Notes from our check-in

Hi Neil, Thank you for your time on the call. I wanted to send a few notes while it is fresh, just to close the loop on what we covered. First, the good news. Usage across the branches has picked up a great deal since the last time we spoke, and it is not only head office asking questions now. You mentioned that branch managers have started looking up a trade account before they ring the credit team, and that is exactly what we hoped for when you brought B-Viz in. How is the team finding it on the ground? I would like to hear it in their words as well as yours. Second, support. There have been a couple of tickets lately, nothing urgent, and both are being looked after. If anything has been irritating the branches and has not reached us as a ticket, please tell me and I will get it picked up. Third, the licence. You have 160 licensed users and the rollout is clearly making use of them, so it would be worth a conversation at some point about how you want to bring the remaining branches in. No pressure on that, I just want us to plan it together rather than be caught out. I'll come back to you by the end of next week with a short summary of usage by team, so you have something to show Fiona and the credit side if it helps. Best wishes, Daniel

Daniel, Thanks for this. Good notes, and fair summary of the call. You're right about the branches. One of my managers rang me last week, not to complain for once, but to say he'd spotted a builder's account with a delivery problem and a credit hold sitting side by side. He sorted it before the builder even phoned. That's what I wanted from this. Let's sort it, not talk about it. On the rest of the branches, yes, let's plan it. I'd rather bring them in a few at a time than all at once. Which branch, which account, that's how my lot think, so the training wants to be built around real accounts, not slides. Can you and I sit down and pick the next group? Send the usage summary when you have it. I'll show Gillian in trade credit first. Anything on money or terms goes through Fiona, so keep that separate for now. Cheers, Neil On 5 Aug 2025, at 09:26, Daniel Okafor wrote: > I'll come back to you by the end of next week with a short summary of usage by team, so you have something to show Fiona and the credit side if it helps.