Kickoff follow-up and next steps

Hi Fiona, Ailsa and Iain, Thanks for your time at the kickoff today. Here is where we got to and what happens next, so we all have the same list. What I need from your side is: - Written access details for each system you want connected. I won't start a connector until I have these in writing, and Iain, I know you'll want to be comfortable with how access is granted first. - Ailsa to be named as the admin for your 15 licensed users, so she is the person I set up and train first. - Fiona to confirm which scheme relationship managers go live first, so we start with the people who will use it. What I will do: - Map your fields once the access details arrive, and check each mapping before we switch on the refresh. - Send you a short setup note covering what is connected and who can see what. - Run the first refresh and walk Ailsa through it, so she can run things alone afterwards. If you can get the access details to me by the end of this week, I can have the first refresh landing early next week. Daniel is copied and will keep an eye on how the team is finding it once you are live. Thanks, Callie