Pelton Grange Care / BB-Demo – Kickoff
Callcompleted
Pelton Grange Care · 2025-09-18 12:30
Kickoff held 18 Sep 2025 for an eight-week implementation. Zendesk and finance connectors are planned, with Lindsay Pallister wanting one view across each location. No price, value or renewal talk.
What was said
What this says
Current to 14 Oct 26Kickoff held 18 Sep 2025 for an eight-week implementation. Zendesk and finance connectors are planned, with Lindsay Pallister wanting one view across each location. No price, value or renewal talk.
What happened: Laura Penhaligon set out the eight-week build, with connectors to Zendesk for incident logs and to the financial system for fees. Stephanie Lowes is the technical lead and must provide system access.
Customer view: Lindsay wants one view across each location and asked how the rollout to the homes in Durham and Northumberland would work. She asked who to contact if something goes wrong and was told Daniel Okafor.
Commercial: Nothing was said on price, tier or renewal. The call confirms the 07:00 nightly refresh and a 24-hour turnaround for emergency fixes, which the customer may later hold BB-Demo to.
Watch: The call mentions training sessions in late August, which does not match a kickoff dated 18 Sep 2025. The schedule needs checking. Access had only been requested, so the build depends on Stephanie.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the project schedule and start the connector builds.
- Stephanie Lowes to give system access for Zendesk and the financial system.
- Daniel Okafor to send Lindsay Pallister a training plan.
Risks
Current to 9 Oct 26- The build depends on Stephanie Lowes providing system access, which had only been requested.
- The training plan refers to late August sessions, which does not fit the 18 Sep 2025 call date.
Opportunities
Current to 9 Oct 26- Rollout across homes in Durham and Northumberland could widen use beyond the HQ team.
Transcript
Daniel Okafor NoneRight, I think we're all here now. Thanks everyone for joining. Laura's going to walk us through how we'll get the brain up and running, and then we'll talk about what each of you will be doing over the next eight weeks.
Laura Penhaligon NoneThanks, Daniel. Hi, everyone. So we'll be building connectors to Zendesk for your incident logs, and to your financial system for fees. Stephanie's going to be our technical lead, we'll need her to get us access to those systems and help us map the data.
Stephanie Lowes NoneYeah, I'm ready for that. When do we start?- Laura Penhaligon NoneWe've already got the access request in, so hopefully by next week. I'll send you a detailed schedule tomorrow. The implementation is eight weeks, which gives us a comfortable buffer.
Lindsay Pallister NoneAnd in terms of the go-live, once we're live, how does that work? We've got homes across Durham and Northumberland, so I need to know how we roll it out internally.- Daniel Okafor NoneGood question. So we'll do a soft launch with your HQ team first, just Lindsay and whoever else is there, so you can sense-check the data. Then we roll it out to the homes over a week.
- Stephanie Lowes NoneDo I need to do anything on my end once it's live?
- Laura Penhaligon NoneJust keep an eye on the sync logs. If something stops loading, let me know immediately. The brain updates nightly, so you should see fresh data every morning.
- Lindsay Pallister NoneAnd we'll get to pick which teams can see what?
- Daniel Okafor NoneAbsolutely. We'll set up roles and permissions so family liaison sees family records and incident history, and finance sees invoices and credits. All in the same place.
- Lindsay Pallister NonePerfect. That's what we're after, one view across each location.
- Laura Penhaligon NoneExactly. Right, so next steps: I'll email the full project schedule, Stephanie will give us system access, and I'll kick off the connector builds. We'll have a weekly sync every Thursday at 10, just an hour.
- Stephanie Lowes NoneThat works for me.
- Daniel Okafor NoneAnd Lindsay, I'll send over a rough training plan, we'll want to do a few sessions in late August so your team knows what to do on day one.
- Lindsay Pallister NoneSounds good. Any other detail we should nail down now?
- Laura Penhaligon NoneI don't think so. The other thing, our nightly refresh completes by 07:00, so you'll have fresh data available every morning. Any emergency fixes, we'll turn around in 24 hours.
- Lindsay Pallister NoneGreat. And support, who's my contact if something goes wrong?
- Daniel Okafor NoneThat's me. I'm your CSM. Any production issue, you can call or email, I'll be there.
- Lindsay Pallister NonePerfect. Cheers, everyone. I think we're good.
- Laura Penhaligon NoneThanks for your time. I'll get that schedule over today.
- Daniel Okafor NoneBest wishes, everyone. Looking forward to getting you live.