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Scheduling the demo

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Tom asked for demo times. Caroline Westby welcomed a demo but needs to take any further commitment to Jeremy, and asked for anonymised or sample records because information governance will want to know what data is used.

What was said

What this says

As at Fri 9 Oct 2026

Tom asked for demo times. Caroline Westby welcomed a demo but needs to take any further commitment to Jeremy, and asked for anonymised or sample records because information governance will want to know what data is used.

Ask: Caroline wants a first session on anonymised or sample records, early the following week, and will check whether a patient services colleague can join.

Customer view: positive but cautious. She replied three days after Tom's email and ties anything beyond the demo to Jeremy's approval.

Next: Tom to agree a date and prepare sample data.

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

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2026-03-10
Last message2026-03-13

Messages

  1. Tom Ashdown
    Tom Ashdown 10 Mar 2026 10:24
    to Caroline Westby
    Hi Caroline, Hope your week is going well. I wanted to get the demo into the diary. The idea is to show B-Viz working on a sample of your own data, so you can see what an insurer would see when you ask about a particular contract or complaint. It would take about an hour. Could you let me know a couple of times that suit you and anyone else you would like in the room? If your information governance colleagues want to sit in on the data side, that is no problem at all. Let's get something in the diary. Cheers, Tom
  2. Caroline Westby
    Caroline Westby 13 Mar 2026 15:02
    to Tom Ashdown
    Dear Tom, Thank you, and apologies for the slow reply. It has been a busy few days with insurer queries. A demo would be welcome, but I should be clear that I will need to take it to Jeremy before we commit to anything beyond that, and our information governance team will want to know what data is used. Could we use anonymised or sample records for the first session? Early next week would suit me better than this week, and I will check with a colleague in patient services about joining. Kind regards, Caroline

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