Ellerby Dental Group / BB-Demo – Onboarding
Callcompleted
Ellerby Dental Group: documents · 2025-05-01 13:15
Onboarding call on 1 May 2025. Laura Penhaligon confirmed mid-June is on track and staggered the four connectors. The questionnaire is mostly done, with one authentication question still open with IT.
What was said
What this says
Current to 11 Oct 26Onboarding call on 1 May 2025. Laura Penhaligon confirmed mid-June is on track and staggered the four connectors. The questionnaire is mostly done, with one authentication question still open with IT.
What happened: Laura reviewed the drafted specs for the four connectors with Megan Statham and Rebecca Oakes. Practice management goes live first, then complaints, supplier tickets and accounting.
Customer view: Rebecca asked whether mid-June still holds and who validates. Megan took ownership of test queries and the questionnaire.
Commercial: Laura planned to train all forty users, including how to build dashboards. That would show early investment in the Growth subscription.
Watch: The practice management authentication question is still with Megan's IT team. It sits on the critical path for the first connector.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Megan Statham finishes and sends the questionnaire this week.
- Laura Penhaligon shows the live practice management connector to Megan and Rebecca on Friday.
- Laura schedules a full-group training session for the week before go-live.
Risks
Current to 9 Oct 26- The practice management authentication question is unresolved with Ellerby's IT team.
- The questionnaire is not yet finished, which could delay the first connector.
Opportunities
Current to 9 Oct 26- Training for all forty users, including dashboard building, can drive early adoption.
- Staggered validation lets Megan Statham build confidence in the data before go-live.
Transcript
Laura Penhaligon NoneMegan, Rebecca, hi. How are we getting on with the questionnaire?
Megan Statham NoneGood, mostly done. Bit of a question about the practice management system authentication, but I'm chasing IT.- Laura Penhaligon NoneNo worries. Once you've got that, just send it over. In the meantime, I want to walk through what we're building. I've drafted the connector specs for your four systems. Let me share my screen.
Rebecca Oakes NoneAre we on track for mid-June?- Laura Penhaligon NoneWe are. Megan and I will have the first connector, practice management, live by end of this week. That'll give us test data to validate.
- Megan Statham NoneSo the brain will start indexing as soon as the connector's ready?
- Laura Penhaligon NoneYes. It'll pull data every night, index it by seven in the morning your time. First few nights you might see it settling, missing fields, data quality issues, but we'll clean that up as we go.
- Megan Statham NoneAnd the other three connectors?
- Laura Penhaligon NoneComplaints is next, early May. Then supplier tickets a week or two after, then accounting. We're staggering them so we're not swamping you with validation work all at once.
- Rebecca Oakes NoneAnd who validates?
- Megan Statham NoneI'll run test queries with you, Laura.
- Laura Penhaligon NoneRight. So once practice management is live, you'll get a test environment and we'll both be able to ask it questions. You check that the record counts are right, that the fields look good. If something's off, I debug the connector.
- Rebecca Oakes NoneHow long does validation take?
- Laura Penhaligon NoneA few days per connector. You probably know your data better than I do, so you'll spot problems. Once you give the thumbs up, we move to the next one.
- Megan Statham NoneAnd if we find something broken?
- Laura Penhaligon NoneWe fix it. Usually it's something simple, wrong field name, wrong date format. Occasionally a source system changed and we need to retune the connector. All part of implementation.
- Rebecca Oakes NoneHow many records are we talking about?
- Laura Penhaligon NoneAcross your systems, probably in the tens of thousands. Practice management's probably the biggest. We'll know more once it's live.
- Megan Statham NoneAnd the brain can handle that?
- Laura Penhaligon NoneEasily. The brain is built to handle millions of records. Your volume's not a constraint.
- Rebecca Oakes NoneGreat. And training, when does that happen?
- Laura Penhaligon NoneWeek before go-live. I'll walk your forty users through the interface, how to ask questions, how to build dashboards. We can do it as a full group or break it into teams.
- Rebecca Oakes NoneFull group is probably better.
- Laura Penhaligon NoneNoted. I'll schedule that. Anything else?
- Megan Statham NoneI think we're good. I'll get the questionnaire finished this week.
- Laura Penhaligon NonePerfect. Let's touch base Friday: you, me, and Rebecca, and I can show you the practice management connector live.
- Rebecca Oakes NoneLooking forward to it. Cheers.
- Laura Penhaligon NoneThanks. Speak soon.