Following up on kickoff: summary and next steps

Hello all, Thank you for your time at the kickoff. I wanted to put the main points in writing so that we all work from the same list. Elena is copied as your Customer Success Manager and will stay close to the account throughout. What we agreed in general terms: - The purpose of the Growth plan for Menlo Quay Medical is to let key accounts, complaints and the distributor team see each hospital and distributor account together, in one place. Orla, I know "which account, which lot?" is the question you want answered quickly, so we will keep that as the test for the first set of pages. - Your plan includes up to 40 licensed users. We will agree with Orla who is invited first, and I would suggest starting with a small group from complaints and key accounts and widening from there. - Niamh will be the admin day to day and my main contact for the set-up sessions. - Colm, we will need your help with access and with the security questions around connecting your systems to your Snowflake account. I will send a short list of what we need so you can see the size of the ask before we speak. What I will do next: - Send Niamh times for the first working session. - Send Colm the access and security list. - Share a first draft of the order in which we connect your systems, for you all to correct. One thing I am not sure of yet is which system holds the complaint records of record. Orla or Niamh, could you confirm that when you reply? Please also correct anything above that does not match your memory of the call. Kind regards, Laura Laura Penhaligon Implementation Consultant, BG-Demo