Shawsheen Freight / BG-Demo – Onboarding
Callcompleted
Shawsheen Freight · 22 Apr 2026 16:15
Onboarding call with Shawsheen Freight. The helpdesk connector is in and checked. Claims is next, blocked by an untested second login path. The call recorder stays on hold until Jared Pelletier confirms the export.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call with Shawsheen Freight. The helpdesk connector is in and checked. Claims is next, blocked by an untested second login path. The call recorder stays on hold until Jared Pelletier confirms the export.
What happened: Laura Penhaligon reported the helpdesk connector in and spot-checked against the source. Jared Pelletier learned the call recorder export change was made by a colleague in IT. A second login path on the claims system was agreed as a blocker for go-live.
Customer view: Erin Gallant wants the claims question answered in the tool, not in her head. Rep feedback is mixed: users who tried it love it, others want a quick guide.
Commercial: Only a few people are logging in, from a pilot of two supervisors and the claims lead. A one-page guide is the adoption lever.
Watch: If the export answer does not come, the call recorder moves to after the next review. Laura named it as the only risk for Erin to pass upward.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jared tests the second claims login path before go-live.
- Jared sends the call recorder export answer by the end of the week.
- Laura writes a one-page quick guide for the reps.
Risks
As at Fri 9 Oct 2026- The untested second login path on the claims system blocks go-live.
- The call recorder may slip past the next review if the export answer does not arrive.
- Only a few people are logging in and some reps want a guide.
Opportunities
As at Fri 9 Oct 2026- A live claims connector would answer Erin's main question inside B-Viz.
- A one-page guide could widen use beyond the pilot group.
Transcript
Laura PenhaligonRight, let's do a status, then the rest of the session is on what's left. The helpdesk connector is in, and I've spot-checked a good sample of tickets against the source, so that side is solid.
Jared PelletierLooks right to me. The claims system is next, and I've got the login sorted. The call recorder is still on hold, because I've found out the export change was made by a colleague in IT, not by me.
Erin GallantGood. Can we get the claims system live before our next review? I want the claims question answered in the tool, not in my head.- Laura PenhaligonYes, that's realistic. Claims system this week, call recorder once Jared confirms the export format. I won't switch anything on until we've got a clean sample.
- Jared PelletierI've got an access question. Who's in the pilot group?
- Erin GallantTwo of my supervisors and our claims lead. Not the whole team yet.
- Laura PenhaligonGood. Only a few people are logging in so far, which is normal at this stage. Erin, how are the reps finding it?
- Erin GallantMixed. The ones who've used it love it, and the others want a quick guide. Can you put something together?
- Laura PenhaligonI can, and I'll keep it to one page. Something people will actually print and keep by the desk.
- Jared PelletierSure. The claims system has a second login path we haven't tested, so I'll check that before we go live.
- Laura PenhaligonGood catch. Let's agree that's a blocker for the claims go-live.
- Erin GallantWhat about the call recorder? Are we still on track for that?
- Laura PenhaligonYes, if Jared gets the export answer. If not, we move it to after the next review, and I'd rather say that now than later.
- Jared PelletierI'll send the export answer by the end of the week.
- Erin GallantFine. Are there any risks I should be telling the people above me about?
- Laura PenhaligonOnly the call recorder, and it's a known one. I'd rather you hear it from me now.
- Erin GallantGood. Thanks both, that's helpful.
- Jared PelletierThanks.
- Laura PenhaligonNext session once Jared's answered. Speak soon.