Mossbrook Data Partners / BG-Demo – QBR
Callcompleted
Mossbrook Data Partners · 29 Sep 2026 16:00
QBR on 29 Sep 2026. Usage is steady but sits with a few people, the connector sync ticket was the customer's own role grant, and Femi Adeyemi wants a measure of value and an early renewal price conversation.
What was said
What this says
As at Fri 9 Oct 2026QBR on 29 Sep 2026. Usage is steady but sits with a few people, the connector sync ticket was the customer's own role grant, and Femi Adeyemi wants a measure of value and an early renewal price conversation.
What happened: Marcus Bell walked through usage, two closed tickets and referrals. Active users average just under six against twenty-five licensed, and questions asked are steady, driven mainly by Ciaran Doherty and Joanna Platt.
Customer view: Femi Adeyemi, the Managing Partner, says usage matches expectations but he cannot measure the benefit to Mossbrook's own delivery. Joanna offered one anecdote and agreed to own a shared note of time saved.
Commercial: The term runs to 28 Aug 2027 at £26k a year, contracted and invoiced. Femi asked whether the price will look the same at renewal, and Marcus passed that to Sophie Ling rather than guess.
Watch: Value rests on a small group, and Ciaran is the only admin. A second admin and a session for the delivery leads were agreed, which could widen adoption.
Themes
As at Fri 9 Oct 2026Theme
Value proof and renewal price
Importance
renewal
Sentiment
mixed
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Marcus Bell to send the value-note template and run the delivery leads session once Joanna sends names.
- Sophie Ling to talk the renewal price through with Femi well before the notice goes out, around ninety days ahead.
- Ciaran to grant a second admin role and mark up the joint day-one checklist.
Risks
As at Fri 9 Oct 2026- Value sits with two or three people, so questions asked dip when Ciaran is away.
- Femi has no measure of benefit and has asked whether the renewal price will stay the same.
- Ciaran is the only admin, a single point of failure.
Opportunities
As at Fri 9 Oct 2026- A session for the delivery leads could widen use beyond the small core group.
- Referrals from Mossbrook are flowing, with one client nearly ready to speak to Sophie Ling.
Transcript
Marcus BellAfternoon, all. Can you hear me alright? I've got the recording running, so just shout if the sound's off.
Joanna PlattAfternoon, Marcus. Yes, loud and clear. Femi's just joining, I can see him in the lobby.
Femi AdeyemiSorry, sorry. Previous call ran over. Good afternoon. Is Ciaran on?
Ciaran DohertyHere. Camera's off, the laptop is having a moment. Audio's fine.- Marcus BellNo problem at all. Hope the week's been kind so far. It's been properly grey up here, hasn't it?
- Joanna PlattGrey and wet. Typical Manchester, honestly. It's been busy though, which beats quiet. Shall we crack on?
- Marcus BellYeah, let's. I'll share my screen in a second. What I want to cover is quick: usage over the last quarter, the two tickets you raised, how the referral side is going, and then anything you want from us before the year runs on. Does that sit right?
- Femi AdeyemiThat's fine. Can I add one? I'd like to talk about how we both know it's working. The partnership, I mean, not only the licence.
- Marcus BellOf course. We'll park that for the end so it gets proper time. Right, can you see the usage page?
- Joanna PlattWe can see it. Bit small. Can you zoom in?
- Marcus BellIs that better? Good. So, I've pulled the numbers. You're licensed for twenty-five users. Active users over the last thirty days average just under six. That's a touch down on the previous quarter, a few percent, nothing dramatic, but I wanted to flag it rather than have you find it later.
- Femi AdeyemiJust under six out of twenty-five. Hm. That's a long way off the licence.
- Joanna PlattIt's expected, Femi. We bought the seats so that anyone in delivery could get in if they needed to. In practice it's a core group using it daily. Me, Ciaran, a few of the senior consultants.
- Ciaran DohertyAnd the ones using it are using it heavily. The seat count isn't the interesting number. Questions asked is.
- Marcus BellAgreed, and that's the next screen. Questions asked is the best single measure of value, in my view. Give me a second, it's loading. Right. Across the quarter it's steady. Not climbing, not falling away. And a good chunk of it comes from two or three people.
- Femi AdeyemiWhich people?
- Marcus BellCiaran is the biggest by some way, then Joanna. I'm not saying that's a problem, but it does mean the value sits with a small group. If Ciaran's on leave, the numbers dip.
- Ciaran DohertyFair. I use it to sanity check the models before we hand over to a client. Which warehouse is that running on, what's the freshness, who touched the schema last. It's faster than digging through the logs.
- Joanna PlattWhich is exactly the thing I'd like to widen. If the delivery leads asked those questions themselves, Ciaran wouldn't be the bottleneck. Who owns that, us or you? I think it's us, to be honest. We haven't pushed it internally.
- Marcus BellI'd say it's shared. You decide who should be using it, and I can run a short session for your leads. Happy to jump on a call with them, half an hour, using your own Snowflake examples so it's not generic.
- Joanna PlattLet's write that down. Marcus runs a session for the delivery leads. I'll find a slot, probably in the next couple of weeks, and send you names.
- Marcus BellPerfect. Thanks, Joanna. Now, connectors. You've got the same set live as last time, and they're all loading. Records indexed are growing steadily, so nothing has gone flat or stale. Ciaran, you'd shout if something had, I know.
- Ciaran DohertyI would. One of them had a wobble, though. That's one of the tickets.
- Marcus BellRight, let's do the tickets properly. There were two in the last thirty days, neither high priority. One was a connector sync that stopped picking up new records, the other was a how-to question. Both closed. Ciaran, did the sync one come out right from your side?
- Ciaran DohertyEventually. It was a role grant. We'd tightened permissions on one of our own schemas and the connector lost read access. That's a schema question, not a B-Viz fault. I checked the role grants, fixed it, and support confirmed the next refresh was clean.
- Marcus BellYes, that's what I saw in the ticket history. Response was prompt, and the nightly refresh was back in time the following morning. I'd rather you raised it than sat on it, so thank you.
- Femi AdeyemiWas there any gap where our consultants were looking at stale data? I ask because we'd never want a client seeing something wrong because of our own set-up.
- Ciaran DohertyBriefly, on our internal side. No client data was affected. I'd have said.
- Femi AdeyemiGood. That's what I needed to hear.
- Marcus BellAnd the how-to ticket was about building a saved search, if I remember rightly. Joanna, that was one of your people?
- Joanna PlattOne of the newer consultants, yes. Which is another reason for the session. Small things like that shouldn't need a ticket.
- Marcus BellAgreed. Okay, before I move on, does the usage picture match how it feels from your side? Or is there something I'm missing?
- Femi AdeyemiIt matches. Honestly, it matches what I'd expect from a tool that does one job well for a few people. What I'm less sure about is whether we're getting the most from it for our own business, not just for the delivery work.
- Marcus BellSay more about that?
- Femi AdeyemiWell, we use Starter for our own client base. We've got around sixty clients and every one has a different set-up. What's in it for the client is that we know their picture faster. But I'd like to see whether that's visible in how quickly we deliver. I don't have a measure for it.
- Joanna PlattI can give you anecdotes, Femi. Not a measure. A project lead told me last month she'd found a failing source in minutes instead of half a day. That's real, but it's one story.
- Marcus BellThat's useful, and it's the sort of thing I'd like to capture properly. Here's a suggestion. Over the next quarter, your leads note when they use it to resolve something and roughly how long it took before versus now. I'll bring it into the next review as a short value summary. Nothing heavy.
- Femi AdeyemiHow would we do that without it becoming paperwork? My consultants hate paperwork.
- Joanna PlattA shared note. One line per instance. I'll own it, and I'll nag. Put it in the agreement if you like, Femi, though I think a note will do.
- Femi AdeyemiA note is fine. I only want us to be able to answer the question honestly when it comes up.
- Marcus BellThat works for me. I'll send a simple template after this call. Bullet points, three columns, that's it.
- Ciaran DohertyCan I raise something technical while we're on usage?
- Marcus BellPlease.
- Ciaran DohertyWhen I set up B-Viz for referred clients, the Snowflake side is the part I control. Roles, warehouse sizing, the lot. But the documentation I hand over is mine, not yours. It would help if there were a standard checklist from your side for what the client has to provide on day one, so I'm not rewriting it each time.
- Joanna PlattYes. What does the client need on day one? We keep answering that from memory, and it's not consistent. I'd love a joint version.
- Marcus BellI can't promise what engineering will produce, but I know the onboarding team has a kickoff list for connectors and owners. I'll ask whether we can share a version with you, and you mark it up from the Snowflake side. Then we agree one.
- Ciaran DohertyThat'll do. I'll mark it up in a week once I've got it.
- Femi AdeyemiMarcus, can I come back to the referrals? Joanna will give you the pipeline, but I want to hear how the last one went from your side. That's what I always ask first, so apologies for being late to it.
- Marcus BellNo need to apologise. From our side the last referral went well. The client was clear on what they wanted, Ciaran's Snowflake set-up was ready before our people started, and that saved us time. I think it's the strongest sign the partner model works: a prepared environment.
- Joanna PlattGood. I'll give you the current pipeline, because it's a bit lumpy. A couple of clients are interested and not ready, one is nearly there, and one I'm deliberately holding back.
- Marcus BellHolding back why?
- Joanna PlattTheir data foundations aren't there yet. I won't introduce a client I wouldn't stake my name on. If we put B-Viz on a messy warehouse it makes us both look bad. We do the clean-up first, then we refer.
- Femi AdeyemiAnd I'd back that. I'd rather lose a referral than have a client unhappy in month two.
- Marcus BellCompletely fair, and it's the kind of judgement that makes the arrangement work. For the nearly-there one, who on our side should speak to them? That would normally be Sophie Ling, since she owns the account commercially.
- Joanna PlattYes, Sophie. I'll send her the background this week, with a note of what I've promised the client and what I haven't. I never let a referral go without a follow-up.
- Marcus BellBrilliant. I'll let Sophie know it's coming so she's expecting it.
- Femi AdeyemiMarcus, while Sophie's name is up. Our contract. When does it come round again?
- Marcus BellYour current term runs to 28 Aug 2027, and the renewal date on the order form is 29 Aug 2027. You're at £26,000 a year, contracted and invoiced, and they match, so nothing needs untangling there. I'll send the formal renewal notice well ahead, around ninety days before, as usual.
- Femi AdeyemiAnd will it look the same at renewal? The price, I mean.
- Marcus BellThat's one for Sophie rather than me, Femi. I don't want to guess and get it wrong. What I can do is ask her to talk it through with you well before the notice goes out, so there are no surprises.
- Femi AdeyemiThat's fair. I'd like it in my diary a good while before. I never sign a term I haven't read.
- Marcus BellNoted. I'll put it to Sophie today.
- Joanna PlattCan I ask about something different? Admins. Right now it's just Ciaran as the admin for us. If he's off or leaves, we're stuck.
- Ciaran DohertyNot planning to leave. But she's right about leave. I don't love being a single point.
- Marcus BellThat's a sensible thing to raise. Within the licence you can have more than one admin. I'd suggest a second person with admin rights, probably someone from the delivery side, and Ciaran walks them through the role set-up. Who would you pick?
- Joanna PlattProbably one of the senior consultants. I'll think and come back to you. Ciaran, you'd need to be comfortable with it.
- Ciaran DohertyI'll grant the role myself, not by email, in the console with the person on a call. Least privilege. Nothing on a Friday either.
- Marcus BellSounds right to me. Do it in the week, and I'll make sure someone from support is around if anything odd comes up.
- Femi AdeyemiRight. Can we go back to how we both know it's working? I said I'd raise it at the end, and I think we've circled it already.
- Marcus BellWe have, a bit. Let me say what I've heard. One, a short session for the delivery leads. Two, a simple note capturing time saved, which Joanna owns. Three, a joint day-one checklist, which Ciaran marks up. Four, a second admin. Five, Sophie speaks to Femi about the renewal well before the notice. Have I missed anything?
- Joanna PlattThe referral handover to Sophie. I'll do that this week.
- Marcus BellYes, thank you. Six, then. Anything else from any of you before we finish? We've a bit of time in hand.
- Femi AdeyemiOnly that I appreciate the plain talk on the usage. It would have been easy to show us a nicer chart.
- Marcus BellHappy to. I'd rather you trusted the numbers. I'll write all this up and send it across tomorrow, with the template and the date for the leads session once Joanna has names.
- Joanna PlattThanks, Marcus. I'll send names by the end of the week. Thanks, everyone.
- Ciaran DohertyCheers. I'll look out for the checklist.
- Femi AdeyemiThank you, all. Speak soon.
- Marcus BellThanks, all. Speak soon, take care.
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