Kickoff call for your onboarding

Hello Helen, Good to speak earlier. As promised, here is the plan for the kickoff so you can see what the hour looks like before we switch on the refresh. Proposed slot: Monday at 10:00, about an hour, on a video call. The plan for the hour: - A quick run through the sources you want connected first, and the order we connect them in - How your tenant, repairs, complaints and arrears data maps into the brain - Who is an admin and who is a user from day one (you have 40 licensed users, so we have plenty of room) - The dates for each step after the call What I need from your side is written access for each source before the kickoff, not after. I will not start a connector without it, because it means we lose days chasing credentials later. If it is easier, send me the names of the people who hold the logins and I will contact them directly. It would also help to have the person who looks after your repairs reporting on the call, as they will be the one running things day to day once we hand over. Let me know if Monday works, or suggest another time that week. Thanks, Callie

Callie, Monday at 10:00 works for me. I will ask our repairs data analyst to join, as he will be administering the brain day to day and he knows where the repairs figures come from better than I do. On access: I have asked our IT team for the credentials for the housing management system and the complaints log. I expect the first of those to reach you before Monday, but I cannot promise the second. Please do not read the delay as lack of interest. The board will ask us in a few weeks what the brain is adding, so I want to get the repairs and arrears picture right first. One request for the agenda. Can you show me the source for each field you map? I would rather see where every figure in the board pack comes from at the start than find a discrepancy later. Kind regards, Helen