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This document summarizes the notes & achievements of the onboarding week with Accenture. On top of that, we can use this document as a reference for future onboarding of Accenture employee |
Resources
Figma: RBI - CRM Services – Figma
Airtable: Getting Started: Directory - Airtable
Sharepoint: Onboarding Materials
Agenda
MONDAY - APRIL 29 | ||||
Time BR | Time ZH | Agenda | Detail | Who |
10 - 10:30 | 3.00 - 3:30 | Kickoff | Teams presentation (both ACN and RBI), transition timeline review; | All ACN + RBI management teams |
10.30 - 11:30 | 3.30 - 4.30 | Brand Immersion - BK | RBI presentation of brand guidelines and creative strategy for CRM | ACN creative +RBI creative teams |
12.00 -13.00 | 6.00 - 7.00 | Brand Immersion - BK | RBI presentation of brand guidelines and creative strategy for CRM | ACN creative +RBI creative teams |
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TUESDAY - APRIL 30 | ||||
Time |
| Agenda | Detail | Who |
11.30 - 12.30 | 4.30 - 5.30 | Processes Immersion | Processes deep dive - accenture management team assessment/ questions after 1st analysis | ACN management + RBI management teams |
10.00 -11.00 | 3.00 - 4.00 | Brand Immersion - FH | RBI presentation of Figma files/current templates, copy and content blocks; | ACN creative +RBI BK creative teams |
12.30 - 13.30 | 5.30 - 6.30 | Data/Tech Immersion | Data deep dive - accenture data team assessment/ questions after 1st analysis | ACN analytics and operation +RBI data analytics teams |
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| Hold - timing for agenda alignments for last two days | ACN management + RBI management teams | |
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THURSDAY - MAY 2nd | ||||
Time |
| Agenda | Detail | Who |
11 - 1.30 | 5 - 6.30 | Data/Tech Immersion | RBI overview of Braze - current journeys and setups + new guidelines | ACN analytics and operation +RBI data analytics teams |
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FRIDAY - MAY 3rd | ||||
Time |
| Agenda | Detail | Who |
9.30 - 10.30 | 2.30 - 3.30 | Immersion Summary | Accenture presentation to validate general understanding of the program, processes and challenges, as well as preview of new workflows to be developed during the following week. | ACN management + RBI management teams |
8-9.30 | 1-2.30 | Braze | Journeys Set u p | |
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We have a centralized repository for:
our assets (ideally, a library that is filtrable by market or topic and can be accessed by our clients)
our insights (A/B test results)
We have a structured and standardized template for performance reporting, differentiating
Monthly meeting
Quarterly meeting
Note: we should try to simplify reporting to make a clear connection with sales impact
Resources
Onboarding timeline: 20240206 CRM Transition Timeline.xlsx
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