Onboarding kickoff: agenda and attendees
Email thread Ardcarne Life Assurance: documents · cs
Niamh Costello accepted the proposed kickoff agenda, asked for the COO to be copied on the summary only, and asked for the CISO to join the SSO and SCIM item. Kickoff set for the Wednesday of the week of 5 Oct 2026.
What was said
What this says
Current to 11 Oct 26Niamh Costello accepted the proposed kickoff agenda, asked for the COO to be copied on the summary only, and asked for the CISO to join the SSO and SCIM item. Kickoff set for the Wednesday of the week of 5 Oct 2026.
Ask: Elena Novak proposed a five-point kickoff for the Enterprise subscription. Niamh approved it and liked that it starts with the brokers rather than the tooling.
Customer view: Niamh will be the day-to-day sponsor, wants the COO informed but not attending, and needs the CISO comfortable with identity handling before any user rollout.
Next: Elena is to send the invitation and first settle the list of administrators, and asked Niamh for their names beforehand.
The thread
Updated 9 Oct 26Messages
Elena Novak 2 Oct 2026 17:30Dear Niamh, I am Elena, the Customer Success Manager for your account, based in Amsterdam. Now that your Enterprise subscription has started, I would like to hold a short onboarding kickoff, separate from the technical sessions with Ollie. To confirm, the agenda I propose is: 1. what success looks like for your broker distribution and customer service teams in the first quarter 2. who your internal sponsor and day-to-day administrators will be 3. how the 150 licensed users will be introduced, and in what order 4. the single sign-on and SCIM setup, and who owns it on your side 5. how and when we will review progress together Could you tell me which days next week suit you and who should be there? I will make sure that a written summary of the actions follows the same day. Kind regards, Elena
Niamh Costello 2 Oct 2026 18:20Hi Elena, Thank you, this is clear. The agenda is fine, and I like that it starts with the brokers rather than the tooling. A couple of points. For item two, I will be the sponsor day to day, but our COO should be kept informed, so please copy him on the written summary. He will not need to attend. For item four, our CISO will want to be there, as I need him comfortable with how identity is handled before we roll anything out to users. Wednesday or Thursday next week would be best for me, in the afternoon. Please do not propose a time on Monday, as I have board preparation. Best, Niamh- Elena Novak 5 Oct 2026 14:13Dear Niamh, Thank you for your reply on Friday, and for the clear guidance on attendance. To confirm what we have agreed so far: 1. The kickoff will be on Wednesday afternoon this week, and I will send the invitation shortly with the agenda attached. 2. You are the sponsor day to day, and I will copy your COO on the written summary only. 3. Your CISO will join for the single sign-on and SCIM item. I will make sure that the list of administrators is the first thing we settle, because it affects who can see what from the first day. If you can send me their names beforehand, we will move faster in the session. On invoicing, I understand our Finance team has already written to your COO. I will not comment on dates for their work, but I will ask them to reply to him directly if anything is outstanding. Kind regards, Elena