Copperlane Payroll / BG-Demo – Onboarding
Callcompleted
Copperlane Payroll · 9 Jul 2025 14:45
Five weeks into a four-week implementation, only the Salesforce connector is live. Ian Brearley says the delay is on Copperlane's side. Hamza Akhtar agreed a checklist and a Salesforce training call.
What was said
What this says
As at Fri 9 Oct 2026Five weeks into a four-week implementation, only the Salesforce connector is live. Ian Brearley says the delay is on Copperlane's side. Hamza Akhtar agreed a checklist and a Salesforce training call.
What happened: Hamza Akhtar checked progress on the implementation. The Salesforce connector has run for a couple of weeks, but the invoicing system, helpdesk and HR data connectors have not progressed.
Customer view: Ian Brearley says the blocker is Copperlane's own focus, not BG-Demo. Rebecca Nuttall ties it to a busy payroll quarter and says time can be allocated once it settles.
Commercial: The work was scoped as a four-week implementation and is now past that window. Connector depth drives early value, so the delay is a risk to adoption and to the first renewal.
Watch: Ian would not promise the connectors by next week. Rebecca welcomed training on Salesforce, which gives a route to early adoption.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza Akhtar sends Ian Brearley a checklist for the invoicing system, helpdesk and HR data by the next day.
- Ian Brearley makes what progress he can on API access over the next fortnight.
- Hamza Akhtar sets up a Salesforce training call for the team towards the end of July.
Risks
As at Fri 9 Oct 2026- Three of four connectors are not started and the four-week implementation window has passed.
- Customer time is the constraint and Ian Brearley would not commit to a date.
- Low early value could weaken adoption ahead of the first renewal.
Opportunities
As at Fri 9 Oct 2026- Training on the live Salesforce data can build adoption before the other connectors arrive.
- Rebecca Nuttall is receptive and will allocate time once the quarter settles.
Transcript
Hamza AkhtarHi Rebecca, Ian. Thanks for making time.
Ian BrearleyMorning, yeah, no problem.
Rebecca NuttallHi Hamza. Good to hear from you.- Hamza AkhtarSo I'm going to do a quick check-in on the implementation. We're about five weeks in now, and I wanted to see where you are with the other three connectors we still need to wire up.
- Ian BrearleyRight, yeah. So we've been running the Salesforce one for a couple of weeks now and it's all working fine, data's flowing. But we haven't made much progress on the other three yet if I'm honest.
- Hamza AkhtarOkay. What's blocking it? Is it something from our side or something you need to sort from your end?
- Ian BrearleyNo, it's on us really. We've just been focused on other stuff. But it's not forgotten, we'll get to it.
- Rebecca NuttallOnce this quarter settles we can allocate some time to it. It's just been quite busy on the payroll side.
- Hamza AkhtarI understand. But we did scope this as a four-week implementation, and we're now past that window. What would help move things forward? Is there something I can do to make it easier for you?
- Ian BrearleyI think it's just time, to be honest. We've got a lot on at the moment. But we will get the API access sorted for the other systems, it's not complicated.
- Hamza AkhtarOkay, so if I sent you a checklist for each of the remaining three: the invoicing system, the helpdesk, and HR data: that spells out exactly what we need, could you have a go at getting those set up in the next week or so?
- Ian BrearleyI can have a crack at it, yeah. Can't promise it'll all be done by next week, but I'll make a start.
- Hamza AkhtarFair enough. And Rebecca, from a team readiness perspective, is there any appetite for getting people trained up on what we've got so far with Salesforce?
- Rebecca NuttallActually, that would be useful. Even if we're not fully live with all the systems yet, getting people comfortable with what they can already do might help drive adoption.
- Hamza AkhtarGood thinking. So let me propose this: I'll send Ian the checklist for the three remaining systems. Ian, you make what progress you can in the next fortnight. And I'll set up a training call for your team on the Salesforce side for maybe end of July, so everyone's up to speed on what they've got access to.
- Ian BrearleyYeah, okay. That works.
- Rebecca NuttallGood plan.
- Hamza AkhtarPerfect. I'll send that checklist over by tomorrow. Cheers, all.