Bubbly Creek Logistics / BG-Demo – Demo
Callcompleted
Bubbly Creek Logistics · 20 Feb 2026 16:15
Dana Pulaski went through access control, offboarding, exit terms and incident response with Theo Gallagher. She found the exit answer better than expected. A COO demo is to follow the security review.
What was said
What this says
As at Fri 9 Oct 2026Dana Pulaski went through access control, offboarding, exit terms and incident response with Theo Gallagher. She found the exit answer better than expected. A COO demo is to follow the security review.
What happened: Theo gave numbered security answers and four open items. A shipment search flagged a gap: the inbox note was not linked to the load in the source.
Customer view: Dana said the exit position was better than she expected and that thirty minutes first response is good. She wants the legal wording in the contract and the control references in writing.
Commercial: Jordan Pike wants the exit wording in the order form. Premium support hours of 07:00 to 20:00 UK time are a concern because Dana's operations run late.
Watch: Engineer offboarding timing is unconfirmed and her auditor will ask. Exit wording is draft only. The evidence does not show the COO demo date or a signature.
Themes
As at Fri 9 Oct 2026Theme
Security review and exit plan
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- Theo Gallagher to send the access list, offboarding timing and written answers by the end of the week.
- Theo Gallagher to draft the exit wording, marked as draft, for legal review.
- Jordan Pike to send the COO demo invite for after the security review.
Risks
As at Fri 9 Oct 2026- Engineer offboarding timing is unconfirmed and the auditor will ask for it.
- The exit wording is draft and not final until the order form is signed.
- The missing inbox link means shipment answers stay incomplete until ops fix it at source.
Opportunities
As at Fri 9 Oct 2026- Premium support could fit if its UK hours are made to work with Dana's late shifts.
- Exit wording in the order form could settle legal's concerns.
- A COO demo showing the gap fixed could build sponsorship.
Transcript
Jordan PikeHi Dana, hi Theo. Quick agenda: Theo's going to walk through the security answers and the exit plan, then we'll look at the shipment answers again. Time check, we've got about fifty minutes. Sound good?
Dana PulaskiHi Jordan, hi Theo. Yes, that works. Go on.
Theo GallagherThanks Dana. I'll start with the open findings and who owns each one, then go through the questionnaire in order.- Theo GallagherThere are three open items. One is data residency, which is with your team to confirm. Two is the access list, which is with our side to send. Three is the exit plan, which I'll walk through today.
- Dana PulaskiOkay. That's clear. Can we start with the access list, since IT is waiting on it?
- Theo GallagherYes. Here is the dated commitment. I'll send the access list by the end of the week, with the named roles and the control reference for each one.
- Dana PulaskiGood. Thank you. Our IT lead will want to see the control reference, so please put it in the email, not just on a call.
- Theo GallagherAgreed. Every answer I give today will go in writing, with the reference, and I'll mark anything still in draft as draft.
- Jordan PikeRight. To be transparent, I'd rather Dana's IT lead gets the draft flagged than a final that's wrong.
- Theo GallagherExactly. I won't call a draft final. Now, question one, how we control access to the data. Numbered answer, control reference one.
- Theo GallagherOne. Access to the data in your Snowflake account is granted by your administrators. Two. Our engineers only receive access for build and support, and it's logged. Three. Access is reviewed on a schedule that your team sets. We can evidence that with the access logs.
- Dana PulaskiAnd if an engineer leaves, what happens to their access?
- Theo GallagherTheir access is removed as part of the offboarding process, and the removal is logged. I'd like to check the exact timing with our platform team before I give you a number, because I don't want to guess.
- Dana PulaskiPlease do check. Our auditor will ask for the timing.
- Theo GallagherI'll check with the platform team and come back to you in writing. That's an open item with my name on it.
- Jordan PikeGood. Let's log that as Theo's item, with a date. What's a realistic date, Theo?
- Theo GallagherBy the end of the week, with the access list. That's the dated commitment I can stand behind.
- Dana PulaskiOkay. Now the exit plan. What happens if we decide to leave?
- Theo GallagherGood question, and it's one I care about. The short answer is your data stays in your account, so you can keep the tables and the history. The longer answer is we'd agree a handover, and we'd remove our access on a date you choose.
- Dana PulaskiSo we'd still have the data after the contract?
- Theo GallagherYes, in your account. What we'd remove is the B-Viz layer on top, the pages and the answers. I'll write that down as a numbered answer, with a reference.
- Dana PulaskiThat's better than I expected. Our legal team will want that in the contract.
- Jordan PikeIt can be, and I'd like it in the order form. Theo, can you put the exit wording together with legal's terms in mind?
- Theo GallagherI'll write the exit wording as a draft and mark it as draft, so your legal team can comment. It's not final until the order form is signed.
- Dana PulaskiFine. Next, the incident side. If something breaks, who do we call, and how fast?
- Theo GallagherOn Enterprise, the first response for a top-priority problem is thirty minutes. The support is in your time zone, and there's a named contact for Premium support if you take that add-on.
- Dana PulaskiThirty minutes is good. I'd like to check the Premium support hours, though. Our operations run late.
- Theo GallagherPremium support runs from seven in the morning to eight at night, UK time. I'll make sure that's in writing, and I'll check how that lines up with your shift pattern.
- Dana PulaskiThanks. That's very helpful. Now let's move on to the shipment answers, Jordan wanted to see those again.
- Jordan PikeYes, I'd like Dana to see the mixed-mode loads again, since the handoff notes are the thing she was worried about.
- Theo GallagherOkay, I'll share the screen. This is the same sample, copied into your Snowflake account. Can you see the search box?
- Dana PulaskiYes. Let's try a rail load.
- Theo GallagherGo on. The answer should show the dispatch timestamp and the inbox note, and flag any gap. If it doesn't find the note, it says so.
- Dana PulaskiIt's flagged a gap. The note is in the inbox but it's not linked to the load.
- Theo GallagherThat's the honest answer. The link is missing in the source, so the layer can't join them. That's a data problem on your side, not an answer problem on ours.
- Dana PulaskiRight. So we'd need to fix the link at source.
- Theo GallagherYes. I'd suggest we note that as an open item for your ops team, with a suggested fix. I won't promise the answer will be complete until the link is there.
- Jordan PikeThat's a good outcome, honestly. It shows the tool finds real problems. Dana, does that help with the case for the COO?
- Dana PulaskiIt does. He'll want to see that it finds problems, not just answers.
- Theo GallagherThen I'd suggest we show him the same gap next time, with the fix in place. We can evidence that the fix works, with the refresh time.
- Dana PulaskiOkay. Let's do that. Can we book the COO demo for after the security review?
- Jordan PikeYes. I'll send the invite this afternoon, and Theo can join for the security and exit questions.
- Theo GallagherYes. I'll bring the numbered answers and the draft exit wording, clearly marked as draft.
- Dana PulaskiGood. I think we're in a good place. Theo, can you summarise the open items one more time?
- Theo GallagherYes. One, data residency, which is with your team. Two, the access list and the offboarding timing, which are with me, by the end of the week. Three, the exit wording, draft, with me. Four, the link fix in the inbox, with your ops team.
- Dana PulaskiThat's clear. Thank you. I'll pass that to IT and legal today.
- Jordan PikeThanks Dana, thanks Theo. That was a useful session. Speak soon.
- Theo GallagherThanks Dana. Thanks Jordan. I'll send the written answers by the end of the week.
- Dana PulaskiThanks all. Bye.
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