Moggill Creek Distributors / BG-Demo – Kickoff
Callcompleted
Moggill Creek Distributors · 2 Feb 2026 09:15
Kickoff for Moggill Creek's Starter plan. Kylie wants her team to stop chasing delivery queries each morning. Data must be fresh by 07:00, and the delivery system is only a nightly export.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for Moggill Creek's Starter plan. Kylie wants her team to stop chasing delivery queries each morning. Data must be fresh by 07:00, and the delivery system is only a nightly export.
What happened: Hamza Akhtar hosted the 2 Feb 2026 kickoff with Amara Obi, Kylie Dwyer and Belinda Moss. They went through the four Starter connectors and who owns what.
Customer view: Kylie said good is her team stopping the morning of chasing delivery queries. She said seven is when the managers start asking, so it matters a lot.
Commercial: Amara will track the 07:00 refresh. The accounting system is out of scope for Starter, so credit stays there. Kylie is the champion and Belinda is on the admin list.
Watch: The delivery source is a nightly export, so freshness depends on it. The security review answers are due in writing before go-live, and Belinda wants them from Hannah.
Themes
As at Fri 9 Oct 2026Theme
Starter kickoff connectors
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- Hamza Akhtar to set up the CRM connector and then the helpdesk connector, and to check record counts once the delivery test file loads.
- Kylie Dwyer to send the admin names and a check-in time.
- Amara Obi to book training after the helpdesk connector is live.
Risks
As at Fri 9 Oct 2026- The delivery system is only a nightly export, so a late export would break the 07:00 freshness the managers rely on.
- The security review answers are needed in writing before go-live and could delay it if late.
Opportunities
As at Fri 9 Oct 2026- Kylie's team asked for search training, and a visible morning time saving would give a value case at the first check-in.
- The accounting system is out of Starter scope, so a later connector or tier upgrade could cover credit.
Transcript
Hamza AkhtarMorning Kylie, morning Belinda. Can you both see the screen? I'll wait a second for the share to come up.
Kylie DwyerMorning Hamza. Yes, I can see it. Sorry, the coffee machine's just died in the kitchen, so I'm running on fumes.
Belinda MossMorning all. I can see it too. Hi, I'm Belinda, I look after the systems side here.
Amara ObiMorning both, Amara here. I'm the customer success manager, so I'll be your main contact after this. I'd love to know what good looks like for you this quarter.- Kylie DwyerGood is my team stopping the morning of chasing delivery queries. That's the whole thing, honestly.
- Amara ObiGreat, that's clear. Here's what I'd like to do today. Hamza takes us through the connector setup, then we agree who owns what on your side. Sound okay?
- Hamza AkhtarYes, let's start with the connectors. You've got four in the Starter plan, so I'll go through each one and check the access.
- Belinda MossRight. The CRM and the helpdesk are the easy ones, they're on Microsoft 365 and the API keys are already with me.
- Hamza AkhtarPerfect. And the delivery system, is that the one with the nightly export, or does it have an API?
- Belinda MossIt's a nightly export, unfortunately. We can't change that without a big upgrade, so we'd be working with the export.
- Hamza AkhtarThat's fine, nightly is enough for store queries. I'll note the refresh timing, so we know the data is fresh by seven each morning.
- Kylie DwyerSeven is the time the managers start asking, so that matters a lot.
- Amara ObiRight, that's the number we'll track. Belinda, who else should have access to the connector settings?
- Belinda MossJust me and our IT contractor, and I'd want the contractor's name on the list. Is that okay on your side?
- Hamza AkhtarYes, we'll record that. Can I also check, the accounting system is not one of the four, is it?
- Belinda MossNo, that's not in scope for the Starter, we agreed that. Credit stays in the accounting system for now.
- Amara ObiGood, I'll make sure that's in the handover notes so nobody gets confused later.
- Hamza AkhtarOkay, so I'll set up the CRM connector today, then the helpdesk tomorrow. The delivery export needs a test file from you first.
- Belinda MossI can send a test file tomorrow morning. Is that early enough?
- Hamza AkhtarThat's fine. Once the test loads, I'll check the record counts against the source and let you know.
- Kylie DwyerCan I ask about training? My team's going to need to know how to use the search properly.
- Amara ObiYes, we'll plan that after the connectors are live. I'll get it in the diary for the second week.
- Hamza AkhtarJust to be precise, the connectors go live in order, so the training should follow the helpdesk one, not come before it.
- Amara ObiAgreed. Let's keep it simple. Kylie, can you name the two admins who'll be the first users?
- Kylie DwyerYes, I'll send names over this afternoon. There's me, and two of my team leads.
- Amara ObiBrilliant. Belinda, you're on the admin list, and Kylie's the champion. Anyone else who should have access?
- Belinda MossNot for now. We can add people later if the team grows.
- Hamza AkhtarSure. Let's talk about the security side quickly, since Belinda mentioned the review earlier.
- Belinda MossYes, our security review is due. I'll need the answers from Hannah, and I'd like them in writing before we go live.
- Hamza AkhtarHannah's sending those this week. I'll make sure they reach you with a note on each answer.
- Amara ObiLet's book the next check-in now, so it's in the diary. Are you both free the week after the helpdesk goes live?
- Kylie DwyerI think so, I'll check my calendar and send you the time.
- Hamza AkhtarGreat. I think we've covered the main points. I'll send the notes after this call.
- Amara ObiThanks everyone. Best, Amara, and I'll follow up tomorrow.
- Kylie DwyerThanks both. Bye.
- Belinda MossBye all, thanks.
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