Ellerby Dental Group / BB-Demo – Kickoff
Callcompleted
Ellerby Dental Group · 2025-04-25 15:30
Kickoff for Ellerby Dental Group on 25 Apr 2025. Laura Penhaligon set out an eight-week implementation. Megan Statham owes a technical questionnaire and Rebecca Oakes is the business champion. Nothing on price or renewal.
What was said
What this says
Current to 13 Oct 26Kickoff for Ellerby Dental Group on 25 Apr 2025. Laura Penhaligon set out an eight-week implementation. Megan Statham owes a technical questionnaire and Rebecca Oakes is the business champion. Nothing on price or renewal.
What happened: Laura Penhaligon opened the implementation on 25 Apr 2025 with Rebecca Oakes and Megan Statham. Megan owns the technical questionnaire, and Esther Quaye plans training and initial dashboards.
Customer view: Megan asked how detailed the questionnaire must be and confirmed BB-Demo sets up the connectors. Rebecca asked who gets trained, what happens if data looks wrong, and when to tell staff.
Commercial: The terms quoted match the Growth tier: 40 users included, a one-hour critical response and an eight-week implementation. The call does not touch price or renewal.
Watch: Delivery depends on customer IT returning the questionnaire, and adoption depends on Rebecca choosing a core group. The call does not show a go-live date.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura sends the questionnaire and connector documentation to Megan by Thursday.
- Esther drafts the staff announcement for Rebecca by Friday.
- Megan chases IT to return the questionnaire by the end of the following week.
Risks
Current to 9 Oct 26- Connector setup cannot start until customer IT returns the technical questionnaire.
- Adoption rests with the customer, and no core training group has been named yet.
Opportunities
Current to 9 Oct 26- The 40 included users leave headroom for wider rollout after the core group.
- Initial dashboards and an announcement give an early adoption push.
Transcript
Laura Penhaligon NoneHi everyone, welcome. I'm Laura, I'll be running your implementation, and Esther here is your customer success manager. So congratulations on signing, we're excited to get started. Megan, I know you'll be our main tech contact, and Rebecca you're the champion on the business side, yeah?
Megan Statham NoneYes, that's right. I'm keen to understand the timeline and what we need to do on our end.- Laura Penhaligon NoneRight, so we're looking at an eight-week implementation. We've sent you a technical questionnaire, that's the first thing. Megan, I'll need you and your IT team to fill that in so we understand your system landscape and where we're pulling data from.
- Megan Statham NoneHow detailed does that need to be?
- Laura Penhaligon NonePretty granular, database names, API endpoints, user credentials for read access, that kind of thing. It'll take an hour or two for IT to put together, but we need it before we can start configuring the connectors. Once we've got that, we'll schedule a technical kickoff with you and your IT team to walk through security and access.
Rebecca Oakes NoneHow long will that meeting be?- Laura Penhaligon NoneCouple of hours. We'll go through each connector: so your complaints system, your supplier tickets, your practice performance data, and make sure everyone's aligned on what we're pulling and how it flows. Then we'll test the connections.
Esther Quaye NoneAnd while Laura's working through the technical side, I'll be planning the go-live and training. Rebecca, I'll want to sit down with you and understand which team members need access from day one. We'll do a training plan and build out some initial dashboards so people have something to play with when you go live.- Rebecca Oakes NoneSo who's getting trained? Is it everyone?
- Esther Quaye NoneWe'd recommend starting with a core group: probably your admin team, the practice managers, and whoever's going to be using the dashboards day to day. We can do group training sessions and one-on-ones if needed. You've got 40 users included, so there's plenty of headroom.
- Megan Statham NoneAnd the data refresh, is that happening from day one?
- Laura Penhaligon NoneYes. Once the connectors are live, it'll refresh nightly by seven in the morning every business day. So you'll always have fresh data for your morning reports and decisions.
- Rebecca Oakes NoneWhat happens if something breaks or the data looks wrong?
- Esther Quaye NoneYou've got a one-hour response time for any critical issue. You can log a ticket in our support portal, or just email me or Laura. We'll get on it straight away. And if there's a data issue, we'll investigate and let you know what's happened.
- Megan Statham NoneJust to confirm, you're setting up the connectors, not us?
- Laura Penhaligon NoneExactly. We own the technical setup. You own the user adoption and telling us what's not working. So I'll send over the questionnaire today, if you can get that back to us by end of next week, we'll schedule the technical kickoff for the week after. Does that suit?
- Megan Statham NoneYeah, that's doable. I'll chase IT.
- Esther Quaye NonePerfect. So to recap, Megan gets the questionnaire to us, Laura and IT do the technical setup, I start planning training with Rebecca. We'll be live within eight weeks. Everyone happy?
- Rebecca Oakes NoneYeah, that sounds good. When should we start telling people about this?
- Esther Quaye NoneGood call. We can help you write an announcement. Getting people excited about the value early helps with adoption. I'll draft something and send it to you by Friday.
- Laura Penhaligon NoneAnd Megan, I'll be in touch by Thursday with the questionnaire and some documentation about the connector types so you know what to expect. Any other questions now?
- Megan Statham NoneNot from me. Thanks, Laura.
- Esther Quaye NoneBrilliant. We're excited to work with you. Next call will be with you, Rebecca and Laura once we've had the technical kickoff. Speak soon.