Kickoff follow-up and next steps
Email thread Grisedale Search & Selection: documents · cs
After the 7 May 2024 kickoff, Callie Brennan listed what Grisedale must supply. Nadia Bashir can open the CRM and shared mailbox quickly, but the third source depends on IT and the trainee users are undecided.
What was said
What this says
Current to 11 Oct 26After the 7 May 2024 kickoff, Callie Brennan listed what Grisedale must supply. Nadia Bashir can open the CRM and shared mailbox quickly, but the third source depends on IT and the trainee users are undecided.
Ask: Callie asked for written connector access, the fields consultants use most and the first group of users, up to the 15 licensed.
Customer view: Nadia was cooperative and clear, but flagged that IT must grant the third source and that the trainee question is open.
Next: Callie starts with two sources and adds the third when IT replies. Trainee users can be added later within the licence.
The thread
Updated 9 Oct 26Messages
Callie Brennan 7 May 2024 14:44Hi Lauren, hi Nadia, Thanks for your time on the kickoff this morning. Here is the plan as I understood it, so you can correct me before we switch on the refresh. What I need from your side is: - written access for the connectors we agreed, from whoever administers each system - a list of the fields the consultants look at most when they prepare for a client call - the names of the people who will be the first group of users, up to the 15 licensed On our side, I will map the fields as soon as access arrives and send you a short note on how each one lands. Nothing starts until I have access in writing. Nadia, I have you down as the admin, so I will send setup notes to you. Thanks, Callie
Nadia Bashir 7 May 2024 16:39Hi Callie, Thanks, that's clear. I can get the access sorted for the CRM and the shared mailbox quickly. The other system is looked after by someone in IT, so I'll have to ask them and that may take a few days. On the user list, Lauren and I will pull that together. I'm not sure yet whether the trainee consultants should be in the first group. Can we decide that when we speak next? Nadia- Callie Brennan 7 May 2024 17:58Hi both, That's fine, Nadia. Start with the CRM and the shared mailbox and we will add the third source when IT come back. That maps cleanly in stages, and the first refresh will simply show less until it is connected. The trainee question can wait. I would suggest starting small so the first group can tell us what is missing, and we can add people afterwards within the licence. I will send a short setup note once the first access lands. Thanks, Callie