Cottingley Software / BG-Demo – Demo
Callcompleted
Cottingley Software · 4 Sep 2026 13:00
Holly Garside's main worry is answers staying right when her customers change systems. She wants a decision signed before the end of November, with her chief executive on the proposal call.
What was said
What this says
As at Fri 9 Oct 2026Holly Garside's main worry is answers staying right when her customers change systems. She wants a decision signed before the end of November, with her chief executive on the proposal call.
What happened: Hannah Lowe explained that B-Viz runs inside the customer's own Snowflake account. She walked through a scheduling connector and the flat indexed count as the sign of a broken source.
Customer view: Holly said her fear is confidently wrong answers after a system change. She liked the point that availability is not freshness.
Commercial: Holly said a few people have tried it and care managers like it. She wants it signed before the end of November, and her chief executive will ask about security.
Watch: Hannah will not call the security answer final until it is checked. Name hiding for care staff is also unconfirmed against her set-up.
Themes
As at Fri 9 Oct 2026Theme
Data freshness and timetable
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Hannah Lowe sends the connector notes, security answer and sync diagram to Holly, copying Tom Ashdown.
- Tom Ashdown books the proposal call with Holly and her chief executive.
- Hannah confirms name hiding against Cottingley Software's set-up.
Risks
As at Fri 9 Oct 2026- Stale or wrong answers after her customers change systems is her stated worry.
- The security answer for her chief executive is not yet final.
- Connector ownership on her side is not settled.
Opportunities
As at Fri 9 Oct 2026- She wants a decision signed before the end of November.
- The dashboards builder in the tier shown matches her teams' differing needs.
Transcript
Tom AshdownHiya Holly, can you see us? Hannah's joined, I think she's just got her camera on now.
Holly GarsideI can see you, Tom. Hi Hannah. Yes, it's on. Sorry, I was on the other call.
Hannah LoweHi Holly, no problem at all. Before I start, what's the one thing you most need to know about the architecture?- Holly GarsideHonestly? Whether it stays right when our customers change their systems. That's what I lose sleep over.
- Hannah LoweGood, that's the right worry. The short answer is it's built to notice. The longer answer is that it's only as good as the connector.
- Holly GarsideRight. Go on then.
- Hannah LoweI'll share a diagram first, so you can see where the data goes. Can you see the picture?
- Holly GarsideYes. It all runs in our own Snowflake account, is that right?
- Hannah LoweTo be precise, yes. It's built and run inside your Snowflake account, so your data stays with you. I'll put the detail in writing.
- Tom AshdownHannah's very good on this, Holly. Hannah, can you run the connector example?
- Hannah LoweYes. I'll take a single source, the scheduling records, and walk through a sync.
- Holly GarsideScheduling, perfect. That's where we keep getting trouble.
- Hannah LoweThen it's a good example. Here's the connector page. You can see the last successful sync and the count of records indexed.
- Holly GarsideAnd if the count stops moving?
- Hannah LoweThat's the signal. The count goes flat, and it usually means the source changed. A field was renamed, or a permission was removed.
- Holly GarsideYes. That's most Mondays for us. Someone updates a system and nobody tells us.
- Hannah LoweThat's why we'd want an owner for each connector on your side, not just us. I'll make that a point in the written notes.
- Holly GarsideGood. Who owns it on your side? Tom?
- Tom AshdownOn our side it's the solutions team and the account team. The owner on yours should be someone close to the source system.
- Holly GarsideRight. Fine. Hannah, what about the answers? Can I trust them?
- Hannah LoweTrust, but check. Every answer links back to the record it came from. If the record is stale, you'll see it in the timestamp.
- Holly GarsideGood. I had this at my last place and the answers were confidently wrong for a month.
- Hannah LoweThat's the failure we design against. Availability isn't the same as freshness. An answer can be available and still be out of date.
- Holly GarsideYes, I like that distinction. Can you show it?
- Hannah LoweI can show a question and the answer's timestamp. Let me pull one up.
- Tom AshdownWhile she does that, Holly, how's the trial going on your team? Have you had people in it?
- Holly GarsideA few. The care managers like it. The managers want the renewals view. Everyone wants something different, which is fine.
- Tom AshdownThat's the good problem. The tier you're looking at is built for several teams, so you're in the right place.
- Hannah LoweOkay, here. The question is what's been raised on the largest agency's account this quarter. The answer shows the sources and the dates for each one.
- Holly GarsideNice. And the dashboards, can I build my own?
- Hannah LoweYes. The dashboards builder is part of the tier you're looking at, so your team can make their own views without asking us.
- Holly GarsideGood. Now let's talk about the renewal side again, that's the bit I need.
- Tom AshdownSure, we'll do that on the proposal call. Hannah, is there anything else on the security side?
- Holly GarsideWait, security. Is that a thing for us? Our chief executive will ask.
- Hannah LoweIt's a standard question, and I'd rather answer it properly than quickly. I'll put the written answer together, and I won't call it final until it's checked.
- Holly GarsideThanks. Let's keep going on the demo, then.
- Hannah LoweHere's the question history. It shows who asked what, and when. You can choose whether names show.
- Holly GarsideNames hidden for care staff, managers see everything. Is that something you set up?
- Hannah LoweYes, that's a configuration choice. I'd want to confirm it against your set-up before I promise it.
- Holly GarsideFine. That's useful. My real concern is how the usage looks in a month.
- Tom AshdownHolly, while Hannah's looking, can I ask about the timetable? Are we aiming at a decision before the end of November?
- Holly GarsideThat's the plan. I'd like it signed before the end of November, if we can.
- Tom AshdownLovely. Let's get something in the diary for the proposal, then.
- Holly GarsideYes. And the chief executive needs to be on it.
- Tom AshdownAgreed. I'll book it with you after this.
- Hannah LoweOkay, to close. I'll send the connector notes, the security answer and the sync diagram. I'll mark anything not yet confirmed.
- Holly GarsideGreat. Send them to me and copy Tom.
- Tom AshdownWill do. Holly, thanks for the time, and Hannah, cheers.
- Hannah LoweThank you both. Speak soon.
- Holly GarsideThanks everyone. Bye.
- Tom AshdownBye Holly.
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