Commondale Care / BG-Demo – Onboarding
Callcompleted
Commondale Care · 1 May 2024 15:30
Commondale Care is adopting B-Viz well after go-live. Managers now ask the questions, the finance lead is logging in himself, and an on-site training day is being booked. Email mailboxes remain a later phase.
What was said
What this says
As at Fri 9 Oct 2026Commondale Care is adopting B-Viz well after go-live. Managers now ask the questions, the finance lead is logging in himself, and an on-site training day is being booked. Email mailboxes remain a later phase.
What happened: Callie Brennan reviewed usage since go-live, a fixed sync ticket and training. Lynne Featherstone and Kayleigh Pounder reported that managers now use B-Viz for family calls and fee invoices.
Customer view: Lynne said managers now do most of the asking, which spreads use beyond her. Trevor, on the finance side, has stopped asking her for the spreadsheet.
Commercial: The on-site training day is an add-on to book, with two dates to follow. The mailboxes request is a later piece of work once the customer decides which inboxes count.
Watch: The evidence does not show the tier or contract. The call gives no figures for usage.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Callie Brennan to send two on-site training dates and the summary note.
- Lynne Featherstone to check the dates with the managers.
- Kayleigh Pounder to take the mailbox question from the managers.
Risks
As at Fri 9 Oct 2026- The mailboxes request is unscheduled and could stall if the customer does not decide which inboxes count.
Opportunities
As at Fri 9 Oct 2026- An on-site training day for the managers is an add-on BG-Demo can sell.
- Email mailbox connection is a short later piece of work.
Transcript
Callie BrennanAfternoon both, sorry, I'm running a minute behind. Can you see my screen?
Lynne FeatherstoneYes, we can see it. Hiya Callie. I've been looking at the home dashboards all morning, I'm excited to talk about them.- Callie BrennanGood, because the numbers are interesting. Plan for the hour: I want to look at usage since the go-live, the one ticket from last week, and then book the training.
Kayleigh PounderSounds right. Shall I start with the ticket, since I raised it?- Callie BrennanPlease. That's the sync that was slow on the call recorder, yes?
- Kayleigh PounderYes. It was taking ages to load the call notes for the managers, and they thought it had broken.
- Callie BrennanIt's fixed now. The refresh finished well before handover on the last three days, so you should see it land on time. Lynne, have people noticed?
- Lynne FeatherstoneHonestly, yes. The managers are using it for the family calls now, which is what I wanted. One of them said it's the first time she's found an incident and the family contact on the same screen.
- Callie BrennanThat's exactly the point. Can I ask who's asking the questions? Is it mostly you, Lynne, or the managers?
- Lynne FeatherstoneMostly the managers now. I was doing most of it at the start, to be fair. They're asking about the fee invoices, which is new.
- Kayleigh PounderYes, and the fees are reconciling properly now. Trevor's been in once or twice, actually, which he hasn't before.
- Callie BrennanThat's a good sign. He's looking at the invoices himself, not waiting on the monthly report. That maps well to the finance login we set up.
- Lynne FeatherstoneHe's pleased, I think. He hasn't said so, but he's stopped asking me for the spreadsheet.
- Callie BrennanHa, that's the best feedback there is. Okay, usage. It's up a lot since the start of the project, which is what we want to see at this stage.
- Kayleigh PounderThe admin side's been easy. I've not had to chase anyone for a login in weeks.
- Callie BrennanGood. Then the next thing is training. I'd like to book a session for the managers, a couple of hours, and walk them through the search and the saved pages.
- Lynne FeatherstoneYes, let's do that. Can it be on site? Some of them won't join a video call, they'd rather be in the room.
- Callie BrennanWe can do an on-site day, yes. I'll check availability and come back to you with two options. Kayleigh, does that work for your side?
- Kayleigh PounderIt does, I'll need to cover the call room, but yes.
- Callie BrennanSorry, I've just had the scheduling tool open, it's slow today. Okay, I've got two dates, both next month.
- Lynne FeatherstoneNext month is fine. Send them over and I'll check with the managers.
- Callie BrennanI'll send them in the chat. Anything else on the list?
- Kayleigh PounderThe mailboxes question. The managers are asking when email comes in.
- Callie BrennanThat's still a later phase. Let's agree it when you've all decided which inboxes count, and then it's a short piece of work.
- Lynne FeatherstoneRight, that's a conversation for next month. I'll get them to talk to Kayleigh about it.
- Callie BrennanGood. I think we're in good shape for the handover. I'll send the training options and the summary note today.
- Lynne FeatherstoneBrilliant. Thank you, Callie, it's been a good month.
- Kayleigh PounderThanks both. Speak soon.
- Callie BrennanThanks Kayleigh, thanks Lynne. Bye for now.