Ovenden Software / BG-Demo – Kickoff
Callcompleted
Ovenden Software · 31 May 2024 13:00
On 31 May 2024 BG-Demo kicked off implementation with Ovenden Software. Connector credentials via IT are the bottleneck, early usage is thin and mostly Louise Sutcliffe's, and Aaron Crowther wants to run the admin himself.
What was said
What this says
As at Fri 9 Oct 2026On 31 May 2024 BG-Demo kicked off implementation with Ovenden Software. Connector credentials via IT are the bottleneck, early usage is thin and mostly Louise Sutcliffe's, and Aaron Crowther wants to run the admin himself.
What happened: Callie Brennan led the 31 May 2024 kickoff with Louise Sutcliffe and Aaron Crowther, joined by Marcus Bell. They agreed owners for each area and the order of work: credentials, mapping, then the first refresh.
Customer view: Aaron said he would speak to IT, who are the gatekeepers, and that he would rather run things on his own. Louise asked not to be left guessing which project code is the real one.
Usage: Marcus said it is early, with a handful of people logged in and most questions coming from Louise. That is a key-person risk until the team joins.
Watch: The payroll connector still needs full access, not the read-only export login. Messy project codes may slow the timesheet mapping.
Themes
As at Fri 9 Oct 2026Theme
Implementation kickoff and setup
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- Aaron Crowther sends the full connector credentials through the secure form by the end of the week.
- Callie Brennan books the first refresh once credentials are in, and sends the setup note and unmatched project codes.
- Marcus Bell sends the owner list the same day and books a check-in after the first refresh.
Risks
As at Fri 9 Oct 2026- Full connector credentials depend on Ovenden Software's IT team, which holds up the first refresh.
- Early questions come mostly from Louise, so usage depends on one person until the wider team joins.
- Messy project codes may slow the timesheet mapping.
Opportunities
As at Fri 9 Oct 2026- Aaron wants to run the admin role himself, which builds a second skilled owner beside Louise.
- Scheduled connector checks and named source owners should catch a flat feed early.
Transcript
Callie BrennanHi all, good afternoon. Right, can everyone see the agenda? I've put the plan for the next hour in the chat, so we know where we're going.
Marcus BellHiya, yep, I can see it. Hi Louise, hi Aaron. I'm going to share my screen for the usage numbers in a bit, if that's alright.
Louise SutcliffeHi Callie, hi Marcus. Yeah, all here. Aaron's just got his coffee, give him a sec.
Aaron CrowtherHi, I'm here, sorry. I was on the phone to the payroll people. Go on.- Callie BrennanNo bother. So first, connectors. What I need from your side is the credentials for the timesheet system, the payroll integration and the helpdesk, in writing, through the secure form, before we switch anything on.
- Aaron CrowtherRight. I thought the payroll one was done? I sent something ages ago.
- Callie BrennanYou sent a read-only login for the export, which is useful, but it isn't the full access the connector needs. That's a separate account, and I'd like it set up properly before the first refresh, not after.
- Aaron CrowtherOkay. Fair enough. I'll speak to IT, they're the gatekeepers on that.
- Marcus BellYeah, that's the bottleneck, isn't it? Shall we get the list sorted this week, and then Callie books the first refresh?
- Callie BrennanYes, that's the order. Once the credentials are in, I'll run the mapping, and I won't say it's fine until I've checked the fields myself.
- Louise SutcliffeSensible. Marcus, go on, what does the usage look like? I want to know who's actually in it.
- Marcus BellOkay, I've pulled the numbers. Honestly, it's early. A handful of people have logged in properly, and most of the questions so far are from you, Louise.
- Louise SutcliffeHa. Yes, that's me being nosy. I'll get the team in, I promise.
- Callie BrennanThat's how it usually starts. Once the refresh has landed the questions spread, especially if the admin can show people the pages.
- Aaron CrowtherI can do that. I'd honestly rather be the person who can run it on my own.
- Callie BrennanThat's exactly the right instinct. I'll put a setup note together for you, so you can run things without me on the call.
- Marcus BellI'd like the connector checks on a schedule as well, so we see early if a feed goes flat.
- Callie BrennanYes, I'll set that up with Aaron. A feed that stops loading usually means something changed on the customer's side, so it's worth knowing quickly.
- Aaron CrowtherChanged like a new field, or like someone switching a system off?
- Callie BrennanEither. That's why I'd like a named person against each source. Right, who owns what? Let's do it now, so nobody's guessing next month.
- Louise SutcliffeFine. I own the commercial side and the business questions. I'll sign off anything that's about the contract.
- Aaron CrowtherI'll own the connectors and the credentials, and anything with IT.
- Marcus BellI'll own usage and the reviews. Callie hands over after the first refresh, yeah?
- Callie BrennanYes, after the first refresh, and I'll stay on the mapping questions until then. Anything else is yours.
- Louise SutcliffeCallie, quick one. When does the first refresh finish in the morning, so we're not waiting on it?
- Callie BrennanBy 07:00 on business days, in your local time. Every tier gets that, so you can plan around it. I'll confirm the first run date once the credentials are in.
- Marcus BellGreat. I'll put that in the owner list so people know when to expect it.
- Callie BrennanBrilliant. And Aaron, please don't send passwords by email, use the form.
- Aaron CrowtherYep, got it. I'll do it today.
- Callie BrennanRight, while we've got a minute, the mapping. The timesheet fields map cleanly to the people and the projects, I think, but I'm not saying that until I've seen a sample.
- Aaron CrowtherFair. We've got a lot of project codes, and some of them are a mess, honestly.
- Callie BrennanThat's normal. I'll pull a sample of records and send you the ones that don't match, so you can tell me which is right.
- Louise SutcliffeGood. Please don't make us guess which code is the real one.
- Callie BrennanI won't. That's the setup note's job, I'll write the rules down.
- Marcus BellSorry, I'm back. Did I miss the mapping thing?
- Callie BrennanOnly a bit. Aaron's sending a sample of project codes, and I'll send back the unmatched ones.
- Aaron CrowtherYep, I'll have it by the end of the week.
- Callie BrennanRight, I think we're nearly there. Next steps. Aaron, credentials by the end of the week. Then I book the first refresh once they're in, and send the setup note.
- Marcus BellI'll send the owner list today, and I'll book a short check-in for after the first refresh.
- Louise SutcliffeGood. Thanks all. Sorry, I've got to drop, I've got another call at the hour.
- Callie BrennanNo problem. Thanks Louise. Aaron, thanks.
- Aaron CrowtherCheers. Bye.
- Marcus BellBye all, speak soon.
- Callie BrennanThanks, bye.
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