Ovenden Software / BG-Demo – Onboarding
Callcompleted
Ovenden Software · 11 Jul 2024 14:00
First full refresh landed before 07:00 from the timesheet and payroll sources. Use looks limited to the two admins, so training is the fix. Duplicate project codes await a customer answer, and the helpdesk feed is not yet switched on.
What was said
What this says
As at Fri 9 Oct 2026First full refresh landed before 07:00 from the timesheet and payroll sources. Use looks limited to the two admins, so training is the fix. Duplicate project codes await a customer answer, and the helpdesk feed is not yet switched on.
What happened: Callie confirmed the first refresh covered the timesheet system and payroll export. The helpdesk feed stays on the test list until checked.
Customer view: Aaron said the refresh finished before seven and was in time for the team. Louise worried about relying on a check every morning, and Callie gave her a record count and timestamp check.
Commercial: Callie said early signs are that use is mostly the admins. Louise called it a risk if it is only Aaron and her, so the training session matters for adoption and the first renewal.
Watch: Aaron owes an answer on which duplicate project codes are live by the end of the week. Louise must book training with Marcus, who owns usage, before Callie hands over.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Aaron Crowther to confirm which duplicate project codes to keep by the end of the week.
- Louise Sutcliffe to book the training with Marcus this week.
- Callie Brennan to update the mapping and setup note, then hand over after training.
Risks
As at Fri 9 Oct 2026- Early use is mostly the two admins, which is a key-person and adoption risk.
- Duplicate project codes are unresolved until Aaron checks which are live.
- The helpdesk feed is not yet switched on and is still being checked.
Opportunities
As at Fri 9 Oct 2026- The training session can bring the wider team in and deepen use.
Transcript
Callie BrennanAfternoon. Right, the agenda's in the chat as usual. Good news first, the first refresh landed, so we've got real data to look at today.
Louise SutcliffeOh, good. Was it the full set or just part of it?- Callie BrennanThe full set from the timesheet system and the payroll export. The helpdesk feed is on the test list, and we're not switching it on until it's checked.
Aaron CrowtherI saw the refresh finish this morning. Before seven, I think. Thanks for that, it was in time for the team.- Callie BrennanGood. Before seven is the target, and I'd like to see that hold for a week before we call it routine.
- Louise SutcliffeFair. What do I actually check, then? I don't want to be checking every morning.
- Callie BrennanYou check the record count against yesterday, and you check the timestamp. If the count stops moving, that's the signal, not a bad morning.
- Aaron CrowtherSo the setup note covers that?
- Callie BrennanIt does. I've put the checks in the note, with the owner against each one. That's what I'd like you to run without me.
- Aaron CrowtherOkay, I've been looking at the sample you sent. The project codes look better, but there are a couple of duplicates still.
- Callie BrennanYes, I marked those. Which ones are live? That's the question. If they're still used, we keep both and map them. If not, we retire one.
- Aaron CrowtherI think the older one's dead, but I'll check with the team.
- Callie BrennanPlease do. Don't guess, check. I'd rather wait for an answer than fix the wrong thing.
- Louise SutcliffeAgreed. Callie, can I ask who's actually using it now?
- Callie BrennanI was going to ask you that. Marcus has the usage numbers, so I'd check with him. Early signs are it's mostly the admins.
- Louise SutcliffeRight. That's a risk, if it's only Aaron and me.
- Callie BrennanIt is a bit. The fix is to get the team in, and the training session is the way to do it.
- Callie BrennanRight, shall we look at the team side now? I'd like to know who's going to be running the reviews.
- Louise SutcliffeI'll own the reviews with Marcus. Commercial and business questions are mine.
- Aaron CrowtherConnectors and credentials are mine, and I've got IT on the helpdesk fix.
- Callie BrennanGood, that matches what we agreed. Marcus owns usage. I'll hand over after the training, so please book that in with him.
- Louise SutcliffeI'll speak to him this week. He's always happy to jump on a call.
- Callie BrennanRight, next steps. Aaron, check the duplicate codes with the team and let me know which to keep. I'll update the mapping and the setup note. Louise, book the training with Marcus.
- Aaron CrowtherWill do. I'll get back to you on the codes by the end of the week.
- Louise SutcliffeFine. Thanks Callie.
- Callie BrennanThanks both. Speak soon, bye.
- Aaron CrowtherBye.