Moggill Creek Distributors / BG-Demo – Onboarding
Callcompleted
Moggill Creek Distributors · 17 Feb 2026 10:45
Follow-up onboarding call on 17 Feb 2026 with Belinda Moss only. Usage is low and staff are returning to spreadsheets. The helpdesk connector shows old records, and an overdue invoice was raised.
What was said
What this says
As at Fri 9 Oct 2026Follow-up onboarding call on 17 Feb 2026 with Belinda Moss only. Usage is low and staff are returning to spreadsheets. The helpdesk connector shows old records, and an overdue invoice was raised.
What happened: Belinda said people are going back to old spreadsheets because they do not trust the search yet. Hamza Akhtar saw the helpdesk connector still showing old records and linked it to queues moved last month.
Customer view: Belinda is willing but short of time. She limited weekly checks to the record count and the nightly refresh time, and Kylie Dwyer cannot take a session until after the stocktake.
Commercial: An overdue payment was mentioned second-hand. Belinda does not handle invoices and the call does not show the amount or status, so Hamza will follow up with Amara and copy her on the point.
Watch: Kylie did not attend. Stale data before the store view session would damage trust further.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza checks the helpdesk mapping before the session with Kylie.
- Belinda sends the nightly refresh log findings and a date for the session after the stocktake.
- Hamza follows up the overdue invoice with Amara and copies her on the notes.
Risks
As at Fri 9 Oct 2026- Staff are reverting to spreadsheets because they do not trust the search, which threatens early adoption.
- The helpdesk connector shows old records after queues were moved, so data is going stale.
- An overdue payment was mentioned, but the call does not show its detail.
Opportunities
As at Fri 9 Oct 2026- A store view session with Kylie after the stocktake could rebuild trust and drive use.
Transcript
Hamza AkhtarMorning Belinda. Sorry, I'm a few minutes behind, my last call ran over. Can you hear me?
Belinda MossYes, no problem. I'm in the systems room, so it's a bit echoey, but I can hear you.- Hamza AkhtarRight, let's start with the things that matter. Your team's usage is still low, which is normal this early, but I'd like to understand why.
- Belinda MossHonestly, I think people are going back to their old spreadsheets. They don't quite trust the search yet.
- Hamza AkhtarThat's a fair point. The short answer is we need to show them the store view properly, not just tell them it exists.
- Belinda MossYeah. Kylie's asked for a session, but she's not got the time until after the stocktake.
- Hamza AkhtarOkay. Let's look at the invoice first, since that's the other thing on the list. Narelle mentioned there's an overdue payment?
- Belinda MossI think so. I don't handle invoices, that's finance, so you'd need to speak to Narelle about it.
- Hamza AkhtarFair enough. I'll follow that up with Amara, since she's the account contact for the commercial side.
- Belinda MossGood, because I don't want to be the one chasing it.
- Hamza AkhtarUnderstood. Back to the system. The helpdesk connector is still showing old records. Did you change anything on the helpdesk side recently?
- Belinda MossWe moved some of the queues around last month, so the categories might look different. I'd have to check.
- Hamza AkhtarThat could be it. If a source changes, the connector can stop picking up new records, so I'll check the mapping.
- Belinda MossRight. Can you tell me what it looks like when that happens, so I know what to watch for?
- Hamza AkhtarYes. The record count goes flat for a few days, and the search results stop being current. You'd usually see that before anyone complains.
- Belinda MossOkay. I'll keep an eye on the count each morning, then.
- Hamza AkhtarPlease do. Can you also check whether the nightly refresh finished by seven most mornings? That's the target.
- Belinda MossI can check the log for the last few days. I'll send you what I find.
- Hamza AkhtarThanks. Let's agree what you'll look at each week, so it doesn't get forgotten during the busy period.
- Belinda MossYeah. Weekly is fine. Can we keep it to the count and the refresh time, though? I haven't got time for more.
- Hamza AkhtarThat's enough to start. We'll widen it once the team's using it. Shall I put the session with Kylie in the diary?
- Belinda MossYes, but it has to be after the stocktake, please. I'll send you a date when I know it.
- Hamza AkhtarWill do. Just to be precise, I'd like to check the helpdesk mapping before that session so we're not showing stale data.
- Belinda MossThat makes sense. Let me know what you need from me and I'll get it done.
- Hamza AkhtarThanks Belinda. I'll send the notes after this call, and I'll copy Amara on the invoice point.
- Belinda MossThanks Hamza. Bye for now.
- Hamza AkhtarCheers, bye.