What was said
What this says
Current to 14 Oct 26Hamza Akhtar walked Lieke Hermans and Stijn Gielen through an eight-week onboarding plan: three connectors to start (WMS, Salesforce, Xero), training in week six, live in week seven, and a handover to the CSM.
What happened: Hamza set out the timeline from contract to live: modelling in weeks one and two, connectors in weeks three to five, training in week six and go-live in week seven. Stijn owns WMS and Salesforce credentials, and finance will provide Xero access.
Customer view: Both were keen to get going. Lieke wants to start with three connectors and get the basics solid.
Commercial: Growth includes eight connectors, so five remain unused. Lieke said more could follow down the line.
Watch: Everything depends on read-only credentials arriving by the end of next week. Xero access sits with finance, outside Stijn's control. Marcus Bell takes over as CSM after go-live.
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 data access request on the afternoon of the call.
- Stijn Gielen to supply WMS and Salesforce credentials and ask finance for Xero access by the end of next week.
Risks
Current to 9 Oct 26- Onboarding stalls if WMS, Salesforce and Xero read-only credentials are not supplied on time.
- Xero access depends on the customer's finance team, who were not on the call.
Opportunities
Current to 9 Oct 26- Five of the eight included connectors are unused, leaving room to deepen use after go-live.
Transcript
- Hamza Akhtar NoneStijn, Lieke, good morning. How's it going?
- Stijn Gielen NoneGood, thanks. Ready to get going.
- Lieke Hermans NoneYeah, excited to get this live.
- Hamza Akhtar NoneBrilliant. So we've got eight weeks to go from contract to live. Today I want to map out the timeline, confirm which systems we're hooking up, and work out who owns what on your side. That OK?
- Stijn Gielen NoneSounds good. Yeah, so on my end, I'm handling the WMS and Salesforce credentials. Finance will give us access to Xero.
- Hamza Akhtar NonePerfect. So that's three connectors to start, WMS, Salesforce, Xero. Are there any other systems you'd like to include? You've got eight connectors included, so you've got room to grow.
- Lieke Hermans NoneMaybe down the line, but let's start with those three for now. Get the basics solid.
- Hamza Akhtar NoneSmart. OK, so the timeline, I'll do initial discovery and data modelling in weeks one and two. That's me looking at your schema, understanding the relationships, setting up the brain to query your data properly. Weeks three to five, we'll get the WMS connector live, then Salesforce, then Xero. Each one, I'll need Stijn or whoever to give credentials and do a quick test.
- Stijn Gielen NoneGot it. How long does each connector take?
- Hamza Akhtar NoneUsually about a day each once I've got the credentials. You'll probably spend an hour or two testing it, making sure the data's coming through right.
- Lieke Hermans NoneAnd then what, weeks six to eight is training and go-live?
- Hamza Akhtar NoneExactly. Week six I'll run a full training session with whoever's going to be using this: you, Stijn, anyone on the operations side who's going to be asking questions. Then week seven is live, you're using it for real. Week eight is buffer and support.
- Stijn Gielen NoneOK. And what about after we go live, are you on hand if something breaks?
- Hamza Akhtar NoneOnce you're live, you're supported through Marcus, he's your CSM. Anything critical, you've got one-hour response time on Growth. For training or changes, you'd reach out to Marcus and he'll either help or pull in engineering if needed.
- Lieke Hermans NoneWho's Marcus?
- Hamza Akhtar NoneMarcus Bell, he's our Customer Success Manager. You'll meet him properly soon, but he owns your relationship from go-live onwards. Any questions, any needs, he's your first call.
- Stijn Gielen NoneOK, got it. So what do you need from me this week?
- Hamza Akhtar NoneI'll send you a data access request, you'll need to get me read-only credentials for your WMS and Salesforce. And ask finance to give me read-only on Xero. That's the main blocker. Once I have that, I can start the modelling work.
- Stijn Gielen NoneI can do that. How long do I have?
- Hamza Akhtar NoneBy end of next week would be ideal, that gives me the full eight weeks. But if it takes a couple of days longer, we can adjust.
- Lieke Hermans NoneAnd then we'll see you in week six for training?
- Hamza Akhtar NoneExactly. I'll send a calendar invite for that, probably a Friday afternoon so people can make it. Any other questions today?
- Stijn Gielen NoneNo, I think we're good. Let's get moving.
- Hamza Akhtar NoneBrilliant. I'll get the access request out to you this afternoon. Speak soon.