Kickoff scheduling

Hi Rebecca, Welcome aboard. I'm Callie, and I'll be running your implementation from our London office. I'd like to get the kickoff in the diary for next week. The plan for the session: - Walk through the systems we'll connect first: policy, claims and the helpline - Agree who owns each source on your side - Confirm the order we switch things on - Agree what you want to be able to ask B-Viz by the end of the first few weeks What I need from your side is Tariq in the room, since he'll be the admin, and someone from IT security if you can, so we hear their questions at the start rather than halfway through. I'd also like you there to say what a good result looks like for member services. Could you give me two or three slots next week? Tuesday or Wednesday morning would suit me best, but I'll work around you. A session of about an hour and a half should do it. Before we switch on the refresh, I won't start any connector until I have written access from Tariq, so we'll cover how that gets to me on the call. Thanks, Callie

Hello Callie, Thank you, that's a clear plan. I've had a busy day on the helpline side, and a member with a church hall renewal rang in this morning, which reminded me why we're doing this. We shouldn't make them tell us twice. Tuesday morning works for me, around 10:00. Wednesday is a second choice if Tuesday clashes for Tariq. I'll check with him tonight and confirm tomorrow. I'll ask Gareth Lumb, our Head of IT Security, to join. I'd rather he hears it all first-hand. I should say he'll probably have questions about where data sits and who can see what, so it may overrun a little. One thing to flag: I'm happy to say what a good result looks like for member services, but anything about terms or the contract needs Malcolm, so I'll stay out of that side of it. Is that the whole picture, or is there anything else you need from us beforehand? Kind regards, Rebecca