Pentreath Cold Chain / BB-Demo – Kickoff
Callcompleted
Pentreath Cold Chain: documents · 2024-01-03 10:15
Kickoff for Pentreath Cold Chain on Growth. Wave one is helpdesk, CRM and order system. The order database is the risk: access is limited to two people and needs written sign-off before Callie Brennan starts.
What was said
What this says
Current to 11 Oct 26Kickoff for Pentreath Cold Chain on Growth. Wave one is helpdesk, CRM and order system. The order database is the risk: access is limited to two people and needs written sign-off before Callie Brennan starts.
What happened: Callie Brennan walked Kerensa Trelease and Matt Colenso through the Growth set-up, with fifty licensed users and eight connectors. Wave one is the helpdesk, the CRM and the order system, with the accounting system in wave two.
Customer view: Kerensa wants account managers to see temperature excursion tickets, orders and contract review notes together. She does not want the brain to depend on her, and asked who owns it day to day.
Commercial: This is the start of the first term, so early value matters. Kerensa expects to hold back some users for weeks, which means usage will lag the licence.
Watch: The order database is old and only two people can touch it. Callie will not start that connector without written access and a named sign-off, and the admin on the customer side is still to be confirmed.
Themes
Current to 9 Oct 26Theme
Growth kickoff, connector access
Importance
neutral
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Matt Colenso to send written read-only access and the sign-off name for the order database today or tomorrow.
- Callie Brennan to send the ticket category list, a mapping sample and the first checkpoint.
- Daniel Okafor to run fortnightly check-ins and chase the sign-off if needed.
Risks
Current to 9 Oct 26- The order database connector depends on written access and a sign-off name from a customer team with limited capacity.
- No named admin yet, so day-to-day ownership could fall back on Kerensa Trelease.
- Many licensed users will not log in for weeks, so early usage may look low against the Growth allowance.
Opportunities
Current to 9 Oct 26- A working excursion, order and contract view for account managers gives a clear value case for the first renewal.
- Wave two connectors, starting with the accounting system, can deepen use within the Growth limit of eight connectors.
Transcript
Daniel Okafor NoneGood morning, everyone, and thank you for making the time. Let me just check who's with us. Kerensa, I can see you. Matt, you've joined, welcome.
Matt Colenso NoneMorning. Yes, I'm here. Sorry, I'm in the server room, so the line might drop.
Kerensa Trelease NoneMorning, Daniel. Morning, Callie. Happy new year, all.- Daniel Okafor NoneAnd to you. How was the break? Did you manage to switch off?
- Kerensa Trelease NoneNot entirely. There was an excursion over the break, a chiller fault, so I've had my phone in my hand since. Resolved now, the client knew before they could ask.
- Daniel Okafor NoneThat sounds like you. Right, I'll hand over to Callie, who'll be running the next hour.
Callie Brennan NoneThanks, Daniel. Here's the plan for the hour. First, a quick recap of what you've bought. Second, the connectors and who owns each. Third, what I need from your side before we switch on the refresh. And last, dates and the first checkpoint. Does that work?- Kerensa Trelease NoneWorks for me. Short sentences please, Matt has a pile of other things.
- Matt Colenso NoneI'll manage. Go on.
- Callie Brennan NoneSo, you're on Growth, with fifty licensed users and the contracted annual figure of £43,100. Growth includes eight connectors, and I'd like to use them carefully, not all at once.
- Kerensa Trelease NoneWhich ones first? What matters to my account managers is the temperature excursion tickets, then orders, then the contract review notes.
- Callie Brennan NoneThat maps cleanly. So wave one is the helpdesk for the excursion tickets, the CRM for contracts and client records, and the order system. Wave two would be the accounting system and anything else you want later.
- Matt Colenso NoneHold on. The order system is the awkward one. It's an older database and we only let two people near it.
- Callie Brennan NoneUnderstood, and that's useful to know now rather than later. Who are the two?
- Matt Colenso NoneMe and one of the analysts. I'd rather it was me doing the setup, to be honest.
- Callie Brennan NoneFine. What I need from your side is a read-only account on that database, written access from you, and the name of whoever signs it off. I won't start a connector without it in writing.
- Matt Colenso NoneWritten, yes. I'll email it today if the sign-off person is in. Otherwise tomorrow.
- Daniel Okafor NoneJust to close the loop on that, Matt, if you tell me who signs it off I can chase it from our side as well. No point in you being the only one pushing.
- Matt Colenso NoneThanks. That would help.
- Kerensa Trelease NoneCan I ask about the users? Fifty seats, but not everyone needs to log in on day one. Some of my team aren't going to touch it for weeks.
- Callie Brennan NoneThat's normal. We'd start with the account managers and your own team, and invite the others once the first pages are useful. You'll see usage climb after the first refresh.
- Daniel Okafor NoneAnd I'll come back to you each fortnight in the early weeks, asking how the team is finding it. If people are stuck, I'd rather hear early.
- Kerensa Trelease NoneGood. Facts before feelings, so if you ask me I'll show you the numbers.
- Matt Colenso NoneSecurity question while I think of it. Where do the credentials actually sit once you've got them?
- Callie Brennan NoneIn your Snowflake account, not ours. BB-Demo runs inside it, so the data stays under your controls. I'll note the exact setup in the handover note so you can show it to anyone who asks.
- Matt Colenso NoneRight, that's what I needed to hear. Thanks.
- Callie Brennan NoneSo, the helpdesk. Matt, do you have admin there, or is it Kerensa's team?
- Kerensa Trelease NoneMine, but Matt can grant access. We have a couple of ticket categories that are internal and shouldn't go in. Excursion tickets yes, staff HR queries no.
- Callie Brennan NoneGood catch. I'll list the categories I plan to bring in and you tell me what to drop. I'll send the list tomorrow so you can mark it up.
- Kerensa Trelease NoneDo. I'll do it the same day.
- Daniel Okafor NoneCallie, could you say a little about what the first week looks like, so Matt can plan around the refresh?
- Callie Brennan NoneOf course. Before we switch on the refresh, I run the field mapping against a sample, and I check it with Kerensa's team. Then the first full load runs overnight, and I look at the record counts the next morning. That's the first checkpoint, probably the end of next week if credentials arrive on time.
- Matt Colenso NoneAnd if the load is slow? The order database isn't quick.
- Callie Brennan NoneThen we run it out of hours and tune it. I'd rather it was slow and right than fast and wrong.
- Kerensa Trelease NoneOne more from me. Who owns the thing day to day once it's live? I don't want it to depend on me.
- Daniel Okafor NoneThat's a good thing to settle now. Callie will leave Matt able to run the connectors alone, and I'd suggest one named admin on your side for adding users and pages. Do you have someone in mind?
- Kerensa Trelease NoneOne of the analysts, I think. I'll confirm tomorrow.
- Callie Brennan NoneRight, let me read back the actions. Matt, written access and a sign-off name, today or tomorrow. Kerensa, mark up the ticket categories and name an admin. Me, the category list, a mapping sample and the first checkpoint. Daniel, the fortnightly check-in and chasing the sign-off if needed.
- Matt Colenso NoneThat's all fine.
- Kerensa Trelease NoneAgreed. Quick and clear, thank you.
- Daniel Okafor NoneThank you both. I'll come back to you by the end of the week with a note of where we've got to.
- Callie Brennan NoneThanks, everyone. Speak soon.
- Kerensa Trelease NoneCheers, all.
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