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Quick check-in on how Mossbrook is getting on

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Mossbrook Data Partners logo Mossbrook Data Partners · cs

Marcus Bell opens a first check-in on 27 Oct 2025. Joanna Platt admits B-Viz has not reached the wider team, with Lauren the heaviest user, and asks for named owners and dates.

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell opens a first check-in on 27 Oct 2025. Joanna Platt admits B-Viz has not reached the wider team, with Lauren the heaviest user, and asks for named owners and dates.

Customer view: Joanna found the early sessions useful but says rollout is held back by Mossbrook itself. She is candid and wants accountability on both sides.

Ask: she wants to settle who owns what when a client wants to use B-Viz, and to leave the call with named owners and dates.

Next: a call is set for Thursday at 14:00 with Lauren joining for the second half. Marcus will bring a list of customer actions, BG-Demo support and dates, and send a written summary.

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

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2025-10-27
Last message2025-10-29

Messages

  1. Marcus Bell
    Marcus Bell 27 Oct 2025 15:52
    to Joanna Platt
    Hi Joanna, Hope you are well. Now that Mossbrook has been with us since 29 Aug 2025, I thought it was a good moment for a first proper check-in. I've pulled the numbers on usage so far and I would like to go through them with you. Nothing alarming, but it is early days and only a handful of people are using it at the moment, so I would be interested to hear how you see it. Here is what I would like to cover: - how your team has found it so far - which clients you are planning to use it with first - anything that has been awkward with the connectors or the setup - how I can help more people get started, given your licence has room for 15 users Happy to jump on a call. Shall we book half an hour this week or next? I can share my screen and walk you through the usage. Thanks, Marcus Customer Success Manager, BG-Demo
  2. Joanna Platt
    Joanna Platt 28 Oct 2025 14:38
    to Marcus Bell
    Hi Marcus, Thanks for this, good timing. Honest view so far: the early sessions with Hamza were useful, and Lauren has been using it most, but we have not rolled it out to the wider team yet. That is on us, not you. For the call: - Thursday afternoon is best for me, or Friday morning if that is easier - I would like to bring Lauren for the last part, she can speak to the hands-on side - I will have the client pipeline to hand, so we can pick the first couple of clients to try it with One question before we speak: who owns what when a client wants to use it, us or you? Let's write that down. I would like to leave with named owners and dates rather than a general intention to do more. Thanks, Joanna
  3. Marcus Bell
    Marcus Bell 29 Oct 2025 12:31
    to Joanna Platt
    Hi Joanna, That is really useful, and thank you for being straight about it. No criticism from me, it is normal for this to ramp up gradually. Thursday afternoon works. Shall we say 14:00? I will send an invite with a link, and I will add Lauren for the second half as you suggested. On who owns what, I will bring a simple list so we can agree it together: - what your team does when a client is picked - what BG-Demo does to support it - the dates we both want to hit I will send a short summary of the actions afterwards so we both have it in writing. Thanks, Marcus

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