Kralingse Expeditie / BG-Demo – Onboarding
Callcompleted
Kralingse Expeditie · 26 Feb 2026 12:45
The transport system connector is loaded and matched the test importer. Customs data waits on a supplier file. A second admin is agreed, and a small account manager pilot is planned for early the following week.
What was said
What this says
As at Fri 9 Oct 2026The transport system connector is loaded and matched the test importer. Customs data waits on a supplier file. A second admin is agreed, and a small account manager pilot is planned for early the following week.
What happened: Laura reported the transport connector loaded with nightly refresh on, and shipments matched the test importer. Two extra exceptions were real customs holds released the same day.
Customer view: Sanne said her team never sees these and that is why she wants one view. She asked for internal use only of the example.
Commercial: Thijs asked about a dashboard of open holds, and Laura confirmed Growth includes the dashboards builder. Only Sanne, Thijs and one account manager are using it so far.
Watch: Sanne is holding the others back so they do not decide it is useless. The customs file has slipped before.
Themes
As at Fri 9 Oct 2026Theme
First connector live, pilot
Importance
praise
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- Thijs tells Laura the day the customs file arrives.
- Laura books a forty minute session with three or four account managers for early the following week.
- Sanne forwards the finance access list and picks the account managers.
Risks
As at Fri 9 Oct 2026- The customs file from the supplier has been promised before and may be late again.
- Most account managers are held back, so early adoption stays narrow.
- A poor first experience in the pilot could harm confidence in B-Viz.
Opportunities
As at Fri 9 Oct 2026- Gaps found in pilot questions become the next connectors, such as emails and calls.
- An open holds dashboard built by the customs desk shows investment in the Growth dashboards builder.
Transcript
Laura PenhaligonHello, hello. Good afternoon. Can you hear me? Thijs, I can see you, Sanne, I think you're still joining.
Thijs BrouwerHello Laura. Yes, I hear you. Sanne is here, she is just finishing a call with an importer.
Sanne VerhoevenI am here. Sorry. The worst delay this week: a shipment from Asia missed its connection and the importer is angry. Where is the container now? On a different vessel, finally. What has the customer been told? Everything, since Tuesday. So, okay. Let's go.- Laura PenhaligonGood that they were told early, that's half the battle. Right, shall I tell you where we are on our side first, and then you tell me what I've missed?
- Sanne VerhoevenYes please.
- Laura PenhaligonSo, the transport system connector is loaded and the nightly refresh is on. We checked it against the test importer you chose, Sanne, and the shipments matched. There were a couple of exceptions that showed up in B-Viz but not in the summary you gave me, and I want to go through those with you.
- Sanne VerhoevenGood or bad?
- Laura PenhaligonGood, I think. They look like real exceptions that were just not in your summary. Thijs, can you tell me whether that's plausible? I'll share my screen.
- Thijs BrouwerYes, show me. I think I know. Some exceptions are closed in the system but nobody tells the account manager.
- Laura PenhaligonRight, so this is the importer. Here are the shipments, and here the exceptions by date. These two, the ones in the middle.
- Thijs BrouwerMm. Yes. Those are customs holds that were released the same day. So they are real, but not a problem any more. Your data is correct.
- Sanne VerhoevenThis is exactly why I want one view. My team never sees these. They only see what customs tells them when it goes wrong.
- Laura PenhaligonThat's a lovely example, actually. Could I use it later when we train your account managers? A real importer, real history.
- Sanne VerhoevenYes, but internal only. Not for anyone outside.
- Laura PenhaligonOf course. Next, the customs declarations. Thijs, how did you get on with the supplier?
- Thijs BrouwerSlowly. They can give us a daily export file. Not a live connection. I have asked them to put it in a shared location, and I think it will be ready next week. They said it before, so let's see.
- Laura PenhaligonThat's workable. A daily file is fine for the nightly refresh. I'd suggest we land it in your Snowflake account and read it from there. Once the file turns up, I can set up the connector in an afternoon.
- Thijs BrouwerGood. I will tell you the day it arrives.
- Sanne VerhoevenAnd if the supplier is late again, we keep going with the rest. We said that. Next: invoices. I talked to finance.
- Laura PenhaligonOh good, how did that go?
- Sanne VerhoevenFine. They are happy with read-only. They want to see what fields you read, like Thijs did. One person from finance will join the next call about this.
- Laura PenhaligonPerfect, I'll send them the same short access list, adjusted for the accounting system. Do you want me to write it to you and you forward it, or directly to them?
- Sanne VerhoevenTo me. I forward. Less confusing.
- Laura PenhaligonDone. And the second admin? Did you find someone?
- Thijs BrouwerYes. A colleague in IT. He has agreed. I will add him to the plan and show him the basics this week.
- Laura PenhaligonThat's great news, honestly. It takes a lot of risk out. Now, usage. I can see a few people have started logging in. Who's been using it?
- Sanne VerhoevenMe, Thijs, and one account manager who is curious. The others are waiting until it is ready. I told them to wait. I do not want them to try it and decide it is useless.
- Laura PenhaligonThat's sensible. But I'd say the shipments view is ready enough now for a small group. Perhaps three or four account managers, the ones who handle the busiest importers. We can run a short session and let them ask real questions.
- Sanne VerhoevenOkay. Let's be concrete. When?
- Laura PenhaligonEarly next week, if that suits? Forty minutes would be enough. I'd bring the questions you sent me and we'd try them live.
- Sanne VerhoevenYes. I will choose the people. Thijs, you also join?
- Thijs BrouwerIf I am needed. Yes. I would like to hear what they ask.
- Laura PenhaligonGood. One thing I want to flag, and it isn't a problem, just something to watch. When we answer the questions, we'll find gaps where the answer needs data we haven't connected yet, like the emails or the calls. That's normal. We write them down and they become the next connectors.
- Sanne VerhoevenFine. That is useful. I prefer to know what is missing.
- Thijs BrouwerOne question about the dashboards. The customs desk wants a simple view of open holds. Is that something we build ourselves?
- Laura PenhaligonYes, Growth includes the dashboards builder, so you can build it yourselves. I can show you how in the session after the account managers, and we start with the open holds as a first one. Keep it simple, one table and one chart.
- Thijs BrouwerGood. That I can do.
- Laura PenhaligonLet me recap again. Customs file from the supplier next week, Thijs tells me when it lands. Sanne forwards the finance access list and picks the account managers. I send the access list today, book the session for early next week and bring the first open holds example. Thijs shows the second admin the basics. Anything else?
- Sanne VerhoevenNo. Good. Quick and clear.
- Thijs BrouwerNothing from me.
- Laura PenhaligonLovely. Thanks both, speak soon. I hope the importer calms down.
- Sanne VerhoevenThey will, when the container arrives. Groet, Sanne.
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