P2O

SFDC rollout to our new Acquisition MTData. - Onboard Sales team to SFDC together with data Migration from Existing sales tool ( Saleslogix )

We currently have a new Acquisition MTData.

Part of our journey of System Strategy integration is to move them from their current value chain stack to our digitisation stack.

Our first focus is sales and how we can move them off their current sales tool ( Saleslogix ) into SFDC.

There is a current piece of work creating and aligning customers in CDBOR.

We now need to understand what the next steps need to be.

We have had initial discussions and actions that we will do or have done to engage your team to move to the next steps of Pre discovery.

Please see below.

Thankyou

Kind Regards

Tony Kolokythas

 

_____________________________________________ From: Kolokythas, Tony Sent: Wednesday, 22 August 2018 8:16 PM To: Jackson, Scott <Scott.Jackson@team.telstra.com>; Harry, Ryan <Ryan.Harry@team.telstra.com>; Teh, Gin Li <GinLi.Teh@team.telstra.com>; Shanmugasundaram, Ravikumar <Ravi.Shanmugasundaram@team.telstra.com>; Kota, Goms <Gomathi.Sivarajan@team.telstra.com>; Hari, Midhun <Midhun.Hari@team.telstra.com> Cc: Chao, Davin <Davin.Chao@team.telstra.com> Subject: RE: SFDC Chat for MTData - Discuss next steps. Minutes and actions captured.

 

 

Hi All.

Thank you for your time this afternoon to discuss SFDC at a high level. I have captured some points and actions below that we need to complete before our net steps.

 

The 4 key topics we want to ensure we cover and validate on the WHAT and the HOW to on board MTDATA to SFDC. They are.

  1. Customers are created and assigned correctly in CDBOR ( Have we completed all the work in CDBOR and are the customers assigned to the correct groups.)
    1. ACTION: Ravi and Scott to discus , review and clarify current state of play on CDBOR activity
  2. SFDC profiles – We need to capture the user stories on how these users are to be setup in accordance to what role the users will perform. Those user stories / requirements can then be reviewed by the SFDC team and recommend the closest and best fit profile to assign these users to.
    1. ACTION: Ravi and Scott to provide further requirements on how the users are to be setup. I also understand that ideal situation is to also include MSC users
  3. MTDATA – Migration of data from Sales Logix
    1. ACTION: Tony to submit SFDC engagement to lock in a pre-discovery meeting.
    2. ACTION: Goms and Ryan – Please let us know who from MTData we need to engage to be part of the Pre discovery session
  4. SFDC Training
    1. ACTION: Tony to submit SFDC engagement to lock in a pre-discovery meeting.

 

I hope I have clarified our next steps.

Also as advised by Ryan ETA to revisit this request in a pre-discovery is early September .

In the interim Can I suggest Scott and Ravi happy for us to catch up with Gin and review the above to ensure we have the information to share with Goms and Ryan in preparation for the Pre discovery session

 

I will arrange a time that suits all so we can discuss the above .

 

Thankyou

 

 

Kind Regards

 

Tony Kolokythas  

Product Owner Proxy Global Delivery Practise and Major Programs

IT and Digital Solutions,Telstra Operations

 

P  (03) 8647 3876  

M  0427 187 242  

E: Tony.Kolokythas@team.telstra.com

W  www.telstra.com This email may contain confidential information

If I’ve sent it to you by accident , please delete it immediately.

 

 

_____________________________________________ From: Jackson, Scott Sent: Tuesday, 21 August 2018 3:18 PM To: Kolokythas, Tony <Tony.Kolokythas@team.telstra.com>; Harry, Ryan <Ryan.Harry@team.telstra.com>; Teh, Gin Li <GinLi.Teh@team.telstra.com>; Shanmugasundaram, Ravikumar <Ravi.Shanmugasundaram@team.telstra.com>; Kota, Goms <Gomathi.Sivarajan@team.telstra.com> Subject: RE: SFDC Chat for MTData - Discuss next steps.

 

 

Hello team,

 

My sincere apologies but I am unable to attend the SFDC discussion due to an incentive briefing. My goals for this meeting are pretty simple:

  1. We are in the process of having the CIDNs activated in SFDC by the CDBOR group. Is there something we need to do to synch this to SFDC once the CIDN creation is complete…or is it automatic?
  2. What are the next steps to set up the salespersons profile/access in SFDC? With MSC we have started getting them to request access via the online request process.
  3. We have both MTData and MSC sales teams migrating to SFDC is the coming months. Given this it makes sense to train them together. Within whom and how do we arrange this? There are only about 15 salespersons between the two orgs. Geographically majority is Sydney and Melb so if needed we would fly Bris and WA into one of these states.

 

Ravi, appreciate it if you can table these questions with the team. Keen to get the training scheduled early Sept if possible.

 

Regards

 

-----Original Appointment----- From: Kolokythas, Tony Sent: Friday, 17 August 2018 4:30 PM To: Kolokythas, Tony; Harry, Ryan; Jackson, Scott; Teh, Gin Li; Shanmugasundaram, Ravikumar; Kota, Goms Subject: SFDC Chat for MTData - Discuss next steps. When: Tuesday, 21 August 2018 4:30 PM-5:00 PM (UTC+10:00) Canberra, Melbourne, Sydney. Where: 02 8285 3805 ( TK to host 6550 )

 

 

Hi Ryan and Goms.

Following on from our conversation thus far regarding SFDC for MTData.

Wanted to lock in sometime next week so we can discuss what the next steps need to be to move forward with on boarding MTData sales onto SFDC.

Attached the original email conversation with Midhun Hari.

Please confirm your time and date availability

Thankyou

 

 << Message: RE: SFDC On-Boarding MTData Next Steps  >>

 

 

Kind Regards

 

 << OLE Object: Picture (Device Independent Bitmap) >>

Tony Kolokythas  

Product Owner Proxy Global Delivery Practise and Major Programs

IT and Digital Solutions,Telstra Operations

 

P  (03) 8647 3876  

M  0427 187 242  

E: Tony.Kolokythas@team.telstra.com

W  www.telstra.com This email may contain confidential information

If I’ve sent it to you by accident , please delete it immediately.

 

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  • Aug 27 2018
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    Ryan Harry commented
    September 4, 2018 05:50

    Thanks Tony, we've reviewed this and will try and schedule for Q2 delvierable. This will be confirmed by next Wednesday. Following this we will schedule Pre-Discovery.
    Also note that some funding contribution may required from MTData, this wil lbe determined in Pre-Discovery,