B-Viz
Tom Ashdown

Commondale Care / BG-Demo – Proposal

Callcompleted

Commondale Care logo Commondale Care · 27 Dec 2023 10:15

Tom took Lynne through the Growth proposal: scope, forty users, own dashboards and the £54k deal figure. Signing is aimed for 26 Jan 2024, but timing depends on IT signing off access and the finance director has not yet joined.

What was said

What this says

As at Fri 9 Oct 2026

Tom took Lynne through the Growth proposal: scope, forty users, own dashboards and the £54k deal figure. Signing is aimed for 26 Jan 2024, but timing depends on IT signing off access and the finance director has not yet joined.

What happened: Tom Ashdown presented the Growth proposal to Lynne Featherstone on 27 Dec 2023. Scope covers incidents, family and commissioner contacts, and fee invoices per home across all eighteen homes.

Customer view: Lynne wants it live before the spring intake and does not want to return to BG-Demo for every view. She says IT will sign if the access steps are written down.

Commercial: The deal is at £54k on Growth, with the breakdown to be confirmed in writing. Lynne said the finance director will not look at anything without the total.

Watch: The finance director has not been on a call yet. Lynne asked whether admin set up can start if the security review runs long, and Tom did not commit to a start date.

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

Themes

As at Fri 9 Oct 2026
Theme
Growth proposal and timing
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Tom to send the proposal with the total, breakdown and security steps to Lynne.
  • Tom to book a call with the finance director for the second week of January.
  • Lynne to forward the proposal to the finance director and the systems lead.

Risks

As at Fri 9 Oct 2026
  • Signing by 26 Jan 2024 depends on IT signing off the access steps.
  • The finance director, who needs the total, has not yet joined a call.
  • A longer security review could delay the start, and no start date was promised.

Opportunities

As at Fri 9 Oct 2026
  • Growth with the dashboards builder meets Lynne's wish not to ask BG-Demo for every view.
  • Add-ons are available if managers exceed forty users.

Transcript

  1. Tom Ashdown
    Tom Ashdown
    Morning Lynne, can you hear me all right?
  2. Lynne Featherstone
    Lynne Featherstone
    Morning Tom, loud and clear. I hope you had a proper Christmas.
  3. Tom Ashdown
    Tom Ashdown
    Lovely, thanks. Mostly eating. Are you back at it already?
  4. Lynne Featherstone
    Lynne Featherstone
    Only just. Between the homes and the rota we're short. Anyway, go on, show me what you've put together.
  5. Tom Ashdown
    Tom Ashdown
    Right. The proposal is for Growth. Several teams, the dashboards builder, and quarterly reviews with us. I'll go through scope first, then price, then timing.
  6. Lynne Featherstone
    Lynne Featherstone
    Go on. Scope first.
  7. Tom Ashdown
    Tom Ashdown
    Scope is the care operations side. Incidents, family and commissioner contacts, and fee invoices per home across all eighteen homes.
  8. Lynne Featherstone
    Lynne Featherstone
    Yes, Teesside and North Yorkshire. Will the commissioners' contacts be in there?
  9. Tom Ashdown
    Tom Ashdown
    They will, and the family contacts too, with access set by role. I'll come back to access later.
  10. Lynne Featherstone
    Lynne Featherstone
    Good. That's the bit we're always chasing.
  11. Tom Ashdown
    Tom Ashdown
    I've pulled the numbers from what you sent over. The deal is at £53,800 on Growth at the moment. I'll confirm the breakdown in writing, I don't want to quote it from memory.
  12. Lynne Featherstone
    Lynne Featherstone
    Right, I'll need that for our finance director. He won't look at anything without the total.
  13. Tom Ashdown
    Tom Ashdown
    Understood. The proposal will show that total and the breakdown, so there's nothing to guess at.
  14. Lynne Featherstone
    Lynne Featherstone
    And timing. We'd want it live before the spring intake. Is that realistic?
  15. Tom Ashdown
    Tom Ashdown
    We'd aim to have it signed by 26 Jan 2024, then implementation starts after. The honest answer is that timing depends on your IT signing off on access.
  16. Lynne Featherstone
    Lynne Featherstone
    IT are slow over the holidays, to be fair. But they'll sign if it's written down.
  17. Tom Ashdown
    Tom Ashdown
    Then let's write it down. I'll put the security and access steps into the proposal.
  18. Lynne Featherstone
    Lynne Featherstone
    How many users is that? We've got managers across all the homes.
  19. Tom Ashdown
    Tom Ashdown
    Growth covers forty users. If you go over, add-ons come in, and I'd rather talk about it now than in February.
  20. Lynne Featherstone
    Lynne Featherstone
    Fair. Can we build our own dashboards?
  21. Tom Ashdown
    Tom Ashdown
    Yes, that's part of Growth. You build them, and we help set them up.
  22. Lynne Featherstone
    Lynne Featherstone
    Good. I'd rather not come back to you for every view.
  23. Tom Ashdown
    Tom Ashdown
    That's the whole idea. Shall I send the proposal today? And who else needs to see it?
  24. Lynne Featherstone
    Lynne Featherstone
    Send it to me. I'll forward it to our finance director and our systems lead.
  25. Tom Ashdown
    Tom Ashdown
    Perfect. Next time I'd like the finance director on, so we can talk through the exact figures.
  26. Lynne Featherstone
    Lynne Featherstone
    I'll try. Put something in for the second week of January.
  27. Tom Ashdown
    Tom Ashdown
    Will do. Thanks, Lynne. Have a good week.
  28. Lynne Featherstone
    Lynne Featherstone
    Sorry, Tom, one more thing before you go. If the security review takes longer, can we still start the admin set up?
  29. Tom Ashdown
    Tom Ashdown
    We can talk about that once IT have seen the access steps. I'd rather not promise a start date I can't control. Cheers, Lynne.

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