Follow-up from our review

Email thread

Daniel Okafor recapped the review: 15 licensed users with only a handful active, the team values roles, placements and invoices together, and a renewal proposal is due next week for Terry. No customer reply in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor recapped the review: 15 licensed users with only a handful active, the team values roles, placements and invoices together, and a renewal proposal is due next week for Terry. No customer reply in the thread.

Ask: Daniel asked Donna and Jodie to correct anything missed and said he would send Jodie a note on connected sources.

Customer view: there is no customer response in the thread. Daniel records that Donna values seeing a client's roles, placements and invoices together.

Next: Daniel will send the renewal proposal so Terry can decide. Low active use against 15 licensed users is a renewal risk.

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 message2025-06-10

Last message2025-06-10

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Messages

Daniel Okafor 10 Jun 2025 15:01
to Donna Wragg, Jodie Burkinshaw
Dear Donna and Jodie, Thank you both for your time today, and for the honest examples, they were really helpful. Just to close the loop on what we covered. First, usage. Your licence covers 15 users and only a handful are active in a typical month, so there is plenty of room for more consultants if you want it. Donna, you said the thing the team value most is seeing a client's roles, placements and invoices together, and I will keep that at the centre of how we shape things. Second, the setup. Jodie, you are the day to day admin, so I will send you a short note on the sources currently connected and anything that needs a look. If a source has changed on your side, tell me and we will check it together. Third, the renewal. Your subscription runs to 30 Jul 2025, and I will come back to you both next week with the renewal proposal so Terry has what he needs to decide. Nell is copied, as she likes to stay close to your account. Please do correct me if I have missed anything. Best wishes, Daniel

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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.

Help