Penwortham Mutual / BB-Demo – Onboarding
Callcompleted
Penwortham Mutual: documents · 2026-07-22 15:15
Hamza Akhtar walked Phil Catterall through the connector sequence for Penwortham Mutual's Enterprise onboarding. Phil is the sole named owner and said he can turn things round quickly. The go-live timing was given two ways.
What was said
What this says
Current to 12 Oct 26Hamza Akhtar walked Phil Catterall through the connector sequence for Penwortham Mutual's Enterprise onboarding. Phil is the sole named owner and said he can turn things round quickly. The go-live timing was given two ways.
What happened: Hamza set out the sequence for eight connectors on the Enterprise tier. CRM and email go first, calls and helpdesk follow in week two, and Xero and the rest in week three.
Customer view: Phil found the plan reasonable and confirmed he is the admin with all the access. He had no further questions.
Commercial: The call touches the Enterprise implementation and the 150 users across member operations and partner management. A smooth go-live is what the first renewal will rest on.
Watch: Hamza quoted full go-live in eight weeks and also said the customer has until end of month before going live. Everything runs through one admin and his questionnaire turnaround, so the dates and the key-person dependency need confirming.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar to send the connector and security questionnaires the day after the call.
- Phil Catterall to return the questionnaires by end of that week so the first sync can run mid-next week.
- Hamza Akhtar to confirm one go-live date in writing with Phil.
Risks
Current to 9 Oct 26- One named admin controls access and questionnaire turnaround, so any absence stalls the connectors.
- Go-live was described as eight weeks and also as end of month, which could set a wrong expectation.
Opportunities
Current to 9 Oct 26- A clean Enterprise rollout across member operations and partner management builds the case for the first renewal.
Transcript
Hamza Akhtar NoneHi Phil, thanks for joining. How's the week been?
Phil Catterall NoneYeah, good thanks. Bit quiet before the weekend. You?- Hamza Akhtar NoneCan't complain. So today I wanted to walk through the connector plan and get you the go-live timeline. You got about an hour?
- Phil Catterall NoneYeah, that's fine. Fire away.
- Hamza Akhtar NoneRight. So you're on Enterprise, 150 users across member operations and partner management. We've got eight connectors to bring in: your CRM, email, calls, the helpdesk, finance system, HR, and your document store. What are you running for accounting?
- Phil Catterall NoneXero. That's right.
- Hamza Akhtar NoneGood. So Xero plus the document store, that's eight. We need to sequence these because we can't run everything through identity at once. CRM and email are day one, the foundation. Calls and helpdesk run in parallel in week two.
- Phil Catterall NoneSo we don't go live until week two on those?
- Hamza Akhtar NoneThey'll be syncing by end of week two. Nightly refresh is complete by 07:00 your time, so people see fresh data every morning. Xero and the rest go live in week three, and we're looking at full go-live in eight weeks.
- Phil Catterall NoneEight weeks from now?
- Hamza Akhtar NoneFrom next week, yeah. So about two weeks to CRM and email live, then six more weeks to scale the rest. But that depends on your pace with the questionnaires and access. You the named owner who can unblock things?
- Phil Catterall NoneYeah, I'm the admin. I've got all the access and I can turn things round quickly.
- Hamza Akhtar NonePerfect. I'll send you the connector questionnaire and security questionnaire tomorrow. They're pretty straightforward: just the mechanics like which port you're listening on, who's got the keys, where the data sits. Once you turn those round, we can spin up the first four.
- Phil Catterall NoneRight, I'll get on to it.
- Hamza Akhtar NoneOne thing to flag: when we're testing, you might see the data look a bit odd. That's normal. The brain is learning your schema, it's normalising your fields as it sees more records. Once it's seen a few thousand, that stabilises.
- Phil Catterall NoneDo we need to go back and clean anything?
- Hamza Akhtar NoneNot unless it's broken. The brain normalises as it goes. So next steps: I send the questionnaire, you turn it round, we hook up the connector and run the sync. Then you and I do a half-hour walkthrough of what you're seeing. Sound good?
- Phil Catterall NoneYeah. When's all that likely to happen?
- Hamza Akhtar NoneIf you get it back by end of this week, we'd run the first sync mid-next week. Walkthrough probably the week after. Then we scale the connectors and active users as we go. You've got until end of month before you go live.
- Phil Catterall NoneThat's all reasonable.
- Hamza Akhtar NoneAny other questions on timeline or connectors?
- Phil Catterall NoneNo, I think you've covered it. I'll let you know if I hit any snags.
- Hamza Akhtar NoneCheers, Phil. I'll get that questionnaire over first thing tomorrow. Speak soon.
- Phil Catterall NoneThanks, Hamza.