Re: Calgary Winnipeg Merge

From
Sydney Cohen <scohen@thekey.com>
To
Lisa Larson <llarson@homecareassistance.com>
CC
Timothy Thomas <tt@thekey.com>, Michele Boehmer <mboehmer@homecareassistance.com>, Angie Markwell <angie.markwell@thekey.com>, Sydney Cohen <scohen@thekey.com>, Megan Harris <megan.harris@thekey.com>, Nicole Avedis <navedis@homecareassistance.com>
Date
Thu, 26 May 2022 12:54:44 -0500
Folder
INBOX
--000000000000787e0805dfede37e Content-Type: text/plain; charset="UTF-8" Hi Lisa and Tim, There are a lot of behind the scenes going on to prep for ClearCare Consolidations. Am I correct in understanding Canadian sites are not currently using Netsuite, VersaPay or Paychex? This may make the process simpler if that is the case. Since you are live on Salesforce, we will need to meet with the SF team to see if this setup can be accommodated before their update launch at the end of June. They have been holding strong in their request for no consolidations before the beginning of July. Best, Sydney On Thu, May 26, 2022 at 12:44 PM Lisa Larson wrote: > I'm engaging Sydney to support. > > On Thu, May 26, 2022 at 10:43 AM Timothy Thomas wrote: > >> Hi all, >> >> I would like to merge the operations of Winnipeg and Calgary so that they >> can support each other with ops and on call until we're able to roll out >> the SOM in Canada. >> >> They're roughly the same size with approx 45 clients / 75 cg each. This >> would entail merging clearcare accounts, phone systems and possibly >> salesforce. Thankfully they're both on 8X8 and we would use the Calgary >> answering service already in place for after hours. This could be a good >> exercise for uncovering any logistical issues with the SOM here in Canada. >> >> Please let me know how to go about this. Time is of the essence as the >> Winnipeg team (only 3) are burnt with on-call demands and I'd like to >> spread out the load. >> >> Thanks! >> Tim >> >> -- >> Tim Thomas >> Head of Canada Division >> *Please note my email has changed:* >> tt@TheKey.com >> (514) 591-9387 >> TheKey.com >> [image: TheKey] >> > --000000000000787e0805dfede37e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Lisa and Tim, There are a lot of beh= ind the scenes going on to prep for ClearCare Consolidations.=C2=A0 Am I correct in understanding Canadian=C2=A0sites are not= currently using Netsuite, VersaPay or Paychex? This may make the= process simpler=C2=A0if that is the case.=C2=A0 S= ince you are live on Salesforce, we will need to meet with the SF team to s= ee if this setup can be accommodated=C2=A0before their update launch at the= end of June. They have been holding=C2=A0strong in their request for no co= nsolidations before the beginning=C2=A0of July.=C2=A0 Best, Sydney=C2=A0 =C2=A0=C2=A0 On Thu, May 26, 2022 at 12:44 PM Lisa Larson &lt= ; llarson@homecareassistan= ce.com &gt; wrote: I&#39;m engaging Sydney to support.=C2=A0 On Thu, May= 26, 2022 at 10:43 AM Timothy Thomas &lt; tt@thekey.com &gt; wrote: Hi all, I= would like to merge the operations of Winnipeg and Calgary so that they ca= n support each other with ops and on call until we&#39;re able to roll out = the SOM in Canada.=C2=A0 They&#39;re roughly the s= ame size with approx 45 clients / 75 cg each.=C2=A0 This would entail mergi= ng clearcare accounts, phone systems and possibly salesforce. Thankfully th= ey&#39;re both on 8X8 

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