Finding a time for the QBR

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Daniel Okafor asked Lorna Cairns for a quarterly review slot. Lorna asked for options on a Tuesday or Wednesday morning, wants Euan Drummond there, and flagged a need for help pulling one employer's history together.

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As at Fri 9 Oct 2026

Daniel Okafor asked Lorna Cairns for a quarterly review slot. Lorna asked for options on a Tuesday or Wednesday morning, wants Euan Drummond there, and flagged a need for help pulling one employer's history together.

Ask: Daniel proposed an hour-long review covering usage across the 150 licensed users. Lorna asked for two or three options to check against the pay calendar.

Customer view: Lorna says the team are getting on "fine, mostly". Some client managers still ask how to pull a single employer's history together quickly.

Next: Daniel to send options for mid-week mornings and prepare a short walk-through on employer history.

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

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Updated 9 Oct 26

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First message2026-06-29

Last message2026-06-29

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Daniel Okafor 29 Jun 2026 13:22
to Lorna Cairns
Hi Lorna, Thank you again for your time on our last call. Just to close the loop, I'd like to get the next quarterly review into the diary so it doesn't drift. I'd suggest an hour, with you and Euan if he can join, and I'll bring the usage picture across the 150 licensed users and a few thoughts on where your client managers might get more out of it. I'm happy to work around your deadlines, so tell me which days are best for you and which are no-go because of pay runs. How is the team finding it at the moment? Anything you'd like me to cover on the day, let me know and I'll build it in. Best wishes, Daniel
Lorna Cairns 29 Jun 2026 15:24
to Daniel Okafor
Hi Daniel, Thanks for this. Month end is busy for us, so I'd avoid the last few days of the week we're in now and the start of the next. Mid-week is usually calmest, Tuesday or Wednesday, mornings better than afternoons. Yes, bring Euan in. He knows the setup better than I do. The team are getting on fine, mostly. A few client managers still ask me how to pull a single employer's history together quickly, so a short walk-through on that would help. Can you send two or three options and I'll check them against the pay calendar? I want to get it right first time. Thanks, Lorna

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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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Data	Records
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People at customers	1,880
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Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
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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.

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