Quabbin Clinical Research / BG-Demo – Onboarding
Callcompleted
Quabbin Clinical Research · 21 Apr 2026 17:15
Onboarding call on connectors and access. IT has created the Snowflake role and warehouse, the CRM is loading, and the helpdesk is next. Meredith needs a plain account of how sponsor separation works.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on connectors and access. IT has created the Snowflake role and warehouse, the CRM is loading, and the helpdesk is next. Meredith needs a plain account of how sponsor separation works.
What happened: Rachel confirmed IT created the role and warehouse. Hamza said the CRM is connected and loading and wanted to switch on the helpdesk that day, with Rachel approving the token.
Customer view: Meredith asked how sponsors are kept apart and liked the answer: test first, invite second. Rachel is nervous about inconsistent sponsor names in the study-management export.
Commercial: Rachel asked about starting with a small group, and Hamza said the 150-user licence is a ceiling, not a target. Starting small means early user numbers will be low.
Watch: Hamza would not commit a date for the call recorder connector. Dependencies on Rachel's mapping answers and SSO and SCIM remain.
Themes
As at Fri 9 Oct 2026Theme
Connector rollout, access control
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- Rachel Feldman to approve the helpdesk access on the day of the call.
- Hamza Akhtar to send the security summary and the list of unresolved mapping questions.
- Meredith Sullivan to choose the pilot group that week.
Risks
As at Fri 9 Oct 2026- Unresolved sponsor names in the study-management mapping could slow that connector.
- No date is committed for the call recorder, which Meredith's team wants early.
Opportunities
As at Fri 9 Oct 2026- Meredith's team is keen to pilot and wants call data early, which could drive early adoption of the Enterprise tier.
Transcript
Hamza AkhtarHi both. Can you hear me? I've got a slightly flaky connection today, so shout if I freeze.
Rachel FeldmanHear you fine. Hi. Meredith's just coming in.
Meredith SullivanHere, here. Sorry, I was on with a sponsor. Everything's fine, they just wanted a status. Which, funnily enough, is exactly what we're here to fix.- Hamza AkhtarHa, yes. It's late on my side, so I'll try to keep this tight. Today is about connectors and access. Rachel, did you get to speak to your colleague in IT?
- Rachel FeldmanI did. They created the role and the warehouse you asked for. I've sent you the details in a message just before this call. They want to know what the service is allowed to read.
- Hamza AkhtarGood, I saw it come in. Read-only on the source schemas, and write access only to the schema we build in. I'll put that in a one-page summary for their security people.
- Rachel FeldmanThat would help a lot. They like things in writing.
- Meredith SullivanHamza, can I check one thing? When this goes live, nobody on one sponsor team can ever see another sponsor's data. How does that work technically? I need to be able to say it plainly.
- Hamza AkhtarPlainly: access is set by role, and the roles follow the groups in your identity system once SSO and SCIM are connected. A person only gets the sponsors their group is assigned to. Rachel owns those assignments, we build the mechanism.
- Rachel FeldmanSo I'd keep a table of sponsor to group, and you'd read from that.
- Hamza AkhtarExactly that. And we test it before anyone is invited. We log in as a made-up user in one group and check they see nothing from the others.
- Meredith SullivanI like that. Test first, invite second. Let's get ahead of it rather than apologise later.
- Hamza AkhtarRight. On connectors, the CRM is connected and loading. The helpdesk is next, and I'd like to switch that on today if you can approve the access.
- Rachel FeldmanApprove, yes. The helpdesk admin is on my side, I can do the token now. Give me a minute after the call.
- Hamza AkhtarFine. Then the accounting system. Who sees invoices at the moment?
- Meredith SullivanFinance. Only finance. My team wants to see whether a sponsor is up to date, not the detail of every line.
- Hamza AkhtarThat's a good distinction. We can expose a status view, paid or overdue, to sponsor relations, and keep the line detail for finance. Rachel, would that work with your groups?
- Rachel FeldmanIt would. Two views, two groups. I'll write that down. I'm slightly nervous about the study-management side, though. The export I sent had sponsors named inconsistently, you saw.
- Hamza AkhtarI did. It's workable. I've drafted a mapping and there are a few I can't resolve, so I'll send you the list. You tell me which is which, and we won't guess.
- Rachel FeldmanPlease do. If it's a short list I can turn it round in a couple of days.
- Meredith SullivanAnd the call recorder? My team will want that early. Calls are where we find out what the sponsor is worried about.
- Hamza AkhtarIt's in the plan straight after the accounting system. I won't commit to a date today until the first two are stable, but it's next in the queue.
- Meredith SullivanThat's fair. I'd rather have it right than fast.
- Rachel FeldmanQuick question on users. We're licensed for one hundred and fifty, but I only want a small group on day one. Is that okay?
- Hamza AkhtarAbsolutely. The licence is a ceiling, not a target. Start with the sponsor relations pilot, add people when you're comfortable. Hollie can help with the training side.
- Meredith SullivanGood. My team will be the guinea pigs. I'll pick the people this week.
- Hamza AkhtarLovely. So, to recap. Rachel approves the helpdesk access today. I send the security summary and the mapping questions. Rachel returns the mapping. Meredith chooses the pilot group. Does that match what you have?
- Rachel FeldmanMatches mine.
- Meredith SullivanSame. Thanks, Hamza. Thanks, Rachel.
- Hamza AkhtarThanks both. Speak soon, cheers.
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