What was said
What this says
As at Fri 9 Oct 2026Discovery call on 22 Apr 2025 with Femke de Wit. Her team reconciles bookings, mail and invoices by hand each morning. Growth fits several teams. She wants VAT and EU residency in writing and a May target.
What happened: Lewis Kerr ran discovery with Femke de Wit. She confirmed it was still discovery, with a target of something in place by the end of May.
Customer view: Forwarder bookings, mail and invoices disagree, so her team reconciles by hand every morning. She said the cost is "mostly the phone calls" from finance.
Commercial: The deal figure is £56k for Growth, and she expects customer service, operations and finance to use it. She asked that nothing go out before she speaks to finance about VAT.
Watch: Dedicated EU data residency is an option still to confirm in writing, as the data protection officer will ask. The nightly refresh timing also needs confirming.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the write-up with the VAT position and EU residency setup.
- Femke de Wit to send the list of forwarders and the three booking sources that week.
Risks
As at Fri 9 Oct 2026- Finance and the data protection officer must be satisfied on VAT and EU residency before a decision.
- The end of May target leaves a tight window.
Opportunities
As at Fri 9 Oct 2026- Growth fits the several teams she named, and the forwarding desk may add users.
- Dedicated EU data residency is an add-on that could apply.
Transcript
- Lewis KerrHello Femke, good afternoon. Can you hear me?
- Femke de WitHello Lewis, yes, I hear you well. Good afternoon. Sorry, my colleague from the warehouse is in and out, so if I go quiet, that's why.
- Lewis KerrNo problem. Before we start, I'd like to confirm what you want to look at today and by when. Is this still discovery, or are we closer to deciding?
- Femke de WitStill discovery. We want to understand the options before we decide anything. Our target is to have something in place by the end of May.
- Lewis KerrUnderstood. That gives us a clear window, and I'll keep the plan tight.
- Femke de WitYes. Our problem is the forwarders. They send bookings by email, we keep them in the system, and then the freight messages go somewhere else. Two systems don't agree, so my team reconciles by hand every morning.
- Lewis KerrOkay. Walk me through a normal morning. Which systems are they touching?
- Femke de WitThe booking tool, the mailbox, and the shared drive where the invoices land. The invoices are the worst. They don't match the bookings, and then finance calls us.
- Lewis KerrRight. So the cost is partly time, and partly the phone calls.
- Femke de WitBoth. Honestly, mostly the phone calls. My customer service people hate it.
- Lewis KerrThat's useful. The figure on the deal is £56,000 for Growth. Do you expect more than one team to use it?
- Femke de WitYes. Customer service, operations and finance. Possibly the forwarding desk too.
- Lewis KerrGrowth fits that. Several teams, forty users, eight connectors, plus dashboards. I'll put the figure in writing so you can take it to your board.
- Femke de WitGood. Please don't send anything before I've spoken to finance. They are particular about the VAT position.
- Lewis KerrUnderstood. I'll state the VAT position on every price, and I'll send that over today.
- Femke de WitThank you. Now, where does the data sit? Our data protection officer will ask about EU residency.
- Lewis KerrGood question. Dedicated EU data residency is an option. I'd want to confirm the exact setup in writing rather than guess at it now.
- Femke de WitYes, please. Put that in the note too.
- Lewis KerrOf course. Can I ask who else would use the system day to day?
- Femke de WitEight of my team, and two people in finance who check the reconciliations. And the forwarding desk, if they agree.
- Lewis KerrOkay, that's a good spread. I'll note it.
- Femke de WitSorry, I think I'm back. Did you say the reconciliation can run overnight?
- Lewis KerrYes, the data refreshes nightly, so the morning view should be current. I'll confirm the timing in the write-up.
- Lewis KerrRight, so next steps. I send the write-up and the VAT position today, and you send me a list of the forwarders and the three booking sources.
- Femke de WitThree, yes. I'll send them this week.
- Lewis KerrThanks Femke, speak soon.
- Femke de WitThank you Lewis. Goodbye.