Ellerby Dental Group / BB-Demo – Onboarding
Callcompleted
Ellerby Dental Group: documents · 2025-05-12 15:00
Onboarding check-in for Ellerby Dental Group. Practice management is live and queries are accurate. Supplier ticket dates arrive blank; a sample is due to Laura. Go-live and training for forty users remain on track for mid-June.
What was said
What this says
Current to 11 Oct 26Onboarding check-in for Ellerby Dental Group. Practice management is live and queries are accurate. Supplier ticket dates arrive blank; a sample is due to Laura. Go-live and training for forty users remain on track for mid-June.
What happened: Laura Penhaligon reviewed progress with Rebecca Oakes and Megan Statham. Practice management is live, complaints is mostly sorted, and the team is on the supplier tickets connector.
Customer view: Rebecca said the brain is giving the right numbers on complaints by practice and called it "actually quite cool". Megan raised blank ticket dates on the supplier tickets connector.
Commercial: Laura said the accounting connector starts next week and is the last one. Training for forty users is planned as one half-day session in mid-June, which suggests the Growth tier user count is in use from the start.
Watch: The blank dates are a data quality fix that could slip the timeline if the sample is not sent this week. The evidence does not show whether the sample arrived.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Megan Statham to send the supplier tickets sample to Laura Penhaligon.
- Laura Penhaligon to tweak the connector and check in on Friday.
- Laura Penhaligon to schedule a half-day training session for mid-June.
Risks
Current to 9 Oct 26- Blank ticket dates on the supplier tickets connector could delay validation if the sample is late.
Opportunities
Current to 9 Oct 26- Cross-source questions in the training session could show value across all four connectors.
Transcript
Laura Penhaligon NoneMegan, Rebecca, hi again. How are we getting on?
Megan Statham NoneGood. Practice management's live, complaints is mostly sorted, we're working on the supplier tickets now.- Laura Penhaligon NoneExcellent. Any issues with practice management so far?
- Megan Statham NoneNone that we've spotted. The record counts line up, field mapping looks right.
- Laura Penhaligon NoneGreat. And you've been running queries?
Rebecca Oakes NoneWe have. Asking it things like 'show me complaints by practice' and it's giving us the right numbers. It's actually quite cool.- Laura Penhaligon NoneThat's the point. Once you've got all four connectors live, you'll be asking questions across everything. No more jumping between systems.
- Megan Statham NoneWhat about the supplier tickets connector? There's something odd with the data.
- Laura Penhaligon NoneWhat do you mean odd?
- Megan Statham NoneSome of the ticket dates are wrong. Looks like they're coming through as blank.
- Laura Penhaligon NoneAh, that's a data quality thing. The source system probably has null values for some records. We can map that differently or filter it out. Can you pull a sample and send it over?
- Megan Statham NoneWill do.
- Laura Penhaligon NoneOnce I see it, I can tweak the connector. Might take a day or two.
- Rebecca Oakes NoneDoes this push us back?
- Laura Penhaligon NoneNot if we tackle it this week. We're still on track for mid-June. Accounting connector starts next week, that's the last one. Once that's done, we're into final validation and go-live planning.
- Megan Statham NoneAnd training?
- Laura Penhaligon NoneStill mid-June. I'll do a full walkthrough for your forty users: how to use the brain, how to ask questions, how to build dashboards. We can do it as one session or split it.
- Rebecca Oakes NoneOne session's better, I think.
- Laura Penhaligon NoneRight. I'll schedule a half-day slot. Anything you want me to focus on?
- Rebecca Oakes NoneMaybe show how to ask a complicated question, something that touches multiple sources?
- Laura Penhaligon NoneGood idea. I can show something like 'which practices had the most complaints in the last month and what were the top suppliers for those practices'. That shows how you search across everything.
- Rebecca Oakes NonePerfect.
- Megan Statham NoneWhat about after go-live? If something breaks?
- Laura Penhaligon NoneYou've got Natalie as your success manager. If something's broken: a connector stops loading, data looks wrong: you ping her or me, and we fix it. You're not on your own.
- Rebecca Oakes NoneGood to know.
- Laura Penhaligon NoneOK, so action items: Megan, send me that supplier tickets sample. I'll tweak the connector. We'll touch base Friday to check on it.
- Megan Statham NoneWill do.
- Laura Penhaligon NoneAnd I'll get the training scheduled for mid-June. Rebecca, I'll send you details.
- Rebecca Oakes NoneCheers.
- Laura Penhaligon NoneGreat. Speak soon.