Onboarding sessions: finding a time

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Hamza Akhtar arranged the next onboarding working session with Rachel Feldman for a Thursday morning. Rachel agreed and named attendees. Largely logistical; Hamza asked which teams will use B-Viz first.

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As at Fri 9 Oct 2026

Hamza Akhtar arranged the next onboarding working session with Rachel Feldman for a Thursday morning. Rachel agreed and named attendees. Largely logistical; Hamza asked which teams will use B-Viz first.

Ask: Hamza wanted a working session with study-management and sponsor-relations staff, and a rough list of which teams will use B-Viz first, to stage the rollout across the 150 licensed users.

Customer view: Rachel was cooperative and quick to reply. She was unsure whether finance could join because of month end.

Next: Rachel's list of first teams has not yet appeared in the thread. Hamza will record the session if finance cannot attend.

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

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The thread

Updated 9 Oct 26

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Messages3

First message2026-04-28

Last message2026-04-30

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Hamza Akhtar 28 Apr 2026 11:50
to Rachel Feldman
Hi Rachel, Thanks for your time on the call. As discussed, I'd like to book the next onboarding working session for your team, ideally with whoever looks after the study-management data and someone from the sponsor-relationship side. Would later this week or early next week suit? A morning slot would work best on my side, but I can flex around your Boston time zone. Could you let me know who should be invited? I'll send the calendar invite once I have names. Best, Hamza
Rachel Feldman 28 Apr 2026 13:20
to Hamza Akhtar
Hamza, Thanks. Thursday morning would work for me, our time. I'd bring one person from study management and one from sponsor relations. I'm still checking whether finance can join, as they are tied up at month end, so I may add them later. I'll confirm the names tomorrow. Thanks, Rachel
Hamza Akhtar 30 Apr 2026 11:30
to Rachel Feldman
Hi Rachel, Thanks for the names. I've sent an invite for Thursday morning. If finance can't make it, no problem: I'll record the session and we can walk them through it separately. It would help to have a rough list of which teams will use B-Viz first, as the contract covers 150 licensed users and I'd like to plan the rollout in sensible stages rather than all at once. A short note is fine, nothing formal. Speak soon, Hamza

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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

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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

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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.

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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.

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