Brimham Academies Trust / BG-Demo – Demo
Callcompleted
Brimham Academies Trust · 19 Jun 2025 12:30
Rosemary Haxby saw B-Viz run on a copy of the trust's attendance data and said the results matched the register. She wants security notes and the connector list in writing to share with the CFO.
What was said
What this says
As at Fri 9 Oct 2026Rosemary Haxby saw B-Viz run on a copy of the trust's attendance data and said the results matched the register. She wants security notes and the connector list in writing to share with the CFO.
What happened: Hannah Lowe and Sophie Ling demoed on a copy of Brimham's attendance data, not live records. Rosemary asked a plain English question and two names were checked against the register.
Customer view: She said the match was what she needed and that the trust-wide dashboard was the thing she used to build by hand every half term. Her open concerns were who sees the sensitive staffing data and how often the HR spreadsheet refreshes.
Commercial: This is a Growth-tier evaluation. Geoffrey Tasker, who wanted one demo before deciding, was not on the call; Rosemary will share the written material with him.
Watch: The evidence does not show his view after the demo, nor a decision.
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 security notes and connector list in writing on the day of the call.
- Hannah Lowe to confirm in writing how often the HR spreadsheet connector refreshes.
- Sophie Ling to follow up with next steps and agree data owners on both sides.
Risks
As at Fri 9 Oct 2026- Geoffrey Tasker was absent and has not yet seen the demo outcome.
- Staffing data is sensitive and permissions must satisfy Rosemary Haxby.
- The HR spreadsheet refresh frequency was left to be confirmed in writing.
Opportunities
As at Fri 9 Oct 2026- Reconciliation against the register built trust in accuracy, a Growth-tier proof point.
- The trust-wide dashboard matched a report Rosemary used to build by hand.
Transcript
Sophie LingHi both. Can you see the screen?
Rosemary HaxbyI can see something. Is that the window or the whole desktop?
Hannah LoweIt should be the window. If it's the desktop, I'll share again. To be precise, I'm sharing a copy of your attendance data, not live records.- Rosemary HaxbyGood. That's what I'd want to see first, anyway.
- Hannah LoweBefore I start, what would you most like to know is accurate?
- Rosemary HaxbyThe attendance figures. If one school's numbers are wrong, the trust's numbers are wrong, and that's a board problem.
- Hannah LoweThe short answer is that we check every figure against the source. The longer answer is that I'll show you a reconciliation on one school first, so you can judge it yourself.
- Sophie LingAnd the demo runs on your data, so this isn't a pretend school.
- Hannah LoweExactly. Here's the attendance view for one of the primaries. You can ask it a question in plain English.
- Rosemary HaxbyWhich pupils missed more than a fifth of the week last term?
- Hannah LoweGive me a moment while it runs. Okay, it's returned a list. Now let's check two of those names against the register.
- Rosemary HaxbyRight, that's matching. That's what I need, honestly.
- Sophie LingHannah, can you show the staffing side too? That's the HR spreadsheet Rosemary mentioned.
- Hannah LoweYes. The connector reads the spreadsheet from the shared drive. I'll put in writing how often it refreshes, rather than guess now.
- Rosemary HaxbyPlease. And who gets to see the staffing data? That's sensitive.
- Hannah LoweThat's controlled by the permissions you set. Each person only sees the schools and data they're allowed to see. I'd like to show you that rather than describe it.
- Rosemary HaxbyOkay. That's helpful.
- Hannah LoweRight, I'll go to the dashboard. This is what a trust-wide view looks like.
- Rosemary HaxbyOh, that's the thing I used to build by hand every half term.
- Sophie LingAnd it's built from your data, so the first version is already close to what you'd use.
- Hannah LoweThat's right, though I'd tune the layout with you. Shall I show the budget connector next, or stop here?
- Rosemary HaxbyShow the budget one quickly. Then I'll need to think about who else needs to see it.
- Hannah LoweOkay. It reads the finance system, so the budget lines match what your finance team already has.
- Rosemary HaxbyGood. That's the second person I mentioned, who needs access.
- Sophie LingI'll note that as an owner on both sides. Hannah, can you send the security notes and the connector list?
- Hannah LoweI'll put them in writing today. I'd rather you have the exact wording than my summary.
- Rosemary HaxbyThat's exactly what I need. I'll share it with Geoffrey.
- Sophie LingLovely. Thanks both. I'll follow up with a note and the next steps.
- Hannah LoweThanks, Rosemary. Speak soon.
- Rosemary HaxbyThanks, all. Bye.