--000000000000b4c13605f1697ba0 Content-Type: text/plain; charset="UTF-8" Thank you, Nicole! On Tue, Jan 3, 2023 at 6:38 PM Nicole Avedis wrote: > 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 >> [imag