Integration Kick-off Call Agenda

During the integration kick-off call, we will discuss the following. Please review the client resources prior to the call. For eventScribe integrations, come prepared to discuss registration/access needs. 

Review All Projects

• Ensure all upcoming integration projects are contracted and correctly listed in our project list
• Discuss desired launch date for each project
  • Reminder, the website can be launched for marketing purposes without login, earlier than the login integration
• Review single point-of-contact (POC) for each project

Project Scope

• Product(s) 
• Third-party application 
• Integration type
  • Review end-user experience 
  • Discuss recent changes, if applicable
    • eventScribe Query-to-Authenticate - 2023 Update
      • No longer pulling in users in addition to authenticating upon login 
    • eventScribe Query-to-Authenticate - Website + Mobile App - New Login Flow
      • Only applicable when there is a website and mobile app
      • Users stay within the container but once they click 'Login' on the entry screen, they are redirected to the website login screen
• Field mapping
• Access restrictions (eventScribe only)
  • No access
  • Access levels
  • Unlock / Reg Item codes
• If using Survey Magnet, discuss high-level plans for evaluations

Timeline

• Date requirements are due from Client to Cadmium
• Date Cadmium testing is due and notification is sent to Client
• Date Client testing is due and feedback / approval must be sent to Cadmium
• Target date for integration to launch
  • For login integrations, this is the date you would like users to log into the system

Requirements

• Vendor credentials
• Test accounts 
• Customer support contact

Next Steps & Expectations

• Following the call, Cadmium project manager will send a project plan in the form of an email with call notes, scope, timeline, and requirements list
• Client will thoroughly review the project plan and submit changes/acknowledge accuracy/approval in writing within 48 hours of receipt
  • Should a change be requested after the integration has moved into development, a change request will be required which will likely lead to an updated timeline and budget
• Client will submit all requirements AT ONE TIME by the requirements due date
  • If this date cannot be met, then the timeline will be adjusted and the launch date will be pushed back
• Cadmium will send automated project updates to the POC as the project moves into development and is ready to test
• Client will update end-user communication/product login pages/FAQs with accurate login instructions and how to contact support
• If unlock codes are being used, client will work with their Website/App/Survey Magnet project manager(s) to set up corresponding access settings within the products
• Client will ensure test accounts remain active throughout the event for troubleshooting purposes
• Client MUST test the integration and provide feedback/approval by the testing due date
• Once the integration is approved, client will enable 'login' within the product when ready
• Client will direct all integration-related communication to integrationservices@gocadmium.com