B-Viz
Priya Raman

Ashover Property Management / BG-Demo – Demo

Callcompleted

Ashover Property Management logo Ashover Property Management · 28 Jun 2024 14:30

Marie Slack saw B-Viz find a leak query across portal, email and invoice status on Ashover's own data. She asked about portal export changes, admins and access control. She called the demo really useful.

What was said

What this says

As at Fri 9 Oct 2026

Marie Slack saw B-Viz find a leak query across portal, email and invoice status on Ashover's own data. She asked about portal export changes, admins and access control. She called the demo really useful.

What happened: Hannah demonstrated search on Ashover's own data. It found the portal query and the contractor email, and pulled the invoice status.

Customer view: Marie said the invoice status is the bit she always forgets. She was reassured that Snowflake is the customer's own account and that access is limited by role, which she called a big one.

Commercial: Priya suggested two admins to start and noted that Starter covers one team. Clifford was not on this call, and Priya asked Marie for dates for a next call with him.

Watch: Marie asked what happens if the portal changes its export. Hannah said a source that stops loading shows flat on the dashboard. Hannah also advised checking the contractor callout count against the spreadsheet.

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

Themes

As at Fri 9 Oct 2026
Theme
Demo, access control, connectors
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Hannah Lowe to send the access model and connector list after the call.
  • Marie Slack to check the contractor callout count against her spreadsheet.
  • Marie to send Priya Raman dates for a next call that includes Clifford.

Risks

As at Fri 9 Oct 2026
  • Marie is concerned a portal export change could break the connector, which matters because residents write in only there.
  • Clifford, who raised the Snowflake question and wanted to avoid unused seats, was absent and still needs convincing.

Opportunities

As at Fri 9 Oct 2026
  • Role-based access and data staying in Ashover's own Snowflake account answer Marie's residents' data concern.
  • A second demo question on contractor callouts shows value for maintenance reporting, which Clifford cares about.

Transcript

  1. Priya Raman
    Priya Raman
    Afternoon, Marie. Hannah's just joining, one second. Hannah, you're on mute.
  2. Hannah Lowe
    Hannah Lowe
    Sorry, got it. Hi Marie, hello Priya. Marie, before I start, what's the one thing you most need to see today?
  3. Marie Slack
    Marie Slack
    Honestly? Whether it can find a resident's question about a leak in the car park without me typing the building name in six different ways.
  4. Hannah Lowe
    Hannah Lowe
    Good, that's a very testable one. To be precise, I'll show you on your own data, not a demo set. The short answer is yes, but the longer answer depends on how your portal exports, so I'll show you the real export.
  5. Marie Slack
    Marie Slack
    Go on then.
  6. Hannah Lowe
    Hannah Lowe
    Right, so this is the layer. It sits in your own Snowflake account, so the data doesn't leave your environment. It reads from the sources and builds one index. Nothing is copied into our systems.
  7. Marie Slack
    Marie Slack
    Sorry, is Snowflake yours or yours?
  8. Hannah Lowe
    Hannah Lowe
    Yours. We run it inside your account, so you hold the keys. I'll put that in writing for your IT people as well.
  9. Priya Raman
    Priya Raman
    Marie, I think that was a question Clifford wanted answered too, so good that's clear.
  10. Hannah Lowe
    Hannah Lowe
    Okay, now the search. I'll type the leak question as a resident would write it, not as the property name.
  11. Marie Slack
    Marie Slack
    Oh, that's rough. Look at it. It's found the one from the portal and the email from the contractor.
  12. Hannah Lowe
    Hannah Lowe
    Yes, and it's pulled the invoice status too, because the contractor email referenced it. That's the bit that usually goes missing.
  13. Marie Slack
    Marie Slack
    Mm. That's the bit I always forget.
  14. Hannah Lowe
    Hannah Lowe
    Let me show you the connectors, because the freshness matters. Your portal syncs overnight, and the nightly refresh finishes before the morning, so your team sees yesterday's queries first thing.
  15. Marie Slack
    Marie Slack
    And if the portal changes its export, does it all just break?
  16. Hannah Lowe
    Hannah Lowe
    That's exactly what a connector health view is for. If a source stops loading new records, you'll see it flat on the dashboard, and we'll see it too. It's a fair question, to be honest, and it happens when a customer changes a system.
  17. Marie Slack
    Marie Slack
    Right. Okay. Can I ask about the admins? Because I'm the one who'd be setting people up.
  18. Priya Raman
    Priya Raman
    Yes, of course. We'd suggest two admins to start, and you'd control the users. Starter covers one team, so we'd keep that in mind as we talk.
  19. Hannah Lowe
    Hannah Lowe
    Let me show you the access control quickly. Each user only sees the sources their role allows, so a property manager won't see another block's service charge. I'll put that in writing too, because it's what your residents' data needs.
  20. Marie Slack
    Marie Slack
    Good. That's a big one for me.
  21. Hannah Lowe
    Hannah Lowe
    I'll send the access model and the connector list after the call. Anything I've said that's not on those, I'd rather you check with me than take on trust.
  22. Marie Slack
    Marie Slack
    Fine by me. Could we try a second question? Something about maintenance costs for the last quarter.
  23. Hannah Lowe
    Hannah Lowe
    Of course. Type it in.
  24. Marie Slack
    Marie Slack
    Which contractor has had the most callouts this year?
  25. Hannah Lowe
    Hannah Lowe
    There we go. It's answering from the maintenance log and the invoices. I'd check the count against your spreadsheet before you rely on it, but it's a sensible answer.
  26. Marie Slack
    Marie Slack
    I'll check that. Thanks Hannah, that was really useful.
  27. Priya Raman
    Priya Raman
    Brilliant. Marie, shall we get Clifford on the next one? Could you send me a couple of dates?
  28. Marie Slack
    Marie Slack
    Yes, I'll ask him. Speak to you soon.
  29. Hannah Lowe
    Hannah Lowe
    Thanks Marie. Bye for now.

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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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.

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