Rufforth Bakeries / BG-Demo – Onboarding
Callcompleted
Rufforth Bakeries · 23 Feb 2026 13:00
First onboarding call with Liam Sedgwick, ERP Analyst. The orders export is not yet in the shared folder, pending IT. He is unsure what the admin role covers. Invites wait on names from him.
What was said
What this says
As at Fri 9 Oct 2026First onboarding call with Liam Sedgwick, ERP Analyst. The orders export is not yet in the shared folder, pending IT. He is unsure what the admin role covers. Invites wait on names from him.
What happened: Hamza Akhtar and Liam covered the ERP orders export, the admin role and who needs accounts. The orders connector was listed but not loading, which Hamza said was expected while the export was missing.
Customer view: Liam can run the export but would not promise the shared folder until IT replied. He said colleagues ask what an admin can see and that he had been telling them he was not sure.
Commercial: Scope is deliberately narrow, with orders first and complaints later. A clear first win on orders matters for adoption and the first renewal.
Watch: Progress depends on one analyst, who was distracted by month-end, and on IT. Hamza also asked that the admin account use a work email so notices do not reach someone who has left.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza Akhtar to send written steps on the folder path, connector setup and invites today.
- Liam Sedgwick to confirm the folder with IT and report back by next week.
- Liam Sedgwick to send names for invites and use a work email for the admin account.
Risks
As at Fri 9 Oct 2026- The orders export depends on IT approving the shared folder, so the connector may stay empty.
- Liam is the only named admin and was short of time, so setup could slip.
- Users are unclear what the admin role can see, which could undermine confidence.
Opportunities
As at Fri 9 Oct 2026- Invites for customer service leads and key accounts staff will widen use once names arrive.
- The complaints connector can follow once orders is working.
Transcript
Hamza AkhtarHi Liam, afternoon, thanks for making the time. Can you hear me okay?
Liam SedgwickYes, loud and clear. Sorry, I'm in the middle of a month-end thing, so I might be slow today.- Hamza AkhtarNo problem at all. Let's keep it to the essentials. Where are we with the ERP export?
- Liam SedgwickI'm one of the people with the permissions in the ERP, so I can run the orders export. The question is where it lands.
- Hamza AkhtarCan it go into the shared folder? That's what the connector reads from.
- Liam SedgwickI'll check with IT on the folder. I think it's allowed, but I don't want to promise until I've looked.
- Hamza AkhtarFair enough. What does the admin role actually cover? Is that a question you've had from the team?
- Liam SedgwickA bit. People want to know if I can see everything or just the connectors. I've been telling them I'm not sure.
- Hamza AkhtarThe admin manages the connectors, invites users and sees the status of each one. You can't see anything beyond what the connectors load, so it's really about the set up.
- Liam SedgwickRight. And do I need to be an admin to see the complaints data?
- Hamza AkhtarNo, that's a permissions question for Melanie's team. I'd rather not guess, so I'll put it in writing for her.
- Liam SedgwickGood, that saves me asking her twice.
- Liam SedgwickSorry, I lost the screen share for a bit. Can you see the connectors page now?
- Hamza AkhtarYes, I can see it. The orders connector is listed but not loading yet, which is expected while the export is missing.
- Liam SedgwickI'll set up the folder path once IT replies. Then we can point the connector at the file.
- Hamza AkhtarGood. Let's keep the first connector to orders only, as agreed. Complaints can wait until orders is working.
- Liam SedgwickAgreed. Melanie's been very clear that orders come first.
- Hamza AkhtarOkay, next thing. Who else on your team needs an account? I'd like to invite the people who will actually ask questions, not just the people who are interested.
- Liam SedgwickThe customer service leads, and a couple of people in key accounts. I'll send you names rather than guess now.
- Hamza AkhtarPlease do. I'll set up the invites as soon as I have them, and I'll copy you on the email so you can see who's been added.
- Liam SedgwickPerfect. That's easier than chasing people afterwards.
- Hamza AkhtarRight, I think we've covered it. I'll send written steps today: the folder path, the connector set up and the invites.
- Liam SedgwickGreat. I'll get the export sorted and let you know by next week how the folder looks.
- Hamza AkhtarBrilliant. Speak soon, Liam.
- Liam SedgwickCheers, Hamza. Bye.
- Hamza AkhtarOh, one more. Please make sure the admin account uses a work email, so the notices reach you and not someone who's left.
- Liam SedgwickWill do. Bye.