Mossbrook Data Partners / BG-Demo – Demo
Callcompleted
Mossbrook Data Partners · 18 Jul 2025 13:30
Joanna Platt, Ciaran Doherty and Lauren Bickerstaff saw B-Viz on sample data. The product met Joanna's bar, but they want grant lists, documentation and an honest 'live' commitment. The £26k total was repeated.
What was said
What this says
As at Fri 9 Oct 2026Joanna Platt, Ciaran Doherty and Lauren Bickerstaff saw B-Viz on sample data. The product met Joanna's bar, but they want grant lists, documentation and an honest 'live' commitment. The £26k total was repeated.
What happened: Anya Petrova demonstrated cross-source questions, traceability to records, pages and the connector load check. Ciaran probed role grants, warehouse use and logs.
Customer view: Joanna said the product does what was promised. Her worry is a client being told something is live before it is ready.
Commercial: Sophie confirmed Starter at £26k all-in, which includes implementation and is not an annual price. Ciaran's internal four connectors fit the hard limit, with accounting a fifth.
Watch: Joanna called the 15 Aug 2025 close tight but possible. It needs her internal sign-off and Ciaran's review of the grants. The partner arrangement is still separate and open.
Themes
As at Fri 9 Oct 2026Theme
Demo, Starter proposal
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send a written summary, the breakdown of the £25,500 and a draft Starter order form.
- Anya Petrova to send Ciaran the grant list, table structure and sample queries today.
- Lauren Bickerstaff to send Anya her implementation plan for comparison.
Risks
As at Fri 9 Oct 2026- Ciaran's review of role grants and table structure could delay sign-off ahead of the 15 Aug 2025 target.
- Connectors that are not loading, or a client told something is live early, would damage Joanna's confidence.
- The partner and referral arrangement is still undefined and could stall the wider deal.
Opportunities
As at Fri 9 Oct 2026- Accounting as a fifth connector, or growth in users, could lead to an add-on or a move to Growth.
- Three clients already ask for self-serve questions of their warehouse, and two more have unjoined CRM and helpdesk systems.
Transcript
Sophie LingHello, can everyone hear me? I've got the recording going, so if anyone's audio sounds odd just shout.
Joanna PlattLoud and clear. Afternoon, Sophie. Lauren's just getting her laptop off charge, she'll be a minute.
Ciaran DohertyAfternoon. I can hear you. Camera's off, the office wifi is having a day.
Anya PetrovaAfternoon all, Anya here, I'm the solutions engineer. I'll be driving the screen in a bit. Sophie's told me you're mostly Snowflake people, so I'll try not to explain what a warehouse is.- Joanna PlattHa, please don't. Although Ciaran will happily correct you if you get it wrong.
- Ciaran DohertyI will.
Lauren BickerstaffSorry, sorry, I'm here. Afternoon everyone. Had a client call overrun, they always do on a Friday.- Sophie LingNo problem at all, we've only just started. Did you get away from the rain this morning? It was properly grim down here.
- Lauren BickerstaffManchester, so no, we're used to it. Honestly I'd be worried if it stopped.
- Sophie LingFair. Right, shall I say how I'd like to use the time, and you tell me if that's wrong? Anya shows B-Viz running on a sample of your own data, then we talk about how Mossbrook would use it for your own team and for clients, and at the end we agree what happens next.
- Joanna PlattThat works. Can I just open with where we are, so you know why we're keen? Quick pipeline picture. We've got about sixty clients on the books, mostly mid-sized, mostly North West. Three of them are asking us the same thing at the moment: can they ask questions of their own warehouse without us writing a query every time.
- Joanna PlattAnd two more have a CRM and a helpdesk that nobody has joined up. That's the stuff you do, isn't it. So for me the question is whether this is something we'd put our name to. And I'll be honest, I won't put a client in front of it unless I'd stake my name on it.
- Sophie LingThat's the right bar, and it's the reason I wanted Ciaran and Lauren on the call as well as you. Anya, do you want to go?
- Anya PetrovaYes. Let me share. Can you see a browser with a search box and a left-hand menu?
- Ciaran DohertyYes. Small text, but yes.
- Anya PetrovaI'll zoom in. Better? So, one thing first, because Ciaran will ask. B-Viz runs inside the customer's own Snowflake account. It isn't a copy of your data sitting in our cloud. The connectors land data into schemas in your account, and the brain, the queryable layer, sits on top of that.
- Ciaran DohertyWhich warehouse does it run on? Our own, or does it spin up something separate?
- Anya PetrovaIn your account, so you choose. You'd normally give it a dedicated warehouse so you can see the cost on its own and size it down if it's quiet. We'd agree that at set-up.
- Ciaran DohertyGood. I checked the role grants in the sample set-up you sent over. Read-only on the source schemas, write on its own. That's sensible. I'd still want to see the full list before anything touches a client.
- Anya PetrovaOf course. You'd see every grant, and nothing gets applied by email. It's all written down and you run it.
- Ciaran DohertyGood. Carry on.
- Anya PetrovaSo this is the sample we loaded from the export you sent: a CRM extract, a set of support tickets and some call notes, all made up but shaped like a typical client. Connectors are the left side here. You can see the CRM and the helpdesk are green, the notes are a file drop.
- Lauren BickerstaffWhat's left on the list for a real client, then? Just pointing it at their systems?
- Anya PetrovaMostly, yes. Authorise the source, pick what to bring in, let the first load run, then check the counts against the source before anyone gets excited. I'll show you that check in a minute.
- Lauren BickerstaffGood, because that's where I get nervous. Has the client seen it yet is always my first question, and they need to see the real numbers match.
- Anya PetrovaAgreed. Okay, let me ask it something. I'll type: which customers have raised the most tickets this quarter, and what are they about?
- Anya PetrovaGive it a moment.
- Anya PetrovaThere. It's given a ranked list and a short summary per customer, and if I click the figure it shows me the underlying tickets. So you can always get from the answer back to the record.
- Joanna PlattThat's the bit that matters to me. If a client's finance director asks where a number came from, we need to point at the row. Who owns this, us or you, when the answer is wrong? Because it will be wrong sometimes.
- Sophie LingFair challenge. Wrong because the data's wrong is the source system and whoever maintains it. Wrong because the brain misread something is ours, and we'd fix it. The traceability is there so you can tell the two apart quickly.
- Joanna PlattLet's write that down. It needs to be in whatever we agree about responsibilities.
- Sophie LingNoted, I'll put it in the follow-up.
- Anya PetrovaLet me try something harder. I'll ask it to compare the CRM view of an account with what the tickets and call notes say. Two sources, one question.
- Anya PetrovaRight, so for this account the CRM says healthy, but there are three tickets about a connector failing and a call note where the customer mentions looking at alternatives. It flags the mismatch and tells me which records it used.
- Lauren BickerstaffThat's exactly the thing we do by hand in a spreadsheet before a review. It takes half a day.
- Ciaran DohertyMm. And how does it deal with the call notes? Are they chunked, embedded, what? That's a schema question as much as anything.
- Anya PetrovaThey're split into passages and indexed alongside structured fields, all in tables in your account. I can show you the table names afterwards if you like. Nothing hidden.
- Ciaran DohertyI would like that. Documentation the client can keep matters to me. If we hand a client a set-up they can't read, we've failed.
- Anya PetrovaUnderstood. We can export the structure as a document for each client.
- Anya PetrovaLet me show the other piece. This is the pages view, where a saved question becomes a page that refreshes. Say a client wants a weekly account review. You build it once and it updates each morning when the nightly refresh completes.
- Joanna PlattWhen does the refresh finish? A client will ask. Because if the answer on Monday morning is last Thursday's data, that's a conversation I don't want to have.
- Anya PetrovaIt's complete by seven in the morning, customer local time, on business days. And the freshness is visible on the page, so nobody is guessing.
- Joanna PlattGood. What does the client need on day one, then? Say it's a client who signs on a Monday.
- Sophie LingDay one, they need a Snowflake account with the right permissions agreed, someone who can authorise each source, and one person who owns it. Everything else we can sequence. That's where Lauren's plan comes in, I think.
- Lauren BickerstaffYes. My version is: week one access and scoping, then connectors in order of value, then a checkpoint where we compare counts, then a hand-over session so the client can run it without us. I'll pair with your consultant on the first one so we agree how it's done.
- Sophie LingThat fits how we'd run it. Our implementation is a fixed fee and a fixed period, so the plan is the same shape every time, which helps you quote.
- Lauren BickerstaffIt does. Clients like a fixed number.
- Joanna PlattCan I ask about our own use first, though, before we talk clients? I want to be sure we eat our own cooking.
- Sophie LingPlease do. That's the proposal as it stands: Mossbrook on Starter for your own client base. One team, a small number of connectors, pages, chat and search.
- Joanna PlattRight. And Starter has limits, doesn't it? Users and connectors.
- Sophie LingFifteen users as a soft limit, four connectors as a hard one. So the question is whether four is enough for what you'd connect internally.
- Ciaran DohertyInternally I'd connect the CRM, the helpdesk, the project system and a file store. So that's four, just. If we later wanted accounting as well we'd be over.
- Sophie LingThen there's an add-on for extra connectors, and there's also Growth if it turns into several teams. I wouldn't size for the maybe today. Start where you are, and we revisit at the check-in.
- Joanna PlattSensible. What's the money? Let's write that down too.
- Sophie LingThe deal as it stands is £25,500 all-in. To be clear, that's the total value of the deal, so it includes the one-off implementation, it's not an annual price. I'll break it out in writing so you can see what's one-off and what recurs.
- Joanna PlattThanks, that's what I wanted. We're not going to quibble about the number, I'd rather get the structure right. Particularly because of the referral side.
- Sophie LingYes. That's a separate conversation, and I'd keep it separate. Today is the demo and your own use. The partner arrangement we should talk through properly once we know you're happy with the product.
- Joanna PlattAgreed. I just want us to be clear we're both thinking about it. Never lets a referral go without a follow-up is a bit of a personal rule of mine.
- Sophie LingUnderstood, and that works for us. Anya, shall we show them the count check Lauren was asking about?
- Anya PetrovaYes. So this is the load summary for each connector. Records in the source, records indexed, and the trend over the last few runs. If indexed goes flat while the source keeps growing, that's a broken connector, and it shows here before anyone notices.
- Lauren BickerstaffThat's useful for handover. I can show a client that screen and say, this is how you know it's healthy.
- Ciaran DohertyCan I see the logs behind one of those? I'd like to know what a failed load looks like.
- Anya PetrovaSure. Here's one from the sample where I broke a credential on purpose. It says which source, which step, and the error returned. It doesn't just say failed.
- Ciaran DohertyFine. That's readable. I'd still want it in our own monitoring, but fine.
- Anya PetrovaYou can read it from the tables in your account, so you can wire it into whatever you use.
- Joanna PlattOkay. Where I land: the product does what you said. My worry is the same as Lauren's, that it's live before it's ready. We never tell a client something's live before it is.
- Sophie LingAnd neither would we. If a connector isn't loading, we say so, and the commitment on connectors in the order form is about getting them live, so it's written down rather than promised in a call.
- Joanna PlattGood. Let's write down the next steps, then. What do you need from us and what do we get from you?
- Sophie LingFrom me: a written summary of today, the breakdown of the total value I mentioned, and a draft order form for Starter. We're aiming to close on 15 August 2025, but only if you're comfortable, so tell me if that's tight.
- Joanna PlattIt's tight but possible. I need a short internal sign-off, and Ciaran needs to be happy with the grants.
- Ciaran DohertySend me the grant list and the table structure and I'll review it properly. I'm not changing anything in a production account on a Friday, so nothing before Monday anyway.
- Anya PetrovaI'll send both today, with the sample queries I ran so you can repeat them yourselves.
- Lauren BickerstaffAnd I'll send Anya the implementation plan I use, so we can compare it against yours before the first client. No scope change without Joanna, obviously.
- Joanna PlattThank you. Right, I think we've done what we needed. Thanks, everyone, this was useful.
- Sophie LingThank you all. Speak soon, and have a good weekend.
- Ciaran DohertyCheers.
- Lauren BickerstaffBye, all.
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