What was said
What this says
As at Fri 9 Oct 2026After the 6 Jan 2025 demo, Lewis Kerr promised a revised proposal at £144k plus VAT. Ashok Patel flagged account-matching gaps, wants a one-branch test and security material, and would not confirm the 14 Feb 2025 date.
Ask: Lewis wants the customer's questions before the security conversation with IT. Karen's question on shared builders landed best.
Customer view: Ashok says matching looked right on the sample but not for older accounts, and wants the pilot written into the plan. He said "please don't take my reply as a yes on timing".
Next: Hannah sends data-residency material for IT and follows up on the examples. Neil and Karen did not reply.
The thread
Updated 9 Oct 26Messages
- Lewis Kerr 6 Jan 2025 13:15Neil, Ashok, Karen, Thanks for this morning's demo. It was useful to see the questions your teams actually ask, and Hannah was glad of Ashok's help with the extract. A short summary as I have it. We showed a trade account with its orders, deliveries, calls and credit position on one page, and then asked the chat a few questions across them. Karen's question about which of her North East branches were serving the same builder was the one that landed best, I think. Hannah has a few open points from the session and will write them up in writing separately. To be precise on timing, I'll send the revised proposal over today, co-termed to your planned start, at a total deal value of £143,500 plus VAT. As before, that is the whole deal value and not an annual figure. We are still aiming for a decision by 14 Feb 2025. Next step from you: please let me know which questions you'd like answered before the security conversation with your IT team, and Hannah will line those up. Kind regards, Lewis
- Ashok Patel 6 Jan 2025 15:58Lewis, Thanks. A few points from my side. 1. The matching of trade accounts across branches looked right on the sample, but the sample was one region. The data says otherwise for a couple of the older accounts, where the credit system has a different name from the branch system. I'll send Hannah the examples with screenshots. 2. Before any source is switched on for real, I'll test it on one branch first. I'd like that written into the plan. 3. Security will want to see how the data stays in our Snowflake account. Can Hannah send something I can forward to our IT team? I'll read the revised proposal when it lands. I can't say yet whether the date works for the wider team, so please don't take my reply as a yes on timing. Ashok