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10:32

Alex

So the main thing is speed and ease of use...

10:45

Jamie

Yeah and also security, IT is going to ask about SSO...

10:58

Alex

Right. And we should probably integrate with Slack + Notion.

11:07

Jamie

Budget-wise, we're looking at something under 50k.

Recording... 22:14
Enhanced notes

Goals

  • Improve speed and ease of use

Requirements

  • Enterprise SSO
  • Integrations with Slack and Notion

Budget

  • Under $50K

Next steps

Share security overviewJamie
Send integration capabilitiesAlex

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Customer discovery

Team memberTeam memberTeam member+2

Overview

Understand the customer, their goals, and key challenges.

Customer needs

  • Improve onboarding experience
  • Reduce time-to-value for new users

Challenges

  • Manual processes slowing down the team
  • Lack of visibility across tools

Timeline

Discovery callMay 6

Solution reviewMay 9

Technical deep diveMay 13

Budget

Range

$40K - $60K

Decision criteria

Security, ease of use, integrations

Next steps

Share security documentationJamie May 6

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Action items3
Follow-ups2
Decisions2
Summary

We aligned on SSO, Slack + Notion integrations, and keeping the budget under $50K.

Action items

Share security overview

Jamie · May 6

Send integration capabilities

Alex · May 7

Prepare technical requirements

You · May 8

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