Kickoff scheduling
Email thread Saltdean Hart Insurance Brokers: documents · cs
Callie Brennan and Zoe Kendrick agreed a Wednesday kickoff at 14:00. Callie needs the access details for the first systems before any connector starts. Zoe asked whether the claims team sees data from the first refresh.
What was said
What this says
Current to 11 Oct 26Callie Brennan and Zoe Kendrick agreed a Wednesday kickoff at 14:00. Callie needs the access details for the first systems before any connector starts. Zoe asked whether the claims team sees data from the first refresh.
Ask: Callie needs a kickoff time and written access details for the first systems, and will not begin any connector without them. Zoe is asking her IT person for the details.
Customer view: Zoe is stretched this month and keen for the claims team to see results early. Callie said access will be agreed at kickoff once the first refresh lands cleanly.
Next: Zoe sends the access details by Tuesday.
The thread
Updated 9 Oct 26Messages
Callie Brennan 21 Nov 2024 09:12Hi Zoe, I'm Callie, and I'll be running the implementation for you. Let's get the kickoff in the diary. The plan for the session is simple: we confirm which systems we connect first, agree who your admin is, and set a date against each step. It takes about an hour. What I need from your side is a time that suits you, either Tuesday or Wednesday next week, and the access details for the first systems in writing before we start. I won't begin any connector without that, so the sooner it arrives the better. Thanks, Callie
Zoe Kendrick 22 Nov 2024 16:54Hi Callie, Quick question: can we do Wednesday afternoon, say 14:00? We're stretched this month and Tuesday is full with the claims team. I'll ask our IT person about the access details and get them to you. Can the claims team see it from the first refresh, or is that later? Thanks, Zoe- Callie Brennan 25 Nov 2024 13:43Hi Zoe, Wednesday at 14:00 works for me, so that's booked and an invite will follow shortly. On your question: the claims team can see it once the first refresh has landed cleanly and we've checked the mapping, so we'll agree who gets access during the kickoff. That's the right place to settle it. Before we switch on the refresh I need the access details, so please send them by Tuesday if you can. I'll send a short checklist beforehand so nothing is a surprise. Thanks, Callie