Onboarding session: next steps
Email thread Kelvinhaugh Pension Services: documents · cs
Callie Brennan reports the first source connected with a clean mapping and asks Ailsa Dunlop for the user list. Ailsa is unsure who will use it day to day and is told to add only training attendees.
What was said
What this says
Current to 11 Oct 26Callie Brennan reports the first source connected with a clean mapping and asks Ailsa Dunlop for the user list. Ailsa is unsure who will use it day to day and is told to add only training attendees.
Ask: Callie needs the list of people who should have access, with roles, by the end of the following week, to set up accounts for the 15 licences.
Customer view: Ailsa has started the list but is unsure which relationship managers will use the brain day to day, which suggests adoption is not yet settled.
Next: Ailsa to send a shorter list of training attendees; more users can be added at any time.
The thread
Updated 9 Oct 26Messages
Callie Brennan 29 Feb 2024 11:21Hi Ailsa, A quick note after our call. The first source is connected and the mapping looks clean, so the next step is the second source and the user list for your 15 licences. What I need from your side is the list of people who should have access, with their roles, by the end of next week. Once I have it I'll set up the accounts and we can plan a walkthrough for the team. Thanks, Callie
Ailsa Dunlop 1 Mar 2024 17:12Hi Callie, I've started the list but I'm not sure yet which of the relationship managers will actually use it day to day. Is it better to add everyone now, or only those who will come to the training? Ailsa- Callie Brennan 1 Mar 2024 18:10Hi Ailsa, Only the people coming to the training for now. You have room for 15, so there's no rush to fill them, and we can add others any time. Send me that shorter list when you have it and I'll set those accounts up. Thanks, Callie