Ellerby Dental Group / BG-Demo – Onboarding
Callcompleted
Ellerby Dental Group · 1 May 2025 13:15
Onboarding call on 1 May 2025 with Rebecca Oakes and Megan Statham. The IT questionnaire was nearly done, go-live depended on it, and a core training group still had to be chosen. No commercial concerns were raised.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on 1 May 2025 with Rebecca Oakes and Megan Statham. The IT questionnaire was nearly done, go-live depended on it, and a core training group still had to be chosen. No commercial concerns were raised.
What happened: Laura Penhaligon checked progress on the technical setup. Megan said IT had pretty much finished the questionnaire and would send it by end of day tomorrow.
Customer view: Rebecca asked whether go-live was still on track for late April. Laura said the eight-week timeline held: about two weeks of connector configuration, then a week or so of testing and user setup.
Commercial: Laura confirmed 40 users on the licence, so there is headroom for the rollout. Training starts with a core group of champions, to be named within a week or two.
Watch: The call is dated 1 May 2025, so a late April go-live question sits oddly with the dates. The record does not show what go-live date was agreed.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Megan Statham to send the completed IT questionnaire to Laura Penhaligon by end of day tomorrow.
- Laura Penhaligon to send the architecture diagram once the questionnaire arrives, then schedule the technical kickoff.
- Rebecca Oakes and Megan Statham to agree the core user group and tell Esther.
Risks
As at Fri 9 Oct 2026- Go-live depends on the IT questionnaire, which was still outstanding on the call.
- Rebecca's late April go-live question does not fit a call held on 1 May 2025, and the evidence does not show the agreed go-live date.
- Adoption could slip if the core training group is not named within the week or two Laura asked for.
Opportunities
As at Fri 9 Oct 2026- The licence covers 40 users, so a wider rollout after the core group is trained is possible without extra seats.
- A well-trained group of practice champions supports early adoption and later renewal.
Transcript
Laura PenhaligonHi Megan, Rebecca, how are you both? I wanted to check in on where we are with the technical setup. Megan, how's IT getting on with the questionnaire?
Megan StathamYeah, they've pretty much finished it. I'll get it over to you by end of day tomorrow. They had a couple of questions about the database access but I think we've got them sorted.- Laura PenhaligonPerfect. Once I've got that, I'll come back to you with a draft architecture showing how we're going to hook everything together. Then we'll schedule the technical kickoff and run through each connector in detail. For now, let me walk you through what's happening with the data flows.
Rebecca OakesAnd we're still on track for late April go-live?- Laura PenhaligonAbsolutely. We're still on the eight-week timeline. Once Megan gets the questionnaire back and we've done the technical kickoff, we can start the connector configuration. That's about two weeks of work. Then a week or so of testing and user setup, and you're live.
- Megan StathamHow much testing do we need to do on our side?
- Laura PenhaligonWe'll do the heavy lifting: making sure the data's loading cleanly, the refresh is working, that kind of thing. We'll send you a test data sample and ask you to verify it looks right. Once you sign off, we'll flip to production and you're good to go. Shouldn't take more than a couple of days on your side.
- Rebecca OakesAnd then it's just live and people can start asking questions?
- Laura PenhaligonNot quite, we want everyone trained first. Esther's building a training plan, so you'll have group sessions and probably some one-on-ones for people who want extra support. It helps with adoption if people know what they're doing.
- Megan StathamHow many people are we training?
- Laura PenhaligonYou've got 40 users on the licence, so there's headroom. Esther will want to start with a core group, people who're going to champion it in their practices. Then you can roll out wider. But everyone's got the same access once they're set up.
- Rebecca OakesThat makes sense. When do we need to decide who that core group is?
- Laura PenhaligonSooner rather than later, within the next week or two. It helps Esther plan the training schedule. She'll probably want to chat to you about it.
- Megan StathamOkay, I'll chat with Rebecca about that and we'll get back to Esther.
- Laura PenhaligonBrilliant. So on my side, I'll have the architecture diagram for you once the questionnaire comes in. Then we'll line up the technical kickoff. On your side, get me the questionnaire and start thinking about your core user group. Sound good?
- Rebecca OakesYeah, sounds good. How do we stay in touch between now and the technical kickoff?
- Laura PenhaligonSlack. I'll add you both to our customer channel and we can ping each other there. If something urgent comes up, you can email or call. I'll send you my mobile number in Slack.
- Megan StathamGreat. I think that's everything from me.
- Laura PenhaligonPerfect. Cheers both. I'll catch you soon.