Scheduling our next check-in

Email thread

Daniel Okafor asked Neil Craven for a check-in. Neil agreed to Thursday afternoon, said branches use B-Viz more, and asked to cover how branch managers can start more counter staff.

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As at Fri 9 Oct 2026

Daniel Okafor asked Neil Craven for a check-in. Neil agreed to Thursday afternoon, said branches use B-Viz more, and asked to cover how branch managers can start more counter staff.

Ask: Neil wants the agenda to include getting more counter staff started, and says the answer should be worked through properly with real accounts. He plans to bring Gillian from trade credit.

Customer view: steady and positive on adoption. Neil says branches use it more and fewer managers ask where to look.

Next: Daniel sends the invite for a Thursday afternoon. The counter staff question is a chance to extend use of the Enterprise subscription.

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

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Updated 9 Oct 26

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First message2025-07-28

Last message2025-07-28

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Daniel Okafor 28 Jul 2025 09:13
to Neil Craven
Morning Neil, I hope the week has started well. It's about time we got our next check-in in the diary. Would you have half an hour sometime in the next couple of weeks? I'm free on Tuesday or Thursday afternoons, and I can work around you if neither suits. It would be good to hear how the branches are getting on and whether trade credit and the key account team are seeing the same things now. If there is anyone else you'd like on the call, bring them along. I'm always glad to hear from the people using it day to day. Just to close the loop on last time: I haven't heard of any problems from our support side, so I'm assuming things have been steady your end too. Best wishes, Daniel
Neil Craven 28 Jul 2025 10:29
to Daniel Okafor
Daniel, Thursday afternoon works for me. Send an invite and I'll accept it. Steady, yes. Branches are using it more than they were, and I've had fewer calls from managers asking where to look. That's what I wanted. I'll bring Gillian from trade credit if she's free, as she'll have views on what she'd like to see next. One thing for the agenda. A couple of the branch managers want to know how to get more of their counter staff started. Which branch, which account is the question I keep asking, so let's go through it properly and sort it, not talk about it. Cheers, Neil

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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

Help & Support

Open as a page

Help & Support

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.

Who to contact

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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