Vellacott Payments / BG-Demo – Proposal
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Vellacott Payments · 28 Apr 2025 15:15
Proposal call on 28 Apr 2025 for Enterprise at £129k total including implementation. The COO wants a clear one-off and annual split, a security review before signing, and early notice of any service problem.
What was said
What this says
As at Fri 9 Oct 2026Proposal call on 28 Apr 2025 for Enterprise at £129k total including implementation. The COO wants a clear one-off and annual split, a security review before signing, and early notice of any service problem.
What happened: Priya Raman took Philippa Gore and Tomasz Wiśniewski through the Enterprise proposal, with a target date of 26 Jun 2025. The deal value was given as £129k in total with implementation included.
Customer view: Philippa wants the one-off and annual lines shown separately and the security review done before anything is signed. As an FCA authorised firm she wants to hear early about any outage or stale data.
Commercial: Tomasz said twenty connectors is more than needed for now, with five or six sources at the start, and more expected later from the payroll bureaux side. Service credits for availability and data freshness were offered, with a notification commitment to be written into the order form.
Watch: Tomasz said he does not discuss money and that Philippa owns price. Priya owes a proposal with an owners table, a one-page risk summary and the security questionnaire.
Themes
As at Fri 9 Oct 2026Theme
Enterprise proposal and security
Importance
neutral
Sentiment
neutral
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to send the proposal with the one-off and annual split, owners table and one-page risk summary.
- Tomasz Wiśniewski to connect the head of information security with Anya, solutions engineer, by Friday.
Risks
As at Fri 9 Oct 2026- Philippa Gore will not sign before the security review and expects the questionnaire to move quickly toward the 26 Jun 2025 target.
- As an FCA authorised firm she expects early notice of outages or stale data, which BG-Demo must write into the order form.
Opportunities
As at Fri 9 Oct 2026- Enterprise headroom of twenty connectors fits growth as payroll bureaux sources are added later.
- Onboarding a first marketplace client is to be a named milestone in the plan.
Transcript
Priya RamanHello both. Good afternoon. Can you hear me alright?
Tomasz WiśniewskiYes, good afternoon, Priya. Philippa is just dialling in.
Philippa GoreI'm here. Good afternoon. Apologies, the previous meeting ran over.- Priya RamanNot at all, you're bang on time. Lovely to meet you properly, Philippa. Tomasz has told us a lot about how the team works.
- Philippa GoreAll good things, I hope. Let's start with the headline, if we may. Where are we?
- Priya RamanOf course. Headline: Tomasz and his team have seen the demo, we've scoped Enterprise for you, and today I'd like to take you through the proposal. The date we've been working towards is 26 Jun 2025, and I'm happy to make this easy, so if anything about that is off, tell me and we'll reshape it.
- Philippa GoreThank you. Then the numbers first, please. What is the total?
- Priya RamanThe deal value is £129,000 in total, with the implementation included. That covers the Enterprise subscription for the first year and the one-off implementation, including support through your security review.
- Philippa GoreUnderstood. Please make sure the proposal shows the split clearly. I do not like having to work out what is one-off and what recurs.
- Priya RamanAbsolutely. Two lines, clearly labelled, one-off and annual. You'll have it that way.
- Tomasz WiśniewskiPhilippa, to be clear for Priya. I don't discuss the money. I looked at scope with her team. Scope is what I own. What's the owner of price? You.
- Philippa GoreQuite. Priya, what's in scope? In plain words.
- Priya RamanPlain words. One brain, run inside your own Snowflake account. Partnerships, merchant onboarding and complaints all see each marketplace client together. Enterprise gives you room for a hundred and fifty users and twenty connectors, single sign-on and SCIM, and an executive sponsor on our side.
- Philippa GoreTwenty connectors is more than we need, surely.
- Tomasz WiśniewskiYes, for now. Maybe five or six sources at the start. But the payroll bureaux side will bring more later. Let me be concrete: start small, and grow.
- Priya RamanThat's the usual pattern, and the headroom means you aren't back at the table each time you add a source.
- Philippa GoreFine. Now, what's the regulatory angle? We are FCA authorised. If this touches complaints data, I need to know where it lives, who can see it, and what happens if something breaks.
- Priya RamanRight. So, where it lives: in your Snowflake account, not ours. Who sees it: governed by your own groups, through single sign-on. I'm not going to pretend to go deeper on internals than I should, so for the detail our solutions engineer, Anya, will take your people through it in the security review.
- Philippa GoreI'd expect the review before anything is signed. Not after.
- Priya RamanYes, that's exactly the sequence. Security review first, order form after. The implementation fee already covers our support through that review.
- Philippa GoreGood. And if there is a problem with the service, an outage or stale data, who tells me? I want to hear early. Tell me early, always. I don't tolerate surprises.
- Priya RamanUnderstood. On Enterprise there are service credits for availability and for data freshness, and you have a defined first response time. Our customer success manager, Daniel Okafor, would be your day to day contact, and the escalation path goes through to us. We can write the notification commitment into the order form.
- Philippa GoreThen please do. Who owns this on your side, when something goes wrong?
- Priya RamanDaniel for service, me for anything commercial until signature. I'll name them in the proposal.
- Tomasz WiśniewskiAnd on our side, Femi owns the data, I own the use. It should be in the proposal also, one name per line.
- Priya RamanI'll add an owners table. Happy to make that easy.
- Philippa GoreNow timing. Twenty-sixth of June is eight weeks away, give or take. Is that realistic for the review and the paperwork?
- Priya RamanIt is, if the review starts in the next couple of weeks. The pinch point is usually the questionnaire going back and forth, so the sooner your security people have it, the better.
- Philippa GoreI'll have our head of information security look at it. She will want the documents in advance.
- Tomasz WiśniewskiI will connect them with Anya. Action, me, by Friday.
- Philippa GoreGood. And I would like a short written summary of the risks, from your side, before I take it internally. Brief. One page.
- Priya RamanOne page, risks and mitigations, with the owners. You'll have it with the proposal.
- Philippa GoreAnything else, Tomasz, that I should be asking?
- Tomasz WiśniewskiOnly one. Onboarding the first marketplace client into the brain. Which one first? We decide that in the plan, not today. But I want it in the plan.
- Priya RamanAgreed, it goes in the plan as a named milestone.
- Priya RamanSo, to recap. I send the proposal with the split between one-off and annual, the owners table, the one-page risk summary and the security questionnaire. Tomasz connects your information security lead with Anya. We speak again after the review has started.
- Philippa GoreThat is clear. Thank you, Priya.
- Tomasz WiśniewskiThank you. Cheers, Priya.
- Priya RamanThanks both. Speak soon.
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