Follow-up: kickoff and what we need from you
Email thread Hollins Tarrant: documents · cs
Callie Brennan set out the implementation plan after kickoff and asked for CRM and helpdesk access in writing. Rob Ellery left detail to Jenna Price and asked how much of his team's time it takes.
What was said
What this says
Current to 10 Oct 26Callie Brennan set out the implementation plan after kickoff and asked for CRM and helpdesk access in writing. Rob Ellery left detail to Jenna Price and asked how much of his team's time it takes.
Ask: Callie needs read-only CRM access, helpdesk access and a named admin, with access by 18 Jan 2024. Rob asked how long it takes on their side.
Customer view: Rob said he does not follow all of it and does not want to pull consultants off their desks. Callie replied the load is about an hour of Jenna's time.
Next: Jenna has not replied in this thread, so access and the named admin are unconfirmed.
The thread
Updated 9 Oct 26Messages
Callie Brennan 15 Jan 2024 13:45Hi Jenna, Rob, Thanks for making time for the kickoff this morning. Here's the plan as I understand it, with a date against each step. What I need from your side is: - Read-only access to your CRM for the placements pipeline, in writing, from Jenna. - Helpdesk access for the client-facing tickets, also in writing. - A named admin, which I've down as Jenna, unless you tell me otherwise. What I'll do once the access arrives: - Connect the sources inside your Snowflake account and map the fields. - Check the mapping with Jenna before we switch on the refresh. - Hand over a short setup note so your admin can run things alone. I'd like the access with me by 18 Jan 2024 so the first refresh can land the week after. The Starter tier includes fifteen licensed users, so there's room to add consultants once it's running. Thanks, Callie
Rob Ellery 16 Jan 2024 12:37Callie, Thanks for this. To be straight with you, I don't follow all of it and I'll leave the detail to Jenna. The team's flat out and I don't want to pull consultants off their desks. How long will it take on our side? If it's a couple of hours from Jenna, fine. If it's more than that, tell me now. Rob- Callie Brennan 18 Jan 2024 08:28Hi Rob, Jenna, Thanks Rob, that's helpful. Your side is small: Jenna's time to grant the two access requests and a short session to check the mapping, probably an hour in total. Nobody else needs to do anything until the refresh is live. Jenna, could you send me the two sets of access today or tomorrow? I won't start any connector without it in writing. If it's easier, Marcus can sit in on a call while you grant it. Once I have it, I'll confirm the date for the first refresh. Thanks, Callie