Copado

04-29-2024

Overview of organization:
- Juan Carrio --> Academy Admin (new)
- Peer of Gloria, split the team. Gloria taking community.
- Steve Simpson --> Starts next week, key stakeholder
- Academy team reporting to Steve.
- Juan is based out of Amsterdam
Everything is also on hold because of this data transformation work that they are in.
The data/SFDC integration piece is required for launch.
The big effort is ripping out "opiniom"
Data transformation needs to go live before ripping out opiniom and before plugging in northpass.
10:30 am EST Meeting with Juan and Gloria
Overview of what has happened and what needs to happen.
Offer task list before end of day Friday.
Copado really needs a "restart". They need to be re-energized and reinvigorated. The "why".
Bi-weekly meeting with the team.
No one knows what's going on.

Update from Charles:

Opinium is an SFDC plugin
They want to see what customers are certified, what tools are they leveraging, etc.
Gainsight Dashboards will be key.
Reporting is at the heart of all this --> decisions on what cert program to launch, etc.
Ashley only mentioned the data transformation project after the sale closed - right before implementation.
That's the key driver.
Ashley got her stuff done, but other team members wouldn't show up for calls. Some turnover and lots of moving parts at the company.
- This explains Herminio's lack of response.

Main Goal:

Design: