Wellbrook Facilities / BG-Demo – Kickoff
Callcompleted
Wellbrook Facilities · 8 May 2024 15:45
Kickoff for Wellbrook's Starter implementation. Callie Brennan set out a four-week plan to go-live, with customer credentials as the only blocker. Marcus Bell will train the team after go-live.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for Wellbrook's Starter implementation. Callie Brennan set out a four-week plan to go-live, with customer credentials as the only blocker. Marcus Bell will train the team after go-live.
What happened: Callie walked Anita Mistry and Rakesh Solanki through discovery, connector configuration in their Snowflake account, a dry run and go-live. The order form was already signed.
Customer view: Anita asked what live means and when refresh runs. Rakesh asked about adding connectors later and was told that is an add-on.
Commercial: Four connectors are included on Starter and extra sets of five are available. Rakesh's question is an early expansion signal.
Watch: Go-live depends on credentials arriving by Friday; any delay pushes it by a week. Rakesh is the only admin named on the call.
Themes
As at Fri 9 Oct 2026Theme
Starter implementation kickoff
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Callie Brennan to send the questionnaire and credentials template the same day.
- Marcus Bell to run team training after go-live.
Risks
As at Fri 9 Oct 2026- Go-live slips by a week if credentials do not arrive by the end of that week.
- Rakesh Solanki is the only admin named, so access depends on one person.
Opportunities
As at Fri 9 Oct 2026- Rakesh Solanki asked about more connectors, which points to an add-on after go-live.
Transcript
Callie BrennanHi both, and thanks for joining. So this is the kickoff call, I'm going to walk you through the plan for the next four weeks to get the brain live on your data. We've got your order form signed, so we're just confirming the sequence and making sure we've got everything we need from your side.
Anita MistryGreat. What's the first step?- Callie BrennanWeek one we're in discovery mode. I'll send you a questionnaire: it'll ask about your Salesforce setup, your ticketing system, your invoicing system, basically, what systems hold the data we need to connect. Rakesh, that's probably for you to fill out with IT. And Anita, we'll want to chat with you about how you use the data day to day, what questions you're asking.
Rakesh SolankiHow detailed does that need to be?- Callie BrennanGood level of detail: what systems you're on, who has admin access, whether data's on-prem or in the cloud. To be precise, what I need from your side is the credentials to each system. That's the only thing that blocks us.
- Rakesh SolankiWe can get that for you. How do you want us to pass it?
- Callie BrennanI'll send you a template, there's a secure way to pass credentials. Before we switch on the refresh, that's the critical piece we need locked in. Once I have it, weeks two and three we're in your Snowflake account configuring the connectors. You don't need to do anything, that's us. Week four we do a dry run, make sure the data looks right, fix any field mapping issues, then we go live.
- Anita MistryAnd what does 'live' mean? The data's just there, people can start querying?
- Callie BrennanExactly. You'll get a setup note: that's a document telling your admins how to log in, what the interface looks like, what each connector pulls. Marcus is going to do some training with you after go-live. But the brain will be live and refreshing every night.
Marcus BellYeah, so after Callie hands over, I'll be your day-to-day. I'll do a proper training session with your team: show them how to search, how to build filters, answer any questions. Then I'll check in quarterly to see how you're using it and whether you need anything else.- Rakesh SolankiHow many systems are we connecting?
- Callie BrennanThat depends on your questionnaire, but you're on Starter, that's up to four connectors. Likely your CRM, your ticketing system, your invoicing, maybe HR data. We'll know more once I see the questionnaire.
- Anita MistryAnd the nightly refresh, what time does that happen?
- Callie BrennanComplete by 07:00 UK time every business day. If there's ever an issue with a refresh: a connector fails to load, or the data looks wrong, we've got monitoring and we'll let you know straight away. You'll never query stale data without knowing it.
- Rakesh SolankiAnd if we need to add more connectors later?
- Callie BrennanThat's an add-on. You've got four included; additional sets of five connectors are available. But let's get these four live first, then we can talk about expansion.
- Anita MistryOK. So the timeline, four weeks from now we're live?
- Callie BrennanYes. Week of May 13th is go-live, assuming we get credentials by end of this week. If there's any delay, it just pushes by a week. But that's the plan. Let me send you the questionnaire today and we'll get cracking.
- Marcus BellAnd any questions in the meantime, you've both got my details. Happy to jump on a call if something needs clarifying.
- Anita MistryThat's great. I think we're clear.
- Callie BrennanPerfect. So, questionnaire today, credentials by Friday, and we're away. Thanks, both. Speak soon.
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