Linthorpe Trade Supplies / BG-Demo – Onboarding
Callcompleted
Linthorpe Trade Supplies · 19 Sep 2024 11:45
On the 19 Sep 2024 call, Darren Blakey confirmed the customer wants references mapped together. Callie Brennan set the full refresh for that night and go-live for the next morning, with Marcus to handle training and handover.
What was said
What this says
As at Fri 9 Oct 2026On the 19 Sep 2024 call, Darren Blakey confirmed the customer wants references mapped together. Callie Brennan set the full refresh for that night and go-live for the next morning, with Marcus to handle training and handover.
What happened: Darren confirmed the team wants tickets and customer references mapped together. Callie finalised the mapping and scheduled the full refresh overnight.
Customer view: Darren was pleased the work was done quickly. Liam asked whether he was pretty much done once the refresh completed.
Commercial: This is the go-live moment for the implementation. How well the handover works will shape early adoption and the first renewal.
Watch: The customer has no named owner for checking data after go-live. Callie's plan relies on Marcus, who was not on the call, to handle training and any connector issue.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Callie to run the full refresh overnight and flag any issue first thing.
- Callie to brief Marcus that afternoon on where the implementation stands.
- Marcus to contact the customer the next day to deliver training and handover.
Risks
As at Fri 9 Oct 2026- Go-live follows within a day of the decision, with little time for the customer to check the data.
- Handover depends on Marcus, who was not on the call, and no customer owner for data checks was named.
Opportunities
As at Fri 9 Oct 2026- Training led by Marcus can show the team how to search and ask questions, building early usage.
Transcript
Callie BrennanMorning both. Quick call to nail down the field mapping and get ready for the full refresh.
Darren BlakeyMorning. Yeah, so I checked with the team, they definitely want the customer references mapped together so they can see all the tickets in one place.- Callie BrennanPerfect, that's exactly what I'd have recommended. That maps cleanly. So I'll finalise the mapping today and we can run the full refresh tonight.
Liam CornerTonight?- Callie BrennanYeah, I know it's quick, but we've got the decision, the connections work, and the test looked good. Full refresh will run overnight, and by tomorrow morning your data will be live in the brain.
- Darren BlakeySo we're going live tomorrow?
- Callie BrennanThat's the plan. If there's any issue with the full refresh overnight, I'll reach out first thing. But assuming it completes cleanly, tomorrow morning your team can log in and start using the brain.
- Liam CornerOK, so what do we need to do our end?
- Callie BrennanNothing really. Just keep the service accounts running and make sure your systems are healthy so the refresh completes. I'll monitor it from here and be on call if anything goes wrong.
- Darren BlakeyAnd Marcus will reach out tomorrow to handover?
- Callie BrennanYeah, I'll brief him this afternoon on where we are. He'll be in touch tomorrow to do the training and walk your team through how to use the search, how to ask questions, all that.
- Liam CornerSo I'm pretty much done after the refresh completes?
- Callie BrennanExactly. Keep those service accounts live, and if anything goes wrong with the data or a connector, Marcus will know and he'll reach out. You just keep your systems running on your side.
- Darren BlakeyGreat. I'm pleased we got this done quickly. Will there be any hiccups we should expect?
- Callie BrennanShouldn't be. The test refresh proved everything works. The only thing that could happen is if one of your source systems goes down during the full refresh, but your systems are up, so that's fine. If there's any issue, I'll catch it and flag it immediately.
- Liam CornerSounds good. Thanks for handling this smoothly, Callie.
- Callie BrennanPleasure. Really happy with how this has gone. So full refresh tonight, you should be live tomorrow morning, and Marcus will be in touch then.
- Darren BlakeyBrilliant. Thanks.
- Callie BrennanCheers both. Speak tomorrow.