Moggill Creek Distributors / BG-Demo – Discovery
Callcompleted
Moggill Creek Distributors · 16 Oct 2025 10:15
Lewis held a discovery call with Kylie, who described staff copying between screens for store accounts, delivery queries and credit checks. Starter was discussed at £28k, with an expected close in January.
What was said
What this says
As at Fri 9 Oct 2026Lewis held a discovery call with Kylie, who described staff copying between screens for store accounts, delivery queries and credit checks. Starter was discussed at £28k, with an expected close in January.
What happened: Lewis Kerr ran discovery with Kylie Dwyer, the Customer Service Manager. She said store accounts, credit and delivery queries sit in different systems and the team copies between screens.
Customer view: Kylie wants to answer a store query without opening four screens. She said they would not go wider until they know it works.
Commercial: Lewis gave £28k as the figure on BG-Demo's side for this opportunity, for Starter and one team. He said he would confirm scope and tax in writing, and the expected close on the record is January.
Watch: Kylie wants the credit manager and the accounting system owner involved before anything is signed. Neither was on the call.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send a written summary with the scope and tax position on the day of the call.
- Kylie Dwyer to pull one duplicate store example from the helpdesk that week.
Risks
As at Fri 9 Oct 2026- The credit manager and the accounting system owner must be brought in before signing.
- Kylie asked for a rough number because her boss will ask, so budget sign-off is unconfirmed.
Opportunities
As at Fri 9 Oct 2026- A Starter deal for one team could grow to wider teams if the first team gets value.
- Testing on Kylie's own data, such as duplicate store names, can make the case concrete.
Transcript
Lewis KerrMorning Kylie, can you hear me all right?
Kylie DwyerLoud and clear, Lewis. Thanks for making the time.- Lewis KerrMy pleasure. Before we dive in, I'd like to confirm what you're hoping to get out of this and by when, so I can be useful to you.
- Kylie DwyerYeah, that's fair. Honestly, we're drowning in matching store accounts, delivery queries and credit checks across different places. The team spends half the day copying things between screens.
- Lewis KerrThat's very common in distribution. Which systems hold the store accounts at the moment?
- Kylie DwyerThe accounting system has the credit side. The store accounts sit in our main system, but delivery queries come in through the helpdesk and get lost in email.
- Lewis KerrRight, so the same store can look different depending on which screen you're on.
- Kylie DwyerExactly that. Our store managers ring us and we have to ask which account they mean.
- Lewis KerrI can imagine that's a frustrating call to take. Who answers those queries at the moment?
- Kylie DwyerA handful of us, on a good day. Mostly me and a couple of others. I'm the one who gets the escalations.
- Lewis KerrOkay. What does a good outcome look like for you in six months?
- Kylie DwyerI'd like to answer a store query without opening four screens. And I'd like the credit team to stop asking me where things are.
- Lewis KerrThat's clear, thank you. I want to be upfront, I'm not going to quote from memory today. I'll put a number on it once I've understood the scope.
- Kylie DwyerFair enough. What's the number, roughly? My boss will ask.
- Lewis KerrThe figure I've got on our side for this opportunity is £28,000. I'll confirm the scope and the tax position in writing, so it's clear what's included.
- Kylie DwyerOkay, that's helpful. And which tier would that be?
- Lewis KerrOn what we've discussed so far, it's Starter, for one team to start. We can talk about growing it later if the first team gets value from it.
- Kylie DwyerRight. We wouldn't go wider until we know it works.
- Lewis KerrSensible. I'd not want you buying more than you need. Can I ask how the store accounts are named? Are there duplicates?
- Kylie DwyerOh, loads. Some stores trade under two names, and the delivery team uses the trading name while credit uses the legal one.
- Lewis KerrThat's exactly the sort of thing we'd test on your own data, not a demo dataset. Would you be able to give me one example before we speak again?
- Kylie DwyerI can. I'll pull one from the helpdesk this week.
- Lewis KerrSorry, I'm back. I was just noting what you said about the delivery queries.
- Kylie DwyerNo problem. Those are the ones that keep me up.
- Lewis KerrUnderstood. Who else would need to be involved on your side if this went ahead?
- Kylie DwyerThe credit manager, probably, and whoever looks after the accounting system. I'd want them in the room before anything gets signed.
- Lewis KerrCompletely fair. I'd want them involved too. I'll send a short note of what we've covered today.
- Kylie DwyerRight, when do you think we'd know if this is going to work for us?
- Lewis KerrThe expected close on our record is January, which gives us time to test it on your data and bring your finance team in.
- Kylie DwyerOkay. That's sensible. I'd rather not rush it.
- Lewis KerrAgreed. I'll send that over today, along with the example request, so you've got it in writing.
- Kylie DwyerThanks, Lewis. This was more useful than I expected.
- Lewis KerrGood to hear. Speak soon, Kylie.
- Kylie DwyerSpeak soon. Bye.
- Lewis KerrBye, Kylie.