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Quabbin Clinical Research - QBR

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Quabbin Clinical Research logo Quabbin Clinical Research · QBR deck · final · 15 Sep 2026

Final QBR deck prepared by Hollie Grieve on the Enterprise account. It reports growing active users well below the licensed 150, one ticket in thirty days and no overdue invoices. It states no availability or P1 figures.

What it says

What this says

As at Fri 9 Oct 2026

Final QBR deck prepared by Hollie Grieve on the Enterprise account. It reports growing active users well below the licensed 150, one ticket in thirty days and no overdue invoices. It states no availability or P1 figures.

What it is: a customer-facing QBR deck for the review dated 15 Sep 2026, written by the Customer Success Manager. It calls the account healthy: "Quabbin has paid on time, and the account looks healthy."

Commits: the Enterprise service levels apply, with "Nightly refresh is due by 07:00 Boston time on business days". Contract end is 6 Apr 2027 and contracted annual recurring revenue is shown as £119k.

Unusual: no service figure is quoted, and the contract figure is the deck's own claim, not an executed order form. The 07:00 refresh is stated in Boston time.

Not settled: the deck gives no usage figures, no measure of value ("This review does not put a figure on time saved") and no view on who asks the most questions. Renewal terms and price are not covered beyond the end date.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end6 Apr 2027Source: the AI read of this record
  • Date renewal6 Apr 2027Source: the AI read of this record
  • Nightly refreshNightly refresh is due by 07:00 Boston time on business daysSource: the AI read of this record
  • Service creditsservice credits covering both availability and data freshnessSource: the AI read of this record
  • Contract end6 Apr 2027Source: the AI read of this record
  • Licensed users150Source: the AI read of this record

The document

Body

Quabbin Clinical Research - QBR

Prepared by Hollie Grieve, Customer Success Manager, BG-Demo. Review date: 15 Sep 2026. Status: Final.

1. Agenda

  • Where we are on the contract
  • Usage and adoption
  • Value delivered to the sponsor-relationship, study-management and finance teams
  • Support and service
  • Plan for the next quarter and the renewal

2. Account snapshot

ItemDetail
CustomerQuabbin Clinical Research, Boston
TierEnterprise
Customer since7 Apr 2026
Contract end6 Apr 2027
Contracted annual recurring revenue£119k
Licensed users150
BG-Demo account ownerJordan Pike
Customer Success ManagerHollie Grieve

Quabbin bought Enterprise so that sponsor-relationship, study-management and finance teams can see each sponsor's studies, issues, calls and invoices together in B-Viz, running inside Quabbin's own Snowflake account.

3. Usage and adoption

Read the whole document (3,264 characters)
  • Average active users over the last thirty days have grown strongly compared with the previous quarter. That is the direction we hoped for after go-live.
  • Active users are still well below the licensed 150, so there is plenty of headroom. Nobody is near the allowance, and no extra users are needed today.
  • The next step is to widen use across the three teams rather than add seats. We would like to see which team has the most room to grow and plan training around it.
  • We have not yet looked at who asks the most questions. That is worth checking, so that use is not concentrated in one or two people.

4. Value delivered

  • Sponsor-relationship teams can open one sponsor and see studies, open issues, recent calls and invoices on a single page.
  • Finance can check invoice status next to the study context, without reconciling several systems by hand.
  • Study-management teams use search and chat to find issues without asking colleagues.
  • This review does not put a figure on time saved. We propose to agree with Quabbin a simple measure of value before the renewal conversation, so that the case is written down.

5. Support and service

MeasureLast thirty days
Tickets raisedA single ticket
High priority ticketsOne, the same ticket
Overdue invoicesNone

The Enterprise service levels apply: the top availability level, the fastest first response for urgent issues, and service credits covering both availability and data freshness. Nightly refresh is due by 07:00 Boston time on business days. Quabbin has paid on time, and the account looks healthy.

6. Plan for the next quarter

ActionOwnerTiming
Run a short adoption session for the least active teamHollie GrieveWithin the next month
Agree a value measure with the Quabbin sponsorHollie GrieveBefore the next review
Review SSO and SCIM use and any further connector needsHollie Grieve with Quabbin ITNext quarter
Commercial check-in with Quabbin leadershipJordan PikeAhead of the renewal notice

7. Renewal outlook

The contract runs to 6 Apr 2027. The renewal notice and conversation sit with Customer Success, and we intend to start early, with a written value case built on the usage trend above. No concerns have been raised so far.

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • Refresh deadline in Boston time

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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