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Julia

Provisioning first. Bulk import lands early Q4.

Amara

The September window works. Consider it confirmed.

Devon

I will schedule the import with IT this week.

Henrik

One condition: every seat live before October.

Devon

Training runs the week after the import.

Henrik

Make it stick. October is the line.

Julia

SSO stays out of scope. Late Q4.

Curtis

Send me the updated order form.

Henrik

Where did usage reporting land?

Julia

The January review. I will take it there.

Amara

Good. That clears my whole list.

Nora

Done. I will send the recap today.

Spaces
Feedback

Q3 Roadmap Planning

Today38 min6 speakers
Confirm the import window
Send the client the rollout plan
Keep SSO out of the provisioning scope
Schedule the September import with IT
Book training for the field office

Henrik needs all forty seats live before their October close, so training is the gating step.

Route the order form to procurement
Take usage reporting to the January review

Q3 Roadmap Planning

Today38 min6 speakers
Confirm the import window
Send the client the rollout plan
Keep SSO out of the provisioning scope
Schedule the September import with IT
Book training for the field office

Henrik needs all forty seats live before their October close, so training is the gating step.

Route the order form to procurement
Take usage reporting to the January review

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Spaces
Feedback

Q3 Roadmap Planning

Today38 min6 speakersAccounts

Purpose

Quarterly roadmap call with the client. Every ask left the room with a date and an owner.▶ 35:52

What landed

  • Provisioning ships first: bulk seat import is scoped for early Q4, and the remaining seats import in the first week of September.▶ 36:10
  • October is the line: every seat live before the client fiscal close; training runs the week after the import.▶ 36:22
  • SSO stays its own release: late Q4, deliberately unbundled from provisioning.▶ 36:52

Next steps

Devon schedules the September import and books training for the field office, Curtis routes the updated order form, Julia takes usage reporting to the January review, and the recap with dates goes out today.▶ 37:44

Action items

Add an action item
Send the client the rollout plan
Schedule the September import with IT
Book training for the field office
Route the order form to procurement
Take usage reporting to the January review
Confirm the import window
Keep SSO out of the provisioning scope
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