Scheduling our review

Email thread

Marcus Bell proposes a usage review with Kerry Bramall, who agrees but keeps the MD out and asks for a line on what B-Viz saves. Marcus later moves the slot to Friday morning. Largely logistical, with a value ask.

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What this says

As at Fri 9 Oct 2026

Marcus Bell proposes a usage review with Kerry Bramall, who agrees but keeps the MD out and asks for a line on what B-Viz saves. Marcus later moves the slot to Friday morning. Largely logistical, with a value ask.

Ask: Marcus wants a review beyond the last check-in, built on usage and more people asking questions. Kerry accepts and wants it kept simple.

Customer view: Kerry will brief Stephen afterwards, and says he will only ask what it saves. The customer expects a time-saved line, not a usage tour.

Next: Marcus owes a simple summary with a line on time saved, and an invite once Kerry confirms Friday morning. The evidence does not show a confirmed time.

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 message2026-09-07

Last message2026-09-10

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Messages

Marcus Bell 7 Sep 2026 17:45
to Kerry Bramall
Hi Kerry, I'd like to set up a proper review of how things are going, a step beyond our last check-in. I've pulled the numbers and I think there's a good story to tell, particularly on how many people on your team are now asking questions. Shall we book half an hour later this week or early next? I'll share my screen and walk through usage, then we can talk about what you'd like from B-Viz over the coming months. If Stephen wants to join, great, but only if it's useful for him. Thanks, Marcus
Kerry Bramall 8 Sep 2026 16:27
to Marcus Bell
Hi Marcus, Sounds good, let's not overcomplicate it. Thursday afternoon works for me, any time after lunch. Friday morning is also fine if Thursday doesn't suit. I'll leave Stephen out of this one and fill him in afterwards. He'll only ask what it saves us anyway, so a line on that would help. Thanks, Kerry
Marcus Bell 10 Sep 2026 17:55
to Kerry Bramall
Hi Kerry, Sorry for the slow reply, it's been a busy week. Thursday afternoon doesn't work for me now, so could we do Friday morning? I'll send an invite as soon as you confirm a time. I'll put together a simple summary you can pass to Stephen, with a line on the time saved. Thanks, Marcus

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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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