Kilcolgan Payments / BB-Demo – Kickoff
Callcompleted
Kilcolgan Payments · 2025-09-08 14:15
Kickoff for Kilcolgan Payments, held on 8 Sep 2025. Four-week plan to connect the CRM, helpdesk and finance tool. Clodagh Fitzgerald's main worry is that her team will not use it, as past tools sat on the shelf.
What was said
What this says
Current to 13 Oct 26Kickoff for Kilcolgan Payments, held on 8 Sep 2025. Four-week plan to connect the CRM, helpdesk and finance tool. Clodagh Fitzgerald's main worry is that her team will not use it, as past tools sat on the shelf.
What happened: Laura Penhaligon set out a four-week plan: connectors live by end of week two, user testing in week three, handover to Daniel Okafor in week four. Eoin Hegarty is the main contact for configuration and testing, and the first technical session was fixed for Tuesday at 09:00.
Customer view: Clodagh, Head of Client Services, said her main concern is adoption, because earlier tools sat on the shelf. She chose to sit in on the early October training to understand what her team can do with it.
Commercial: This is a new implementation, so the first renewal depends on whether the team asks questions regularly. The call gives no tier, price or contract terms, and the evidence does not show them.
Watch: Adoption is the stated risk. Daniel's weekly check-ins through September and the training session are the planned answer.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the config document to Eoin the same day.
- Laura and Eoin to hold the first technical session on the Tuesday at 09:00.
- Daniel Okafor to check in weekly through September and schedule the full-team training in early October.
Risks
Current to 9 Oct 26- Clodagh Fitzgerald fears the team will not use the brain, as earlier tools sat on the shelf.
- Eoin Hegarty is the single configuration and testing contact, so the implementation leans on one person.
Opportunities
Current to 9 Oct 26- A successful first question that saves an hour of manual work could build early adoption and value evidence.
- Clodagh attending the October training gives a senior sponsor a view of what her team can do.
Transcript
Laura Penhaligon NoneHi everyone, thanks for joining. So Eoin, Clodagh: we signed on Friday, and I wanted to kick off the implementation properly today. I'm hoping we can walk through what the first few weeks look like. Daniel's here from our customer team as well.
Daniel Okafor NoneMorning. Really glad to have you on board. We'll be running the implementation and then I'll be your point of contact going forward.
Clodagh Fitzgerald NoneGreat. So where do we start?- Laura Penhaligon NoneRight. So over the next four weeks, we need to connect your key systems. You mentioned the CRM, the helpdesk, and the finance tool. I'll build those connectors with your team. Eoin, you're going to be my main contact for configuration and testing, yeah?
Eoin Hegarty NoneYes, that's right. I've got access to all of those and I've cleared some time in my calendar.- Laura Penhaligon NoneBrilliant. So here's the shape of it. I'll send you a config document today with what I need from each system. Then next week we'll have our first technical session, probably Tuesday or Wednesday, where you give me the credentials and we start building. How does that land?
- Clodagh Fitzgerald NoneTuesday works better for us. Wednesday we've got a team thing.
- Laura Penhaligon NoneTuesday it is. So I'll have the doc over to you by end of day today, you have a look, and we'll kick off Tuesday morning at, say, 09:00?
- Eoin Hegarty NoneI'll have a look tonight. But yeah, Tuesday morning is fine.
- Laura Penhaligon NoneExcellent. The target is that by end of week two we've got all four connectors live and pulling data. End of week three, you're testing with a few users, asking questions of the brain. End of week four, we hand it over and Daniel takes over for adoption.
- Daniel Okafor NoneAnd my job is to make sure your team is actually using it. We'll check in weekly through September just to see how it's landing, what questions are coming up. I'm not trying to push you anywhere, just making sure you're getting value.
- Clodagh Fitzgerald NoneThat's good to hear. To be honest, I'm most worried about whether our team will actually use it. We've had tools in the past that sat on the shelf.
- Daniel Okafor NoneFair point. The thing is, once someone asks it a question and gets an answer that would have taken them an hour to knit together from three systems, they get it. So I'll be checking in to make sure that first aha moment happens.
- Laura Penhaligon NoneAnd we'll also do a training session in early October once you're live. Full-team walk-through of the interface.
- Eoin Hegarty NoneIs that something Clodagh needs to be there for?
- Laura Penhaligon NoneI'd want you there, you'll be supporting them, so you'll know the system. Clodagh, up to you if you want to join that or whether you'd rather get the gist from Eoin.
- Clodagh Fitzgerald NoneI think I'll sit in. I want to understand what my team can do with it.
- Laura Penhaligon NonePerfect. I'll get that scheduled with you separately, probably early October, early in the week. Just to close the loop, any worries or anything you want to flag right now?
- Eoin Hegarty NoneI think we're good. Tuesday, 09:00, config doc. I'm set.
- Daniel Okafor NoneThanks both of you. Just really pleased to have you on board. I'll see you next week, and in the meantime just shout if anything comes up.
- Clodagh Fitzgerald NoneWe will. Speak soon.