Rufforth Bakeries / BG-Demo – Onboarding
Callcompleted
Rufforth Bakeries · 3 Mar 2026 11:30
The orders export is loaded and Melanie Scaife's test questions returned results Liam and she judged right, including one retailer listed twice. Complaints and credit connectors are not yet in.
What was said
What this says
As at Fri 9 Oct 2026The orders export is loaded and Melanie Scaife's test questions returned results Liam and she judged right, including one retailer listed twice. Complaints and credit connectors are not yet in.
What happened: The orders connector was running and Melanie tried two test questions. The top retailer looked right to Liam, though he wanted to check the order numbers, and the retailer listed twice came back as one.
Customer view: Melanie called it a relief and said she had half expected it to be wrong. That is early trust from the Head of Customer Service, who is the senior voice here.
Commercial: Hamza kept expectations sensible, as only one connector and one month of data are live. Credit waits on finance sign-off, which Melanie said she would chase.
Watch: Key accounts staff were set to read only access at Melanie's request. The evidence does not show a date for the complaints connector.
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 the test results and permissions change in writing today.
- Melanie Scaife to chase finance for credit sign-off this week.
- Liam Sedgwick to keep the export folder where it is and change key accounts users to read only.
Risks
As at Fri 9 Oct 2026- Complaints answers will be incomplete until the complaints connector is added.
- The credit connector is blocked on finance sign-off that Melanie has not yet received.
Opportunities
As at Fri 9 Oct 2026- A trusted orders result gives a base to add complaints and credit data.
- Read only access for key accounts staff can widen adoption safely.
Transcript
Hamza AkhtarGood morning, everyone. Can you all hear me? Melanie, you're on the line as well, I think.
Melanie ScaifeMorning. Yes, I'm here, I've got about twenty minutes before I need to leave.
Liam SedgwickMorning. Yes, I can hear you. The orders export is in the folder now, so that's one thing done.- Hamza AkhtarGreat news. Let's check it's loading properly. Liam, can you share the connectors page?
- Liam SedgwickSharing now. It says the orders connector is running, and the last run was fine.
- Hamza AkhtarGood. Melanie, would you like to try the test question you sent us?
- Melanie ScaifeYes. Which retailer had the most complaints last month? Actually, I'll make it a little harder. Can you break that down by order volume too?
- Hamza AkhtarLet's see. Give it a second, it's querying the orders now.
- Liam SedgwickIt's come back with an answer. The retailer on top looks right to me, I'd want to check the order numbers though.
- Hamza AkhtarAgreed. We'll check the answer against the export directly, not just against what seems right. That's the whole point of the test.
- Melanie ScaifeRight. Honestly, that's a bit of a relief. I half expected it to be wrong.
- Hamza AkhtarLet's keep the expectations sensible. It's one connector and one month of data. The complaints connector isn't in yet, so anything about complaints will be incomplete.
- Melanie ScaifeYes, that's expected. Credit isn't in either. I've not had the sign-off from finance.
- Hamza AkhtarCredit is last, as agreed with Elena at kickoff. Nothing changes there until finance confirms.
- Melanie ScaifeGood. I'll chase that this week.
- Liam SedgwickQuick one. Melanie, I've added the two people from key accounts. Are they both on the right permissions?
- Melanie ScaifeThey should be read only. Please don't give them admin, we don't need that for them.
- Liam SedgwickUnderstood. I'll change that now, it's a quick fix.
- Hamza AkhtarThanks, Liam. I'll note it in the write-up so it's recorded properly.
- Melanie ScaifeCan we run one more test before I go? I want to see how it handles a retailer with a name change.
- Hamza AkhtarYes. Let's pick one you know well so we can judge the answer quickly.
- Melanie ScaifeThe one we always get mixed up. You'll see it in the list, it's listed twice under different names.
- Hamza AkhtarGot it. Let's ask it and see whether it gives you one line or two. Give it a moment.
- Liam SedgwickIt's showing it as one retailer. That's the right result, I think.
- Melanie ScaifeYes, that's right. That's a relief, honestly.
- Hamza AkhtarOkay, next steps. I'll send the test results and the permissions change in writing today. Liam, can you confirm the folder stays where it is?
- Liam SedgwickIt stays. I've told IT not to move it.
- Melanie ScaifeThanks both. I've got to go. Bye.
- Hamza AkhtarThanks, Melanie. Speak soon. Liam, I'll be in touch later.
- Liam SedgwickCheers, bye.