Caribou Canada Expansion Weekly Update - 03/18/20225

From
Alyson Rohane <alyson.rohane@thekey.com>
To
Monica Johnston <johnstonm@thekey.com>, Jeff Morris <jeff.morris@thekey.com>, Tyler Ng <tyler.ng@thekey.com>, Alber Diaz <adiaz@thekey.com>, Amanda Soukvilay <amanda@caribou.care>, Dulce Aganan-Coleman <dcoleman@thekey.com>, Phil Schwyter <phil@caribou.care>, Tim Ahong <tim@caribou.care>, Katherine Guildner <kguildner@thekey.com>, Troy Riha <troy.riha@thekey.com>, Umesh Shah <ushah@thekey.com>, Cara Tan <wtan@thekey.com>, John Champagne <john.champagne@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>, "joyce.gonzalez@thekey.com" <joyce.gonzalez@thekey.com>, "germaine.daniels@thekey.com" <germaine.daniels@thekey.com>, "rcruz@thekey.com" <rcruz@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Olivia Farrow <olivia.farrow@thekey.com>, Jackie Bock <jacqueline.bock@thekey.com>, Timothy Thomas <tt@thekey.com>, Monica Johnston <johnstonm@homecareassistance.com>
CC
Cheryl Logan <cheryl.logan@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, Emily Kraeter <emily.russell@thekey.com>, "elisabeth.cox@thekey.com" <elisabeth.cox@thekey.com>
Date
Wed, 18 Mar 2026 13:57:13 -0700
Folder
INBOX
 Hi, all - We are less than one week out from go live! Below are the latest
updates for the Caribou Canadian expansion project. Please reach out if you
have any questions or updates!

*Executive Sponsor:* Emily Kraeter
*Go Live Date:* Tuesday, March 24th, 2026
*Project Status:* On track
*Project Milestone:* In UAT
*Project Plan*:
https://docs.google.com/spreadsheets/d/1rGh6flszkA0Xj6A51tQdpwSihqC_GVLJOum7tgczfoU/edit?gid=1515857335#gid=1515857335

*Action Items: *

   - @Amanda Soukvilay <amanda@caribou.care>:
      - Verify the details with Cassandra (pay range, age, recruiter
      alerts, French version).
      - Follow up with @Umesh Shah <ushah@thekey.com> regarding the admin
      account creation. Can we do bulk to avoid issues with Sayvint
inbound file
      configuration?
   - @Tim Ahong <tim@caribou.care> / @Amanda Soukvilay
<amanda@caribou.care> add
   Canada to the tags, branches, and portal files and re-trigger the file
   transfer to SFTP for @Cara Tan <wtan@thekey.com>. Confirm in the Slack
   channel.
   - @Cara Tan <wtan@thekey.com> Pull the historical files (including 30
   days of past carelogs, active caregivers) and send them to @Tim Ahong
   <tim@caribou.care>
   - @Katherine Midura <kguildner@thekey.com> Add the WorkDay IDs and
   emails for the Canadian office staff by 3/20 (see email thread for file
   link)

*Project Updates: *

   - *UAT*
      - Final review of the payroll file is on Thursday 3/19 to wrap up
      UAT.
      - Once the business confirms all requirements are met, we will submit
      for approval.
   - *Deployment Readiness*
      - The team met on 3/18 to discuss all the tasks and timing to be
      ready for go-live:

# Description Resource Owner Start Due
1 Provide Location IDs Roxana 3/18/2026 3/18/2026
2 Job Postings in iCims Jackie 3/18/2026 3/20/2026
3 Job IDs to Caribou Jackie 3/18/2026 3/20/2026
4 Job Postings in Caribou Cassandra 3/18/2026 3/18/2026
5 CGM added to the headcount file (CAD) Katherine/Tyler 3/18/2026 3/20/2026
6 Tags, Branches and Portal files Tim/Amanda 3/18/2026 3/18/2026
7 Send historical file to Caribou (require the branches file before Monica
can sends the historical file) Cara 3/18/2026 3/18/2026
8 Caribou to ingest historical files received Tim/Amanda 3/18/2026 3/20/2026
9 Full Branches File with all Location IDs & Mapping Tim/Amanda 3/18/2026
3/20/2026
10 Caribou Integration (Portal, Branches) Phil 3/23/2026 3/20/2026
11 Add CAD to caregiver inbound file Phil 3/23/2026 3/24/2026
12 Add CAD to the accounting report Phil 3/24/2026 3/24/2026
13 Add CAD to inbound files (admin and portals) Phil 3/24/2026 3/24/2026
14 Validate that the CAD locations and Portal are in Sayvint Umesh 3/24/2026
3/24/2026
15 Add CAD to reporting in Tableau John 3/31/2026 3/31/2026
16 Reporting: Terminated Caregivers Controls Germaine/Katherine 3/31/2026
3/31/2026
17 Sayvint > Upload a file to add CAD corportate team members and their
branches and portals Umesh 3/31/2026 3/31/2026

   - *Change Management*
      - *Training *
         - GMs/RDOs were trained on Monday, 3/16
         - CGMs were trained on Wednesday, 3/18
         - Recruiters will be trained on Thursday, 3/19
      - *Communication*
         - Caregivers were notified of the Caribou go-live date on Tuesday,
         3/17
         - An internal reminder of the Go Live will be sent to the team on
         Thursday, 3/19
         - Open Office details will be sent to the team on Friday, 3/20
      - *Hypercare*
         - Open office hours will be available for the field and recruiters
         following go-live to provide ongoing support.

*Project Timeline: *

#
TASK TITLE
START DATE
DUE DATE
STATUS
1 Scope 12/4/2025 1/9/2026 Complete
2 Requirements 12/4/2025 1/9/2026 Complete
3 Design 12/4/2025 1/21/2026 Complete
4 Development & QA 1/12/2026 2/27/2026 Complete
5 UAT 2/2/2026 3/18/2026 In Progress
6 Go Live 3/24/2026 3/24/2026 Not Started
7 Training and Communication 2/2/2026 3/24/2026 Not Started
8 Hypercare 3/24/2026 4/7/2026 Not Started
9 Retrospect 4/23/2026 4/23/2026 Not Started

Best -
Alyson Rohane
Continuous Improvement Analyst 3 | TheKey
------------------------------
*From:* Alyson Rohane <alyson.rohane@thekey.com>
*Sent:* Wednesday, March 11, 2026 3:20 PM
*To:* Monica Johnston <johnstonm@thekey.com>; Jeff Morris <
jeff.morris@thekey.com>; Tyler Ng <tyler.ng@thekey.com>; Alber Diaz <
adiaz@thekey.com>; Amanda Soukvilay <amanda@caribou.care>; Dulce
Aganan-Coleman <dcoleman@thekey.com>; Phil Schwyter <phil@caribou.care>;
Tim Ahong <tim@caribou.care>; Katherine Guildner <kguildner@thekey.com>;
Troy Riha <troy.riha@thekey.com>; Umesh Shah <ushah@thekey.com>; Cara Tan <
wtan@thekey.com>; John Champagne <john.champagne@thekey.com>; Audra
Williams <audraw@thekey.com>; Tiffany Silton <tsilton@thekey.com>;
joyce.gonzalez@thekey.com <joyce.gonzalez@thekey.com>;
germaine.daniels@thekey.com <germaine.daniels@thekey.com>; rcruz@thekey.com
<rcruz@thekey.com>; Lyndsey Organ <lyndsey.organ@thekey.com>; Olivia Farrow
<olivia.farrow@thekey.com>; Jackie Bock <jacqueline.bock@thekey.com>;
Timothy Thomas <tt@thekey.com>; Monica Johnston <
johnstonm@homecareassistance.com>; Alyson Rohane <alyson.rohane@thekey.com>
*Cc:* Cheryl Logan <cheryl.logan@thekey.com>; Donny Deshotels <
donny.deshotels@thekey.com>; Emily Kraeter <emily.russell@thekey.com>;
elisabeth.cox@thekey.com <elisabeth.cox@thekey.com>
*Subject:* Caribou Canada Expansion Weekly Update - 03/11/20225

Good afternoon, everyone - Please see the latest updates for the Caribou
Canadian expansion project and reach out if you have any questions or
updates!

*Executive Sponsor:* Emily Kraeter
*Go Live Date*: Tuesday, March 24th, 2026
*Project Status*: On track
*Project Milestone*: In UAT
*Project Plan*:

*Action Items: *

   - @Alber Diaz <adiaz@thekey.com>  Update the headers to match the
   required template format (add spaces)
   -  @Cara Tan <wtan@thekey.com>:
      - Remove the non-payable shifts from the file
      - Modify the hourly holiday shifts to apply a 1.5 multiplier to the
      rate for "XT" types
   - @Umesh Shah <ushah@thekey.com> Send an email notification to the
   payroll team once the payroll file is ready
   - @Monica Johnston <johnstonm@thekey.com> + team look into updating the
   file to send bi-weekly instead of weekly
   - @Katherine Midura <kguildner@thekey.com> send @Alyson Rohane
   <alyson.rohane@thekey.com> the Canadian recruiter names to include in
   training.

*Project Updates: *

   - *UAT*
      - We are on track to complete UAT by this Friday, 3/13.
   - *Change Management*
      - Communication:
         - The first go live internal notice was sent out on Monday, 3/10
         - The training details and schedule were sent out to GMs/RDO on
         Tuesday, 3/11
      - Training:
         - The GMs/RDO training is on Monday, 3/16
         - The CGM training is on Wednesday, 3/18
         - The recruiting training is on Thursday, 3/19

*Project Timeline: *

#
TASK TITLE
START DATE
DUE DATE
STATUS
1 Scope 12/4/2025 1/9/2026 Complete
2 Requirements 12/4/2025 1/9/2026 Complete
3 Design 12/4/2025 1/21/2026 Complete
4 Development & QA 1/12/2026 2/27/2026 Complete
5 UAT 2/2/2026 3/16/2026 In Progress
6 Go Live 3/24/2026 3/24/2026 Not Started
7 Training and Communication 2/2/2026 3/24/2026 Not Started
8 Hypercare 3/24/2026 4/7/2026 Not Started
9 Retrospect 4/23/2026 4/23/2026 Not Started

 Best -
Alyson Rohane
Continuous Improvement Analyst 3 | TheKey
------------------------------
*From:* Alyson Rohane <alyson.rohane@thekey.com>
*Sent:* Wednesday, March 4, 2026 3:36 PM
*To:* Monica Johnston <johnstonm@thekey.com>; Jeff Morris <
jeff.morris@thekey.com>; Tyler Ng <tyler.ng@thekey.com>; Alber Diaz <
adiaz@thekey.com>; Amanda Soukvilay <amanda@caribou.care>; Dulce
Aganan-Coleman <dcoleman@thekey.com>; Phil Schwyter <phil@caribou.care>;
Tim Ahong <tim@caribou.care>; Katherine Guildner <kguildner@thekey.com>;
Troy Riha <troy.riha@thekey.com>; Umesh Shah <ushah@thekey.com>; Cara Tan <
wtan@thekey.com>; John Champagne <john.champagne@thekey.com>; Audra
Williams <audraw@thekey.com>; Tiffany Silton <tsilton@thekey.com>;
joyce.gonzalez@thekey.com <joyce.gonzalez@thekey.com>;
germaine.daniels@thekey.com <germaine.daniels@thekey.com>; rcruz@thekey.com
<rcruz@thekey.com>; Lyndsey Organ <lyndsey.organ@thekey.com>; Olivia Farrow
<olivia.farrow@thekey.com>; Jackie Bock <jacqueline.bock@thekey.com>;
Timothy Thomas <tt@thekey.com>; Monica Johnston <
johnstonm@homecareassistance.com>; Alyson Rohane <alyson.rohane@thekey.com>
*Cc:* Cheryl Logan <cheryl.logan@thekey.com>; Donny Deshotels <
donny.deshotels@thekey.com>; Emily Kraeter <emily.russell@thekey.com>;
elisabeth.cox@thekey.com <elisabeth.cox@thekey.com>
*Subject:* Caribou Canada Expansion Weekly Update - 03/04/20225

Good afternoon, all - Please see the latest updates for the Caribou
Canadian expansion project and feel free to reach out with any questions or
updates!

*Executive Sponsor*: Emily Kraeter
*Go Live Date*: Tuesday, March 24th, 2026
*Project Status*: On track
*Project Milestone*: In UAT
*Project Plan*:
https://docs.google.com/spreadsheets/d/1rGh6flszkA0Xj6A51tQdpwSihqC_GVLJOum7tgczfoU/edit?gid=1775114116#gid=1775114116

*Action Items: *

   - @Monica Johnston <johnstonm@thekey.com> add the DOB to the 8 test
   caregivers in Wellsky
   - @Jackie Bock <jacqueline.bock@thekey.com> re-hire MontrealRehire
   Caribou in iCims
   - @Amanda Soukvilay <amanda@caribou.care> :
      - Investigate why @Umesh Shah <ushah@thekey.com> never received the
      initial invitation email for the new account.
      - Connect with Tim to confirm whether the portal IDs and branches are
      included in the Sayvint request file
   - @Alyson Rohane <alyson.rohane@thekey.com> S

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