Notes
What the team has learned about each account.
Halcyon: budget cycle
Procurement closes the FY budget on Oct 31. A signed order form by Oct 28 keeps the rollout in this year's plan.
Halcyon FreightMara Okafor, YesterdayNorthgate: returns pain points
Returns take 11 days on average end to end. The head of digital wants it under 5 before peak season.
Northgate RetailTheo Lindqvist, Oct 1Dovetail: clinical workflows
Scheduling is the entry point, intake forms are phase two. Champion is the CMO, blocker is IT capacity.
Dovetail HealthDev Raman, Sep 30Umbra: security review
Security team asked for the pen test summary and data residency details. Sent both, waiting on sign-off.
Umbra SecurityInes Varga, Sep 25Copperline: pilot feedback
Telemetry gaps in the northern grid skewed the first two weeks. Offered to rerun with corrected sensors.
Copperline EnergyInes Varga, Sep 24Ridgeline: sponsor change
Original sponsor moved to a new team. Need a fresh intro through the network architect before the next call.
Ridgeline TelecomLena Hoffmann, Sep 8