Kickoff follow-up and next steps
Email thread Quabbin Clinical Research · cs
After the kickoff, Hamza Akhtar set connector order: CRM, helpdesk, call recorder, then finance. Rachel Feldman said Snowflake access and the finance owner would be a few days late. Hamza accepted the slip.
What was said
What this says
As at Fri 9 Oct 2026After the kickoff, Hamza Akhtar set connector order: CRM, helpdesk, call recorder, then finance. Rachel Feldman said Snowflake access and the finance owner would be a few days late. Hamza accepted the slip.
Ask: Hamza needs the system owners from Rachel and the first sponsor group from Meredith Sullivan. Meredith has not replied in the thread.
Customer view: Rachel apologised for the delay, citing study deadlines. The finance source depends on her checking with the controller.
Next: Hollie Grieve to check in towards the end of that week.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 16 Apr 2026 15:41Hi Meredith, hi Rachel, Thank you both for your time on the kickoff call. Here is a short recap so we all have the same notes, and I have copied Hollie Grieve, your customer success manager, who will stay close to the account. What we agreed: - We start with the CRM, the helpdesk and the call recorder, as those carry most of the sponsor conversations. - Finance data follows once the first three are loading properly. - Rachel is the admin for B-Viz at Quabbin, and a colleague in IT will grant the access in Snowflake. - Sign-in through your identity provider will be set up as part of the Enterprise package, with your users added in stages up to the 150 licensed. What I need from you: - Rachel, the list of systems and the name of the owner for each one. - Meredith, which sponsors you would like to see first in the sponsor view. Could you send these by early next week? Then I can plan the connector work. Best, Hamza
Rachel Feldman 21 Apr 2026 10:45Hamza, Sorry for the delay, it has been a busy few days with study deadlines. The systems list is mostly done. The CRM, helpdesk and call recorder owners are confirmed and I have their names ready. Finance is the one I am unsure about: I need to check with our controller which system holds the invoices before I can give you an owner. I should have that by Thursday. Our IT colleague can grant the Snowflake access, but not until later this week. Is it a problem if the connectors start a few days after you planned? Rachel- Hamza Akhtar 21 Apr 2026 11:38Hi Rachel, hi Meredith, No problem at all, thanks for the update. A few days' slip on the connectors will not change much at this stage. I will begin with the CRM and the helpdesk as soon as the access is in place, and leave the finance source until you have confirmed the owner. To keep things moving: - Rachel, send me the three confirmed owners today if you can, and the finance one on Thursday. - Meredith, the sponsor list is still open. A rough first group is fine, we can change it later. Hollie will check in with you both towards the end of the week to see how it is going. Best, Hamza