are cautious, practical questions, not objections.
Commercial: Go-live depends on the customer approving connector access. Training is planned for operations and client services, the day-to-day askers of the brain, which is where adoption will come from.
Watch: the approvals sit with the customer's team leads, so the timeline could slip if they stall.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Thomas Janssens to send Salesforce and Zendesk credentials once approved.
- Laura Penhaligon to set up the connectors and begin testing by the end of the following week.
Risks
Current to 9 Oct 26- Salesforce and Zendesk access is still awaiting approval from the customer's team leads, which could delay the test refresh and go-live.
Opportunities
Current to 9 Oct 26- Training for operations and client services builds day-to-day use of the brain from the start.