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Finding time for a check-in

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Mossbrook Data Partners logo Mossbrook Data Partners · cs

Marcus Bell flagged fewer logins and only a handful of regular users among 25 licences. Joanna Platt admitted it is not only holidays, as consultants moved to client migrations, and agreed a Tuesday 11:00 call.

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As at Fri 9 Oct 2026

Marcus Bell flagged fewer logins and only a handful of regular users among 25 licences. Joanna Platt admitted it is not only holidays, as consultants moved to client migrations, and agreed a Tuesday 11:00 call.

Ask: Joanna wants a straight read on who is using B-Viz, ideas to rebuild the habit in the delivery team, and a view of what to show clients on day one.

Customer view: She accepts shared ownership of the problem and says the product is not at fault. Marcus notes nothing in the support queue explains the drop.

Next: Marcus runs the Tuesday 11:00 call with usage by person and by team.

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

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-09-01
Last message2026-09-03

Messages

  1. Marcus Bell
    Marcus Bell 1 Sep 2026 09:57
    to Joanna Platt
    Hi Joanna, Hope the new month is treating you well. I'd like to get a check-in in the diary with you, if you can spare the time. I've pulled the numbers for Mossbrook and I want to talk them through with you rather than send a chart and leave you to guess. In short: - Fewer people have been logging in over the last few weeks than earlier in the summer - You have 25 licensed users, and only a handful of them are using B-Viz regularly - Nothing in the support queue explains it, so I'd like to hear it from your side It may simply be holidays and consultants being out on client work. But I would rather ask than assume, and I'd like to be sure your team is getting what it needs from the Starter set-up, especially as you use it with your own clients. Happy to jump on a call. Would half an hour next week work? I can do most mornings. Thanks, Marcus
  2. Joanna Platt
    Joanna Platt 2 Sep 2026 16:42
    to Marcus Bell
    Marcus, Thanks for flagging this, and fair enough. Some of it is definitely holidays, but I won't pretend that's the whole story. A couple of our consultants have been pulled onto client migrations and haven't had much reason to open B-Viz. Who owns this, us or you? Probably a bit of both, so let's write that down properly. What I'd want from the call: - A straight read on who is using it and who isn't - Ideas for getting the delivery team back in the habit - A clear view of what we should be showing our clients on day one I'm in back-to-back client meetings until Monday. Could you do Tuesday or Wednesday next week? Late morning is best for me. Thanks, Joanna On 1 Sep 2026, at 09:57, Marcus Bell wrote: > I'd like to get a check-in in the diary with you, if you can spare the time. > Would half an hour next week work? I can do most mornings.
  3. Marcus Bell
    Marcus Bell 3 Sep 2026 10:08
    to Joanna Platt
    Hi Joanna, Thanks, that's really helpful, and it's good to hear it's not a problem with the product itself. Let's go for Tuesday at 11:00. I'll send the invite after this and share my screen so we can go through the usage by person and by team. I'll also bring a couple of suggestions for getting the consultants back in, but I'd rather hear your view first. If Tuesday slips, Wednesday at the same time works for me. Thanks, Marcus

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