B-Viz
Callie Brennan

Commondale Care / BG-Demo – Onboarding

Callcompleted

Commondale Care logo Commondale Care · 26 Mar 2024 12:15

Commondale Care says incident records stopped updating for two homes after a care system update. Managers have stopped using B-Viz, and finance questions the fee view against invoices. No fix date is promised yet.

What was said

What this says

As at Fri 9 Oct 2026

Commondale Care says incident records stopped updating for two homes after a care system update. Managers have stopped using B-Viz, and finance questions the fee view against invoices. No fix date is promised yet.

What happened: Lynne Featherstone opened with "this isn't a happy call". Kayleigh Pounder said incident records stopped for two homes after the update. Callie Brennan found the incident type field had been renamed in the source and proposed a remap and a test refresh.

Customer view: Lynne said managers have noticed and have stopped using it. Kayleigh admitted she should have raised it sooner.

Commercial: Lynne also said an invoice has slipped and finance asks why the fee view does not match what they have paid. Callie will check the fee view against the invoices first. The evidence does not show whether this is a billing error.

Watch: Callie gave no date until the test refresh has run, and promised an answer by the end of the next day. Falling manager use this early is a value risk.

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

Themes

As at Fri 9 Oct 2026
Theme
Connector stopped after update
Importance
complaint
Sentiment
negative
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Kayleigh to send the care system update notes today.
  • Callie to remap the renamed field, run a test refresh and confirm a date by the end of the next day.
  • Callie to check the fee view against the invoices before anything is said to Commondale Care finance.

Risks

As at Fri 9 Oct 2026
  • Managers at the affected homes have stopped using B-Viz while records are stale.
  • Finance questions a mismatch between the fee view and what they have paid.
  • No fix date is committed until the test refresh has run.

Opportunities

As at Fri 9 Oct 2026
  • A clear ownership split and a standing monthly item could rebuild confidence in data freshness.

Transcript

  1. Callie Brennan
    Callie Brennan
    Hello both, thanks for making time. Plan for the next hour: what happened with the last refresh, the connector that stopped loading, and then who owns the fix. Can you hear me?
  2. Lynne Featherstone
    Lynne Featherstone
    Yes, loud and clear. Hello Callie. I'll be honest, this isn't a happy call.
  3. Kayleigh Pounder
    Kayleigh Pounder
    Hiya. No, it's not. The care system got an update, and since then the numbers look wrong.
  4. Callie Brennan
    Callie Brennan
    Thanks for telling me straight. Before we say anything about the cause, I need to check it properly. I haven't checked it yet, so I won't say it's fine.
  5. Kayleigh Pounder
    Kayleigh Pounder
    The incident records have stopped updating for two homes. Nothing has come in since the change.
  6. Callie Brennan
    Callie Brennan
    That's the connector pattern we'd expect after a source change. The records stop loading and the counts go flat. What I need from your side is the update notes from the care system.
  7. Kayleigh Pounder
    Kayleigh Pounder
    I'll find them. They're in a email from the supplier somewhere. I didn't read it properly at the time.
  8. Lynne Featherstone
    Lynne Featherstone
    Our managers have noticed. They've stopped using it, which I don't blame them for.
  9. Callie Brennan
    Callie Brennan
    That matters, and it's the reason to fix this quickly. Kayleigh, can you send the notes today? I'll compare the field names against the mapping.
  10. Kayleigh Pounder
    Kayleigh Pounder
    Yes. And I'll say now, I should have raised it sooner.
  11. Callie Brennan
    Callie Brennan
    No blame. Mapping drifts when a system changes, and the honest answer is that we should have caught it in the refresh check. That's on the checklist now.
  12. Lynne Featherstone
    Lynne Featherstone
    There's also an invoice that's slipped. Our finance team are asking why the fee view doesn't match what they've paid.
  13. Callie Brennan
    Callie Brennan
    Good to know. I'd keep the money side separate for now. Let me check the fee view against the invoices before we say anything to your finance team.
  14. Lynne Featherstone
    Lynne Featherstone
    Yes, please. We don't want to tell them the wrong thing.
  15. Callie Brennan
    Callie Brennan
    Agreed. Let's go through the connector now. Kayleigh, which home is first on the list?
  16. Kayleigh Pounder
    Kayleigh Pounder
    The one in the middle of the region. It's the biggest and the managers there ask the most questions.
  17. Callie Brennan
    Callie Brennan
    Then that's where we start. I'll compare the incident fields and the record counts for that home, then do the other one.
  18. Kayleigh Pounder
    Kayleigh Pounder
    Fine. Do you want me to keep the screen open?
  19. Callie Brennan
    Callie Brennan
    Yes please. Give me a moment to pull the view up. Right, I can see a field has been renamed in the source.
  20. Kayleigh Pounder
    Kayleigh Pounder
    Oh. That'd be the update. They renamed the incident type field.
  21. Callie Brennan
    Callie Brennan
    That maps cleanly once we know the new name. We'll remap it, then run a test refresh before anyone relies on it.
  22. Lynne Featherstone
    Lynne Featherstone
    How long will that take? Our managers need to know whether to bother logging in this week.
  23. Callie Brennan
    Callie Brennan
    I won't give you a date until the test refresh has run. I'd rather not guess. I'll tell you by the end of tomorrow.
  24. Kayleigh Pounder
    Kayleigh Pounder
    Fair enough. Send me the test results and I'll look at them myself.
  25. Callie Brennan
    Callie Brennan
    Good. You should see the counts move again once the remap is in. If they don't, we tell each other straight away.
  26. Lynne Featherstone
    Lynne Featherstone
    And who owns it going forward? I don't want this happening again without anyone noticing.
  27. Callie Brennan
    Callie Brennan
    Kayleigh owns the source changes, and you own the check on the numbers. I'll put a standing item on the monthly call for it.
  28. Kayleigh Pounder
    Kayleigh Pounder
    That's fair. I can do the source changes if someone tells me when they're coming.
  29. Callie Brennan
    Callie Brennan
    Good. That's the setup note's job. Let's write it down before we finish.
  30. Lynne Featherstone
    Lynne Featherstone
    Right, thanks Callie. I think we have a plan now. We'll look again when the test refresh is in.
  31. Callie Brennan
    Callie Brennan
    Yes. Test refresh first, then the note, then I'll confirm the next date by tomorrow. Thanks both.
  32. Kayleigh Pounder
    Kayleigh Pounder
    Thanks Callie. Speak soon.
  33. Lynne Featherstone
    Lynne Featherstone
    Bye both.

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