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After the review call, Daniel Okafor recapped usage and the Enterprise term ending 27 Feb 2026. Group Finance Director Fiona Metcalfe agreed and asked for an early draft usage case, in pounds, to avoid board surprises.

What was said

What this says

As at Fri 9 Oct 2026

After the review call, Daniel Okafor recapped usage and the Enterprise term ending 27 Feb 2026. Group Finance Director Fiona Metcalfe agreed and asked for an early draft usage case, in pounds, to avoid board surprises.

Ask: Fiona wants to see what the credit team have actually asked and what it changed, with pounds put on it where possible, not just a count of questions.

Customer view: she accepts the summary as fair and will judge value at renewal, but wants a draft early for the board.

Next: Daniel is to build the usage case with her, and to find ways of getting the credit team asking B-Viz more.

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

The thread

Updated 9 Oct 26
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First message2025-09-01
Last message2025-09-01

Messages

  1. Daniel Okafor
    Daniel Okafor 1 Sep 2025 10:40
    to Neil Craven, Fiona Metcalfe, Ashok Patel
    Hello all, Thank you for your time on the review call. Just to close the loop, here is where I think we landed. Usage across the branches is steady, and nothing from the call suggested a problem with the loads or with the nightly refresh. Ashok, you mentioned you would test any new source on one branch first, and I think that is exactly the right way to go. If you would like a hand lining up the next connector, tell me which system it is and I'll book a session with you. Neil, you told us the key account teams are the heaviest users at the moment, and that the credit team are still getting used to seeing the same trade account as the branches do. I'll come back to you by the end of the week with a couple of ideas for getting more of the credit team into the habit of asking B-Viz directly. How is the team finding it on the ground? Fiona, I know you want a clear usage case in front of you well before the Enterprise term ends on 27 Feb 2026. I'd like to pull that together with you, using the questions asked and who is asking them, rather than leaving it to the last few weeks. The contract covers up to 160 licensed users, so we can also look at how many of those seats are really in use. If I have missed anything from the call, please say so. Best wishes, Daniel Daniel Okafor Customer Success Manager, BG-Demo
  2. Fiona Metcalfe
    Fiona Metcalfe 1 Sep 2025 11:52
    to Daniel Okafor
    Daniel, Thanks, that is a fair summary. One question. For the usage case, can you show me what the credit team have actually asked, and what it changed on the ground? In pounds, please, where there is a number to put on it, not just a count of questions. We'll look at it at renewal, but I would rather see a draft early so there are no surprises for the board. Neil and Ashok, please send Daniel anything he needs from your side. Fiona Metcalfe Group Finance Director, Strensall Merchants

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