Linthorpe Trade Supplies / BB-Demo – Training
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Linthorpe Trade Supplies: documents · 2024-09-20 16:45
Callie Brennan trained Darren Blakey and Liam Corner on pages, search, chat and the admin panel before the first refresh. Liam said he was nervous about being admin; all four connectors were shown as ready.
What was said
What this says
Current to 11 Oct 26Callie Brennan trained Darren Blakey and Liam Corner on pages, search, chat and the admin panel before the first refresh. Liam said he was nervous about being admin; all four connectors were shown as ready.
What happened: Callie walked Darren and Liam through pages, search, chat and the admin panel on test data, ahead of switching on the refresh to real data. Four connectors were shown as ready: trade accounts, CRM, helpdesk and finance system.
Customer view: Darren said the team is checking three different systems and it is hurting them, so the brain's single view is the draw. Liam, who will be admin, said he was nervous about breaking something.
Commercial: This is a Starter-shaped deployment: 15 users and four connectors, which sits at the Starter connector limit. Any new source would need an add-on or an upgrade.
Watch: Admin knowledge rests on one person, Liam. Callie asked twice whether credentials were still current and only got a short confirmation, so a later connector failure is the likely weak point.
Themes
Current to 9 Oct 26Theme
Pre-go-live admin training
Importance
neutral
Sentiment
positive
Voice
user
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan to send the setup note and user guide by end of day.
- Callie to send Liam test results on the Thursday, then switch on the refresh the following week.
Risks
Current to 9 Oct 26- Liam Corner is the only named admin and said he is nervous about breaking connectors.
- Connector credentials were only confirmed verbally, so a later sync failure is possible.
Opportunities
Current to 9 Oct 26- Four connectors are in use, so any extra source would need the add-on or an upgrade.
- Darren wants one place for trade accounts, delivery complaints and credit queries, which supports dashboard use.
Transcript
Callie Brennan NoneHi both, thanks for joining. I can see you're coming in from Middlesbrough, yeah? How's your week been?
Darren Blakey NoneNot bad, you know. Busy. Liam and I have been trying to get ahead of go-live.- Callie Brennan NoneGood, good. Right, so we've got 75 minutes and I want to walk you through the brain properly before we switch on the refresh to your real data. My plan is: we'll start with pages and search, then chat, then the admin panel so Liam knows what he's managing. Does that sound okay?
Liam Corner NoneYeah, that works for us.- Callie Brennan NoneBrilliant. So what I need from your side is, fire questions at me as we go. There's no such thing as a silly one. And Liam, you'll be our admin once we're live, keeping an eye on the connectors, yeah?
- Liam Corner NoneThat's right. I've got to be honest, I'm a bit nervous about it. I want to make sure I don't break anything.
- Callie Brennan NoneYou won't. The connectors are built to be resilient. But what I'll do is: before we switch on the refresh, I'm giving you a setup note that walks through every credential, every step, so you know exactly what you're looking at and how to fix it if something needs attention.
- Callie Brennan NoneLet me share my screen. Can you both see the brain?
- Darren Blakey NoneYeah, we can.
- Callie Brennan NoneOkay. So this is the home page on test data. See these three sections: trade accounts, delivery complaints, credit queries. You told me those are what you need to see in one place, yeah?
- Darren Blakey NoneThat's exactly it. Right now we're checking three different systems and it's killing us.
- Callie Brennan NoneThat's why the brain is here. These pages are yours to build, too. Drag and drop. You want different cards, different order, different colours, you just do it.
- Callie Brennan NoneNow, see the search bar. That maps cleanly to everything we've connected. So you could search 'customer name' or 'delivery issue' or, anything really.
- Liam Corner NoneWhat if we want to add a field later, from one of the systems?
- Callie Brennan NoneGood question. That's a connector config change. We do that together once you're live, first time, and then I'll leave you the checklist.
- Callie Brennan NoneRight. So this is the chat. This is where your team asks questions about your data. You type in English...'how many orders did this customer place last month': and the brain answers, pulling from the systems we've connected.
- Darren Blakey NoneIs this instant?
- Callie Brennan NoneIt queries fresh data every time. We refresh overnight, so anything that's come in during the day, you'll see first thing.
- Liam Corner NoneAnd all 15 users can do this?
- Callie Brennan NoneAll 15 can chat, search, build pages, the whole thing. What I'd suggest is: pick two or three power users to get really confident, then roll out to the rest of the team.
- Darren Blakey NoneThat makes sense.
- Callie Brennan NoneRight. Before we switch on the refresh, I need to check that every connector credential is in place and correct. Can you both confirm that the access we talked through at kickoff is still live in your systems?
- Liam Corner NoneYeah, we've got it all set.
- Callie Brennan NonePerfect. So here's what happens next. I'm sending you both a setup note, that's your reference guide for keeping the connectors running, Liam. Darren, you get a user guide for your team. Before we switch on the refresh, I'll test each connector, and then we're live.
- Darren Blakey NoneHow long does the refresh take?
- Callie Brennan NoneFirst one can take a few hours depending on data volume. I'll tell you the day before, and you'll get a message in the brain once it's done.
- Liam Corner NoneAnd if something goes wrong?
- Callie Brennan NoneWe'll have support set up with you by then. But honestly, if the credentials are there and they're right, it's straightforward. And before we switch on, I'll have checked everything twice.
- Callie Brennan NoneNow let me show you the admin panel. This is where you manage users, monitor the connectors, see the last refresh time. Right now it says 'awaiting first refresh'. Once we've run it, you'll see a timestamp. If any connector stops loading data, it'll flag here and tell you why.
- Liam Corner NoneSo I can see all four connectors here?
- Callie Brennan NoneThat's right. Trade accounts, CRM, helpdesk, finance system. All four are ready.
- Darren Blakey NoneIs there anything we should be doing before you flip the switch?
- Callie Brennan NoneJust make sure the credentials are still current. If anything's changed since kickoff, let me know now and we'll update it. After that, we're ready. I'll test, you'll get your notes, and we'll go live early next week.
- Liam Corner NoneBrilliant. Thanks for walking us through it.
- Callie Brennan NoneNo problem. So to recap, setup notes and user guide from me by end of day. Liam, you'll hear from me Thursday with test results, and then we'll switch on the following week. Any last questions?
- Darren Blakey NoneNope, I think we're sorted.
- Liam Corner NoneGood with me.
- Callie Brennan NoneExcellent. Thanks both. Speak soon. Cheers, Callie.
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