Maelbeek Assurances / BB-Demo – 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
BB-Demo
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.
Transcript
Laura Penhaligon NoneRight, how are we getting on? Thomas, have you got the Snowflake access sorted?
Thomas Janssens NoneYes, that's done. I've shared the credentials with you. Salesforce and Zendesk access, I'm waiting for our team leads to approve.- Laura Penhaligon NoneOkay, as soon as you have those, fire them over. I'll set up the connectors and we can start the test.
Arnaud Janssens NoneHow long does the whole process take once we have the credentials?- Laura Penhaligon NoneOnce we have access, I'm looking at two weeks to test refresh and sign-off. That puts you live at the start of March.
- Thomas Janssens NoneAnd what about the field mappings? Do I need to review those before or after the test?
- Laura Penhaligon NoneBoth, really. I'll send them once I've configured, you review them, let me know if anything's off. Then we do the test refresh, and you'll see if the data looks right in the brain.
- Arnaud Janssens NoneWhat if the data doesn't look right?
- Laura Penhaligon NoneWe troubleshoot. Could be a mapping that needs adjusting, could be a credential issue, could be something changed in your system. Before we switch on the refresh, we'll have sorted whatever it is.
- Thomas Janssens NoneAre you planning to do the training before or after go-live?
- Laura Penhaligon NoneWeek after go-live. Gives your team a couple of days to explore on their own, then I'll walk you through it properly.
- Arnaud Janssens NoneThat makes sense. Anyone else we should have on that training?
- Laura Penhaligon NoneWhoever's going to be asking questions of the brain day-to-day. You mentioned operations and client services, them, mainly.
- Thomas Janssens NoneI'll make sure they're in the diary.
- Laura Penhaligon NonePerfect. So next steps: get me those credentials, I'll set up the connectors, and we'll be testing by end of next week.