--0000000000003ca71405f16715f4 Content-Type: text/plain; charset="UTF-8" Hi all, Thank you for your time today. Below is a snapshot of items we discussed on our call today. Looking forward to working with you all as we move forward with the Canadian Consolidation. *Takeaways from our call:* - Toronto will be the main Canadian URL - First anticipated consolidation will be Calgary into Toronto - Netsuite - 1/24/2023 *Prep work:* - *HR / Payroll: *Identifying Holiday structure for Canada and process for moving forward - *AP:* Hua/AP to work with Elizabeth - *Billing:* Elizabeth to provide template to Tim for Billing (non private clients) - *Billing:* Nicole and Tim to send Panda Doc's for Mavencare Clients - *Billing: *Tim to verify all clients payment options are accessible *Next Steps:* - Nicole to send out Road Map / Checklist (RACI) - Nicole to set up next meetings with group and individual departments (billing, payroll, accounting, salesforce / data teams, LMS / Care Academy, Care Connect / Medallia - *please let me know if I am forgetting any teams*) - Nicole to work with Roxana / Briana for Clearcare Settings - Find a solution for minimal manual manipulation in Clearcare (ie: Settings for Holidays, OT, etc.) Please feel free to reach out with any questions or concerns. Thank you, Nicole On Wed, Dec 14, 2022 at 3:13 PM Nicole Avedis wrote: > Hi all, > > We are beginning our discovery phase of consolidating all of our Canadian > URL's into one main URL (Toronto - preferred). > > With that being said we would like to bring everyone to the table to talk > through the next steps of this process to ensure a smooth transition into > one URL. > > Currently, there are 5 URL's all with different billing and payroll > schedules and systems. Our goal is to have all URL's keep their locations > in 1 centralized URL and on our corporate systems (workday, versapay, etc.) > To kick start, I am including our billing, payroll, accounting and IT teams > for our meeting. > > *Goals for our Meeting:* > - Identify a point person from each department as PM > - Talk through a realistic timeline of when we can begin the consolidation > (preferably beginning of Q1) > - Challenges from departments > - Questions from departments (please provide questions in advance) > > *Challenges to Consider:* > - Various OT laws within the different Provinces > - Inconsistent holidays throughout the different Provinces > - Inconsistent payroll and billing schedules and systems > - AR throughout different URLs > > Please include any additional members you would like to include in our > meeting and for further discussion. > > Thank you, > Nicole > > > Nicole Avedis, MBA > Business Support Manager > * Please note my email has changed: * > navedis@thekey.com > Direct - (551) 237-3045 > TheKey.com > [image: TheKey] > --0000000000003ca71405f16715f4 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all, Thank you for your time today. Below is a snapsho=