Arranging our check-in
Email thread Marlcliff Security Services · cs
Sharon Tilley says account managers like the single view of sites and incidents. Her next goal is control-room use on the day of an incident. She wants credit control access sorted before the check-in.
What was said
What this says
As at Fri 9 Oct 2026Sharon Tilley says account managers like the single view of sites and incidents. Her next goal is control-room use on the day of an incident. She wants credit control access sorted before the check-in.
Ask: Daniel Okafor asked for a half-hour check-in to hear how the team finds B-Viz and what Sharon most wants from it.
Customer view: Sharon is positive about account manager use. Her test is whether the account manager knows what the client heard before the client rings, and she wants the control room using it.
Next: Credit control access is a pre-condition for the check-in, which she wants on a Wednesday or Thursday morning before ten.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 15 Aug 2025 11:02Hello Sharon, I hope you've had a good week. Just to close the loop on the onboarding, Laura tells me the sessions with Kamal and the training with Lorraine and her colleagues have gone well, and I've noticed more of your team using B-Viz over the last few weeks, which is lovely to see. I'd like to book a short check-in with you, about half an hour, to hear how the team is finding it and whether anything is getting in the way. I'm also keen to understand what you most want it to do for the control room and the account managers over the coming months, so we can point the effort in the right place. Would one of the next couple of weeks suit you? I'll come back to you by the end of the week with a couple of options if it's easier for me to propose times. Best wishes, Daniel Daniel Okafor Customer Success Manager, BG-Demo
Sharon Tilley 18 Aug 2025 12:27Daniel, Thanks for this. Good timing. Yes, the team is using it. The account managers like seeing every site and incident for a client in one place. That's what I wanted. What I want next is the control room using it on the day an incident happens, so the account manager knows before the client rings. What did the client hear from us? That's my test. Half an hour is fine. Wednesday or Thursday morning next week, before ten if possible. Tell Laura thanks, she's been great with the team. One thing to flag now: a couple of people have asked about access for credit control. Let's get that sorted before we talk, so we can use the time properly. Thanks, Sharon