QBR follow-up and a couple of actions
Email thread Duddingston Payroll · cs
After the review, Daniel Okafor set two actions: Euan Drummond to check the admin list, Lorna Cairns to name who sees a walk-through first. Euan says the list looks right but wants HR to confirm one role change.
What was said
What this says
As at Fri 9 Oct 2026After the review, Daniel Okafor set two actions: Euan Drummond to check the admin list, Lorna Cairns to name who sees a walk-through first. Euan says the list looks right but wants HR to confirm one role change.
Ask: Daniel wants the admin list confirmed and a walk-through delivered, with Priya Raman copied for the commercial picture. He described usage across the 150 licensed users as steady.
Customer view: Euan says the summary matches his notes and asks for filtering by employer and related calls and fees together. He is waiting on HR about one person who changed role.
Next: Euan to confirm by Friday; Daniel to send the walk-through by the end of the following week.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 6 Jul 2026 13:43Hi Lorna, hi Euan, Thank you both for your time at the review. I wanted to close the loop in writing so nothing gets lost. What I took away: usage across your 150 licensed users is steady, with no big swing either way, and the team is mainly asking questions about individual employers' queries and deadlines. Lorna mentioned that some client managers want a quicker way to pull one employer's history together. I'll put together a short walk-through for them and send it over. Two actions I'd like to agree: - Euan, could you check who is currently set up as an admin on your side and let me know if anyone has moved roles? I'd like to be sure we have the right people on the list. - Lorna, once the walk-through is with you, tell me which client managers should see it first. I've copied Priya so she has the picture on the commercial side. I'll come back to you by the end of next week with the walk-through. Best wishes, Daniel
Euan Drummond 7 Jul 2026 10:09Daniel, Thanks for the summary, it matches my notes. I've had a first look at the admin list and I think it is right, but I want to confirm with our HR team about one person who has changed role before I say so for certain. I'll come back to you by Friday. The walk-through sounds good. If you can include how to filter by employer and see the related calls and fees together, that is what people ask me about most. Euan