B-Viz
Tom Ashdown

Ovenden Software / BG-Demo – Discovery

Callcompleted

Ovenden Software logo Ovenden Software · 8 Mar 2024 14:15

Louise Sutcliffe wants tickets and usage read together to spot quiet customers. Chief Executive Duncan Greenwood pressed on cost and left follow-up to Louise. A demo on realistic data was agreed.

What was said

What this says

As at Fri 9 Oct 2026

Louise Sutcliffe wants tickets and usage read together to spot quiet customers. Chief Executive Duncan Greenwood pressed on cost and left follow-up to Louise. A demo on realistic data was agreed.

What happened: Louise described a monthly spreadsheet that joins helpdesk tickets to usage and is out of date by the time it is done. Tom Ashdown offered a demo on realistic data.

Customer view: Louise's test of value is a clear answer on which customers have stopped using the product, and when. Duncan asked what a bad outcome costs and what would make it worth it.

Commercial: Duncan asked about cost early. Tom promised figures in writing and suggested Growth for one team, pending the demo. Duncan said to send times to Louise, which suggests she is the day-to-day lead.

Watch: Louise said her customers dislike data leaving the building. Tom said B-Viz sits inside the customer's own Snowflake account but deferred a firm answer to the CTO. The evidence does not show a budget.

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

Themes

As at Fri 9 Oct 2026
Theme
Discovery: tickets beside usage
Importance
neutral
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Tom Ashdown to send demo times to Louise Sutcliffe.
  • Tom Ashdown to confirm pricing in writing and get the data-residency answer from the CTO.

Risks

As at Fri 9 Oct 2026
  • Duncan raised affordability early and no figures have been given yet.
  • Louise's customers are sensitive about data leaving their premises, so security answers must be firm.

Opportunities

As at Fri 9 Oct 2026
  • A Growth subscription with implementation for the customer success team, if the demo shows tickets beside usage.

Transcript

  1. Tom Ashdown
    Tom Ashdown
    Hi Louise, Duncan, can you both hear me? Brilliant. How's your week been, Louise?
  2. Louise Sutcliffe
    Louise Sutcliffe
    Hi Tom. Busy, honestly. We've had a recruitment client go live on a new system and everything's been slightly on fire.
  3. Tom Ashdown
    Tom Ashdown
    Ha, no drama. I hope it's settling. Duncan, you're joining from the office?
  4. Duncan Greenwood
    Duncan Greenwood
    I am. Hello. I've got about thirty minutes, so do you mind if I get straight to it?
  5. Tom Ashdown
    Tom Ashdown
    Not at all, let's get on with it. Louise, why don't you tell us what's been going on, and what you'd like to get out of this.
  6. Louise Sutcliffe
    Louise Sutcliffe
    Right. So we sell timesheet and payroll-integration software to recruitment agencies, and our customer success team is trying to work out which customers are going quiet before they tell us they're unhappy.
  7. Tom Ashdown
    Tom Ashdown
    Mm, which is the hard bit.
  8. Louise Sutcliffe
    Louise Sutcliffe
    Yes. We've got tickets in the helpdesk and usage data in a separate place, and nobody reads them together. So when a customer raises the same issue three times, we don't always see that they've barely logged in.
  9. Duncan Greenwood
    Duncan Greenwood
    So you want to join those up. Who's doing that now?
  10. Louise Sutcliffe
    Louise Sutcliffe
    Mostly me, on a spreadsheet, once a month. And it's out of date by the time I've finished.
  11. Tom Ashdown
    Tom Ashdown
    Right, that's the pain. What's the system landscape look like? Is it a CRM and a helpdesk, with the usage somewhere else?
  12. Louise Sutcliffe
    Louise Sutcliffe
    Our CRM, the helpdesk, and then the product database. The finance side is separate and I don't really need it for this.
  13. Duncan Greenwood
    Duncan Greenwood
    What does a bad outcome look like for you, Louise? I want to know what this costs if it doesn't work.
  14. Louise Sutcliffe
    Louise Sutcliffe
    We lose a customer we could have kept, and I'm the one who has to explain why. I'd rather find out first.
  15. Duncan Greenwood
    Duncan Greenwood
    Fair. And what would you need to see to believe it's worth it?
  16. Louise Sutcliffe
    Louise Sutcliffe
    Honestly, a clear answer to a question I can't answer now: which customers have stopped using the product, and when.
  17. Tom Ashdown
    Tom Ashdown
    That's a good test. We can show that in the demo, on realistic data, rather than my slides. Would that be useful?
  18. Louise Sutcliffe
    Louise Sutcliffe
    Yes, please. Can it show tickets next to usage, not just one or the other?
  19. Tom Ashdown
    Tom Ashdown
    That's exactly the sort of thing it's built for. Leave that with me and I'll put the demo together around it.
  20. Duncan Greenwood
    Duncan Greenwood
    What's roughly the cost? I don't want to waste anyone's time on something we can't afford.
  21. Tom Ashdown
    Tom Ashdown
    Fair. I'll confirm the exact figures in writing rather than quote from memory, but it's a subscription with a one-off set-up, and we'd talk through which tier fits your team size before anything else.
  22. Duncan Greenwood
    Duncan Greenwood
    Go on, which tier, then?
  23. Tom Ashdown
    Tom Ashdown
    For one team that's usually Growth, from what Louise has said. Let's see the demo and then we'll be sure.
  24. Louise Sutcliffe
    Louise Sutcliffe
    Is there anything you need from us to get the demo going?
  25. Tom Ashdown
    Tom Ashdown
    A few example tickets, anonymised, and a rough idea of which usage numbers you'd look at. Nothing heavy.
  26. Duncan Greenwood
    Duncan Greenwood
    Who's going to be on the call, then? I want the people who'd actually use it.
  27. Louise Sutcliffe
    Louise Sutcliffe
    Me, and probably someone from our support operations team. They'd be the one reading the tickets.
  28. Tom Ashdown
    Tom Ashdown
    Brilliant. Let's get something in the diary for the demo, Louise, and I'll send times.
  29. Duncan Greenwood
    Duncan Greenwood
    Send them to Louise. I'll look at the notes after.
  30. Tom Ashdown
    Tom Ashdown
    Will do. Cheers both, really useful.
  31. Louise Sutcliffe
    Louise Sutcliffe
    Tom, before we go, can I ask how the data's kept? Our customers aren't happy about things leaving the building.
  32. Tom Ashdown
    Tom Ashdown
    Good question, and I'll get the right answer from our CTO on the demo. My understanding is it's built to sit inside your own Snowflake account, rather than moving copies out.
  33. Louise Sutcliffe
    Louise Sutcliffe
    Okay, I'll note that.
  34. Duncan Greenwood
    Duncan Greenwood
    Fine. Thanks, Tom.
  35. Tom Ashdown
    Tom Ashdown
    No bother. Speak soon, bye.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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