Duddingston Payroll - QBR
Documentfinal Duddingston Payroll · QBR deck · final · 1 Jul 2025
A final quarterly business review deck prepared by Daniel Okafor for the Growth tier customer. It states contracted annual recurring revenue of £40k, 40 licensed users and a term to 9 Feb 2026. It is dated 1 Jul 2025 and is not a contract.
What it says
What this says
As at Fri 9 Oct 2026A final quarterly business review deck prepared by Daniel Okafor for the Growth tier customer. It states contracted annual recurring revenue of £40k, 40 licensed users and a term to 9 Feb 2026. It is dated 1 Jul 2025 and is not a contract.
What it is: a customer-facing QBR deck dated 1 Jul 2025, prepared by Daniel Okafor, Customer Success Manager. It says "Contracted annual recurring revenue is £40k, with 40 licensed users" and "The current term runs to 9 Feb 2026".
Commits: it states no service-level figures beyond "Nightly refresh and availability have met the Growth service level over the period." It sets owners for follow-up actions, not contractual terms.
Unusual: usage is described only in words ("Active users have nearly doubled") with no counts. The deck lists Priya Raman as account owner, but the evidence does not show whether she is still active at BG-Demo.
Not settled: the deck is over a year old as of the current date and the term it names has ended. It does not show whether the renewal happened, at what price, or whether the planned actions were done. The executed order form decides price and terms, not this deck.
As found in this document
As at Fri 9 Oct 2026- Date end9 Feb 2026Source: the AI read of this record
- Date start10 Feb 2025Source: the AI read of this record
Body
Duddingston Payroll - QBR
Quarterly business review, 1 Jul 2025 Prepared by Daniel Okafor, Customer Success Manager, BG-Demo Account owner: Priya Raman Status: Final
1. Where we are
- Duddingston Payroll has been a BG-Demo customer since 10 Feb 2025, on the Growth tier.
- Contracted annual recurring revenue is £40k, with 40 licensed users.
- The current term runs to 9 Feb 2026.
- You bought B-Viz so that client managers can see each employer's payroll queries, deadlines, calls and fees together, instead of switching between systems for every enquiry.
2. Usage
| Measure | Where it stands |
|---|---|
| Licensed users | 40 |
| Active users, last 30 days | Well under the licensed number, so plenty of headroom |
| Change on the prior quarter | Active users have nearly doubled |
| Direction of travel | Steadily up as more client managers join |
Just to close the loop on adoption: the early pilot group has clearly told colleagues, and the newer users are the ones driving the growth. We would like to keep that going into the summer.
3. Value
Read the whole document (2,562 characters)
- Client managers are using B-Viz to prepare for employer conversations, with queries, deadlines and fee history in one place.
- The team is asking more questions of the data each month, which is the best sign that the layer is becoming part of the daily routine.
- We would like to capture a few concrete examples from your client managers for the next review, so the value is written down in your words rather than ours.
4. Support and service
- Two tickets in the last 30 days, both routine.
- No high priority tickets.
- No overdue invoices.
- Nightly refresh and availability have met the Growth service level over the period.
5. Plan for the next quarter
| Action | Owner | Timing |
|---|---|---|
| Run a short how-to session for the newest client managers | Daniel Okafor | Within the next few weeks |
| Collect two or three examples of time saved or queries answered faster | Daniel Okafor with your operations lead | Before the next review |
| Review whether any further teams should be brought onto B-Viz | Priya Raman and Daniel Okafor | At the next review |
| Agree the plan ahead of the renewal conversation | Daniel Okafor | Well before the notice period |
6. Questions for the team
- How is the team finding it day to day?
- Which employers or queries would you most like to see surfaced?
- Is there anyone in the bureau who would benefit from access but has not been invited yet?
I'll come back to you with the session dates shortly.
Best wishes, Daniel