Follow-up from our QBR
Email thread Strensall Merchants · cs
After the QBR, Group Finance Director Fiona Metcalfe asked for a short usage case in pounds against the £114k annual cost, and said the renewal will be judged at renewal, not before. Active use is well below 160 licensed users.
What was said
What this says
As at Fri 9 Oct 2026After the QBR, Group Finance Director Fiona Metcalfe asked for a short usage case in pounds against the £114k annual cost, and said the renewal will be judged at renewal, not before. Active use is well below 160 licensed users.
Ask: Fiona wants exposure on trade accounts that credit and sales agreed on, set against the annual cost. Daniel Okafor agreed, asked Neil for real examples and promised a first draft by the end of the following week.
Customer view: Fiona confirmed Daniel's summary but gave no commitment: "We will look at it at renewal, and not before."
Next: Daniel is to agree with Ashok Patel which usage figures can be quoted, and to explore low-use branches with Neil.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 29 May 2026 17:04Hello Neil, Fiona and Ashok, Thank you all for your time on the call. I always like to close the loop in writing, so here is where we got to. The branch, trade-credit and key-account teams are using B-Viz to see each trade account in one place, and Neil's point about keeping the big housebuilder accounts consistent across branches is the use I would like to build on. Ashok mentioned the connectors are stable at the moment, and the one high-priority ticket we had recently has been dealt with. Two things I took away: - Fiona, you asked how we would show the value of the subscription ahead of renewal in February. I will put together a usage case, built around questions asked and who is asking them. - Active use is sitting well below the 160 licensed users. I would like to understand with Neil which branches and teams have not picked it up yet, rather than guess. If I have missed anything, please tell me. How is the team finding it day to day? I would like to hear that as well as the numbers. Best wishes, Daniel
Fiona Metcalfe 2 Jun 2026 13:11Daniel, Thanks for the note. It matches my understanding. One question. When you build the usage case, please put it in pounds. What is our exposure on trade accounts that B-Viz has helped credit and sales agree on, and what does that look like against the annual cost of £113,500? I do not need a long document. We will look at it at renewal, and not before. Fiona Metcalfe- Daniel Okafor 5 Jun 2026 13:51Hello all, Thank you, Fiona. That is clear, and I will keep it short and in pounds. I can only use what the records show, so I will say plainly where they do not give us a figure. If there are cases where credit and sales settled a limit on a trade account faster because they were looking at the same picture, Neil, could you point me to one or two? A real account is worth more than my averages. Ashok, I will come back to you separately about which usage numbers you are happy for me to quote. I will send a first draft to the three of you by the end of next week, and you can tell me what is wrong with it. Best wishes, Daniel