Re: FW: Canada Consolidation

Lyndsey, that would work.

On Thu, Jan 5, 2023 at 10:21 AM Lyndsey Organ <lyndsey.organ@thekey.com>
wrote:

> Hi Frank,
>
> We had consultants update the legal names of the subsidiaries last month
> which does not look to be reflected in SB3.
>
> Carla - Is it ok if I manually update the HCA Toronto Subsidiary in
> Sandbox3 to match production (TheKey, LLC: SJD Care Services, Inc.)?
>
>
> *Thank you!*
>
>
> *Lyndsey Organ*
>
> *Accounting Manager*
> 316.253.6494
> Wichita, KS
>
> TheKey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> On Thu, Jan 5, 2023 at 12:14 PM Frank Liu <fliu@thekey.com> wrote:
>
>> Lydsey, Natalie,
>> Can you review the Toronto location and associated subsidiary in sandbox
>> , SB3, to see if that is set up correctly?  I'd like to bring in some
>> client data and care logs so that some testing can be done in NS.
>>
>> Let me know if we should meet on this as well.
>>
>> -Frank
>>
>> On Thu, Jan 5, 2023 at 8:18 AM Hua Wu <hua.wu@thekey.com> wrote:
>>
>>> Hello all
>>>
>>> I just want to add something regarding Canada AP integration.  Canada AP
>>> integration needs to be a separate discussion/project.  Canada doesn't have
>>> one consistent AP process; each Canadian office has its own separate
>>> process.  We also don't have any dedicated AP resources; most are done
>>> locally and I help out when I can.  I'm unfamiliar with how AP works on
>>> Netsuite/AppWrap.
>>>
>>> In addition, all the current Canadian banks are tied to the previous
>>> owners (most are still working with TheKey). A lot of the vendor payments
>>> also come out of the local credit cards (that are also under the previous
>>> owners' name).  Although we have the JPM accounts set up, nothing has been
>>> migrated yet. So we need to bring @Ethan Stein <ethan.stein@thekey.com>
>>> into the loop as well.
>>>
>>> I want to make sure I understand the goal/objectives so I can manage
>>> expectations in both the timeline and workload. I'm happy to discuss
>>> further.
>>>
>>> Thanks.
>>>
>>> Hua
>>>
>>> *Hua Wu CA, CPA*
>>> Accounting Manager - Canada
>>> (403) 369-8848
>>> hua.wu@thekey.com
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>> On Thu, Jan 5, 2023 at 7:56 AM Hua Wu <hua.wu@thekey.com> wrote:
>>>
>>>> Hi Elizabeth
>>>>
>>>> Do you mean the reports from Clearcare that I used to record invoices
>>>> issued and sales tax?
>>>>
>>>> Thanks.
>>>>
>>>>
>>>> *Hua Wu CA, CPA*
>>>> Accounting Manager - Canada
>>>> (403) 369-8848
>>>> hua.wu@thekey.com
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Thu, Jan 5, 2023 at 7:26 AM <eclark@thekey.com> wrote:
>>>>
>>>>> Hi Hua-
>>>>>
>>>>>
>>>>>
>>>>> Can you send me the sample data and report you mentioned on this call
>>>>> so I can pass it to Appwrap as a requirement?
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> Elizabeth Clark
>>>>>
>>>>> *Sr. Manager, Continuous Improvement *
>>>>>
>>>>> *TheKey*
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* eclark@thekey.com <eclark@thekey.com>
>>>>> *Sent:* Wednesday, January 4, 2023 4:38 AM
>>>>> *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>
>>>>> *Subject:* RE: Canada Consolidation
>>>>>
>>>>>
>>>>>
>>>>> Hi Nicole-
>>>>>
>>>>>
>>>>>
>>>>> 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’s important to keep in mind if functionality
>>>>> fails in UAT, we will need to extend that timeline.
>>>>>
>>>>>
>>>>>
>>>>> I’ve added to the prep work below as well, feel free to filter out if
>>>>> this is not the appropriate place.
>>>>>
>>>>>
>>>>>
>>>>> *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
>>>>>
>>>>> - *AP:* Hua/AP to provide list of reporting and accounting
>>>>> requirements to Appwrap (Elizabeth to facilitate discussion)
>>>>>
>>>>> - *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
>>>>>
>>>>>
>>>>>
>>>>> Elizabeth Clark
>>>>>
>>>>> *Sr. Manager, Continuous Improvement *
>>>>>
>>>>> *TheKey*
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* Nicole Avedis <navedis@thekey.com>
>>>>> *Sent:* Tuesday, January 3, 2023 6:39 PM
>>>>> *To:* Gary Scott <gscott@thekey.com>; Elizabeth Clark <
>>>>> eclark@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>
>>>>> *Subject:* Re: Canada Consolidation
>>>>>
>>>>>
>>>>>
>>>>> 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 <navedis@thekey.com>
>>>>> 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 <https://brand.thekey.com/esg/navedis@thekey.com>
>>>>>
>>>>> Direct - (551) 237-3045
>>>>>
>>>>> *TheKey.com * <https://www.thekey.com/>
>>>>>
>>>>> [image: Image removed by sender. TheKey]
>>>>> <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>>
>>>>>
>>
>> --
>> Frank Liu
>> * Please note my email has changed: *
>> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>> +1-650-996-9107
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>

-- 
Frank Liu
* Please note my email has changed: *
fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
+1-650-996-9107
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>