Follow-up after the demo

Hi all, Thank you for your time this afternoon. Anya and I thought it was a good session, and the questions were sharp. What we covered: - B-Viz running on a Snowflake dataset Ciaran chose, with chat and search across it. - How the connectors are set up and how the nightly refresh works. - What Lauren would need to hand over to a client at go-live. What I took away as open: - Ciaran: the role set-up and which warehouse the queries run on. Anya can write this up properly so you can check it. - Lauren: your day-one list. Anya will go through it line by line and mark what is live today and what is not. - Joanna: the breakdown behind the total deal value of £25,500, and the referral process you asked about. Could you each send me anything else you want answered before we talk about a proposal? I would like to keep the target of 15 Aug 2025 realistic, so the sooner the better. Best, Sophie

Sophie, Three things. 1. Which warehouse is that running on? During the demo the queries seemed to use the one we set up for testing. I need to know what B-Viz would use in a client account, and who pays for the compute. 2. I checked the role grants after the session. I want the roles B-Viz needs written down as a list, least privilege, with nothing on the production schemas. That's a schema question as much as a roles one. Send it as a document. I won't grant anything from an email. 3. Refresh. What happens if a source table doesn't load overnight? Do users see stale data or an error? Also no changes to any client production account on a Friday. Worth knowing when we plan go-lives. Ciaran

Hi all, Thanks for the quick replies. Anya has checked these with our team, and here are the answers. Ciaran: - Warehouse: B-Viz runs inside the customer's own Snowflake account, so the compute is the customer's and you choose which warehouse it uses. The one in the demo was only a test choice. Anya will send a short note on sizing. - Roles: Anya is writing the list of roles and grants as a document, least privilege and read-only on the source schemas, for you to review. Nothing will be granted until you have approved it on your side. - Refresh: the nightly refresh should complete by 07:00 local time on business days. If a source doesn't load, the data is stale rather than missing, and we would see it in the records indexed. Anya will explain how to spot it. - Fridays: noted, and we will plan around it. Lauren: Anya's marked-up version of your day-one list is attached to her note, with what is live today and what is not. Joanna: the figure of £25,500 is the total deal value for Starter. I will send a written proposal that sets out what it covers, along with a draft of the referral steps, for you to mark up. We still have the target of 15 Aug 2025. Does that look workable from your side? Best, Sophie

Hi Sophie, Thanks, that's clear and it's what I needed before going to the directors. Where we are: - Ciaran reviews the roles document when Anya sends it. Nothing is granted until he says so. - Lauren checks the day-one list with Anya and tells me if anything is a gap. - I take the proposal and the referral steps to our directors once I have them. I can't promise a decision by 15 Aug 2025 until I've seen the written proposal, but it isn't unreasonable. On the referral steps, please include these, so we can write them down: - who introduces a client, and who owns the follow-up - who is responsible for the Snowflake set-up and who for B-Viz - what the client gets on day one If anything changes on your side, tell me before it reaches the client, not after. Thanks, Joanna