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Kickoff follow-up and next steps

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Tobias Renwick summarised the Starter kickoff on 6 Apr 2023. Craig Paterson replied the same day, proposing the helpdesk and call recorder first and asking for an agreed change window before anything is switched on.

What was said

What this says

Current to 10 Oct 26

Tobias Renwick summarised the Starter kickoff on 6 Apr 2023. Craig Paterson replied the same day, proposing the helpdesk and call recorder first and asking for an agreed change window before anything is switched on.

Ask: Tobias asked Craig for the first systems to connect and any change window, and asked Imogen Hartley for the security reviewer's name. Craig answered on connectors and the window; Imogen's reply is not in the thread.

Customer view: Craig wants control over timing and would rather be told before a refresh moves, not after. He put the helpdesk and call recorder first because the relationship managers ask about them most.

Next: Craig said he would return with a window by the end of the week. The security reviewer's name is still outstanding in this thread.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2023-04-06
Last message2023-04-06

Messages

  1. Tobias Renwick
    Tobias Renwick 6 Apr 2023 12:08
    to Imogen Hartley, Craig Paterson
    Imogen, Craig, Thank you both for your time on the kickoff call. I wanted to put the main points in writing so that nothing depends on anyone's memory. The Starter subscription covers one team, up to fifteen users and four connectors. To be precise, the connectors are the hard limit, so it is worth choosing the first four sources deliberately. The honest answer is that your security team will want to see where the data sits, and the answer is simple: everything is built and run inside your own Snowflake account, and nothing leaves your controls. Craig, could you confirm which systems you would like connected first, and whether there is a change window we should respect on your side? Imogen, I would be grateful if you could share the name of whoever in your security team will review the set-up. Daniel is copied and will keep the plan moving week to week. Best, Tobias
  2. Craig Paterson
    Craig Paterson 6 Apr 2023 14:23
    to Tobias Renwick
    Tobias, Thanks for the summary. Just to flag, I'd rather we agree a change window before anything is switched on, as I'd prefer to be told before a refresh moves, not after. For the first connectors, I'd suggest the helpdesk and the call recorder, as those are the two the scheme-relationship managers ask about most. The invoice data can follow once I've had a look at how it's exported. I'll send the admin console status for each one so we're reading from the same page. I'll keep an eye on it and come back to you with the window by the end of the week. Regards, Craig

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