Commondale Care / BG-Demo – Kickoff
Callcompleted
Commondale Care · 6 Mar 2024 12:00
Kickoff for the Growth implementation. Lynne Featherstone confirmed the contract dates and forty seats. Accounting credentials are outstanding, so the first refresh depends on them.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for the Growth implementation. Lynne Featherstone confirmed the contract dates and forty seats. Accounting credentials are outstanding, so the first refresh depends on them.
What happened: Callie Brennan walked through connectors, owners and the first refresh. Marcus Bell confirmed the term from 1 Mar 2024 to 28 Feb 2025 with forty seats on Growth, and Lynne agreed.
Customer view: Lynne is positive and wants managers to see their own home first. She flagged that some homes renamed and some managers moved, so the list may be out of date.
Commercial: Marcus will diarise the renewal for 1 Mar 2025 and set a reminder well ahead. Lynne asked to see who is logging in and asking questions.
Watch: Accounting credentials are not confirmed, and Callie will slip the first refresh if they are late. Only Lynne and a systems lead own connectors, so a second admin matters.
Themes
As at Fri 9 Oct 2026Theme
Growth implementation kickoff
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- Callie Brennan to send the mapping checklist today and confirm the first refresh date once credentials arrive.
- Lynne Featherstone to send the accounting credentials by Friday.
- Marcus Bell to book the mapping review and set the renewal reminder.
Risks
As at Fri 9 Oct 2026- Accounting credentials are not confirmed, so the first refresh may slip.
- Manager and home lists may be out of date, which could affect access roles and data quality.
- Connector ownership rests on Lynne and one systems lead, with no second admin confirmed.
Opportunities
As at Fri 9 Oct 2026- Lynne wants usage reporting on logins and questions, which can build the value case before renewal.
- Getting managers in from the first week supports adoption across the homes.
Transcript
Callie BrennanHello both, thanks for joining. Here's the plan for the next hour: the connectors, who owns each one, then the first refresh and how we check it. Marcus, can you hear me?
Marcus BellLoud and clear. Hiya Lynne. I'll share my screen in a sec and pull up the numbers.
Lynne FeatherstoneHello both. I've been looking forward to this, to be honest.- Callie BrennanGood. Before we switch on the refresh, I need the access in place. What I need from your side is the credentials for the care records and the accounting feed.
- Lynne FeatherstoneThe care records side is sorted, I think. The accounting ones I'm not sure about. Our systems lead was going to send them.
- Callie BrennanOkay. If they're not in by the end of the week, we'll slip the first refresh. I'd rather slip it than start a connector without written access.
- Marcus BellAgreed. I've pulled the numbers from the contract. It started on 1 Mar 2024, runs to 28 Feb 2025, and you've got forty seats on Growth. Does that match what you have, Lynne?
- Lynne FeatherstoneIt does. Can we check the renewal is 1 Mar 2025 as well? I'd like that in the diary now.
- Marcus BellYes, the renewal date is 1 Mar 2025. I'll set a reminder well before the renewal conversation, so that's my job, not yours.
- Callie BrennanGood. Now the connectors. Mapping is the bit that takes time. I want an owner for each one on your side, and I want that person to answer on a Friday.
- Lynne FeatherstoneThat's me for the care side, and our systems lead for the systems. She'll be the one who can run things on her own.
- Callie BrennanThat's exactly what I want. A second admin is useful too, in case someone's off. Then we're not waiting on one person.
- Marcus BellSharing my screen now. This is the view we've set up for the first refresh. Lynne, shall I walk you through the homes list first?
- Lynne FeatherstoneYes, go on.
- Callie BrennanThat maps cleanly for most homes. Where the codes don't match, we write them down and agree them. Please don't let anyone guess, I'd rather ask.
- Lynne FeatherstoneRight. Some homes have changed their names over the years. Would that cause problems?
- Callie BrennanIt can, if the system thinks they're different homes. We match on the code, then the name, and we flag anything in between. Let's make that a check on the list.
- Marcus BellGot it on the list as a mapping item, with Callie's name on it.
- Lynne FeatherstoneWhat's the refresh timing? I know it's overnight, but when do we actually see it?
- Callie BrennanIt finishes by seven in the morning on business days, so the first look is the next morning. Your team shouldn't expect live data in the middle of the day.
- Lynne FeatherstoneFine. That's clearer than I thought.
- Marcus BellCan we talk about who uses it? I'd like the managers in from the first week, not after we've finished, otherwise they'll ask what the point is.
- Lynne FeatherstoneAgreed. The homes are the heart of it. The managers need to see their own home first.
- Callie BrennanThen we set access by home, using the roles in Snowflake. Once it's live, the admins can run the access list themselves. I'll write a setup note for that.
- Marcus BellGood. Shall we book half an hour next week to review the first mapping list?
- Lynne FeatherstoneYes, let's do that. Put it in the diary.
- Callie BrennanNext steps. I send the mapping checklist today. Lynne sends the accounting credentials by Friday. Marcus books the review, and I'll confirm the first refresh date once I see the credentials.
- Lynne FeatherstoneThat's clear. Thank you both.
- Lynne FeatherstoneSorry, one of the homes has rung me. Give me a minute.
- Marcus BellNo problem. While you're gone, Callie, I'll note the access roles on the setup sheet.
- Callie BrennanGood. Make sure each role has a home in it, otherwise the list gets confusing.
- Lynne FeatherstoneBack. Sorry about that. Where were we?
- Callie BrennanAccess roles. Marcus has the draft. Lynne, can you check the managers' names against the homes?
- Lynne FeatherstoneI can, though some of them have moved homes this year, so the list may be out of date.
- Callie BrennanThat's useful to know. Flag them, and we'll correct the list before the first refresh.
- Marcus BellRight, I think we've covered the connectors. Shall we look at the usage reports, so you know what the managers are doing once it's live?
- Lynne FeatherstoneYes, please. I want to see who's logging in and whether they're asking things.
- Marcus BellI've pulled the numbers. Logins and questions both show up on the report, so we'll look at them at the review.
- Callie BrennanAnd the setup note will say who to ask if a connector stops loading. I'd rather name the person now than guess later.
- Lynne FeatherstoneGood. I think that's everything for today. Thanks both.
- Marcus BellThanks Lynne. Speak soon.
- Callie BrennanThanks all. Cheers.
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