Ovenden Software / BG-Demo – Onboarding
Callcompleted
Ovenden Software · 10 Jun 2024 14:45
Onboarding call on mismatched project codes between timesheet and payroll data. Callie Brennan wants a sample export before promising a fix. The first refresh waits on credentials. Customer tone was cooperative.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on mismatched project codes between timesheet and payroll data. Callie Brennan wants a sample export before promising a fix. The first refresh waits on credentials. Customer tone was cooperative.
What happened: Aaron Crowther explained that project codes do not match between the timesheet and payroll sides, so totals look off. Callie Brennan asked for a sample export and a check on whether the old codes are still in use before committing.
Customer view: Louise Sutcliffe asked whether the first refresh would land before the end of the month. Callie said it depends on credentials. Aaron wants a record of which codes went where so the work is not repeated next quarter.
Commercial: No price, rival or renewal comment was made. The call shows a new customer whose early value depends on a clean mapping and a timely first refresh.
Watch: Aaron said old codes are still in use for about half the teams but was unsure. The refresh cannot start until credentials are in, and no date was fixed.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Aaron sends the sample export and the live code list by the end of the week.
- Callie updates the mapping and sends the setup note.
- Callie switches on the refresh once the credentials are in.
Risks
As at Fri 9 Oct 2026- The first refresh depends on credentials, and no date was agreed for it.
- Old project codes may still be live for about half the teams, which could leave the mapping incomplete.
Opportunities
As at Fri 9 Oct 2026- A clear setup note that Aaron can run alone would show early value and reduce repeat tickets.
Transcript
Callie BrennanHi Aaron, hi Louise, good afternoon. Right, I've got the plan for the next hour in the chat again, but the main thing is the mapping, then the refresh.
Louise SutcliffeHi Callie. Yes, good. Aaron's been wrestling with the ticket, I think it's the one about the project codes.
Aaron CrowtherYeah, sorry. It's the one that came in last month. The codes don't match between the timesheet side and the payroll side, so the totals look off.- Callie BrennanOkay, I've read it. Before I say anything, I want to see a sample, because I'm not going to say should be fine about a mapping I haven't checked.
- Aaron CrowtherFair. I'll send you the export. It's a bit of a mess, I'll be honest.
- Callie BrennanMess is normal, that's the point of the mapping. Right, what I need from your side is the sample export and a yes or no on whether the old codes are still in use.
- Aaron CrowtherOld codes are still in use for about half the teams, I think. Sorry, I'll check.
- Callie BrennanDon't guess, check. A wrong guess is worse than a late answer.
- Louise SutcliffeCallie, can I ask, is the first refresh going to land before the end of the month?
- Callie BrennanI'd hope so, but it depends on the credentials. The refresh is only as quick as the access we've got, and I'd rather it was right than quick.
- Callie BrennanRight, I've got the sample. Aaron, thanks. The project codes that match are fine, and the ones that don't, I've listed them in the setup note.
- Aaron CrowtherGood. Can you flag the ones that matter, not all of them? Some are dead codes from two years ago.
- Callie BrennanYes, I'll mark the live ones, and I'll show you the duplicates. That's what the setup note is for, so you can run it alone.
- Louise SutcliffeSounds good. Aaron, can you run the checks yourself after that?
- Aaron CrowtherYeah, I think so. If it's just the list, yes.
- Callie BrennanOkay, the mapping's in a good place. Next, the refresh. I'll need to switch it on once the credentials are in, not before.
- Louise SutcliffeUnderstood. And the ticket, can we close it once the codes are right?
- Callie BrennanYes, I'll reply on it with what changed, so there's a record. Then you can close it.
- Aaron CrowtherGood. I'd like to know which codes went where, so we're not doing this again next quarter.
- Callie BrennanThat's exactly the thing. I'll put that in the note as well.
- Callie BrennanRight, next steps. Aaron, the export and the live list by the end of the week. I'll update the mapping and send the note, and the refresh goes on after the credentials are in.
- Louise SutcliffeFine by me. Thanks, both.
- Aaron CrowtherThanks Callie, cheers.
- Callie BrennanThanks Aaron, thanks Louise. Speak soon, bye.
- Louise SutcliffeBye.