B-Viz
Daniel Okafor

Marlcliff Security Services / BG-Demo – Check In

Callcompleted

Marlcliff Security Services logo Marlcliff Security Services · 29 Sep 2025 16:45

Sharon Tilley said a weekend incident showed why Marlcliff bought B-Viz, but wants early warning when the nightly refresh fails. She expects senior colleagues to ask what it is worth. She will not discuss budget before finance is involved.

What was said

What this says

As at Fri 9 Oct 2026

Sharon Tilley said a weekend incident showed why Marlcliff bought B-Viz, but wants early warning when the nightly refresh fails. She expects senior colleagues to ask what it is worth. She will not discuss budget before finance is involved.

What happened: On the 29 Sep 2025 check-in, Sharon Tilley described a weekend incident where the client heard from Marlcliff first. About seven people are active on a typical day, close to three times the previous quarter.

Customer view: She called both recent tickets quick enough but wants warning before account managers find a bad refresh. Search by street or officer name is hit and miss, and one account manager went back to a spreadsheet.

Commercial: Growth at £40k a year agrees with the order form and invoices, with nothing outstanding. Sharon expects people above her to ask what B-Viz is worth, and she will write up the weekend incident as evidence.

Watch: One call was missed, possibly from an unconnected line. No budget talk until she has spoken to finance.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Value case before renewal
Importance
renewal
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Daniel Okafor to report back by the end of the week on the missed call and a refresh warning for the team.
  • Daniel to check the incident connector record counts for flat trends.
  • Sharon to write up the weekend incident, pick two supervisors and ask the credit control lead about a session.

Risks

As at Fri 9 Oct 2026
  • A stale morning refresh found by account managers first would erode trust in B-Viz.
  • A call from a different line was missed, which may mean a source is not connected or not refreshing.
  • Senior colleagues will ask what B-Viz is worth, and finance must be involved before any commercial discussion.

Opportunities

As at Fri 9 Oct 2026
  • A pilot with two control room supervisors fits inside the 40 Growth users with no contract change.
  • A short credit control session built on their own accounts could bring in a sceptical but high-value team.

Transcript

  1. Daniel Okafor
    Daniel Okafor
    Hello Sharon, good afternoon. Can you hear me all right? I think I'm coming through a bit quiet on my side.
  2. Sharon Tilley
    Sharon Tilley
    Afternoon, Daniel. Yes, loud and clear. Sorry, I'm a minute late, I was on the phone to a client and it ran over.
  3. Daniel Okafor
    Daniel Okafor
    Not at all, thank you for making the time, especially at this end of the day. It's just the two of us today, is that right? I wasn't sure whether anyone from your account management side was joining.
  4. Sharon Tilley
    Sharon Tilley
    Just me. I told them I'd report back. Honestly I wanted to start with the weekend, if that's all right. We had an incident at one of our sites on Saturday night. An alarm trip, then a door found open. Nothing serious in the end, but it was a mess for about an hour.
  5. Daniel Okafor
    Daniel Okafor
    Of course, go ahead. I'm sorry to hear that. Is everyone all right?
  6. Sharon Tilley
    Sharon Tilley
    Everyone's fine. Officer was fine, the premises were fine. What I care about is what the client heard from us. And this time they heard it from us first, which is the whole point of why we bought this.
  7. Daniel Okafor
    Daniel Okafor
    That's good to hear. Was that the account manager picking it up through B-Viz, or the control room?
  8. Sharon Tilley
    Sharon Tilley
    Control room logged it, and the account manager had the site history open within minutes. Previous incidents, the keyholder calls, the last email from the client about their opening hours. Before, that was three different screens and a lot of shouting across the office.
  9. Daniel Okafor
    Daniel Okafor
    Mm. That's exactly the picture we hoped for when we scoped it with you. Sites, incidents, calls and invoices in one place. Just to close the loop on that, did the account manager ask it questions directly, or did they use the pages?
  10. Sharon Tilley
    Sharon Tilley
    Asked it. Typed something like, what's happened at this site in the last couple of months, and what did we tell them. It gave her a decent answer. Not perfect, it missed one call, but decent.
  11. Daniel Okafor
    Daniel Okafor
    Right, the missed call interests me. Do you know which call it was? Was it a recorded one, or something logged by hand?
  12. Sharon Tilley
    Sharon Tilley
    Which site, which shift? That's what I asked myself. I think it was a call from a few weeks ago that came in on a different line. I'd have to check with the team. I can send you the details.
  13. Daniel Okafor
    Daniel Okafor
    Please do. If it's a source that isn't connected, or one that isn't refreshing, I'd rather know now. I'll come back to you by the end of the week on what we find.
  14. Sharon Tilley
    Sharon Tilley
    Good. Don't make it a big thing, though. It's one call. But I'd like to know that it won't happen with something that matters.
  15. Daniel Okafor
    Daniel Okafor
    Understood. Okay, so let me say what I've got in front of me for today, and you tell me if it's the right list. A look at how the team is using it since go-live, the couple of tickets you've raised recently, anything you want to change before it gets busier, and then, only briefly, how you're thinking about next summer. Does that work?
  16. Sharon Tilley
    Sharon Tilley
    That works. Although next summer feels a long way off. We've only had it a few months.
  17. Daniel Okafor
    Daniel Okafor
    It does, and I won't dwell on it. I just like us to be talking about it before it's a deadline. So, usage first. How is the team finding it?
  18. Sharon Tilley
    Sharon Tilley
    Better than I expected, if I'm honest. The first few weeks were quiet. People were polite about it but they went back to their old habits. Then the account managers started to see each other using it, and it spread.
  19. Daniel Okafor
    Daniel Okafor
    That matches what I see. On a typical day you've got around seven people active, and that's close to three times where it was the quarter before. That's a real shift, not a blip.
  20. Sharon Tilley
    Sharon Tilley
    Seven. Right. I'd have said more, but I suppose some of them only dip in. And you've got forty licences for us, haven't you? So we're nowhere near the limit.
  21. Daniel Okafor
    Daniel Okafor
    That's right, forty users on Growth, so there's a lot of room. I wouldn't read the gap as a problem. It tells me there are teams you haven't brought in yet, rather than people who've dropped off.
  22. Sharon Tilley
    Sharon Tilley
    Credit control, yes. They're the ones. We said we'd bring them in once the account managers were settled. I keep meaning to. They're sceptical, you know what finance people are like.
  23. Daniel Okafor
    Daniel Okafor
    Ha, I do. Though they might be the ones who get the most from it. Having the invoices next to the calls and the incident history, so they can see that a client who is chasing us about a missed patrol is also the client who is late paying. That conversation changes.
  24. Sharon Tilley
    Sharon Tilley
    That's exactly the pitch I'd make. What did the client hear from us, and what did we do about it, before we ring them about money. Can you do a short session for them? Half an hour, nothing fancy.
  25. Daniel Okafor
    Daniel Okafor
    Happily. I'll build it around their own accounts rather than a generic demo. Who should I speak to to get it in the diary?
  26. Sharon Tilley
    Sharon Tilley
    Let me ask the team lead and come back to you. I'd rather not volunteer her without asking. She's had a difficult month.
  27. Daniel Okafor
    Daniel Okafor
    Of course. No rush. Whenever she's ready. Now, the tickets. There were a couple recently, and I think both were marked as high priority. Can you remind me what was going on, from your side?
  28. Sharon Tilley
    Sharon Tilley
    One was the sync, the incident log one. New incidents weren't showing up the next morning, and the account managers were working from yesterday's picture. That's a nightmare in this business. The other I think was a user who couldn't see a set of sites.
  29. Daniel Okafor
    Daniel Okafor
    Yes, I have both. The first one was a connector problem on the incident system, and the second was a permissions question. Both were picked up quickly, and I wanted to check with you that you felt that too, not just that the clock said so.
  30. Sharon Tilley
    Sharon Tilley
    Quick enough. I'm not going to complain. The thing I'd say is, when it's the morning refresh that's wrong, I need someone to tell me before my account managers find out. Not after.
  31. Daniel Okafor
    Daniel Okafor
    That's fair, and I'll take that away. The nightly refresh is meant to be finished before the working day begins, every business day. If it hasn't, you should hear from us first. I'll look at how we can make sure your team is warned rather than discovering it.
  32. Sharon Tilley
    Sharon Tilley
    Thank you. That's all I want. Tell me the bad news early and I'll cope with it.
  33. Daniel Okafor
    Daniel Okafor
    Noted. Is the incident log behaving itself now? Since that ticket was closed?
  34. Sharon Tilley
    Sharon Tilley
    As far as I know. The weekend incident showed up on Monday morning, so it must be. Although I suppose that's the one I'm looking at. I can't say for every site.
  35. Daniel Okafor
    Daniel Okafor
    I'll check the record counts on our side as well, and look at whether anything has gone flat. If the numbers stop moving, that's usually the first sign, before anyone complains. I'll include that in what I send you about the missed call.
  36. Sharon Tilley
    Sharon Tilley
    Good. Right. What else have you got? I've got another call at five and I don't want to run out of time for the thing I actually wanted to ask.
  37. Daniel Okafor
    Daniel Okafor
    Go on then, ask. What is it?
  38. Sharon Tilley
    Sharon Tilley
    The control room. At the moment it's mostly the account managers who live in B-Viz. I'd like the control room supervisors to use it properly, on shift. Is that sensible, or are we using it for something it wasn't built for?
  39. Daniel Okafor
    Daniel Okafor
    It's sensible, and it's one of the better uses I've seen. A supervisor asking what's the history at this site before they dispatch someone. The thing to be careful about is what you want it to do in real time. It's brilliant for context, but it isn't your alarm system, and it isn't a replacement for the screens they rely on during an incident.
  40. Sharon Tilley
    Sharon Tilley
    No, no. I'm not daft. I want it for context. Who's been there, what did the client say last time, who's the keyholder this month.
  41. Daniel Okafor
    Daniel Okafor
    Then yes. And you've got the room on the user count, so you could add supervisors without touching the contract. I'd suggest starting with a couple of them, as a pilot, and seeing what questions they ask.
  42. Sharon Tilley
    Sharon Tilley
    A couple of supervisors. Fine. I'll pick the two who'll tell me honestly if it's rubbish.
  43. Daniel Okafor
    Daniel Okafor
    Those are the right two. Ha. I can set up a short training with them, ideally at a time that suits the shift pattern. Tell me which shift and I'll work around it.
  44. Sharon Tilley
    Sharon Tilley
    Which shift. Early evening is probably best, handover is quieter. I'll confirm.
  45. Daniel Okafor
    Daniel Okafor
    Lovely. Now, on the commercial side, and I'll keep this light. You're on Growth at £39,600 a year, and as it stands the invoices and the order form agree, and nothing is outstanding on your account. I'm only saying that so you know there's nothing on our side that needs fixing.
  46. Sharon Tilley
    Sharon Tilley
    Good. I'd hate to be chasing a client for money while we owed someone else a correction. That would be embarrassing.
  47. Daniel Okafor
    Daniel Okafor
    Quite. So, next summer. The term runs on for a good while yet, and I'm not asking you for anything. What I'd like is for us to build up, between now and then, a simple picture of what B-Viz has done for you. Time saved, incidents handled better, anything the clients have noticed.
  48. Sharon Tilley
    Sharon Tilley
    Because somebody will ask me. Not Nigel exactly, but the people above me. They'll want to know what it's worth.
  49. Daniel Okafor
    Daniel Okafor
    Exactly that. And it's much easier to collect it as you go than to reconstruct it in a hurry. At the next review, which on Growth we do each quarter, I'll bring the usage numbers and we can put your examples next to them.
  50. Sharon Tilley
    Sharon Tilley
    The weekend incident is a good example. I'll write it up. Properly, with what the client heard and when.
  51. Daniel Okafor
    Daniel Okafor
    That would be ideal. And please don't worry about making it polished. A few lines is plenty. Is there anything the team has found frustrating that I should know about? Anything that makes them reach for the old way?
  52. Sharon Tilley
    Sharon Tilley
    A little. Search is good when you know the client name. When you only know the street, or the officer's name, it's hit and miss. One of the account managers gave up and went back to her spreadsheet.
  53. Daniel Okafor
    Daniel Okafor
    That's useful, thank you. I'll pass it to the product team with the example, rather than just saying search could be better. If she's happy to share what she tried, that would help.
  54. Sharon Tilley
    Sharon Tilley
    I'll ask her. She's blunt, so you'll get an honest answer.
  55. Daniel Okafor
    Daniel Okafor
    Ha, those are the best kind. Right. Let me close the loop on what we've said. I'll come back to you by the end of the week on the missed call and the refresh warning. I'll look at the incident connector counts. You'll ask the credit control lead about a short session, and pick two supervisors for a pilot. And you'll write up the weekend incident.
  56. Sharon Tilley
    Sharon Tilley
    That's it. And I'll tell Lewis you've been looking after us, in case he asks.
  57. Daniel Okafor
    Daniel Okafor
    Ah, thank you, I'd appreciate that. Lewis is always there if you want to talk about anything commercial, the scope or adding teams. I'll make sure he knows about the credit control and supervisor ideas, as they might grow what you're doing with us.
  58. Sharon Tilley
    Sharon Tilley
    Fine. But no budget talk until I've got somewhere with the finance side. I don't commit anything without them.
  59. Daniel Okafor
    Daniel Okafor
    Completely understood, and nothing in what we've discussed needs any. It's all inside what you already have. Thank you, Sharon. I know you've another call, so I'll let you go. Best wishes to the team, and I hope the weekend's site is quiet from here on.
  60. Sharon Tilley
    Sharon Tilley
    Thanks, Daniel. Speak soon.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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