B-Viz
Astley Brook Packaging logo

Kickoff follow-up and next steps

Email thread

Astley Brook Packaging logo Astley Brook Packaging · cs

After the kickoff call, Laura Penhaligon set actions for Sajid Iqbal and Leanne Partington. On 20 Mar 2026 Sajid said the systems list is mostly done, complaints data is messy and Snowflake access still needs IT approval.

What was said

What this says

As at Fri 9 Oct 2026

After the kickoff call, Laura Penhaligon set actions for Sajid Iqbal and Leanne Partington. On 20 Mar 2026 Sajid said the systems list is mostly done, complaints data is messy and Snowflake access still needs IT approval.

Ask: Laura asked Sajid for the systems list and Snowflake access, and Leanne for the first test brands. She will then send a draft plan.

Customer view: Sajid apologises for a slow reply and blames a busy week at the plants. Orders data is straightforward, but some complaints data sits in spreadsheets customer service keep themselves.

Next: Sajid expects to send the list early next week and has not said when IT will grant access. Leanne has not yet replied on the test brands.

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

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-03-17
Last message2026-03-20

Messages

  1. Laura Penhaligon
    Laura Penhaligon 17 Mar 2026 12:38
    to Leanne Partington, Sajid Iqbal
    Hi Leanne, hi Sajid, Thanks both for your time on the kickoff call. It was useful to hear how customer service, key accounts and credit each look at a brand today, and why you want to see orders, complaints and invoices together. To recap what we agreed: - Sajid will pull together the list of systems that hold orders, complaints and invoices, and who looks after each one. - Sajid will also set up the access we need so we can start connecting them to B-Viz inside your Snowflake account. - Leanne will pick the first few brands to use as the test set, ideally ones where a complaint recently needed several people to piece the story together. - I will send a draft plan for the weeks ahead once I have the systems list. Amara is copied in as your Customer Success Manager, so she can see how we are getting on and help with who else should have access. Sajid, could you let me know roughly when the list might be ready? A rough idea is fine. Best, Laura
  2. Sajid Iqbal
    Sajid Iqbal 20 Mar 2026 17:33
    to Laura Penhaligon
    Hi Laura, Sorry for the slow reply, it has been a busy week at the plants. I have the systems list mostly done. The orders data is straightforward. The complaints side is a bit messier because some of it sits in spreadsheets customer service keep themselves, and I want to check with Leanne's team before I call that a proper source. I should have the list to you early next week. On access, I need to confirm with our IT colleagues what they are happy to grant for the Snowflake side. I will come back to you on that as soon as I know. Leanne, shout if I have missed anything from your end. Thanks, Sajid

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only