Catching up: check-in call

Email thread

Hollie Grieve asked for a check-in a few months after go-live. Meredith Sullivan agreed, said more of her team are asking questions, and a call was set for 11:00 Boston time on a Thursday.

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What was said

What this says

As at Fri 9 Oct 2026

Hollie Grieve asked for a check-in a few months after go-live. Meredith Sullivan agreed, said more of her team are asking questions, and a call was set for 11:00 Boston time on a Thursday.

Ask: Hollie wanted 30 minutes to hear how sponsor relations, study management and finance are using B-Viz.

Customer view: Meredith apologised for a slow reply after sponsor escalations, but said "More of my team are asking questions now, so I have plenty to share." That is a positive adoption signal.

Next: Hollie sent the invite and asked her to bring the heaviest question-askers. The evidence does not show the call outcome.

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 message2026-08-07

Last message2026-08-14

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Messages

Hollie Grieve 7 Aug 2026 09:43
to Meredith Sullivan
Hi Meredith, Hope you're well. It's been a few months since go-live and I'd love to get a check-in in the diary so we can hear how your sponsor relations team is finding B-Viz, and what the study management and finance teams are doing with it now. I can do 30 minutes early next week or the week after. Would a morning in your time zone suit, say around 10:00 Boston time? I'm happy to work around your calendar. Best, Hollie
Meredith Sullivan 11 Aug 2026 09:37
to Hollie Grieve
Hi Hollie, Thanks for reaching out, and sorry for the slow reply. Last week was a scramble with a couple of sponsor escalations. A check-in is a great idea. More of my team are asking questions now, so I have plenty to share. Thursday works best for me, ideally late morning. If that's too early for you in London, Friday afternoon my time is my backup. Let's get ahead of it before the next round of sponsor reviews. Thanks, Meredith
Hollie Grieve 14 Aug 2026 09:06
to Meredith Sullivan
Hi Meredith, Thursday it is. I've sent the invite for 11:00 your time, which is mid afternoon for me, so that works well. Do forward it to anyone on your team you'd like to join, particularly anyone who is asking the most questions. I'll bring a short view of how things are going on our side, but I'd rather spend the time on what you want from it. Speak soon, Hollie

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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

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

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.

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.

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.

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.

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