Onboarding session: delivery system and user rollout

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Hamza Akhtar proposed a rollout order for the Enterprise licence. Ashok Patel agreed, put key-account first, will test the delivery system on one branch and asked how delivery records join to trade accounts.

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As at Fri 9 Oct 2026

Hamza Akhtar proposed a rollout order for the Enterprise licence. Ashok Patel agreed, put key-account first, will test the delivery system on one branch and asked how delivery records join to trade accounts.

Ask: Hamza wants an hour to schedule the delivery system and agree which users come on next, as only a small group are logging in against 160 licensed users. Ashok replied within a day and offered Friday morning.

Customer view: Ashok backs the order and wants key-account first, because they ask the most questions. He is cautious, testing one branch first and wanting the account number mapping confirmed before going wider.

Next: Hamza sends the draft rollout order before Friday. He should confirm the account number the delivery records are keyed on.

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

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Updated 9 Oct 26

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First message2025-05-19

Last message2025-05-20

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Hamza Akhtar 19 May 2025 10:24
to Ashok Patel
Hi Ashok, With the branch and credit sources moving along, the last piece I'd like to schedule is the delivery system, plus a short conversation about rolling B-Viz out to your users. Your Enterprise licence covers 160 users, and so far only a small group are logging in, so it would be good to agree who comes on next: branch managers, the key-account team, or the credit team. Could we find an hour towards the end of this week or early next? I'll bring a draft rollout order for you to react to. Daniel Okafor, your customer success manager, would like to hear how it goes, so I'll pass on the outcome afterwards. Thanks, Hamza
Ashok Patel 20 May 2025 13:04
to Hamza Akhtar
Hamza, That order makes sense to me. I'd suggest key-account first, because they ask the most questions about deliveries and they'll notice quickly if something doesn't line up. For the delivery system I'll test it on one branch first, as with the others. Which account number is that keyed on in your mapping? I'd like to be sure the delivery records join to the same trade account before we go wider. Friday morning is free on my side. Send me the draft rollout order beforehand and I'll mark it up. Ashok

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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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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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