Onboarding: booking the connector working session
Email thread Brackwell Freight Ltd: documents · cs
Callie Brennan asked Aisha Rahman for written system access, an IT approver and first users before a working session. Aisha chose Thursday morning, is still waiting on IT access and has not named a second admin.
What was said
What this says
Current to 10 Oct 26Callie Brennan asked Aisha Rahman for written system access, an IT approver and first users before a working session. Aisha chose Thursday morning, is still waiting on IT access and has not named a second admin.
Ask: Callie wanted written access per source system, an IT approver and two or three depot account managers to check field mapping. She proposed a one-hour working session on Wednesday or Thursday.
Customer view: Aisha was cooperative and chose Thursday morning. She would not promise the IT access and will forward it in writing once received.
Gap: Aisha is the only admin for now and no second admin is named. She offered two Trafford Park account managers and asked whether other depots are needed.
The thread
Updated 9 Oct 26Messages
Callie Brennan 18 Dec 2023 10:25Hi Aisha, Thanks for your time on the call last week. Here is the plan from my side before we switch on the refresh. What I need from your side is: - written access for each source system you want connected first, sent to me by email so I have it on file - a name for whoever in your IT team can approve the access if it needs a second pair of eyes - two or three of the depot account managers who will be the first people to use the brain, so I can check the field mapping against how they actually work Once I have the access in writing I can book a working session with you. I would like to do it on Wednesday or Thursday this week, ideally in the morning, and keep it to about an hour. We will go through the account and ticket fields, check that they map cleanly and agree what the first refresh should pull in. Could you tell me which of those two days suits you, and whether the access is likely to arrive before then? No problem if it needs to slip into the new year, I would just rather know now. Thanks, Callie
Aisha Rahman 18 Dec 2023 12:59Hi Callie, Thanks for this, very clear. Just flagging that Thursday morning works better for me, as Wednesday is our depot review and I will be tied up most of it. On the access, I have asked a colleague in IT about the first system and I am waiting to hear back. I think it will be sorted by Thursday but I do not want to promise something I cannot check. I will send you what I get in writing as soon as it lands, rather than passing it on verbally. For the account managers, I can put forward two people from the Trafford Park depot to start with. Is that enough, or would you prefer someone from one of the other depots as well? I am not sure how different their processes are, so I would rather ask than guess. I have also not yet worked out who should be the second admin. I am happy to be the main contact for now. Thanks, Aisha