Onboarding sessions: picking up the schedule

Hello Tariq, I'm Laura, one of the implementation consultants at BB-Demo. I'm picking up your onboarding sessions from Callie, and I have her setup notes and the plan she agreed with you. To make sure I have it right, this is where I think we are: - CRM mapping session: held today, field list received - branch system matching: you asked for Tuesday, after you've checked the account key - helpdesk and call recorder: access still to come Please correct me if any of that is off. Could you confirm that Tuesday still suits and what time of day is best? I'd also like to know whether the helpdesk and call recorder access can arrive before then, so that we can switch on those refreshes in the same week. The contract is for Enterprise with two hundred licensed users, so I'd like us to get the connectors stable first and then agree the order in which teams are brought on. Kind regards, Laura Penhaligon Implementation Consultant, BB-Demo

Hi Laura, Thanks for picking this up. Your summary is right. Tuesday still works, ideally in the morning, say 10:00. I've been through the load log for the branch extract and the account key is mostly stable. There are a few trade accounts that appear under two references, which is why I wanted to look first. I'll bring a short list of those so we can decide in the session how to handle them. The helpdesk access I can send today. The call recorder access needs sign-off from a colleague in IT, so I can't promise it before Tuesday. I'll chase it this afternoon and tell you if it slips. On the order for teams, I'd start with credit control and key accounts and bring the branches in after that. Happy to talk it through on Tuesday. Cheers, Tariq