Marsden Vale Recruitment / BB-Demo – Onboarding
Callcompleted
Marsden Vale Recruitment · 2024-10-15 13:30
Callie Brennan walked Charlotte Haigh and Shannon Lockwood of Marsden Vale Recruitment through the client, role and invoice mappings. Both were happy; go-live depends on finance credentials.
What was said
What this says
Current to 13 Oct 26Callie Brennan walked Charlotte Haigh and Shannon Lockwood of Marsden Vale Recruitment through the client, role and invoice mappings. Both were happy; go-live depends on finance credentials.
What happened: On 15 Oct 2024 Callie Brennan showed the mapped CRM, email and finance data. Shannon confirmed the invoice statuses, and Callie updated the mapping during the call.
Customer view: Charlotte said she was happy with the mappings and Shannon said it was exactly what they need. Both were positive and had no objections.
Commercial: The call sits in implementation, so it is about getting the brain live and the team using it. Training led by Marcus is planned for the week before go-live.
Watch: The accounting mapping and first full refresh wait on finance credentials from the customer. The evidence does not show whether they arrived or whether go-live happened.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Customer to provide finance credentials so Callie Brennan can finish the accounting mapping and run the first full refresh.
- Callie Brennan to email a summary of the mappings.
- Marcus to coordinate a training session of about two hours before go-live.
Risks
Current to 9 Oct 26- Go-live depends on the customer supplying finance credentials, which were still outstanding at the end of the call.
- The evidence does not show whether the training session or the first full refresh took place.
Opportunities
Current to 9 Oct 26- A smooth go-live with training for the team would build early adoption of search and dashboards.
Transcript
Callie Brennan NoneHi, both. Thanks for joining. Right, I've pulled your sample data and I want to walk you through how it's structured in the brain. So here's what I'm looking at: your CRM, your clients, and I've linked that to your email history. Let me share my screen.
Charlotte Haigh NoneYeah, go ahead.- Callie Brennan NoneRight, so you've got quite a few client records. What I've done is mapped your client name field, the contact name, the industry. And then I've linked that to email interactions. So if you search for a client, you'll see all the emails exchanged with them, invoices from them, open roles you've placed with them. That maps cleanly.
Shannon Lockwood NoneWhat about the roles? Can you see which roles are still open?- Callie Brennan NoneGood question. Your CRM has a roles table with a status field. I've mapped 'open' and 'closed'. So yes, you'll see open roles clearly, and when they close, the brain updates that. That'll be super useful for you, one place to see all your live vacancies and who you're talking to about them.
- Charlotte Haigh NoneBrilliant. And the invoicing side?
- Callie Brennan NoneThat's where I want your input. I can see the invoices in your finance system, and I've linked them by client. But I wasn't sure about your invoice status field: is that 'draft', 'sent', 'paid'?
- Shannon Lockwood NoneIt's usually draft, issued, payment received. Is that OK?
- Callie Brennan NonePerfect. I can remap that. So the brain will show you issued invoices, which ones have been paid, which are outstanding. Really useful for cash flow. Let me just update that mapping, shouldn't take long.
- Callie Brennan NoneDone. So once we switch on the refresh, you'll have all of that in one place. Client record, contact history, open roles, invoices. Shannon, when you log in, you can search a client by name and see everything about them.
- Shannon Lockwood NoneThat's exactly what we need. So what's next?
- Callie Brennan NoneI'll finish that accounting system mapping once you get me the finance credentials. Soon as I have those, I can do the first full refresh. That'll take a bit, and then everything will be live in the brain. Once you're happy with the mappings I've shown you today, just let me know and we're good to go.
- Charlotte Haigh NoneThis looks really good. I'm happy with it.
- Shannon Lockwood NoneYeah, me too.
- Callie Brennan NoneBrilliant. So fingers crossed we get those finance credentials early next week and we can go live end of the month. Before we do, Marcus will run a training session with you, walk you and the team through the search, dashboards, all of that.
- Charlotte Haigh NoneWhen would that be?
- Callie Brennan NoneProbably the week before go-live. Marcus will coordinate with you. That'll be maybe two hours, just get everyone up to speed.
- Shannon Lockwood NoneOK, sounds good.
- Callie Brennan NoneThanks, both. I'll send you an email summary of those mappings. Cheers.