RE: Canada Consolidation

From
<eclark@thekey.com>
To
"'Nicole Avedis'" <navedis@thekey.com>, "'Gary Scott'" <gscott@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>, "'Chuck Leu'" <cleu@thekey.com>, "'Carla Berlin'" <carla.berlin@thekey.com>, "'Geraldine Nath'" <geraldine.nath@thekey.com>, "'Bjorn Cooley'" <bcooley@thekey.com>, "'Frank Liu'" <fliu@thekey.com>, "'Hua Wu'" <hua.wu@thekey.com>, "'Natalie Cahoone'" <natalie.cahoone@thekey.com>, "'An Ly'" <an.ly@thekey.com>, "'Benjamin Lewis'" <benjamin.lewis@thekey.com>, "'Monica Johnston'" <johnstonm@thekey.com>, "'Monica Schmidt'" <monica.schmidt@thekey.com>, "'Roxana Cruz'" <rcruz@thekey.com>, "'Briana Del Real'" <bdreal@thekey.com>
CC
"'Audra Williams'" <audraw@thekey.com>, "'Angie Markwell'" <angie.markwell@thekey.com>, "'Michele Boehmer'" <mboehmer@thekey.com>, "'Matthew Neal'" <mneal@thekey.com>
Date
Wed, 4 Jan 2023 04:37:42 -0800
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0523_01D91FF6.4983F1A0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0524_01D91FF6.4983F1A0" ------=_NextPart_001_0524_01D91FF6.4983F1A0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Nicole- =20 Apologies for any confusion on my part. We expect to be done w/UAT by = the week of the 24th, to include CAD currency. As a result, we do not = anticipate being able to convert Calgary by that date but within a week = or two of that time frame. It=E2=80=99s important to keep in mind if = functionality fails in UAT, we will need to extend that timeline.=20 =20 I=E2=80=99ve added to the prep work below as well, feel free to filter = out if this is not the appropriate place.=20 =20 Prep work: - HR / Payroll: Identifying Holiday structure for Canada and process for = moving forward - DART: Need CAD Data in Data Lake no later than 1/24 to test=20 - AP: Hua/AP to provide list of reporting and accounting requirements to = Appwrap (Elizabeth to facilitate discussion)=20 - 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 =20 Elizabeth Clark=20 Sr. Manager, Continuous Improvement=20 TheKey =20 =20 From: Nicole Avedis =20 Sent: Tuesday, January 3, 2023 6:39 PM To: Gary Scott ; Elizabeth Clark ; = Timothy Thomas ; Chuck Leu ; Carla = Berlin ; Geraldine Nath = ; Bjorn Cooley ; Frank = Liu ; Hua Wu ; Natalie Cahoone = ; An Ly ; Benjamin Lewis = ; Monica Johnston ; = Monica Schmidt ; Roxana Cruz = ; Briana Del Real Cc: Audra Williams ; Angie Markwell = ; Michele Boehmer ; = Matthew Neal Subject: Re: Canada Consolidation =20 Hi all, =20 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. =20 Takeaways from our call: - Toronto will be the main Canadian URL - First anticipated consolidation will be Calgary into Toronto - Netsuite - 1/24/2023 =20 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 =20 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.) =20 

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