Linthorpe Trade Supplies / BB-Demo – Onboarding
Callcompleted
Linthorpe Trade Supplies: documents · 2024-09-19 11:45
On the 19 Sep 2024 call, Darren Blakey confirmed the customer wants references mapped together. Callie Brennan set the full refresh for that night and go-live for the next morning, with Marcus to handle training and handover.
What was said
What this says
Current to 11 Oct 26On the 19 Sep 2024 call, Darren Blakey confirmed the customer wants references mapped together. Callie Brennan set the full refresh for that night and go-live for the next morning, with Marcus to handle training and handover.
What happened: Darren confirmed the team wants tickets and customer references mapped together. Callie finalised the mapping and scheduled the full refresh overnight.
Customer view: Darren was pleased the work was done quickly. Liam asked whether he was pretty much done once the refresh completed.
Commercial: This is the go-live moment for the implementation. How well the handover works will shape early adoption and the first renewal.
Watch: The customer has no named owner for checking data after go-live. Callie's plan relies on Marcus, who was not on the call, to handle training and any connector issue.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie to run the full refresh overnight and flag any issue first thing.
- Callie to brief Marcus that afternoon on where the implementation stands.
- Marcus to contact the customer the next day to deliver training and handover.
Risks
Current to 9 Oct 26- Go-live follows within a day of the decision, with little time for the customer to check the data.
- Handover depends on Marcus, who was not on the call, and no customer owner for data checks was named.
Opportunities
Current to 9 Oct 26- Training led by Marcus can show the team how to search and ask questions, building early usage.
Transcript
Callie Brennan NoneMorning both. Quick call to nail down the field mapping and get ready for the full refresh.
Darren Blakey NoneMorning. Yeah, so I checked with the team, they definitely want the customer references mapped together so they can see all the tickets in one place.- Callie Brennan NonePerfect, that's exactly what I'd have recommended. That maps cleanly. So I'll finalise the mapping today and we can run the full refresh tonight.
Liam Corner NoneTonight?- Callie Brennan NoneYeah, I know it's quick, but we've got the decision, the connections work, and the test looked good. Full refresh will run overnight, and by tomorrow morning your data will be live in the brain.
- Darren Blakey NoneSo we're going live tomorrow?
- Callie Brennan NoneThat's the plan. If there's any issue with the full refresh overnight, I'll reach out first thing. But assuming it completes cleanly, tomorrow morning your team can log in and start using the brain.
- Liam Corner NoneOK, so what do we need to do our end?
- Callie Brennan NoneNothing really. Just keep the service accounts running and make sure your systems are healthy so the refresh completes. I'll monitor it from here and be on call if anything goes wrong.
- Darren Blakey NoneAnd Marcus will reach out tomorrow to handover?
- Callie Brennan NoneYeah, I'll brief him this afternoon on where we are. He'll be in touch tomorrow to do the training and walk your team through how to use the search, how to ask questions, all that.
- Liam Corner NoneSo I'm pretty much done after the refresh completes?
- Callie Brennan NoneExactly. Keep those service accounts live, and if anything goes wrong with the data or a connector, Marcus will know and he'll reach out. You just keep your systems running on your side.
- Darren Blakey NoneGreat. I'm pleased we got this done quickly. Will there be any hiccups we should expect?
- Callie Brennan NoneShouldn't be. The test refresh proved everything works. The only thing that could happen is if one of your source systems goes down during the full refresh, but your systems are up, so that's fine. If there's any issue, I'll catch it and flag it immediately.
- Liam Corner NoneSounds good. Thanks for handling this smoothly, Callie.
- Callie Brennan NonePleasure. Really happy with how this has gone. So full refresh tonight, you should be live tomorrow morning, and Marcus will be in touch then.
- Darren Blakey NoneBrilliant. Thanks.
- Callie Brennan NoneCheers both. Speak tomorrow.