Onboarding session: finding a time
Email thread Quabbin Clinical Research · cs
Hamza asked Rachel Feldman for an onboarding working session on connector ownership. She agreed, offered Thursday afternoon, will bring an admin, chose a device sponsor as the example and asked whether the finance connector will be covered.
What was said
What this says
As at Fri 9 Oct 2026Hamza asked Rachel Feldman for an onboarding working session on connector ownership. She agreed, offered Thursday afternoon, will bring an admin, chose a device sponsor as the example and asked whether the finance connector will be covered.
Ask: Hamza wanted an hour to go through the connectors one by one and agree who owns each source. Rachel accepted and proposed Thursday afternoon, with Friday morning as second choice.
Customer view: Rachel is engaged and practical. She picked a device sponsor because its studies have "the messiest mix of issues and invoices", and said people in finance are keen to be involved.
Next: Hamza should answer the finance connector question and confirm the slot. The evidence does not show whether the session was held.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 8 Jun 2026 11:46Hi Rachel, Thanks for the time on our last call. It was really useful to hear how your clinical operations data team works today, and I think we have a clear picture of what to cover next. I'd like to book the next onboarding working session, where we go through the connectors one by one and agree who on your side owns each source. It is more useful with you there, because you know where the study data really lives and where the awkward exceptions are. Could you do an hour slot later this week or early next week? If it helps, bring one of your admins along so they can see how the setup works. I'll send the invite as soon as you pick a day. If there is anything you would like me to prepare beforehand, such as a particular sponsor's studies to use as the example, just say. Kind regards, Hamza Implementation Consultant, BG-Demo
Rachel Feldman 10 Jun 2026 17:45Hi Hamza, Thanks for this. Yes, happy to do it. Thursday afternoon works best for me, and I can bring one of the admins from my team. Friday morning is my second choice if Thursday is awkward for you. For the example, let's use one of the device sponsors. Their studies have the messiest mix of issues and invoices, so if it works there it should work for the rest. I'll check with my team which sponsor is easiest to share on screen and let you know before we meet. One question: will we see the finance connector in this session, or is that later? A couple of people in finance are keen to be involved. Thanks, Rachel