Re: FW: Canada Consolidation

Hi Frank,

This change is reflected in SB3.


*Thank you!*


*Lyndsey Organ*

*Accounting Manager*
316.253.6494
Wichita, KS

TheKey.com

[image: TheKey] <https://homecareassistance.com/>



On Thu, Jan 5, 2023 at 12:38 PM Frank Liu <fliu@thekey.com> wrote:

> 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/>
>