Training session for the scheme-relationship managers
Email thread Lornefield Pensions Administration · cs
Imogen Hartley asked for a hands-on training session for six or seven relationship managers plus Craig, on Wednesday or Thursday afternoon. Tobias Renwick proposed Thursday for an hour and a half.
What was said
What this says
Current to 13 Oct 26Imogen Hartley asked for a hands-on training session for six or seven relationship managers plus Craig, on Wednesday or Thursday afternoon. Tobias Renwick proposed Thursday for an hour and a half.
Ask: Imogen wants the managers handling larger schemes trained on their own data, with Craig attending to see how connectors feed their questions.
Customer view: engaged and constructive. The group sits well inside the 15 licensed users.
Next: Tobias to send the invitation and bring Daniel, and to confirm whether Craig wants the connector walkthrough separately.
The thread
Updated 9 Oct 26Messages
Tobias Renwick 10 May 2023 11:30Imogen, Thank you for your time on the call earlier. To be precise about what we agreed: a hands-on training session for the scheme-relationship managers, run on your own data in your own Snowflake account, so that nobody has to take our word for what the brain can see. The honest answer is that it works best with a small group, ideally the people who will ask the questions every day rather than the whole team at once. Could you tell me who you would like in the room and which days suit you next week? Best, Tobias
Imogen Hartley 10 May 2023 13:17Tobias, Thanks, that matches my notes. I'd like to start with the relationship managers who handle the larger schemes, plus Craig from the systems side so he sees how the connectors feed what they're asking. That's probably six or seven people, well inside our 15 licensed users. The real question is timing: trustee meetings are heavy early in the week, so Wednesday or Thursday afternoon would be far better than Monday or Tuesday. Would an hour and a half be enough? Best, Imogen- Tobias Renwick 15 May 2023 10:33Imogen, An hour and a half is sensible: the first half hour on how to ask good questions, then the rest working through your own trustee calls and member-query tickets. I can do Thursday afternoon this week, and I'll bring Daniel along so he knows the group as well. If Thursday still works, I'll send the invitation today. The trade-off of a shorter session is that we would skip the connector walkthrough, so please let me know if Craig would rather have that covered separately. Best, Tobias