Commondale Care / BG-Demo – Demo
Callcompleted
Commondale Care · 13 Dec 2023 14:45
Demo of B-Viz for Growth. Lynne wants one view of incidents, commissioners and fee invoices per home. Kayleigh pressed on access, data mapping and per-head cost. Price was given as £54k on Growth, to be confirmed in writing.
What was said
What this says
As at Fri 9 Oct 2026Demo of B-Viz for Growth. Lynne wants one view of incidents, commissioners and fee invoices per home. Kayleigh pressed on access, data mapping and per-head cost. Price was given as £54k on Growth, to be confirmed in writing.
What happened: Tom Ashdown ran the demo on 13 Dec 2023 with Tobias Renwick covering data location and security. Lynne Featherstone liked the incidents view and said it was far clearer than what they have now.
Customer view: Lynne wants one place instead of several systems and a spreadsheet. Kayleigh Pounder, who would own the systems side, came to poke holes and wants access tighter than the default.
Commercial: Tobias said the deal is sitting at £54k on Growth, with the breakdown to follow in writing. Growth covers forty users, and Kayleigh does not want to pay per head for occasional viewers, so user numbers and add-ons will matter.
Watch: Lynne expects to own the dashboards and called that a worry. A second session with the finance director is wanted but not yet booked.
Themes
As at Fri 9 Oct 2026Theme
Growth demo and access
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom to send the recap, pricing and security requirements to Lynne the same day.
- Kayleigh to send her list of security questions and which homes go first.
- Tobias to write a one-page note on where the data sits.
Risks
As at Fri 9 Oct 2026- Kayleigh wants access tighter than the default and sight of it before anyone logs in.
- Lynne expects to own the dashboards on top of her current workload.
- Kayleigh does not want to pay per head for managers who look once a month.
Opportunities
As at Fri 9 Oct 2026- Growth fits the several-team, build-your-own-dashboards need Lynne described.
- The on-site training day add-on was raised for the home leads.
Transcript
Tom AshdownHiya Lynne, can you hear me all right? Sounds a bit echoey on my end.
Lynne FeatherstoneI can hear you, just about. Good afternoon, Tom. Sorry, I'm in and out of the office today.- Tom AshdownNo drama. How's your week been? I heard the inspection was this week.
- Lynne FeatherstoneBusy, it always is at this time of year. We got through it. Kayleigh's here too, she's been wanting to see this properly.
Kayleigh PounderHiya. I'm the one who'd be doing the systems side if we went ahead, so I'm mostly here to poke holes.- Tom AshdownBrilliant, I like a poker. Tobias is on as well, he's our CTO. He'll take the bit about where the data sits, because I don't want to guess on security.
Tobias RenwickGood afternoon, both. Before I start, what will your security team need to see? The honest answer is that it changes what I show first.- Kayleigh PounderNot sure yet. Probably me sending something across, then IT, who are slow with anything. I'll put a list together.
- Tobias RenwickA list is all I need. To be precise, B-Viz runs inside your own Snowflake account, so the data stays under your controls.
- Tom AshdownRight, screen up. Lynne, I'll show you the questions your teams actually ask. Stop me if I go too fast.
- Lynne FeatherstoneGo on. I need one place to see which home has had an incident, who the commissioner is, and what we've been invoiced. At the moment that's several places and someone's spreadsheet.
- Tom AshdownThat's the bit that lands. I search a home and you get the contact, incidents and fee invoices side by side. Give me a second, the screen's slow.
- Kayleigh PounderWho gets access to that? I don't want every manager seeing every family's contact details.
- Tobias RenwickAccess follows your own roles in Snowflake, so you decide which teams see which homes. The first version of any access model is usually too open, and you tighten it.
- Kayleigh PounderOkay. I'd want it tighter than the default, and I'd want to see it before anyone logs in.
- Tom AshdownAbsolutely, we do that in the first weeks of setup. Here's the invoices view, sorted by month.
- Lynne FeatherstoneWhich homes had the highest fees last month? That's what our finance director will ask every week.
- Tobias RenwickThe answer is only as good as the source data. The refresh runs nightly and finishes by seven on business days. Lynne, when do invoices update on your side?
- Lynne FeatherstoneEnd of the day, I think. Kayleigh would know.
- Kayleigh PounderCare records end of day, then the accounting side batches overnight. I'd want to check that properly, not guess.
- Tobias RenwickGood, that's exactly the check. We map it together before anything goes live.
- Tom AshdownFor you, Lynne, Growth means several teams, dashboards you build yourselves, and quarterly reviews with us. Is that the shape?
- Lynne FeatherstoneIt is. I'd rather not come back to you every time we want a new view.
- Kayleigh PounderHow many people can log in? We've got a lot of managers, and I'm not paying per head for people who look once a month.
- Tom AshdownFair. Growth covers forty users, and we can talk add-ons if you go over. I'll put it in writing so you've got it straight.
- Tobias RenwickOn price, the deal is sitting at £53,800 on Growth. Tom will confirm the breakdown in writing, because I don't want anyone reading that figure as a rate.
- Lynne FeatherstoneRight. Our finance team will want a copy. Tom, can you send that with the recap today?
- Tom AshdownYes. Recap, pricing and what Kayleigh needs for security, all today. Let's get something in the diary for a second session with your finance director in the room.
- Kayleigh PounderCan I ask about the data? The old care records are a mess, and half the homes use different codes.
- Tobias RenwickIt copes if we map the codes first. Where they don't match, we write them down and agree them with you, rather than letting it guess.
- Kayleigh PounderThat's better than I expected. I'd rather you asked me than guessed.
- Tobias RenwickExactly. If something breaks later, it's rarely the data's fault. Usually a field changed and nobody told us.
- Lynne FeatherstoneThat happens all the time. Someone changes a form and nobody says.
- Tom AshdownRight, let's go back to the incidents view. Give me a moment.
- Lynne FeatherstoneSorry, one of the homes is on the other line. Give me a couple of minutes.
- Lynne FeatherstoneRight, I'm back. Sorry about that.
- Tom AshdownNo problem. Screen's back. Incidents for last month, filtered by home.
- Lynne FeatherstoneOh, that's far clearer than what we've got. Could we see the contacts next to it?
- Tom AshdownYes, the commissioner sits at the top of the same page.
- Tobias RenwickA note on dashboards. Someone has to own them, and the trade-off is that it should be care operations, not IT, because they know what the numbers mean.
- Lynne FeatherstoneThat'll be me, which is a worry. I've got enough to do already.
- Tom AshdownLet's not worry about that today. Our customer success manager sits in on the quarterly reviews, so you're not on your own.
- Kayleigh PounderWhat do you need from us for next time?
- Tobias RenwickYour list of security questions, and a rough sense of which homes go first. I'll write a one-pager on where the data sits. It has to fit on one page, because that's what your IT people will read.
- Kayleigh PounderOne page would be a relief.
- Lynne FeatherstoneDo the managers get training, or do they just log in and see what happens?
- Tom AshdownThere's an on-site training day, which is an add-on. For a first pass, we'd run short sessions for each home's lead.
- Kayleigh PounderShort sessions would work, as long as they're not in the middle of a shift.
- Tobias RenwickRecorded, and short. That's a reasonable default, and we can adjust it once we see who's using what.
- Lynne FeatherstoneRight. I think we've got enough to take back to the team. Thanks, both.
- Tom AshdownThanks Lynne, thanks Kayleigh. Sorry about the screen, that's on me. Speak soon, cheers.
- Kayleigh PounderNo worries. Cheers, bye.
- Tobias RenwickThank you both. Goodbye.
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