Poquessing Imaging Partners / BG-Demo – Demo
Callcompleted
Poquessing Imaging Partners · 7 Sep 2026 14:30
Christine DiNardo saw a demo on referral data inside her own Snowflake account and valued the audit trail. Physician access and call recordings worry her, so she will bring compliance to the next call. Pricing follows separately.
What was said
What this says
As at Fri 9 Oct 2026Christine DiNardo saw a demo on referral data inside her own Snowflake account and valued the audit trail. Physician access and call recordings worry her, so she will bring compliance to the next call. Pricing follows separately.
What happened: Theo Gallagher showed referral queries, a log view, ticket, referral and call linked on one screen, and nightly refresh timing. He found coordinators count from the spreadsheet row date, not the result date.
Customer view: Christine called the audit trail "more than I expected". She found the volume of material in call recordings uncomfortable, and her real concern is physician access, not her own team.
Commercial: Pricing is to be sent separately by Jordan Pike, and Theo said the number of connected sources drives the tier. Phone-call search on real recordings is still on the list.
Watch: Several items are open: the security summary, the controls walkthrough, the sample data and an engineering answer on physician access. The evidence does not show a decision date or a competitor.
Themes
As at Fri 9 Oct 2026Theme
Referral demo, compliance concerns
Importance
neutral
Sentiment
mixed
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Christine to send the sample referral data, duplicates included, by the end of the week.
- Jordan Pike to send pricing and the rest of the security summary.
- Theo Gallagher to send the controls walkthrough recording and a controls note, and to reply in writing on physician access.
Risks
As at Fri 9 Oct 2026- Physician access is unresolved and Theo has promised only a written answer after checking with engineering.
- Call recordings make Christine uncomfortable, so compliance review could slow or block the deal.
Opportunities
As at Fri 9 Oct 2026- The audit trail and linked ticket, referral and call view met Christine's questions.
- Bringing compliance in early and testing on messy real data builds a stronger case before pricing.
Transcript
Theo GallagherHi Christine, Theo Gallagher, I'm the solutions engineer. Can you see my screen?
Christine DiNardoI can see something. Is that the referral list?
Jordan PikeThat's the one. Good afternoon, everyone. Quick agenda: Theo runs the demo, we look at your referral flow, and we leave time for questions.- Theo GallagherBefore I start, a few open items from the last call, with owners, so nothing surprises us later. The security summary is with Jordan. The controls walkthrough is mine. The sample data sits with Christine.
- Christine DiNardoThat's accurate. I've nearly got the anonymised examples.
- Theo GallagherGood. Here is the dated commitment on the security review, and we can evidence that on request. I'll be clear about what's real and what I'm still checking.
- Jordan PikeTo be transparent, Theo's going to show you this inside your own Snowflake account, not ours. Theo?
- Theo GallagherYes. Give me a moment, I'm loading the workspace.
- Christine DiNardoWhile we wait, is the referral list the same one from the spreadsheet?
- Theo GallagherIt's an export of it, with the duplicate rows left in, which I think is what you want to see.
- Christine DiNardoYes. The duplicate rows are the whole problem.
- Theo GallagherThen we start there. Ask a question in plain English and watch what comes back.
- Christine DiNardoOkay. How long did referrals from the New Jersey offices take to get a result last quarter?
- Theo GallagherHere's the answer, and here's the query behind it, so your team can check the logic.
- Christine DiNardoMm. And does that match what the coordinators think?
- Theo GallagherNot quite. They've been counting from the date the spreadsheet row was created, not the date the result landed. I'd call that a finding for your operations team, not for us.
- Christine DiNardoOh, that's going to be an awkward conversation.
- Jordan PikeIt's a useful one. Nobody's blaming anyone.
- Theo GallagherNext, access. Who can see what. Numbered answers, if that helps. One, the connections run from your own environment. Two, access follows the referral team, so a coordinator doesn't see compliance records. Three, every query is logged, and we can evidence that from the logs.
- Christine DiNardoCan you show me a log?
- Theo GallagherI can show you the log view, and the control reference that covers it. I won't show you anything from another customer.
- Jordan PikeObviously.
- Theo GallagherJust making sure we're clear. Here's the view.
- Christine DiNardoThat's the audit trail. That's more than I expected.
- Theo GallagherGood. Next is freshness, because that's what breaks trust in the first week.
- Christine DiNardoRight. When a referral is added, how soon does it show up?
- Theo GallagherThe nightly refresh completes by 07:00 local time on business days, so a referral that lands today is there tomorrow morning. I won't call that real time.
- Christine DiNardoTomorrow morning is fine for a referral team. The phone calls are the harder case.
- Theo GallagherAgreed. That's one for the proposal, not for today.
- Jordan PikeLet's come back to it. Christine, what would your coordinators ask first on day one?
- Christine DiNardoWhere is the result, and who do I call. That's honestly it.
- Theo GallagherThen I'd like to show you that exact question. One moment.
- Theo GallagherOkay, the question is typed in. Here's the answer, with the source record attached.
- Christine DiNardoSource record, that's good. Show me a phone call.
- Theo GallagherCalls come in through the call recorder, so the transcript is searchable alongside the referral. Let me find one from last month.
- Christine DiNardoMm. That's a physician. I recognise the phrasing.
- Jordan PikeThat's the sort of thing we hoped you'd see.
- Christine DiNardoIt's a little uncomfortable, honestly, how much of this sits in recordings.
- Theo GallagherThat's exactly what a compliance team should see early. We can add an access rule to limit who hears the recordings.
- Christine DiNardoI'll bring compliance in, yes. Can I ask about the helpdesk? That's a separate question.
- Theo GallagherGo on.
- Christine DiNardoWhen a physician opens a ticket asking where a result is, can you see that ticket and the referral on the same screen?
- Theo GallagherYes. Give me a moment and I'll show you.
- Theo GallagherThere. Ticket, referral and call, all linked.
- Jordan PikeThat's the picture we described. Christine, does it answer the question your team asks?
- Christine DiNardoIt answers the question, yes. I'd like to see it with the messy data, the spreadsheet itself.
- Theo GallagherThen that's the next session. I'd rather you test it than take my word for it.
- Jordan PikeLet's run through open items before we run out of time. Theo, what's still open?
- Theo GallagherThree things, owners as before. Security summary, Jordan. Controls walkthrough, me. Sample data with the messy rows, Christine. I won't call any of them final until they've been sent.
- Christine DiNardoI'll get the sample to you by the end of the week.
- Jordan PikePerfect. Anything else, Christine?
- Christine DiNardoOnly that I'd like to see the phone-call search without the sample data. Just a few real recordings.
- Theo GallagherThose are on the list.
- Jordan PikeQuick aside, I'll send pricing separately so we're not mixing it into the demo.
- Christine DiNardoGood. I'd rather keep them apart.
- Theo GallagherFor the record, how many sources we connect is what drives the tier, and Jordan will go through that.
- Christine DiNardoRight. On day one, who would need access?
- Theo GallagherStart with the coordinators and the team lead, then add people as you need them. Least privilege, so nobody gets more than they need.
- Christine DiNardoThat's sensible. My concern is the physicians, not my team.
- Theo GallagherUnderstood. Physician access is a separate question, and I'd rather not guess. I'll check with our engineering side and come back to you in writing.
- Jordan PikeGood. Let's pick up next steps.
- Theo GallagherDated and owned. I'll send the recording of the controls walkthrough and a controls note. Jordan sends pricing and the rest of the security summary. Christine sends the sample.
- Christine DiNardoAnd I'll bring compliance to the next call, if that's all right.
- Jordan PikeThat's perfect. Good to have compliance in early.
- Theo GallagherOne last thing. Please send the sample as it is, duplicates and all, so I can show the difference without tidying it first.
- Christine DiNardoYes, that's my ask. Don't tidy it.
- Jordan PikeTime's nearly up. Thanks both. Talk soon.
- Christine DiNardoThanks Jordan, thanks Theo.
- Theo GallagherThanks, Christine. I'll send the notes today. Thanks, Theo.
- Christine DiNardoBye.
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