Rodenkirchen Assekuranzmakler / BG-Demo – Kickoff
Callcompleted
Rodenkirchen Assekuranzmakler · 11 Mar 2026 08:45
Kickoff for forty users starting with the first team's systems. Access list and data flow come first, and Jens Krause cannot sign off the first connector without the access list. Owners were agreed.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for forty users starting with the first team's systems. Access list and data flow come first, and Jens Krause cannot sign off the first connector without the access list. Owners were agreed.
What happened: Elena Novak and Laura Penhaligon walked through connectors, access, owners and timeline. The claims team asked for the first connector because they have been reconciling by hand.
Customer view: Jens wants to know what data leaves the network. Laura said everything stays inside the customer's Snowflake account. He also wants personal data connectors flagged and the handover in writing.
Commercial: Nadine Schröder wants the team running well before the renewal on 6 Mar 2027. The contract runs to 5 Mar 2027 and the start date is 6 Mar 2026.
Watch: The timeline depends on Nadine sending the access list by the end of the week.
Themes
As at Fri 9 Oct 2026Theme
Implementation kickoff and access
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- Nadine Schröder sends the access list by the end of the week.
- Laura Penhaligon sends the connector plan and timeline, with personal data connectors on their own line, to Jens Krause and copies Nadine.
- Elena Novak confirms the written handover with owners listed by name.
Risks
As at Fri 9 Oct 2026- Jens Krause cannot sign off the first connector until the access list is confirmed, so go-live depends on Nadine Schröder.
- Jens Krause is concerned about data leaving the network, and personal data connectors need separate flagging.
- The handover from Laura Penhaligon to Elena Novak must be in writing, as Jens asked.
Opportunities
As at Fri 9 Oct 2026- The claims team want the first connector because they reconcile by hand, which is the problem B-Viz addresses.
- Nadine Schröder wants the team running well before the 6 Mar 2027 renewal, which supports early adoption.
Transcript
Elena NovakGood morning everyone. Thank you for joining at this time. As I emailed beforehand, I'd like to restate the agenda: first the connectors, then the access, then the owners, and finally the timeline.
Nadine SchröderGood morning Elena. That's the right order for us. Jens, you'll want to be in on the access bit.
Jens KrauseMorning. I'm here, sorry, my audio was on mute. Go ahead.
Laura PenhaligonGood morning, Jens. Laura here, I'm the implementation consultant on this. Shall I share my screen with the plan?- Elena NovakYes, please. To confirm, the plan covers forty users, and we'll start with the first team's systems.
- Laura PenhaligonThat's right. Here's the list of connectors we agreed, in the order we agreed. I've marked the ones that need your sign-off.
- Jens KrauseBefore we go through them, I need to know what data leaves our network and where it goes. I'd rather not be surprised in a month's time.
- Laura PenhaligonThat's exactly right. Everything stays inside your Snowflake account. I'll walk through the data flow with you, and I'll put it in writing this afternoon.
- Jens KrauseGood. And I'd like the access list confirmed before anyone logs in, not after.
- Elena NovakAs agreed, I will make sure the access list is confirmed in writing first. Nadine, can you name the people who need access?
- Nadine SchröderThe account managers, the claims team, and me. I'll send the list by the end of the week.
- Elena NovakThank you. Let me number the actions as we go. One, Nadine sends the access list. Two, Jens confirms the data flow. Three, Laura sends the connector plan.
- Laura PenhaligonFour, I'll send the timeline with the dates. Five, we book a check-in on the connectors in a fortnight.
- Jens KrauseFine. But I want the connectors that touch personal data flagged separately.
- Laura PenhaligonYes, I'll flag them. They'll be on their own line in the plan.
- Nadine SchröderCan we talk about the timeline? The renewal is on 6 Mar 2027, and I want the team up and running well before that.
- Elena NovakOf course. For your records, the contract runs to 5 Mar 2027, and the renewal is on 6 Mar 2027. We start from the customer date, which is 6 Mar 2026.
- Laura PenhaligonThe short answer is the first connectors should be live within the first few weeks. The longer answer is that the access list has to come first, so the timeline depends on Nadine and Jens.
- Jens KrauseThen I'd like the access list by the end of the week, so the timeline holds. Otherwise I can't sign off the first connector.
- Elena NovakThat's a fair condition. I'll make sure it's in the plan, to confirm the dependency is clear to everyone.
- Laura PenhaligonRight, let's walk through the first connector. This is the one the claims team has asked for, so I'll show it on the screen.
- Nadine SchröderYes. The claims team are keen to see it, mostly because they've been reconciling by hand for ages.
- Laura PenhaligonThen this will help. I'll show the connection set-up, and what it looks like when the data is loading.
- Jens KrauseCan you show the permissions too? I want to see who can change the connection, not only who can read it.
- Laura PenhaligonYes, I'll show the admin rights. Only named admins can change a connection, and every change is logged.
- Elena NovakLet me restate the owners, to confirm. Nadine is the business owner. Jens is the owner for access and security. I'm the customer success contact for the account.
- Nadine SchröderThat's right. And Laura is the one who runs the setup until go-live.
- Laura PenhaligonYes. After go-live, the day-to-day contact moves to Elena, and I'll hand over properly.
- Jens KrauseGood, that's clear. I'd like the handover written, not verbal.
- Elena NovakAs agreed, I will make sure the handover is in writing, with the owners listed by name.
- Elena NovakLet's close with the actions again, so we're all clear. One, Nadine sends the access list by the end of the week. Two, Jens confirms the data flow. Three, Laura sends the connector plan and timeline.
- Laura PenhaligonAnd I'll send the flagged personal data connectors on their own line, as Jens asked.
- Jens KrauseGood. Send it to me directly, and copy Nadine, so it doesn't get lost.
- Elena NovakConfirmed. Thank you, everyone. Kind regards from Amsterdam, and I look forward to the check-in.
- Nadine SchröderThanks, Elena. Thanks Laura. Bye.
- Laura PenhaligonThanks everyone. Bye.
- Jens KrauseGoodbye.
Callsmade from