Finding a time for a catch-up

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Donna Wragg told Daniel Okafor that a few consultants say B-Viz is not saving them much time and some have gone back to spreadsheets. She asked whether it saves her team time and is not sure it does.

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As at Fri 9 Oct 2026

Donna Wragg told Daniel Okafor that a few consultants say B-Viz is not saving them much time and some have gone back to spreadsheets. She asked whether it saves her team time and is not sure it does.

Customer view: Donna is questioning value directly, not reporting faults. She says the spreadsheet return is enough that she noticed.

Next: Daniel to hold a call on a Tuesday or Thursday morning next week. He needs a concrete time-saving case, kept simple for consultants.

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

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Updated 9 Oct 26

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Messages2

First message2025-01-03

Last message2025-01-08

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Daniel Okafor 3 Jan 2025 17:23
to Donna Wragg
Hi Donna, Happy new year, and I hope the break was a restful one after the busy run up to Christmas. I wanted to find a little time with you for a catch-up on how Sprotbrough is getting on with B-Viz. Looking at things on our side, it seems fewer of the consultants have been logging in lately than in the autumn, and I'd rather ask you than guess at the reason. It may just be the season, but just to close the loop, I'd like to hear how the team is finding it. Could you let me know which days suit you in the next couple of weeks? Half an hour on a call would be plenty, and I'll fit around you. Best wishes, Daniel
Donna Wragg 8 Jan 2025 17:17
to Daniel Okafor
Hi Daniel, Thanks for this. Happy new year to you too. Honest answer: a few of the consultants said it's not saving them much time at the moment. Some have gone back to their old spreadsheets. Not all of them, but enough that I noticed. Does it save my lot time? That's what I want to know, and I'm not sure it does right now. Happy to talk. Mornings are best, before the phones get going. Tuesdays or Thursdays next week would suit me. Keep it simple for the consultants, that's all I ask. Ta, Donna

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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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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.

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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.

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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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