--000000000000e3635105dfee667d Content-Type: text/plain; charset="UTF-8" Let me or Sydney know how we can help in getting this set up or helping the team understand how to navigate. ---------- Forwarded message --------- From: Timothy Thomas Date: Thu, May 26, 2022 at 11:27 AM Subject: Re: Calgary Winnipeg Merge To: Michele Boehmer Cc: Sydney Cohen , Lisa Larson , Angie Markwell , Megan Harris , Nicole Avedis Yes Michele, that would be a great workaround. On Thu, May 26, 2022 at 2:14 PM Michele Boehmer wrote: > Hi Timothy > > Our best course of action here is to grant access to both the Winnipeg and > Calgary ClearCare URLs to both teams as a temporary work process until such > time as the Salesforce transition can be done efficiently? This would put > us in July to move the data. Any concerns? > > Michele > > On Thu, May 26, 2022 at 10:59 AM Timothy Thomas wrote: > >> Hi Sydney, >> >> That's correct, we're not yet integrated on those platforms. >> >> Can we consolidate without changes to salesforce configurations or do >> they go hand in hand? >> >> Thank you! >> Tim >> >> On Thu, May 26, 2022 at 1:55 PM Sydney Cohen wrote: >> >>> 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 >> llarson@homecareassistance.com> 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] >>>>> >>>> >> >> -- >> Tim Thomas >> Head of