Kickoff scheduling for the Harcastle rollout
Email threadNicola Brearley agreed a Wednesday kickoff, asked for missed-collection tickets to be connected first, and said that of 40 licences it is really only her using the brain so far.
What was said
What this says
Current to 13 Oct 26Nicola Brearley agreed a Wednesday kickoff, asked for missed-collection tickets to be connected first, and said that of 40 licences it is really only her using the brain so far.
Ask: Nicola wants missed collections connected first, a short agenda to share, and a plan to get account managers using the brain.
Customer view: Engaged and cooperative, but she flags that adoption is thin: 40 licences and effectively one user. IT will want to know exactly what access is needed.
Next: Laura confirmed 10:00 on Wednesday, an access note for IT, and a rollout plan in the second half of the kickoff.
The thread
Updated 9 Oct 26Messages
Laura Penhaligon 11 Apr 2025 11:24Hi Nicola, Welcome aboard. I'm Laura, the implementation consultant who will be looking after your set-up, and I'd like to get the kickoff session in the diary for next week. The session would run for around ninety minutes, and I'd like to cover three things: - Which systems we connect first, and who on your side can grant access to each. - Who needs to be in the room from the account management and collections side. - What you want the brain to answer on day one, so we can test it against your own data. It would help to have someone from IT or whoever looks after your systems there, as they will need to approve the connections. Would Tuesday or Wednesday morning suit you? If neither works, send me a couple of slots and I'll fit around you. Thanks, Laura Penhaligon Implementation Consultant, BB-Demo
Nicola Brearley 14 Apr 2025 12:38Hi Laura, Thanks for this. Good to have a name to work with. Tuesday is out for me, as I'm out with the depth teams most of the day. Wednesday morning works. Before we meet, three points from my side: - Missed collections are the thing I care about most, so I'd like those tickets connected first, before anything else. - I'll bring one of our account managers and someone from IT. IT will want to know exactly what access you need before they agree to anything. - We have 40 licences, but so far it's really only me poking around, so I'd like a plan for getting the account managers using it. Can you send a short agenda beforehand so I can share it with them? It will save me explaining it twice. Thanks, Nicola- Laura Penhaligon 16 Apr 2025 11:13Hi Nicola, Wednesday morning it is. I'll send a calendar invite shortly for 10:00, and I'll put the agenda in the invite so you can forward it as it stands. On your points: - Missed-collection tickets will be first on the connector list, as you asked. - I'll send a short note for your IT contact listing the access we need and what we do with it, so they have it before the session. - For the account managers, I'll build a rollout plan into the second half of the kickoff and we can agree who starts when. If anything changes before Wednesday, just tell me and we'll move it. Thanks, Laura