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Acme × Northstar — Enterprise Implementation Planning

Sep 9, 202652:308 attendees

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Summary

Acme Corp and Northstar held an enterprise implementation planning call covering the critical path to the October 15th go-live date. Key topics included Okta SSO integration complexity with Northstar's multi-tenant environment, data migration field mapping delays, security penetration testing requirements, pricing configuration approval, training schedule, and contract amendment status. A November 1st hard fallback date was established, with the October 3rd all-hands announcement creating additional urgency for the primary date.

Topics

Agenda & Meeting Setup0:00

Sarah set the agenda covering SSO, data migration, security review, training, pricing, and contract. Priya and David flagged noon hard stops. Rachel announced training materials are complete.

Okta SSO Integration2:18

Multi-tenant Okta setup with three separate tenant orgs. Two-phase SSO agreed: Midwest and East by October 1st metadata delivery, West unit follows November 1st due to slower change management. Auto-provision as viewer with admin role elevation. Admin approver list needed from Priya.

Data Migration8:36

Field mapping delayed due to resource issue; David Kim taking over, commits to Wednesday delivery. Technical call Thursday to address edge cases including compound IDs and AccountStatus enum mapping. Legacy external ID column needed in schema. 10% sample data export requested. Cutover migration planned for Saturday October 12th.

Security Review15:12

White-box pen test September 24–26 using Northstar's third-party firm. Security documentation package required by September 22nd. High and critical findings block go-live; medium and low on 90-day SLA. CISO review takes 3–5 business days after findings. Previous clean pen test report to be shared proactively.

Training & Rollout21:51

Training materials complete: 5 modules plus video walkthroughs and help center articles. Three 2-hour live sessions Monday/Wednesday starting October 21st for Midwest. Admin pre-training week of October 7th. Self-serve materials for remote workers. Spanish localization added to Q1 roadmap for West unit.

Pricing & Billing25:44

Base pricing and discount rules complete. Enterprise volume discount table at 1000-seat tier pending Marcus approval by Friday. Billing integration testing blocked pending pricing approval. Central invoicing to AP department, first invoice November 1st.

Contract Amendment29:40

Amendment covers phased rollout schedule, Midwest pilot SLA, data migration warranty, and pen test completion language. High/critical findings language to be explicitly included. West unit SSO November 1st milestone with 30-day cure period but pauses if Northstar IT delays. Expected signature by end of next week.

Open Issues & Infrastructure32:31

IP whitelist for data migration overdue from Northstar IT. API credentials still pending. Performance N+1 query fix in Tuesday release. Load test planned week of October 7th against SLA benchmarks (99.9% uptime, <2s pages, <5s reports). Shared Notion tracker to be set up today.

Final Commitments & Close53:15

All parties formally committed to critical path items. Monday 10am Eastern weekly check-ins scheduled. Shared Slack channel confirmed for urgent blockers. Ahmed to send full action item list within one hour. October 3rd all-hands announcement confirmed as external pressure point.

Decisions

October 15th primary go-live date with November 1st as hard fallback deadline
confirmed
5:06
Two-phase SSO launch: Midwest and East on October 15th, West unit on November 1st
confirmed
5:06
Phased rollout: start with Midwest business unit (150 users), then expand to East and West
confirmed
5:06
White-box security pen test to occur September 24–26 using Northstar's third-party firm
confirmed
5:06
High and critical severity pen test findings block go-live; medium and low go on 90-day SLA
confirmed
5:06
SAML SSO only in phase 1; SCIM provisioning deferred to Q2 next year
confirmed
5:06
Spanish localization for West unit added to Q1 product roadmap
tentative
5:06
Training sessions: three 2-hour sessions, Monday/Wednesday, starting October 21st for Midwest
confirmed
5:06
Auto-provision new SSO users as viewer role; require admin approval to upgrade to editor
confirmed
5:06

Action Items

Submit Okta SSO change management requests for all three business units
David KimDue 2025-09-15
Chase IT leads in Midwest and East for Okta metadata delivery by October 1st
Marcus WebbDue 2025-09-15
Send previous pen test report to Priya Patel and Northstar CISO
Jordan LeeDue 2025-09-15
Deliver draft data migration field mapping document
David KimDue 2025-09-17
Schedule and run technical data migration call to review edge cases
Ahmed KhanDue 2025-09-18
Review and approve enterprise volume discount table
Marcus WebbDue 2025-09-19
Prepare white-box security documentation package (AWS architecture, IAM, network topology)
Ahmed KhanDue 2025-09-22
Send Northstar the security pen test scope document
Priya PatelDue 2025-09-22
Deliver updated contract amendment to Northstar's legal team
Sarah ChenDue 2025-09-18
Confirm CISO sign-off threshold (high/critical block go-live) in project agreement
Priya PatelDue 2025-09-19
Finalize and send training schedule to David Kim
Rachel TorresDue 2025-09-16
Add legacy_external_id column migration script to schema
Ahmed KhanDue 2025-09-19
Escalate IP whitelist and API credentials requests to IT director
David KimDue 2025-09-15
Send Northstar intro to IT director Frank Chen
Marcus WebbDue 2025-09-15
Set up shared Notion project tracker with milestone status and share with Northstar
Ahmed KhanDue 2025-09-15
Send meeting invite for Monday 10am Eastern weekly check-ins
Sarah ChenDue 2025-09-15
Resolve N+1 query issues in reporting module for Tuesday release
Ahmed KhanDue 2025-09-23
Configure SSO in staging environment once Okta metadata received
Jordan LeeDue 2025-10-03
Validate SSO flow end-to-end in staging environment
David KimDue 2025-10-04
Request 10% sample data export from legacy system including edge cases
David KimDue 2025-09-17

Highlights

SSO Is The Critical Path3:20
Two-Phase SSO Agreed5:24
Pen Test Could Delay Launch15:48
November 1st Hard Fallback19:24
High/Critical Findings Block Go-Live21:05
CEO All-Hands Announcement Context36:50
Marcus Formal Commitment45:36