Wattlebrook Insurance Services / BB-Demo – Kickoff
Callcompleted
Wattlebrook Insurance Services: documents · 2026-04-10 09:30
Kickoff for Wattlebrook's four-week Starter implementation, with an early May go-live. Brodie Kennedy is admin and Jess Mitchell is champion; connector credentials for the CRM and ticketing system are the first dependency.
What was said
What this says
Current to 11 Oct 26Kickoff for Wattlebrook's four-week Starter implementation, with an early May go-live. Brodie Kennedy is admin and Jess Mitchell is champion; connector credentials for the CRM and ticketing system are the first dependency.
What happened: Hamza Akhtar walked through the plan week by week, covering credentials, build, test, validation and a Friday go-live with training. Marcus Bell introduced himself as the CSM.
Customer view: Jess said the team is busy with month end but keen to start. Brodie asked whether fields can be limited, and Hamza said the checklist will list exactly the fields and tables needed.
Commercial: The licence is 15 users, with four or five people to be trained. Marcus will check in six-monthly on the value the customer is seeing.
Watch: Go-live depends on Brodie sending credentials early the following week. The customer is in Sydney, so the 07:00 refresh is in their local time.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Brodie Kennedy to send API credentials early the following week.
- Hamza Akhtar to send the connector checklist and resources the same day.
- Marcus Bell to send a calendar invite for the technical session once credentials arrive.
Risks
Current to 9 Oct 26- Go-live depends on Brodie Kennedy supplying CRM and ticketing credentials promptly while the team is busy with month end.
- Only one admin is named on the customer side, so the technical set-up rests on one person.
Opportunities
Current to 9 Oct 26- Training four or five people builds internal champions and could show the value to support a later upgrade or extra users.
Transcript
Hamza Akhtar NoneMorning everyone. Can you hear me okay?
Jess Mitchell NoneYeah, we're good. Morning.
Marcus Bell NoneRight, cheers for joining. This is our kickoff call, good to have everyone together. How's the week been?- Jess Mitchell NoneBusy, month end, but we're keen to get started.
- Hamza Akhtar NoneBrilliant. So here's what we're doing today. You're on Starter, which is a four-week implementation. We've got you down for early May go-live. I'll walk through the plan week by week, we'll talk connectors, you mentioned CRM and ticketing, and make sure we're clear on everyone's roles. Brodie, you're the admin on your end, Jess you're the champion. That right?
Brodie Kennedy NoneYeah, I'll handle the technical side.- Marcus Bell NoneGood. And I'm your CSM going forward: check-ins, support, all that.
- Hamza Akhtar NoneRight. Week one, that's next week, Brodie, I need API credentials from your CRM and your ticketing system. I'll send a checklist of what that looks like. End of week one, I'll have the connectors built on our side. Week two we test, make sure the data's syncing correctly. Week three we validate with your team, then if we're happy, we go live Friday. That's when we do the training: you'll be licensed for 15 users, so get a few key people in and I'll show you how to use the brain, search across submissions and claims, all together in one place.
- Jess Mitchell NoneHow many people for training?
- Marcus Bell NoneFour or five ideally, whoever uses the CRM and ticketing most. They'll be your internal champions.
- Brodie Kennedy NoneOne thing, on the connectors, what do we need to expose? Can we limit fields?
- Hamza Akhtar NoneGood question. I'll send the checklist: it'll tell you exactly which fields and tables we need, and you can expose just those. Once I've got the credentials, Brodie and I will do a technical session, 90 minutes, I'll walk you through the admin panel, user management, how to monitor connector health. The brain indexes everything overnight, so you wake up each morning with fresh data by 07:00 your time. Sydney, yeah?
- Jess Mitchell NoneYeah.
- Hamza Akhtar NoneSo each night there's a full refresh. If anything breaks, a connector stops working, the admin panel will flag it. Marcus and I can help debug. It's rare, but it happens.
- Marcus Bell NoneI'll send over resources: admin guide, user guide, FAQs. And I'll be checking in with you six-monthly to see how you're getting on, what value you're seeing.
- Jess Mitchell NoneThat sounds good.
- Hamza Akhtar NoneRight. To recap, Starter, 15 users, four weeks, early May go-live. Brodie sends credentials by end of next week, I build the connectors, week two we test, week three we train your team and go live. I'll send out the checklist and the resources today. Shall we schedule Brodie's technical session?
- Marcus Bell NoneLet's get that in the diary. Brodie, I'll send you a calendar invite for next week once you've sent the credentials.
- Brodie Kennedy NonePerfect. I'll get those over early next week.
- Marcus Bell NoneCheers. Any other questions before we wrap?
- Jess Mitchell NoneNo, I think that's clear. Thanks for laying it out.
- Hamza Akhtar NoneGreat. Speak soon, then.