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Meeting Details


09:30am ET, 2:30pm UK, 3:30pm Germany

LocationVideo Call in FOLIO Slack: #erm-developers


  • Overview of Phase 3 plan


  • @mention a person to add them as an attendee and they will be notified.

Discussion items




Action Items

<5 minsIntroductions

35 mins

Phase 3 Overview

Renewal / Cancellation Workflow

  • Business goal of the deliverable functionality is to inform the decision to renew or cancel
  • What is the information needed to make the decision? (typically cost and usage, rather than content)
  • What is the point in the agreement lifecycle at which the decision is to be made?
  • How is the user notified at the appropriate time?
  • What decision record is kept?
  • Some aspects of comparison may be part of renewal workflow
  • Also, what are the consequences of cancellation?

Package comparison

  • same package over time (snapshot comparison?)
  • across different packages
  • across different packages across agreements

Track/manage changes

  • what has moved in or out of this package?

15 mins

5+ minsAOB

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