B-Viz
Menlo Quay Medical logo

Scheduling a check-in

Email thread

Menlo Quay Medical logo Menlo Quay Medical · cs

Elena flagged fewer daily users ahead of the contract end on 28 Dec 2026. Orla confirmed some staff went back to spreadsheets because they doubted the distributor records matched the complaint log.

What was said

What this says

As at Fri 9 Oct 2026

Elena flagged fewer daily users ahead of the contract end on 28 Dec 2026. Orla confirmed some staff went back to spreadsheets because they doubted the distributor records matched the complaint log.

Ask: Elena asked who is using B-Viz and who has stopped, whether data or connectors get in the way, and what the team would need to see before the contract ends.

Customer view: Orla agreed, saying staff will not trust B-Viz until the distributor records are shown to match the complaint log. She wants to meet early the following week and asked for the agenda first.

Next: Elena should prepare a record check on the distributor data. The renewal is at risk until trust is restored.

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

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-08-28
Last message2026-09-02

Messages

  1. Elena Novak
    Elena Novak 28 Aug 2026 12:07
    to Orla Mannion
    Dear Orla, I hope you are well. I am writing to arrange our next check-in, as it has been a little while since we last spoke on the call. To be open with you, I have noticed that fewer people at Menlo Quay are using B-Viz day to day than earlier in the year. This may be nothing more than the summer break, but I would rather ask than assume. For the check-in I would like to cover: 1. Who in your complaints and key accounts teams is using B-Viz at the moment, and who has stopped. 2. Whether anything about the data, the connectors or the way the hospital and distributor accounts are shown is getting in the way. 3. What your team would need to see in order to find it worth more of their time before the contract ends on 28 Dec 2026. Could you let me know a couple of times that suit you in the next fortnight? I will make sure that I send written actions straight after we meet. Kind regards, Elena
  2. Orla Mannion
    Orla Mannion 2 Sep 2026 17:16
    to Elena Novak
    Hi Elena, Thanks for this, and apologies for the slow reply. August was a heavy month for us, with a few complaints that needed closing out properly. You're right to ask. Some of my team went back to the old spreadsheets when things got busy, and I haven't pushed them as much as I should have. Part of it is that they weren't sure the distributor records in B-Viz matched what we hold in the complaint log, and until that's clear they'll not trust it. Which account, which lot? Is it logged as a complaint? That's the test they apply. I'd be glad to meet and go through it. Early next week works better for me than later in the week. Could you send the agenda ahead as you usually do, and let's check the record together on the call. Thanks a million, Orla

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

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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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

Ask B

B-Viz · read-only