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Quillmark Health

Lost£0

AI facts

As at Fri 9 Oct 2026

Quillmark Health, a Boston healthcare services firm, has no order form, no invoices and no platform tenant. The latest final-status proposal, dated 31 Mar 2026, priced Enterprise at £125k a year and £155k for the first year including implementation. There is no usage on record. The Enterprise deal was closed lost on 31 Jul 2026 with the reason security review, and nothing is open. A three-day nightly refresh outage in the evaluation environment was disclosed to the CISO on 24 Jul 2026.

Read from 7 calls · 12 email threads · 2 news items · 1 deals · 4 people · 6 documents, newest 31 Jul 26

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitequillmarkhealth.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityBostonSource: CRM company record
  • Size1,100 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Lost, because Quillmark Health's procurement director called the decision final on 31 Jul 2026 and the security team cited an unresolved data-integrity incident. No contract or billing ever existed. The client-services need persists, so a later approach through procurement with a fresh security review remains possible.

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

Key facts

Updated 9 Oct 26
  • Last contact31 Jul 2026Email: Quillmark Health vendor evaluation: decision · 70 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Tasha Greene a closing note that attaches attested written findings on the July refresh outage for Quillmark's vendor file and asks to be considered at the next review of the client-services need. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should send Tasha Greene the written root cause and data-integrity findings on the July refresh outage. An authorised colleague must attest them. Quillmark's vendor file still records that incident as unresolved, and it blocks any win-back.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Quillmark Health declined the £155k Enterprise proposal and called the decision final on 31 Jul 2026, citing an unresolved data-integrity incident. It never had an order form, invoices or a tenant. The next move is a closing note to procurement.

Lost: Quillmark Health declined the Enterprise proposal of 31 Mar 2026, priced at £125k a year and £155k for the first year including implementation. No order form, invoices or renewal exist, and the CRM stage is lost.

There is no tenant, so there is no usage and there are no tickets on record. Jordan Pike holds most of the relationship, and Ben Kowalski, VP Data and Analytics, backed the deal without control of price or security.

Megan Alvarez, Chief Information Security Officer, asked for written findings on a three-day refresh outage disclosed on 24 Jul 2026. Those findings were never sent, and Tasha Greene, Procurement Director, cited the unresolved incident when she called the decision final.

Jordan should send Tasha a closing note by 9 Oct 2026. It should attach Hannah Lowe's findings, attested by Owen Tallis, and ask that BG-Demo be considered when the client-services need is next reviewed.

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

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one lost deal, no billing

Standing No invoices

Quillmark Health has no order form and no ARR. Its one new Enterprise deal was closed lost on 31 Jul 2026 for the security review reason. There are no invoices and nothing is open.

  • No order form, so no ARR
  • Enterprise deal closed lost, reason security review
  • No invoices and no open deals
The analysis

Recurring revenue: no order form has started, so there is no ARR. The CRM stage is lost and CRM ARR, invoiced run rate and order-form ARR are all £0.

Next commitment: none. The evidence shows no open deal and no booked renewal.

Billing: there are no invoices, so nothing is owed or disputed.

Deals: the new Enterprise deal showed an amount of £155k and an annual value of £125k. It was closed lost on 31 Jul 2026 with the lost reason security review, and the owner Jordan Pike is active in HR.

Made from 1 deal · 2 fact tables

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

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: Enterprise proposal lost after review

    Quillmark Health spent Q2 2026 in a three-session Enterprise security review. On 29 Jun 2026 it declined the £155k proposal and chose another vendor, while crediting BG-Demo's incident disclosure and saying the need remains.

    The analysis

    Security review set-up: On 28 May 2026 Jordan Pike asked Megan Alvarez for a session with Hannah Lowe on the open findings. Megan would attend alone, wanted written answers and incident history, and would not share how the review is scored.

    Session one: On 1 Jun 2026 Megan gave no verbal view and said nothing is approved until the written review is complete. Jordan put the proposal at £155k with implementation included, close pencilled for 30 Jun 2026.

    Agenda: On 8 Jun 2026 Hannah took over scheduling. Megan ranked access control, connector credentials and logging first.

    Session two: On 15 Jun 2026 Megan worked through seven findings and closed none. Model processing and connector-by-connector access enforcement were the main open items, and the incident notification clause was unconfirmed.

    Commercial: On 24 Jun 2026 Megan declined a commercial call, saying the outcome would come in writing from the board risk committee.

    Outcome: On the 29 Jun 2026 call Tasha Greene and Megan said Quillmark will not proceed. Nothing is negotiated until security clears a vendor, and any future contact goes through procurement.

    Open at the end: the reads do not show the business associate agreement status or the US-only support answer. BG-Demo was to confirm the evaluation environment wind-down, mark the deal lost in the CRM and close the findings with documented evidence.

    Made from 3 calls · 3 email threads

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

  2. Q1 2026

    Q1 2026: Enterprise pursuit, security gating

    Quillmark Health went from discovery to demo to proposal in the quarter. Ben Kowalski stayed a positive champion, but security and procurement gate the £155k Enterprise proposal and no decision date was given beyond a target of end of June.

    The analysis

    Start: On 23 Jan 2026 Jordan Pike asked Ben Kowalski for a discovery call. Ben called it exactly the gap but would only socialise it with security, and BG-Demo missed the slots he offered.

    Discovery: The 2 Feb 2026 call covered one view of each hospital client inside Ben's own Snowflake account. Jordan pencilled in Enterprise at a working placeholder, and Ben said procurement owns price.

    Demo: Ben chose a Thursday slot on 12 Feb 2026 and the demo ran on 16 Feb 2026. Hannah Lowe could not say from memory whether patient-level data would leave the account, and owes written answers.

    HIPAA: On 23 Feb 2026 Ben asked for clear answers on HIPAA scope and US data residency before security engages. Jordan offered the US residency add-on and took the business associate agreement question away.

    News: On 2 Mar 2026 Quillmark Health reported steady results and a review of how its internal systems connect. The news item reports no acquisition, new executive or restructuring.

    Proposal: On 25 Mar 2026 Ben accepted a walkthrough but would give no decision timeline. On 31 Mar 2026 Procurement Director Tasha Greene said terms are not negotiated until security clears.

    Open at the end: Security follow-ups on access control, logging and healthcare data are open. The £155k is a total of subscription plus implementation, and Tasha wants the two shown separately in the order form.

    Made from 3 calls · 4 email threads · 1 news item

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

  3. Q2 2025

    Q2 2025: one news item, hospital expansion

    One read in the quarter: a 7 May 2025 news item on Quillmark Health's phased expansion of hospital client services. No scale or timetable was given, and it flagged a security review of providers.

    The analysis

    This period holds one read, a news item. There were no calls, email threads or tickets in the quarter.

    News: On 7 May 2025 Quillmark Health announced a phased expansion of services for hospital groups, adding capacity for hospital group clients across the United States. Existing clients should see no interruption.

    Security: The firm is subject to HIPAA and said it will apply rigorous security review to technology and service providers. New tooling must meet its hospital clients' standards.

    Opportunity: The read rates this as an upsell signal of medium significance. Added client-services capacity could mean extra users, connectors or a new team.

    Risk: Any extension may need a fresh vendor security review before approval. No investment figure or timetable was given, so the size of any change is unknown.

    Open at the end: The suggested next step was to ask the account contact which teams are growing and what security review evidence they will need. The read does not show that this was done, or any customer reaction.

    Made from 1 news item

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

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Documents

Updated 9 Oct 26

6 documents in 3 folders; 1 drafts hang on their executed paper. All documents

  • commercial
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Quillmark Health's pages are written from 3 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 27 AI summaries of 28 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 4 people (4 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 5 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · Email · Web

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

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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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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.

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