Kickoff call for Ovenden Software

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Callie Brennan asked Louise Sutcliffe for the user list across 40 licensed seats, an admin nominee and a kickoff time. Louise agreed and prefers Tuesday or Wednesday. Mostly logistical.

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As at Fri 9 Oct 2026

Callie Brennan asked Louise Sutcliffe for the user list across 40 licensed seats, an admin nominee and a kickoff time. Louise agreed and prefers Tuesday or Wednesday. Mostly logistical.

Ask: Callie wants the user list, a named admin and a kickoff slot. She will bring the connector checklist and needs written access before connecting anything.

Customer view: Louise agreed, will check the admin side with the support operations lead, and prefers Tuesday or Wednesday.

Next: Kickoff time is not confirmed in the thread.

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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First message2024-05-24

Last message2024-05-24

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Messages

Callie Brennan 24 May 2024 14:20
to Louise Sutcliffe
Hi Louise, Thanks for getting the kickoff in the diary. Before we switch anything on, what I need from your side is a list of the people who will use B-Viz across the 40 licensed seats, and a note of who should be an admin. Could we pick a time next week for the kickoff call? I'll bring the connector checklist so we can work through credentials for each source. Nothing gets connected until I have written access from you, so I'll send a short note for that after we've spoken. Thanks, Callie
Louise Sutcliffe 24 May 2024 15:00
to Callie Brennan
Hi Callie, That works. I'll pull the user list together and check the admin side with our support operations lead. Tuesday or Wednesday next week would suit me better than Monday, if that's possible on your side. Thanks, Louise

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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.

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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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