Onboarding sessions: getting a date in the diary

Hi Imran, Thanks for your time on the call earlier this week. As promised, I'm writing to get the onboarding working sessions into the diary. My suggestion is that we start with a session on the routing and helpdesk connectors, since those are the two you know best and the ones the account managers will lean on first. Finance can follow once those are loading cleanly. I'd like to keep each session to about an hour so it doesn't take you away from the day job. Could you let me know which days next week suit you? I'm flexible on mornings. If it helps, it would be useful to have someone from the account management side join for the last ten minutes, just to confirm what they expect to see on a customer page. That's optional though. One other thing: could you send me the list of sites you want mapped to a single customer record? I'd rather see it before we start than find out halfway through the session. Kind regards, Laura Implementation Consultant, BG-Demo

Hi Laura, Since we last spoke I've created the service account for the helpdesk connector and checked that it can read tickets. I haven't pointed it at anything yet. I'll test it before we switch it on. Next week works. Tuesday or Thursday morning are best for me, anything after 09:30. Wednesday is taken up with a systems change on our side. Routing first is fine. I'd add one caveat: the site list is not completely clean. Some customers have more than one collection address and they sit under separate ids in the routing system. Which customer id is that going to match to in the brain? I'd like to agree the rule with you before we load anything, rather than fix it afterwards. I'll send the site list on Monday once I've removed the duplicates I'm sure about. The ones I'm not sure about I'll flag rather than guess. On the account managers, I'd rather bring them in for the second session, once there is something real for them to look at. Is that all right? Imran