Would you mind if I jumped into your portal and tested adding myself to
both?
On Thu, May 26, 2022 at 1:32 PM Timothy Thomas <tt@thekey.com> wrote:
> Would you recommend simply creating new user accounts for all employees
> across both URLs?
>
> On Thu, May 26, 2022 at 2:31 PM Michele Boehmer <mboehmer@thekey.com>
> wrote:
>
>> 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 <tt@thekey.com>
>> Date: Thu, May 26, 2022 at 11:27 AM
>> Subject: Re: Calgary Winnipeg Merge
>> To: Michele Boehmer <mboehmer@thekey.com>
>> Cc: Sydney Cohen <scohen@thekey.com>, Lisa Larson <
>> llarson@homecareassistance.com>, Angie Markwell <
>> angie.markwell@thekey.com>, Megan Harris <megan.harris@thekey.com>,
>> Nicole Avedis <navedis@homecareassistance.com>
>>
>>
>> Yes Michele, that would be a great workaround.
>>
>> On Thu, May 26, 2022 at 2:14 PM Michele Boehmer <mboehmer@thekey.com>
>> 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 <tt@thekey.com> 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 <scohen@thekey.com> 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 <tt@thekey.com>
>>>>>> 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 <Tim.Thomas@TheKey.com>
>>>>>>> (514) 591-9387
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>
>>>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>> (514) 591-9387
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>> (514) 591-9387
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <Tim.Thomas@TheKey.com>
> (514) 591-9387
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://www.thekey.com/>
>