Duddingston Payroll - QBR
Documentfinal Duddingston Payroll · QBR deck · final · 4 Jan 2026
QBR deck by Daniel Okafor for a Growth tier customer, stating contracted annual recurring revenue of £40k and 40 licensed users. Daily active users have fallen sharply and the term ends 9 Feb 2026, so it sets up the renewal conversation.
What it says
What this says
As at Fri 9 Oct 2026QBR deck by Daniel Okafor for a Growth tier customer, stating contracted annual recurring revenue of £40k and 40 licensed users. Daily active users have fallen sharply and the term ends 9 Feb 2026, so it sets up the renewal conversation.
What it is: a customer-facing QBR deck presented on 4 Jan 2026. It says "Contracted annual recurring revenue: £40k" and "Licensed users: 40", and notes invoices are up to date with nothing overdue.
Commits: no service levels, prices or billing terms are stated. The plan table gives Daniel Okafor actions: speak to client managers before the end of the month, offer a refresher, agree value measures, and open the renewal conversation with Priya Raman well before 9 Feb 2026.
Unusual: the deck says "The data we hold does not tell us why" usage fell, and no figures for active users are given. Silence in support is read as a possible warning sign, not as health.
Not settled: the cause of the fall, who leads renewal for the customer, and any agreed value measure. The deck is dated before the term end, so it does not show whether renewal happened.
As found in this document
As at Fri 9 Oct 2026- Date end9 Feb 2026Source: the AI read of this record
- Date renewal9 Feb 2026Source: the AI read of this record
Body
Duddingston Payroll - Quarterly Business Review
Presented by Daniel Okafor, Customer Success Manager, BG-Demo Date: 4 Jan 2026 Account owner: Priya Raman
Slide: Where we are
- Customer since 10 Feb 2025, on the Growth tier
- Contracted annual recurring revenue: £40k
- Licensed users: 40
- Current term ends 9 Feb 2026, so this review also sets up the renewal conversation
- Invoices are up to date, with nothing overdue
Slide: Usage
- Daily active users have fallen sharply compared with the previous quarter. This is the main reason for the tone of this review.
- Only a fraction of the licensed users are now active in a typical day.
- Client managers were the intended core audience: payroll queries, deadlines, calls and fees for each employer in one view. We need to check whether that routine has slipped.
- The data we hold does not tell us why. We should not guess at the reason before speaking to the team.
Slide: Value
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- The original case was fewer hours spent reconciling the payroll system, call notes and fee records by hand.
- With fewer people asking questions of B-Viz, that saving is not being realised across the bureau.
- We have not yet agreed with you a simple measure of value. Putting one in place would help both sides judge the next term.
Slide: Support and issues
- No tickets were raised in the last month, and nothing is marked high priority.
- Silence alongside falling use is worth a conversation. It may mean people have stopped trying, rather than that everything is working well.
- Open question: whether a change of people, process or working pattern at the bureau has reduced use.
Slide: Risks
- Falling use ahead of a renewal date is a risk to the renewal.
- Any single champion leaving or changing role would make this harder to recover.
- A renewal discussion that starts late leaves little time to put things right before 9 Feb 2026.
Slide: Plan
| Action | Owner | Timing |
|---|---|---|
| Speak to client managers about how they work with B-Viz today | Daniel Okafor | Before the end of this month |
| Offer a short refresher session on employer views and search | Daniel Okafor | Straight after those conversations |
| Agree two or three measures of value with your operations lead | Daniel Okafor with your team | Ahead of the renewal conversation |
| Open the renewal conversation, including the right tier and size for your actual use | Daniel Okafor and Priya Raman | Well before 9 Feb 2026 |
Slide: Asks of Duddingston Payroll
- A little time from client managers over the next couple of weeks.
- Honest feedback on what is and is not working.
- Confirmation of who will lead the renewal discussion on your side.
Just to close the loop: I will come back to you with what I hear from the team, and we can decide the next steps together.
Best wishes, Daniel