Kickoff follow-up and what we need before the first refresh

Hello all, Thank you for your time on the kickoff call. Here is the plan as I understood it, with a date against each step. What I need from your side is: - Written access for the CRM connector, so I can map the account and contact fields. Tariq, this is the one I would like first, by Monday 10 March 2025. - Written access to the branch system extract, again so I can see the real fields before I promise a mapping. I will not start any connector until I have it in writing. - Gareth, your security review notes for the Snowflake account, so we agree where the brain runs and who can see it before we switch on the refresh. - Deepa, the names of the first branch, key-account and credit-control users, so we can set up their access under the 200 licensed users. On our side, I will send a setup note once the first connector is loaded, and Daniel will pick up the adoption plan with Deepa after the first refresh lands. If anything above is not possible by Monday, tell me and we will move the later steps rather than squeeze them. Thanks, Callie

Callie, Thanks for the list. Status as it stands: - CRM connector access: ready. I have created the service account and the details are in the secure share. Please confirm you can see them. - Branch system extract: not yet. Which connector do you want to use for it? I would rather agree that with you before I grant anything, because the account matching between the branch system and the CRM is a mapping question and I want it right first time. - Security notes: Gareth will send those himself. I have copied him. I will check the load log once the CRM connector has run and tell you what I see. Cheers, Tariq

Hello all, Thanks, Tariq. I can see the CRM service account details and have started on the field mapping. That maps cleanly so far, and I will send you the mapping sheet to check before anything loads. On the branch system: I will propose a connector and a field list by end of day tomorrow, and you can tell me whether it matches what you expect. Nothing starts until you have agreed it. Gareth, when your security notes are with me I will fold them into the setup note so there is one document for the whole project. Deepa, one small thing for you: please send the first group of users when you have them. It is not blocking, but it will save us a day later. Thanks, Callie