Hepscott Recruitment / BG-Demo – Check In
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Hepscott Recruitment · 16 May 2025 14:00
Check-in with Operations Manager Nichola Hogg. Consultants value candidate history, but older notes seem missing. Usage dipped over summer, licences stay at fifteen, and the Aug renewal is on her list.
What was said
What this says
As at Fri 9 Oct 2026Check-in with Operations Manager Nichola Hogg. Consultants value candidate history, but older notes seem missing. Usage dipped over summer, licences stay at fifteen, and the Aug renewal is on her list.
What happened: Daniel Okafor checked in on adoption. Nichola said consultants like pulling up candidate history but older notes, she guesses from before the system migration, do not come through.
Customer view: About three people log in most days and others ask Nichola. She is not worried about the dip in questions asked, which she puts down to leave and a quiet August.
Commercial: She wants candidate notes to match the placements list and asks if that is a Starter thing. She sees no need for more than fifteen licences this year. The contract ends on 29 Aug 2025 and she wants the MD to see renewal terms nearer the time.
Watch: Usage is concentrated in Nichola as the front door. The missing notes may look like stale data to users. Daniel owes her a session date by the end of the month.
Themes
As at Fri 9 Oct 2026Theme
Adoption and missing notes
Importance
renewal
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel to investigate the missing older notes and report back to Nichola.
- Daniel to offer a date for a short session by the end of the month.
- Daniel to send renewal details within a couple of weeks and hand commercial terms to the account lead.
Risks
As at Fri 9 Oct 2026- Older candidate notes appear not to load, so users may think B-Viz has missed something.
- Daily use rests on Nichola and two or three others, a key-person exposure.
- The MD has not yet looked at the renewal.
Opportunities
As at Fri 9 Oct 2026- Matching candidate notes to the placements list could be scoped as a session, possibly beyond Starter.
- Questions now come from several consultants, not just Nichola.
Transcript
Daniel OkaforAfternoon Nichola, can you hear me okay? I think you might be on mute.
Nichola HoggOh, sorry. Yes, I can hear you now. Hiya Daniel. The connection's been rubbish all morning, so I've turned the camera off, sorry about that.- Daniel OkaforNo bother at all. Thanks for making the time, I know it's a busy week for you. How's things at the office?
- Nichola HoggHonestly? Mad. We've got two finance placements starting on Monday and I've been on the phone since half eight. Every consultant wants a different thing from me.
- Daniel OkaforSounds like it. I'll keep this short then. I just wanted to close the loop on how the team is getting on with B-Viz since we last caught up. Is it still useful day to day?
- Nichola HoggMostly, yeah. The consultants like being able to pull up a candidate's history without going through three inboxes and a spreadsheet. That's the bit people mention. Where it's hit and miss is the older notes. Some of them just don't seem to come through, and then people think the system's missed something.
- Daniel OkaforThat's really useful, thank you. Do you know which notes are the ones missing?
- Nichola HoggI think it's the notes from before we moved over to the new system. I haven't looked properly, to be honest. I'd guess it's anything older than the migration.
- Daniel OkaforOkay, that's a clear lead for me. I'll look at that with the team and come back to you. Usage is a little lower than last quarter, which I'm sure you'll say is the summer.
- Nichola HoggProbably, yeah. We had a couple of people off in June, and then August was dead, so I'm not surprised. I don't think it's a problem as such.
- Daniel OkaforNo, agreed. How many of you are actually logging in each week, roughly?
- Nichola HoggRoughly three of us most days. Me, the MD sometimes, and one of the team leads who swears by it. The rest just ask me when they want something.
- Daniel OkaforHa, that's a good sign, I think. You're the front door. You raised a ticket last month as well, didn't you? Was it sorted?
- Nichola HoggYeah, it was a login thing on the Monday. It got sorted the same day, so no complaints there. Whoever picked it up was really quick.
- Daniel OkaforGreat, I'll pass that on. Is there anything you'd want B-Viz to do that it doesn't do yet?
- Nichola HoggUm. I'd like the candidate notes to match up with the placements list properly, so we're not double typing everything. I know that's probably not a Starter thing, is it?
- Daniel OkaforIt depends a bit on where the data sits. I'd rather not promise anything on a call, but it's worth a proper look. Would a short session be useful?
- Nichola HoggMaybe. Not for a few weeks though, we're snowed under until the placements start. I'd rather do it after that.
- Daniel OkaforTotally fair. Then I'll come back to you with a date by the end of the month, so it's in the diary. Before I forget, how's the team size looking? Any changes on the licences?
- Nichola HoggNo, we're the same. Fifteen licences and I don't think we'll need more this year. Finance are happy with how the invoicing's gone, so they've not been on at me about it.
- Daniel OkaforLovely, I'm glad to hear it. Let me share my screen for a second and show you the usage page, so you can see the trend yourself.
- Nichola HoggGo on then. Give me a second, I've got about three windows open and I don't know which one's which.
- Daniel OkaforTake your time. Okay, can you see the page now? That's the questions asked over the last few months, and you can see the dip in July.
- Nichola HoggYes, I can see it. That's the quiet bit. Honestly I'm surprised it's not lower, because I'd have said we were barely using it.
- Daniel OkaforIt's steady, really, and the questions are coming from more than just you, which is good. That's the bit I'd keep an eye on.
- Nichola HoggRight. Yeah, it's a few of the consultants now, not just me.
- Daniel OkaforGood. Okay, I'll stop sharing. You've got a lot on, so let me just close the loop on the notes issue. I'll come back to you by the end of the month with a date.
- Nichola HoggPerfect. Thanks Daniel.
- Daniel OkaforBefore we go, I know the contract's up on 29 Aug 2025. Is the renewal still on your radar?
- Nichola HoggYes, it's on my list. I'll need to get the MD to look at it nearer the time. Can you send over what it looks like?
- Daniel OkaforOf course. I'll send a note in the next couple of weeks, so nothing's a surprise, and our account lead can take it from there on the commercial side.
- Nichola HoggBrilliant. Yes please.
- Daniel OkaforIs there anything else on your side I should be aware of? Any change coming up in the team?
- Nichola HoggNot really. A couple of people are going on leave in June, but nothing big. We'll be back up to speed after that.
- Daniel OkaforLovely. Then I think we're done. Thanks for your time today, Nichola. Speak soon.
- Nichola HoggCheers Daniel, speak soon.
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