B-Viz
Elena Novak

Menlo Quay Medical / BG-Demo – Check In

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Menlo Quay Medical logo Menlo Quay Medical · 3 Sep 2026 11:00

Daily users fell by about thirty percent to around six. Key account managers stopped trusting answers that differed from their spreadsheets. Orla Mannion warns her director will ask what the company is paying for.

What was said

What this says

As at Fri 9 Oct 2026

Daily users fell by about thirty percent to around six. Key account managers stopped trusting answers that differed from their spreadsheets. Orla Mannion warns her director will ask what the company is paying for.

What happened: Elena Novak opened with the usage drop. Orla Mannion cited summer leave but said that was not all of it.

Customer view: Several key account managers stopped using B-Viz after answers did not match their own spreadsheets. Orla said tickets were not a worry.

Commercial: The Growth renewal is on 29 Dec 2026 at the annual fee of fifty thousand. Orla said that if usage stays where it is, her director will ask what the company is paying for.

Watch: Elena saw no connector break and record counts still moving, so the cause is unconfirmed. Niamh is to compare the disputed answers with the source records, and that comparison will show whether it is a data or a habit problem.

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

Themes

As at Fri 9 Oct 2026
Theme
Usage fall, trust gap
Importance
renewal
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Orla Mannion to ask Niamh Fahy to compare the disputed answers with the source records.
  • Elena Novak to propose times by email for the key account manager session.
  • Orla Mannion to gather examples of time saved.

Risks

As at Fri 9 Oct 2026
  • Key account managers have stopped using B-Viz because answers differ from their spreadsheets.
  • Orla Mannion's director may question the Growth fee if usage stays low before the renewal on 29 Dec 2026.

Opportunities

As at Fri 9 Oct 2026
  • A side-by-side session with the key account managers could rebuild trust using their own accounts.
  • Examples of time saved, including hospital lookups, can form the value case.

Transcript

  1. Elena Novak
    Elena Novak
    Good morning, Orla. Can you hear me? I think I am a second behind.
  2. Orla Mannion
    Orla Mannion
    Morning, Elena. I can, yes. Sorry, I was finishing something in the complaint log, it never stops.
  3. Elena Novak
    Elena Novak
    No need to apologise. To restate what I emailed: this is a short check-in. First, the usage numbers. Second, the two tickets from last month. Third, what we can do before the renewal. And I will send written actions afterwards.
  4. Orla Mannion
    Orla Mannion
    Grand. Go on, and I'll tell you what I'm seeing from my side. I suspect I know where you're going with the usage.
  5. Elena Novak
    Elena Novak
    Yes. I will be direct. The average number of daily active users has fallen. It is down by about thirty percent compared with the previous quarter, to around six people on a typical day. After the rise we saw in the spring, I wanted to understand it with you.
  6. Orla Mannion
    Orla Mannion
    No, that's fair, and I'm not surprised. Part of it is the summer, people were off. But I won't pretend that's all of it.
  7. Elena Novak
    Elena Novak
    Could you say more about the rest? I would rather hear it plainly.
  8. Orla Mannion
    Orla Mannion
    Honestly, a few of the key account managers stopped using it. They said the answers didn't always match what they have in their own spreadsheets. And then they stop trusting it, and then they stop opening it. Which account, which lot, they'd say, and it wasn't quite the same.
  9. Elena Novak
    Elena Novak
    Thank you, that is useful. Do you know which sources they were comparing with? To confirm, I want to know whether it is a data problem or a habit problem.
  10. Orla Mannion
    Orla Mannion
    I don't know yet. Niamh would know better, she's the admin. I'll ask her to look, and let's check the record against what they said.
  11. Elena Novak
    Elena Novak
    Good. On my side, I have seen no break in the connectors, and the record counts are still moving, so the data is not stale as far as I can tell. But I may be missing something specific to those accounts.
  12. Orla Mannion
    Orla Mannion
    It might just be that their spreadsheets are the thing they trust. Old habits. Medical devices, you know, we like our own records.
  13. Elena Novak
    Elena Novak
    That is understandable. Now the two tickets last month. One was a how-to question and one was about a page not showing a recent record. Both were low priority, and I checked the response times against your tier, they were inside it.
  14. Orla Mannion
    Orla Mannion
    Yes, the second one was Niamh's, I think. It sorted itself out in the end. I wasn't worried about the tickets.
  15. Elena Novak
    Elena Novak
    Good. So the concern is adoption, not service. May I propose something? I will make sure that we run a short session with the key account managers, using their own accounts, and compare what B-Viz says with their spreadsheets side by side.
  16. Orla Mannion
    Orla Mannion
    I like that. If we find a genuine mismatch you'll want to know, and if it's their spreadsheets that are out of date, well, that's a conversation for them, not you.
  17. Elena Novak
    Elena Novak
    Exactly. I would also like to raise the contract, so it is not a surprise later. The renewal is on 29 Dec 2026. You are on Growth, with forty licensed users and the annual fee at fifty thousand. I am not asking for any decision today.
  18. Orla Mannion
    Orla Mannion
    I appreciate that. I'll be honest, if the usage stays where it is, my director will ask what we're paying for. I can't commit budget without him, you know that.
  19. Elena Novak
    Elena Novak
    Of course, and it is a fair question to ask. That is why I would like to show value before we speak about renewal. Perhaps we could use the session to gather real examples where B-Viz saved your team time.
  20. Orla Mannion
    Orla Mannion
    We have a few. The distributor team one, for a start, although they've barely used it. And Niamh has said it speeds up the hospital lookups. I can gather them.
  21. Elena Novak
    Elena Novak
    Thank you. Let me summarise the actions. One, Orla asks Niamh to compare the disputed answers with the source records. Two, I arrange the session with the key account managers, and I will propose times by email. Three, Orla gathers examples of time saved. Four, I send written notes today. Is that complete?
  22. Orla Mannion
    Orla Mannion
    That's it. And I'll copy Niamh in so she knows it's coming.
  23. Elena Novak
    Elena Novak
    Perfect. I will include her. Thank you for being so open about it, Orla. It makes this much easier.
  24. Orla Mannion
    Orla Mannion
    Always better said than left. Thanks a million, Elena. Talk soon.
  25. Elena Novak
    Elena Novak
    Kind regards, Orla. Goodbye.

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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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.

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