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What to know
This meeting should include the Client team, any third-party registration representatives, the JUNO Client Success Manager, and the JUNO Client Engineer. The agenda includes:
Understand how data for attendees, speakers, exhibitors will be pulled into JUNO
Understand how users will access the platform
Understand different ticket types and access levels as they relate to content
Understand any CME/crediting integrations
Homework (Prepare before the meeting)
Client team | JUNO team |
Share third-party integration representatives' contact information with JUNO
Share API information from the third-party vendor
List out ticket types and their access levels
| Ensure third-party integration reps are invited to the meeting
Collect any documentation needed for integration
for each integration
|
What to do during and after the meeting
Client team | JUNO team |
Client debriefs team on registration flow and ideal user experience
Ensure 3rd party integration reps share testing environment links
Register JUNO team with test accounts and share credentials with JUNO
| JUNO Client Engineer drives meeting agenda with 3rd party integration rep
|
What to do after the meeting
Client team | JUNO team |
(if it’s being sent through JUNO)
| JUNO Client Engineer makes adjustments to Jira cards based on what was discussed
|
Category: Client Meetings
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