Telok Blangah Payments / BG-Demo – Demo
Callcompleted
Telok Blangah Payments · 1 Jul 2025 08:15
Demo for Telok Blangah Payments using sample data from their environment. Hui Min Tan saw references matched across sources, found it clearer than expected, and will decide after Suresh Pillai sees the summary and fee split.
What was said
What this says
As at Fri 9 Oct 2026Demo for Telok Blangah Payments using sample data from their environment. Hui Min Tan saw references matched across sources, found it clearer than expected, and will decide after Suresh Pillai sees the summary and fee split.
What happened: Hannah Lowe showed a mismatched payment being matched across the bank file and ledger, with source and date on each line, then the reconciliation dashboard. Suresh was not on this call.
Customer view: Hui Min said the demo was much clearer than she expected and that her head of finance would ask for the dashboard view. She wants to start with one team.
Commercial: Sophie positioned the Growth tier, covering finance and operations with dashboards. Hui Min will answer after Suresh has seen the summary and the implementation and ongoing fee split.
Watch: Hui Min raised who signs off answers so finance does not see a number in operations first. She said she needs to think about it.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send the summary and implementation and ongoing fee split to Hui Min and Suresh.
- Hannah Lowe to send the connector and access notes this week.
- Hannah Lowe to put the dashboard export options and nightly refresh timing against their tier in writing.
Risks
As at Fri 9 Oct 2026- The decision depends on Suresh Pillai, who was not on this call, accepting the fee split.
- Hui Min is unresolved on sign-off order between operations and finance.
- Answers are only as good as the reference in each source, which could disappoint if over-promised.
Opportunities
As at Fri 9 Oct 2026- Growth tier fits finance and operations both using B-Viz, with dashboards built by their teams.
- Starting with one team gives a low-risk first deployment that can widen later.
Transcript
Sophie LingMorning Hui Min, can you see us? Hannah's joining from the second screen.
Hui Min TanMorning Sophie, yes, I can see the screen. Hello Hannah.
Hannah LoweMorning both. Hui Min, before I start, what do you most need to see today?- Hui Min TanWhether the monthly files and the payment references can be matched without someone doing it by hand. That's what I'd most like to see.
- Hannah LoweThen I'll show that first. To be precise, we'll use sample data from your environment, not a generic one, so it looks like what you have.
- Sophie LingGood. Just a reminder, Suresh asked us to keep the commercial points for the proposal, so I'll hold those.
- Hui Min TanThanks, that's helpful. Go ahead, Hannah.
- Hannah LoweThe short answer is yes, a reference can be matched across the sources. The longer answer is that when two sources disagree, it shows you both and says which one it used.
- Hui Min TanShow me one that doesn't match. We always have a few.
- Hannah LoweHere's one. This payment appears in the bank file, but the ledger has it under a different reference. Let me run the match.
- Hui Min TanOkay, it's found it. And it's given the date each one came in.
- Hannah LoweThat's right, and each line carries its source. I'd be careful about saying it's always right, because the answer is only as good as the reference in each source.
- Hui Min TanFair. How quickly does the nightly refresh pick up a change in the ledger?
- Hannah LoweThe refresh completes by the morning on business days, so you'd see the change the next working day. I'll confirm that in writing against your tier.
- Sophie LingGood. Growth covers several teams, so you'd have finance and operations both using it.
- Hui Min TanYes, that's what we'd want. But I need to think about who signs off the answers. I don't want finance to see a number in operations first.
- Hannah LoweThat's a governance point, and a good one. Access follows the permissions you already have, and I'd suggest a named owner for each source.
- Hui Min TanOkay. Let me think about that. Can we see the dashboard side too?
- Hannah LoweYes. Dashboards are part of the Growth tier, so your teams can build the views they need. I'd suggest starting with one team.
- Hui Min TanOne team first, then. That's sensible.
- Hannah LoweSorry, that took a moment. Here's the dashboard, the reconciliation view.
- Hui Min TanThat's clear. My head of finance would ask for this. Can I export it?
- Hannah LoweYou can export the view. I'll put the export options in writing so there's no confusion.
- Sophie LingGood. Hui Min, when do you think you could decide, from your side?
- Hui Min TanAfter Suresh has seen the summary. He's keen on the split between implementation and the ongoing fee, so I'd expect the answer after that.
- Sophie LingUnderstood. I'll send the summary and the split to you and Suresh, and I'll copy Hannah on the technical notes.
- Hannah LoweRight, that's everything I wanted to show. I'll send the connector and access notes this week.
- Hui Min TanThank you. This was much clearer than I expected.
- Sophie LingThank you both. Speak soon.
- Hui Min TanSpeak soon. Bye.
- Hannah LoweBye both, thanks.