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Marlcliff Security Services - QBR

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Marlcliff Security Services logo Marlcliff Security Services · QBR deck · final · 29 Apr 2026

Final QBR deck prepared by Daniel Okafor for the 29 Apr 2026 review. It reports fast-growing adoption, no tickets or overdue invoices, and a term ending 4 Jun 2026. It is not a contract and states no service-level figures.

What it says

What this says

As at Fri 9 Oct 2026

Final QBR deck prepared by Daniel Okafor for the 29 Apr 2026 review. It reports fast-growing adoption, no tickets or overdue invoices, and a term ending 4 Jun 2026. It is not a contract and states no service-level figures.

What it is: a customer-facing QBR deck for the Growth tier, written by Daniel Okafor. It states "Headline: adoption is growing fast" and "Contracted annual recurring revenue" of £40k, a figure the deck gives without citing an order form.

Commits: nothing new. It lists owners and timing: Lewis Kerr to "Confirm renewal terms and paperwork for the next term" before the term ends on 4 Jun 2026, and Daniel to offer a dashboards working session.

Unusual: the usage claims are qualitative. The deck gives no user counts beyond the 40 licensed, and says active users are "well below the licensed number".

Not settled: renewal price and terms, which the deck leaves to "the executed order form and the price book". It does not show whether the renewal was signed, and the term end date has passed as of today. It also does not show which teams drive usage or any customer-stated value.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end4 Jun 2026Source: the AI read of this record
  • Date renewal4 Jun 2026Source: the AI read of this record
  • Date start5 Jun 2025Source: the AI read of this record

Body

Marlcliff Security Services - QBR

Quarterly business review, Growth tier Prepared by Daniel Okafor, Customer Success Manager, BG-Demo Review date: Wednesday 29 April 2026 Status: Final


1. Agenda

  1. Where we are: the contract at a glance
  2. Usage and adoption
  3. Support and service health
  4. The value Marlcliff is getting from B-Viz
  5. Opportunities to get more from the licence
  6. Renewal and next steps

Thank you to everyone at Marlcliff for the time you have given B-Viz this past year. Just to close the loop on how the team is finding it, the numbers below are a starting point for that conversation, not a replacement for it.


2. The contract at a glance

ItemDetail
CustomerMarlcliff Security Services, Bristol
TierGrowth
Customer sinceThursday 5 June 2025
Current term endsThursday 4 June 2026
Contracted annual recurring revenue£40k
Licensed users40
BG-Demo account ownerLewis Kerr
Customer Success ManagerDaniel Okafor
Read the whole document (5,044 characters)

Marlcliff runs manned guarding, mobile patrol and alarm monitoring for business clients across the South West and South Wales. Growth was chosen so that account managers, the control room and credit control can each see a client's sites, incidents, calls and invoices in one place, rather than reconciling separate systems by hand.


3. Usage and adoption

Headline: adoption is growing fast.

  • The average number of active users over the last thirty days is up sharply on the previous quarter, which is the clearest sign yet that more of the business is asking B-Viz rather than chasing answers across systems.
  • Active users are still well below the licensed number, so there is plenty of headroom in the current Growth licence before any conversation about additional users is needed.
  • The growth in activity is encouraging, and we would like to understand which teams are driving it: account management, the control room or credit control.

What this does and does not show. The figures tell us how many people are using B-Viz, not which questions they ask or how much time it saves. We would like to hear that directly from your teams during this review.


4. Support and service health

MeasureLast thirty days
Support tickets raisedNone
High priority ticketsNone
Overdue invoicesNone
  • No tickets in the period, so there is nothing open on connector sync, data freshness or service levels.
  • Invoices are paid on time, and there is nothing outstanding on the account.
  • A quiet support queue alongside rising usage reads as a healthy account. We will still check in with the team in case anything is being worked around rather than reported.

The Growth service levels continue to apply: the nightly refresh is complete before the start of the business day, and first response targets for priority issues are those of the Growth tier.


5. Value for Marlcliff

Growth was bought to give three groups one shared view of each client:

TeamWhat they want to seeWhat to confirm in this review
Account managersSites, incidents and calls for each client before a meetingAre they preparing from B-Viz now?
Control roomIncident history and client context during an eventIs it used live or only afterwards?
Credit controlInvoices alongside recent service issues and callsDoes it change how overdue accounts are handled?

We would like to leave this review with one or two examples, in Marlcliff's own words, of a decision or a conversation that went better because the information was in one place. Those examples are the best answer when anyone asks what B-Viz is worth.


6. Opportunities

  • Dashboards builder. Included in Growth. If teams are not yet building their own views, we can run a short working session to set up the first ones.
  • Wider roll-out. With active users well under the licence, the first step is to bring in more people from the three teams above, not to buy more seats.
  • Quarterly reviews. Growth includes a review each quarter. We suggest keeping that rhythm, with a named person from each team joining.

7. Renewal and next steps

The current term ends on Thursday 4 June 2026. We want the renewal to be an easy conversation, so we are raising it now.

ActionOwnerTiming
Walk through this review with Marlcliff and gather examples of valueDaniel OkaforAt or soon after this review
Confirm renewal terms and paperwork for the next termLewis KerrBefore the current term ends on Thursday 4 June 2026
Offer a dashboards working sessionDaniel OkaforTo be agreed with Marlcliff
Agree the date of the next quarterly reviewDaniel OkaforAt this review

Renewal pricing and terms are set by the executed order form and the price book, and Lewis Kerr will confirm them directly. I will come back to you on anything from today's discussion that needs follow-up.

Best wishes, Daniel

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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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