Kickoff recap and what happens next

Hello Helen, hello Paul, Thank you both for your time at the kickoff. Here is the recap so we all have the same list in front of us. I have copied Daniel Okafor, who will be your customer success manager once the first refresh has landed and I have handed over. What we agreed: - Your Growth subscription covers 40 licensed users, so there is plenty of room for the BI team and for the repairs and arrears colleagues who will want to ask questions. - We start with the sources behind the board pack: the tenant call recordings, the repairs tickets, complaints and rent arrears. Further sources can follow once the first refresh looks right. - Paul will be the admin on your side and will be the person I work with on field mapping. What I need from your side is: - Written access for each source we connect, from whoever owns it. Helen, you mentioned checking with your IT team, so please let me know who signs that off. - A short note from Paul on how repairs jobs are currently counted, including any known duplicates, so I can map the fields properly rather than assume. - A shortlist of the board-pack sections Helen wants to reconcile first, so we test against something real. On my side, once access is in I will connect the sources one at a time and check each mapping before moving to the next. I will send you a short setup note after each one. I would like us to have the first refresh landing by the end of next week, but that depends on credentials arriving on time, so I will not promise it until I have them. Please reply with anything I have missed. Thanks, Callie