Sheepscar Health / BG-Demo – Demo
Callcompleted
Sheepscar Health · 16 Apr 2024 14:15
Hannah Lowe ran the referral question on sample data and Samina Akram said it is what head office keeps asking for. She asked for security documents and a clear scope in writing before the directors meet.
What was said
What this says
As at Fri 9 Oct 2026Hannah Lowe ran the referral question on sample data and Samina Akram said it is what head office keeps asking for. She asked for security documents and a clear scope in writing before the directors meet.
What happened: Hannah ran referrals by clinic for last quarter on a sample of Sheepscar Health's data, with each figure linked to its source record. She then covered access controls.
Customer view: Samina said it is exactly what head office keeps asking for, and that the directors will always ask where a number came from. She asked whether clinical letters are covered.
Commercial: Hannah said letters are in scope only if the shared drive is connected, and Tom left that decision for the scope discussion. Tom will send the scope and price in writing and set a date for the directors.
Watch: The IT lead wants the security documents before the directors meet. Samina wants the scope clear because the directors will want to know what they are signing.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Hannah Lowe to send the written security answers to Samina and the IT lead.
- Tom Ashdown to send the scope and price in writing to Samina and the IT lead.
- Tom to set a date for the directors.
Risks
As at Fri 9 Oct 2026- The security answers must be accurate and on time, because the IT lead wants them before the directors meet.
- Whether the clinical letters are in scope depends on connecting the shared drive, which is undecided.
- No date for the directors' meeting is yet set.
Opportunities
As at Fri 9 Oct 2026- The demo matched the customer's main question, referrals by clinic with the source records behind each figure.
- Connecting the shared drive of clinical letters would widen the scope.
Transcript
Tom AshdownAfternoon Samina, good afternoon. Hannah's just joining, she's sorted her screen share. Right, let's get started.
Samina AkramHello both. I've got about an hour, so I'm going to try and keep my questions short.
Hannah LoweHi Samina, nice to meet you. Lovely. The short answer is you'll get to ask as many as you like, the longer answer is we'll keep the demo tight so there's time for them.- Samina AkramGood. Then let's see the referral question.
- Hannah LoweRight. I'm going to run it on a sample of your referral data, so the answer comes back with the records behind it. There, that's the one: referrals by clinic, last quarter.
- Samina AkramOh, that's exactly what head office keeps asking me for. And it's already sorted by clinic.
- Hannah LoweIt is. And each figure links to the booking or the letter it came from, so if someone asks where a number came from, you can show them.
- Samina AkramThat matters. Our directors will ask that every time. Can it do the clinical letters too, or only the bookings?
- Hannah LoweBoth, if the letters are in the shared drive. To be precise, it reads what's in the systems you connect, so the letters are only in scope if you connect that drive.
- Tom AshdownRight, that's a decision for you, Samina. We can talk about it once we've seen the scope.
- Samina AkramYes. Carry on, Hannah.
- Hannah LoweLet me show the access controls next, because that's what your information governance people will need.
- Samina AkramPlease. That's the question I always get from them first.
- Samina AkramRight. Can I ask about the security review? Our IT lead will want the documents before the directors meet.
- Hannah LoweYes. I'll put the answers in writing, and if there's anything I'm not certain of, I'll check with the right colleague before I reply. I won't guess.
- Samina AkramThat's exactly what I need. Thank you.
- Tom AshdownBrilliant. So next steps: Hannah sends the security answers, I'll send the scope and the price in writing, and we'll set a date for the directors.
- Samina AkramGood. Send it to me and to our IT lead, and make the scope clear, because the directors will want to know what they're signing.
- Hannah LoweWill do. I'll put that in writing today, Samina.
- Tom AshdownNo drama. Cheers, Samina. Speak soon.
- Samina AkramThanks both. Bye.
- Hannah LoweThanks, Samina. Bye.