Follow-up from the quarterly review

Email thread

Elena Novak's written summary to Katharina Huber, the CFO Florian Wimmer and Lukas Brandl: active users roughly doubled, one ticket, Growth subscription of £50k a year unchanged, renewal notice to come. No customer reply in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Customer view: no reply is recorded. Elena states the customer uses B-Viz to see each installer's tickets, usage and renewals together, which is the purpose of the Growth tier.

Contract: Elena confirmed to Florian the £50k Growth subscription, 40 licensed users and a term to 12 Feb 2027, with nothing changed.

Next: Elena will send the formal renewal notice well ahead of the end date, the usage overview by team to Katharina, and installer ticket groups to Lukas.

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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Messages1

First message2026-07-10

Last message2026-07-10

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Messages

Elena Novak 10 Jul 2026 09:12
to Katharina Huber, Florian Wimmer, Lukas Brandl
Dear Katharina, Florian and Lukas, Thank you for the review. As agreed, here is a written summary. 1. Usage. The number of active users has roughly doubled compared with the previous quarter, and customer success and support are using B-Viz to see each installer's tickets, usage and renewals together. This is the purpose for which you bought the Growth tier. 2. Support. There was one ticket in the last month, and nothing high priority. Lukas, I will make sure you have the ticket reference and its outcome in writing. 3. Contract. For Florian, to confirm: the Growth subscription is £50,000 a year, with 40 licensed users, and the contract runs until 12 Feb 2027. Nothing in the contract has changed. Anything that did change would be sent to you in writing as an order form. 4. Renewal. I will send the formal renewal notice well ahead of the end date, and we will talk it through before then. I will not propose any dates for work on your finance side without checking with you first. 5. Actions. Katharina, I will send you the usage overview by team. Lukas, I will check which installer groups appear most in your tickets and share that with you. Please tell me if I have missed anything. Kind regards, Elena

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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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