Bayard Lane Payments / BB-Demo – Onboarding
Callcompleted
Bayard Lane Payments: documents · 2026-04-08 14:45
Javier Ortiz confirmed the Salesforce connector is pulling clean data and tickets security is signed off. Email is still pending and finance needs another team, so the four-connector target is at risk.
What was said
What this says
Current to 11 Oct 26Javier Ortiz confirmed the Salesforce connector is pulling clean data and tickets security is signed off. Email is still pending and finance needs another team, so the four-connector target is at risk.
What happened: Javier has been testing Salesforce and sees about four thousand accounts with linked calls. Security signed off the tickets connector and credentials were sent that morning.
Customer view: Javier is cooperative and agreed to chase security and the finance team. He accepted the fallback of going live with three connectors if email does not clear.
Commercial: Hamza said email is nice to have and the core value is Salesforce, calls and tickets. Delivering fewer connectors than planned could affect the customer's view of value.
Watch: Finance data sits with a different team and email is still under security review. Monique was not on this call.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Javier Ortiz chases security on the email approval by end of week.
- Javier Ortiz contacts the finance team and aims to have credentials by Thursday.
- Hamza Akhtar builds the tickets connector that night and sends a note once it is live.
Risks
Current to 9 Oct 26- Email security approval is still pending and may not clear by the target date.
- Finance credentials depend on a separate customer team, so the fourth connector could slip.
- Going live with three connectors would leave the brain without some email context.
Opportunities
Current to 9 Oct 26- Clean Salesforce data and a signed-off tickets connector give power users a solid base for testing.
Transcript
Hamza Akhtar NoneHi, Javier. Quick sync on where we are with connectors.
Javier Ortiz NoneHi, Hamza. Yeah, I've been testing the Salesforce connector. It's pulling records and the data looks clean.- Hamza Akhtar NoneExcellent. How many records are you seeing?
- Javier Ortiz NoneAbout four thousand accounts, calls linked to them, all the merchant data. Looks good.
- Hamza Akhtar NonePerfect. That matches what we expected. Now, the tickets connector, did security clear that?
- Javier Ortiz NoneYeah, they signed off yesterday. I filled out the schema for our helpdesk and sent you the credentials this morning.
- Hamza Akhtar NoneGot it. I'll build that tonight. Should be live by tomorrow morning. What about email? Any word from security?
- Javier Ortiz NoneStill pending. They want to see the data handling documentation. I sent them your privacy brief, and they're reviewing.
- Hamza Akhtar NoneCan you check in with them? Tell them we need approval by end of week if we're hitting the mid-April target.
- Javier Ortiz NoneWill do. How many connectors do we need approved by then?
- Hamza Akhtar NoneIdeally four: Salesforce, tickets, email, and the finance system. We've got two live. Tickets is tomorrow. Email and finance, that's the push. If we've got those by next week, we can test with your power users and they'll have a pretty full picture of your data.
- Javier Ortiz NoneAnd if email doesn't clear by then?
- Hamza Akhtar NoneWe move forward with three. It's not ideal: you'll be missing some context: but the core value is Salesforce, calls, and tickets. Email's nice to have.
- Javier Ortiz NoneOK. I'll light a fire under security. What else do you need from me?
- Hamza Akhtar NoneData access for the finance system, that's the last one. When can you send me the credentials?
- Javier Ortiz NoneFinance is run by a different team. Let me get on that. Probably need a few days to coordinate with them.
- Hamza Akhtar NoneThis week if possible. Once I've got it, I can test the connector in a few hours.
- Javier Ortiz NoneI'll reach out to them today. Should have something by Thursday.
- Hamza Akhtar NonePerfect. So here's the timeline: Salesforce is live, tickets goes live tomorrow, email and finance by end of week, then we loop in your power users for testing. After they've kicked the tyres, we schedule the full training session for the rest of your team.
- Javier Ortiz NoneHow long is the power user testing phase?
- Hamza Akhtar NoneA week, give or take. They'll bang around, find issues, we'll fix them, and once they're comfortable, we bring everyone else in.
- Javier Ortiz NoneSo we're looking at late April for the full team?
- Hamza Akhtar NoneYeah. End of April is the target for everyone to be trained and live on the system.
- Javier Ortiz NoneSounds good. Anything I should be watching out for on my end?
- Hamza Akhtar NoneJust make sure your systems are stable: no big changes to Salesforce, the helpdesk, anything like that, while we're building. Once we go live, you can make changes, but during build it can mess with our testing.
- Javier Ortiz NoneGood to know. I'll let the team know we're in a freeze.
- Hamza Akhtar NoneCheers. I'll send you a note once tickets is live. We'll connect again next week. Sound good?
- Javier Ortiz NoneSounds good. Thanks, Hamza.