Following up on our discovery call

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After discovery, Matteo Ricci sets out a working figure of £28k. Managing Director Maarten Zwart says the scope reads sensibly and the figure is in the range expected, and asks for the proposal. Ilse Kuipers will coordinate review.

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What this says

As at Fri 9 Oct 2026

After discovery, Matteo Ricci sets out a working figure of £28k. Managing Director Maarten Zwart says the scope reads sensibly and the figure is in the range expected, and asks for the proposal. Ilse Kuipers will coordinate review.

Ask: Matteo summarised the need for one view across client renewals and claims queries, and asked who else should review the proposal and which sources matter most.

Customer view: Maarten said the figure is in the range they expected and told Matteo to send the proposal. Ilse has not replied in the thread, and Maarten deferred source questions to her.

Next: Matteo sends the proposal; the £28k is a working figure, not an executed order form.

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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Messages4

First message2026-01-07

Last message2026-01-14

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Messages

Matteo Ricci 7 Jan 2026 14:48
to Ilse Kuipers, Maarten Zwart
Dear Ilse and Maarten, Thank you both for the discovery session. I would rather set out what I heard than leave it to memory. You want one view across client renewals and claims queries, and you want your team to stop pulling that together by hand. The figure we are working to is £28,000. I will set out in the proposal exactly what it covers. Who else should review the proposal on your side? Best regards, Matteo
Maarten Zwart 12 Jan 2026 14:13
to Matteo Ricci
Matteo, Thanks. The scope reads sensibly, and the figure is in the range we expected. Send the proposal and Ilse will coordinate the review on our side. Maarten Zwart Managing Director
Matteo Ricci 12 Jan 2026 16:33
to Ilse Kuipers, Maarten Zwart
Dear Ilse and Maarten, Thank you, Maarten. I will send the proposal early next week. Ilse, could you confirm which renewal and claims sources your team uses most? I would rather we scope the first phase against the right systems now than find a gap later. Best regards, Matteo
Maarten Zwart 14 Jan 2026 12:21
to Matteo Ricci
Matteo, Ilse will pick this up with you once the proposal arrives. Speak soon. Maarten Zwart Managing Director

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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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