B-Viz
Brannock Medical Supplies logo

Brannock Medical Supplies

Healthy£48kRenews 1 May 27
made from

AI facts

As at Fri 9 Oct 2026

Brannock Medical Supplies holds a Growth subscription at £48k a year under the order form signed 16 Apr 2026, running 1 May 2026 to 30 Apr 2027 for 40 licensed users. Active users were 32 in May 2026 and 32 in Sep 2026 (0%), while questions asked went from 884 to 1007 (14%). Renewal falls on 1 May 2027, 204 days away, priced at £50k against £48k today (3.1%). The CRM owner, Priya Raman, left BG-Demo on 28 Aug 2026.

Read from 34 calls · 63 email threads · 27 tickets · 2 news items · 4 deals · 16 people · 22 documents, newest 4 Oct 26

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Profile

Updated 9 Oct 26
  • IndustryHealthcare distributionSource: CRM company record
  • Websitebrannock.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityNottinghamSource: CRM company record
  • Size450 employeesSource: CRM company record
  • CRM ownerPriya RamandiffersSource: CRM company record · Account Executive · Left 28 Aug 2026: the CRM still names them · CSM Marcus Bell · The sources disagree
  • Customer since1 May 2024Source: first executed order form ctr_016_01, signed 12 Apr 2024 · Growth tier · In the CRM since 22 Jan 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because no hard signal has fired, invoices are paid within terms and questions asked rose 14% since May 2026. The account has no active owner since Priya Raman left, and Andrew Pickering is questioning forty seats. A written value case by trust could secure the renewal.

SignalsFinance readBrannock Medical Supplies / BG-Demo – QBRBrannock Medical Supplies / BG-Demo – Check InUsage readQ2 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£48,500Source: executed order form ctr_016_04, 1 May 2026 to 30 Apr 2027 · CRM £48,500 · Invoiced run rate £48,500 · As of 9 Oct 2026
  • Next renewal1 May 2027Basis: order form ctr_016_04 ends 30 Apr 2027 · In 204 days · Renewal price £50,000 (+3.1%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 May 2026 to 30 Apr 2027Source: order form ctr_016_04 (renewal), signed 16 Apr 2026 · Billed annually · 40 seats, 13 connectors
  • TierGrowthSource: the current order form
  • Last contact4 Oct 2026Email: Invitation: BG-Demo webinar, Thursday 15 Oct 2026 · 5 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since May 2024 · 10 connectors configured
  • Licensed seats4032 active users in Sep 2026 · Order form ctr_016_04: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell sends Andrew Pickering and Helen Varley a written note that names Jordan Pike as commercial owner, shows usage by trust and by name, and sets out the renewal terms with reasons. renewal
Who
Marcus Bell Marcus Bell
When
Within 2 weeks by 15 Oct 2026
Why
Marcus Bell sends Andrew Pickering and Helen Varley the promised written note before the 28 Oct 2026 check-in. It names Jordan Pike as commercial owner, shows usage by trust and sets out the renewal terms in writing, because Andrew has questioned paying for forty seats.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Growth at £48k a year to 30 Apr 2027, every invoice paid within terms and questions rising. Finance Director Andrew Pickering is questioning forty seats and the account has no active owner since Priya Raman left. Marcus Bell sends a written note by 15 Oct 2026.

Healthy: Brannock Medical Supplies is on Growth at £48k a year under the order form signed 16 Apr 2026, running to 30 Apr 2027. Renewal on 1 May 2027 is priced at £50k, and every invoice has been paid within terms.

Active users held at 32 from May 2026 to Sep 2026 against 40 seats, while questions rose from 884 to 1007 after a dip in Aug 2026. Use is spread widely: Laura Ellis is the largest asker at 11%.

At the 18 Sep 2026 QBR, Finance Director Andrew Pickering questioned paying for forty seats. Priya Raman, the CRM owner, left BG-Demo on 28 Aug 2026, so the account has no active owner.

Marcus Bell sends Andrew and Helen Varley a written note by 15 Oct 2026 naming Jordan Pike as commercial owner, showing usage by trust and setting out renewal terms, ahead of the booked 28 Oct 2026 check-in.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kAug 24Jan 25Jun 25Nov 25Apr 26Sep 26newexpansionexpansion£48k£48kMay 24: Contracted ARR £41,800; Invoiced ARR £41,800Jun 24: Contracted ARR £41,800; Invoiced ARR £41,800Jul 24: Contracted ARR £41,800; Invoiced ARR £41,800Aug 24: Contracted ARR £41,800; Invoiced ARR £41,800Sep 24: Contracted ARR £41,800; Invoiced ARR £41,800Oct 24: Contracted ARR £41,800; Invoiced ARR £41,800Nov 24: Contracted ARR £46,300; Invoiced ARR £43,810Dec 24: Contracted ARR £46,300; Invoiced ARR £43,810Jan 25: Contracted ARR £46,300; Invoiced ARR £43,810Feb 25: Contracted ARR £46,300; Invoiced ARR £43,810Mar 25: Contracted ARR £46,300; Invoiced ARR £43,810Apr 25: Contracted ARR £46,300; Invoiced ARR £43,810May 25: Contracted ARR £48,500; Invoiced ARR £48,500Jun 25: Contracted ARR £48,500; Invoiced ARR £48,500Jul 25: Contracted ARR £48,500; Invoiced ARR £48,500Aug 25: Contracted ARR £48,500; Invoiced ARR £48,500Sep 25: Contracted ARR £48,500; Invoiced ARR £48,500Oct 25: Contracted ARR £48,500; Invoiced ARR £48,500Nov 25: Contracted ARR £48,500; Invoiced ARR £48,500Dec 25: Contracted ARR £48,500; Invoiced ARR £48,500Jan 26: Contracted ARR £48,500; Invoiced ARR £48,500Feb 26: Contracted ARR £48,500; Invoiced ARR £48,500Mar 26: Contracted ARR £48,500; Invoiced ARR £48,500Apr 26: Contracted ARR £48,500; Invoiced ARR £48,500May 26: Contracted ARR £48,500; Invoiced ARR £48,500Jun 26: Contracted ARR £48,500; Invoiced ARR £48,500Jul 26: Contracted ARR £48,500; Invoiced ARR £48,500Aug 26: Contracted ARR £48,500; Invoiced ARR £48,500Sep 26: Contracted ARR £48,500; Invoiced ARR £48,500

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £48k; Invoiced ARR £48k. Basis: accounting system, facts.arr_monthly:org_016.

Show the figures as a table
MonthContracted ARRInvoiced ARR
May 24£41,800£41,800
Jun 24£41,800£41,800
Jul 24£41,800£41,800
Aug 24£41,800£41,800
Sep 24£41,800£41,800
Oct 24£41,800£41,800
Nov 24£46,300£43,810
Dec 24£46,300£43,810
Jan 25£46,300£43,810
Feb 25£46,300£43,810
Mar 25£46,300£43,810
Apr 25£46,300£43,810
May 25£48,500£48,500
Jun 25£48,500£48,500
Jul 25£48,500£48,500
Aug 25£48,500£48,500
Sep 25£48,500£48,500
Oct 25£48,500£48,500
Nov 25£48,500£48,500
Dec 25£48,500£48,500
Jan 26£48,500£48,500
Feb 26£48,500£48,500
Mar 26£48,500£48,500
Apr 26£48,500£48,500
May 26£48,500£48,500
Jun 26£48,500£48,500
Jul 26£48,500£48,500
Aug 26£48,500£48,500
Sep 26£48,500£48,500
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £48k, all paid, owner left

Standing Paid upARR Rising

Contracted ARR is £48k on the Growth renewal order form, matching the invoiced ARR. All five invoices were paid within terms. Renewal on 1 May 2027 is priced at £50k. The deal owner is not active in HR.

  • Renewal on 1 May 2027 priced at £50k against £48k today
  • Deal owner Priya Raman is not active in HR
  • CRM, invoices and order form all agree at £48k
The analysis

Recurring revenue: Contracted ARR is £48k, equal to the invoiced ARR of £48k. It started at £42k in May 2024 and rose with expansions in Nov 2024 (+£4,500) and May 2025 (+£2,200).

Next commitment: The current term ends 30 Apr 2027. Renewal on 1 May 2027 is priced at £50k against £48k today, a change of +£1,500 (3.1%) by the price-book rule.

Billing: All five invoices were paid within terms and nothing is overdue or disputed. CRM ARR, the invoiced run rate and the order form all show £48k.

Deals: All four deals are closed won and none is open. Priya Raman owns all four and is not an active employee in HR, so the account has no active deal owner.

ARR by monthCRM reconciliationINV-016-0005Brannock Medical Supplies – Renewal

Made from 4 deals · 2 fact tables · 5 invoices

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

AImade from

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: renewal paperwork, then data doubts

    Fourteen reads. April centred on the Growth renewal order form and invoice. May and June brought a search lag and a duplicate import. On 17 Jun 2026 Helen Varley said the brain was not helping and asked for an owner.

    The analysis

    Renewal: On 14 Apr 2026 Priya Raman sent the Growth renewal order form at £48k for 40 users. Andrew Pickering asked for written confirmation, which Priya gave on 17 Apr 2026, and the thread does not show a signed form.

    Billing: On 17 Apr 2026 Rachel Dunmore sent invoice INV-016-0005, net £48k, gross £58k, due 17 May 2026. There was no reply asking for a PO number to be quoted.

    Check-in: On the 20 Apr 2026 call Helen said the brain saved her team half a morning on a trust complaint. She had not heard where the paperwork stood, usage was flat and a finance connector awaited IT access.

    Support: Routine how-to tickets from Sunita Bains and Lee Garside were solved, and Lee's trust page issue was confirmed fixed on 15 May 2026. On 18 May 2026 Lee reported search missing recent orders, an indexing lag escalated to the platform team.

    Outreach: Invitations went unanswered: the 26 May 2026 roundtable to Andrew and Customer Day on 11 Jun 2026 to Helen.

    Complaint: A duplicate order import on 10 Jun 2026 ran twice on the same batch. On the 17 Jun 2026 call Helen cited three tickets in a month and mismatched delivery data, and said invoices are fine.

    Open at the end: No fix date or confirmed cause for the delivery data mismatch. The call records the contract running to 30 Apr 2027, renewing on 1 May 2027 at £48k a year.

    Brannock Medical Supplies / BG-Demo – Check InBrannock Medical Supplies / BG-Demo – Check InBrannock renewal: order form for signatureInvoice INV-016-0005Search not returning recent ordersDuplicate orders in import

    Made from 2 calls · 7 email threads · 5 tickets

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

  2. Q1 2026

    Q1 2026: renewal agreed in principle, unsigned

    Growth renewal at £48k for forty users moved from formal notice to the finance director's agreement in principle on 27 Mar 2026. Signature was not shown. A delivery-date data fault opened on 12 Mar 2026.

    The analysis

    Renewal: On 30 Jan 2026 Marcus Bell sent Andrew Pickering formal notice for the Growth subscription, term ending 30 Apr 2026, with no reply. On 10 Feb 2026 Andrew accepted a renewal call but wanted Priya Raman present and a written proposal first.

    Price and finance scrutiny: On the 16 Feb 2026 call Helen Varley wanted to renew, but Andrew would not agree any increase on a call and wanted terms in writing. The renewal was shaped at £48k, unchanged, with a target close of 16 Apr 2026.

    Value case: Marcus said on 16 Feb 2026 that usage dipped a little and questions come mostly from the same group. On 11 Mar 2026 Helen asked whether usage comes from a few people or the wider team.

    QBR: At the 19 Mar 2026 QBR users and questions were up and Helen's team built two dashboards unprompted. Helen asked for a renewals-by-trust view on 20 Mar 2026 and a finance connector, for which Marcus gave no date.

    Support: A ticket opened on 12 Mar 2026 showed about 20% of orders without delivery dates in the dashboard. It was a data mapping issue and was solved by 8 Apr 2026, 27 days later.

    Open at the end: On 27 Mar 2026 Andrew called £48k reasonable and was content in principle, but wanted a revised form with the term clear. The evidence does not show signature, the purchase order number or the finance connector.

    Brannock Medical Supplies / BG-Demo – RenewalBrannock Medical Supplies / BG-Demo – RenewalRenewal notice: Brannock Medical SuppliesBrannock Medical Supplies / BG-Demo – QBRMissing delivery dates in dashboardsScheduling the renewal conversation

    Made from 3 calls · 4 email threads · 1 ticket

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

  3. Q4 2025

    Q4 2025: usage recovery, then quiet; value case

    Usage recovered by the 29 Oct 2025 check-in, but the finance director began asking about value. By 29 Dec 2025 Marcus saw fewer of the 40 licences in use. Three routine tickets were solved; renewal on 1 May 2026 is the next test.

    The analysis

    Support: On 8 Oct 2025 Lee Garside asked for filtering by delivery date in search and dashboards. Olivia Grant agreed to check with the platform team.

    Check-in: On 29 Oct 2025 Marcus reported active users and questions up, spread across several people. Helen said the nightly refresh is fine, and that Andrew, the finance director, had started asking what the company gets for the money.

    Outreach: On 31 Oct 2025 Alice Brewer invited IT Manager Craig Holt to a revenue leaders roundtable in London on 25 Nov 2025. The thread shows no reply, so interest is not shown.

    Support: On 21 Nov 2025 Helen reported duplicate order records. Bethan Lister investigated; the ticket was solved by 12 Dec 2025, 21 days after creation.

    Support: On 18 Dec 2025 three key-account managers could not reach the orders dashboard. Sunita Bains found they were set to read-only instead of editor, and access was restored by 22 Dec 2025.

    Renewal: On 24 Dec 2025 Marcus said usage had steadied after the summer dip. Helen wants a usage and value page for her finance team before the 1 May 2026 renewal at £48k a year, and declined to discuss new teams or systems until the budget is agreed.

    Open at the end: On 29 Dec 2025 Marcus wrote that fewer of the 40 licensed users were logging in. Helen had not replied, and the value page, the duplicates root cause and the permission documentation were still to be done.

    Brannock Medical Supplies / BG-Demo – Check InBrannock Medical Supplies / BG-Demo – Check InCheck-in notesOrder records showing duplicatesUser permissions issueInvitation: revenue leaders roundtable in London

    Made from 2 calls · 2 email threads · 3 tickets

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

  4. Q3 2025

    Q3 2025: stale CRM sync, then falling usage

    Brannock Medical Supplies had a CRM connector outage in July 2025, then a usage decline Helen Varley tied to justifying forty licences at the spring renewal. Seat clean-up, trust sessions and a commercial contact were promised.

    The analysis

    Support: On 3 Jul 2025 Sunita Bains reported the CRM connector had stopped syncing and records went stale for a week. The ticket was solved by 14 Jul 2025, 11 days after creation; the root cause is not shown.

    Usage: On the 19 Aug 2025 call Helen Varley said active users and questions asked had fallen. She expects to be asked in the spring what the forty licences deliver, and Marcus Bell agreed a refresher, a quiet-user list and a monthly usage note.

    Outreach: Alice Brewer sent three webinar invitations for 18 Sep 2025, on 25 Aug 2025 and 7 Sep 2025, noting quieter activity. None drew a reply in the threads.

    Review: On 10 Sep 2025 Helen said she was concerned that fewer account managers were logging in and asked for usage by trust. On 17 Sep 2025 Marcus asked Sunita to check the licensed list for inactive or moved people, and the thread does not show her list arriving.

    QBR: On the 16 Sep 2025 call usage was still below spring despite a small bump after the August refresher. Helen said value rests on her and two account managers, and her finance director Andrew will ask what the brain has done.

    Open at the end: Marcus promised a named commercial contact before the renewal conversation, and the evidence does not show who. The usage breakdown by trust, the seat list and the trust sessions were still outstanding. The contract ends on 30 Apr 2026.

    Brannock Medical Supplies / BG-Demo – Check InBrannock Medical Supplies / BG-Demo – QBRCRM connector has stopped syncingScheduling your quarterly reviewFollow-up from the quarterly reviewWebinar on Thursday 18 September 2025: would your team like to join?

    Made from 2 calls · 5 email threads · 1 ticket

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

  5. Q2 2025

    Q2 2025: renewal price query, thin usage

    Growth renewal moved from £46k to a £48k order form that the Finance Director queried. The invoice was issued, but signature and payment are not shown. Usage held, though a few people do most of the asking.

    The analysis

    Renewal: on the 17 Apr 2025 call Marcus Bell said the Growth contract ran to 30 Apr 2025 at £46k for forty licensed users. On 23 Apr 2025 Priya Raman sent the order form at £48k, and Finance Director Andrew Pickering queried the rise and asked for a written breakdown.

    Billing: invoice INV-016-0004 went to Paula Rennie on 25 Apr 2025 at £48k net and £58k gross, due 25 May 2025. No reply is shown, and the threads do not show the order form signed.

    Support: the 24 Apr 2025 export question was resolved. On 6 May 2025 Lee Garside reported a slow main dashboard, which Olivia Grant traced to multiple connectors and heavy filtering; Lee fixed it by narrowing filters.

    Outreach: Sofia Marchetti sent Customer Day invitations for 12 Jun 2025 on 25 May 2025 and 7 Jun 2025, the second to an accounts payable contact. Neither drew a reply.

    News: a 27 May 2025 company update reported stable results and no change of ownership.

    Usage: Helen Varley asked for a by-trust view on 17 Apr 2025, and on 16 Jun 2025 said some account managers had gone quieter. On 23 Jun 2025 Marcus said four or five people do most of the asking.

    Open at the end: Helen wants a value case for forty licences before the 1 May 2026 renewal at £48k. The record does not show Andrew's price query closed or the order form signed.

    Brannock Medical Supplies / BG-Demo – Check InRenewal order form for signatureInvoice INV-016-0004Queries are running slowly on our most-used dashboardQuick check-in catch-upBrannock Medical Supplies / BG-Demo – Check In

    Made from 2 calls · 5 email threads · 1 news item · 2 tickets

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

  6. Q1 2025

    Q1 2025: Growth renewal price query

    Usage and the QBR went well, but Finance Director Andrew Pickering would not agree a rise from £46k to £48k on a call. A stale-data incident in March and open tickets sat alongside it. The renewal was unsigned at quarter end.

    The analysis

    Usage: Sofia Marchetti's invitations drew no recorded reply. On 5 Jan 2025 she asked Craig Holt about quiet use by forty licensed users, and on 7 Jan 2025 she told Andrew Pickering of a usage dip.

    Renewal: on 30 Jan 2025 Andrew questioned the higher renewal figure, wanted terms in writing and asked for a named account manager. Marcus Bell named Priya Raman.

    Price: on 14 Feb 2025 Priya proposed Growth at £48k against £46k, to close by 25 Apr 2025. Andrew would not agree an increase on a call.

    QBR: on 19 Mar 2025 usage was up with no complaints. Helen Varley and Sunita Bains asked for a one-pager split by team, and on 20 Mar 2025 Sunita said one new account manager needed adding.

    Support: on 21 Mar 2025 Helen reported stale data after two nights without a refresh; the finance connector was timing out, and it was resolved on 25 Mar 2025. Six departed users were removed after a 14 Jan 2025 request.

    Open at the end: on 31 Mar 2025 Andrew still wanted the reasoning in writing, with a decision due by 25 Apr 2025. Helen said two high priority tickets were open and not minor; the evidence does not show Andrew's answer.

    Brannock Medical Supplies / BG-Demo – RenewalBrannock Medical Supplies / BG-Demo – RenewalData stale after refresh failureYour renewal: Growth subscription ending 30 April 2025Brannock Medical Supplies / BG-Demo – QBRInvitation: BG-Demo webinar on Thursday 16 January 2025

    Made from 3 calls · 12 email threads · 1 news item · 3 tickets

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

  7. Q4 2024

    Q4 2024: £2,010 expansion, flat adoption

    Brannock agreed a £2,010 Growth expansion without a discount, though the signed copy is not shown. Connector tickets continued, usage stayed at about eight people a day on 40 seats, and Helen Varley wants a value case before the spring renewal.

    The analysis

    Support: On 11 Oct 2024 Sunita Bains reported a stale nightly refresh, and Bethan Lister lengthened the connector timeout. On 23 Oct 2024 Lee Garside asked how to build a renewals dashboard.

    Expansion: On 14 Oct 2024 Priya Raman presented a £2,010 expansion proposal to Helen Varley, who wanted a written answer on capability. On 7 Nov 2024 Andrew Pickering asked for terms in writing.

    Close: On 15 Nov 2024 Andrew was told there would be no discount. He wants to benchmark against what Brannock pays elsewhere and asked who he deals with if Priya moves on.

    Order form: On 19 Nov 2024 Andrew said finance was content, but no signed copy is shown. Invoice INV-016-0003 (£2,010 net, due 19 Dec 2024) asked for a PO number; no reply is shown.

    Connectors: A stalled CRM connector resumed on 14 Nov 2024 after the customer's CRM team restored its connection. On 21 Nov 2024 Salesforce syncs slowed after three new custom fields; the resync result is not shown.

    Renewal: On 16 Dec 2024 Marcus Bell reported about eight people a day on 40 seats and a second delivery-data mismatch with no known cause. Helen wants a value case before Andrew raises the renewal on 1 May 2025.

    Open at the end: the January check-in is not booked, the value case is owed and the mismatch cause is unknown. The calls quote £42k (15 Nov 2024) and £46k (16 Dec 2024) for the subscription.

    Brannock Medical Supplies / BG-Demo – ProposalBrannock Medical Supplies / BG-Demo – NegotiationBrannock Medical Supplies / BG-Demo – Check InExpansion order form for signatureConnector Data Not LoadingSalesforce connector slow sync and missing records

    Made from 3 calls · 7 email threads · 6 tickets

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

  8. Q3 2024

    Q3 2024: usage up, value questioned

    Usage grew on the Growth account and support was quick, but Finance Director Andrew Pickering questioned value on forty licences and asked for the 30 Apr 2025 term end in writing. A stale-data ticket and a CRM field gap were the main worries.

    The analysis

    Onboarding: On 2 Jul 2024 Callie Brennan trained Lee Garside, a self-described sceptic, and Sunita Bains. Lee found delivery queries he had not seen, and Sunita offered to run the next session herself.

    Support: Helen Varley asked on 3 Jul 2024 for three new key-account managers to be provisioned. On 29 Jul 2024 an expired Salesforce connector token left the contract renewal dashboard stale until the customer refreshed it.

    Support, continued: A same-day provisioning request on 31 Jul 2024 was met within 30 minutes and praised. Two users were removed on 19 Aug 2024 after a reorganisation.

    Usage: On 15 Aug 2024 Helen said account managers now look at B-Viz first, but only a handful of the forty licences are in use. She worried that delivery data a day behind could leave a complaint waiting.

    Renewal: At the 20 Sep 2024 QBR, Andrew asked whether more users means more value and wanted the benefit in writing. On 23 Sep 2024 he asked for the term end, and Marcus Bell confirmed 30 Apr 2025 and Priya Raman as account owner.

    Outreach: Webinar and conference invitations went to Helen, Andrew and Lee. None had a reply in the period.

    Open at the end: Marcus owed Andrew a value note and usage chart. New CRM trust type fields were still not reaching B-Viz, with no date given.

    Brannock Medical Supplies / BG-Demo – TrainingBrannock Medical Supplies / BG-Demo – Check InBrannock Medical Supplies / BG-Demo – QBRQuarterly review follow-up and next stepsDashboard not showing latest account dataNew user provisioning: urgent

    Made from 3 calls · 6 email threads · 4 tickets

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

  9. Q2 2024

    Q2 2024: Growth signed, onboarding to live

    One finance query before signing the Growth order form, then onboarding from 10 May 2024. By 13 Jun 2024 all four connectors were loading and the customer was positive, but only one admin was named. Payables and IT did not reply.

    The analysis

    Signing: On 10 Apr 2024 Finance Director Andrew Pickering would not sign the £54k Growth order form without a written breakdown and a named account manager. No BG-Demo reply is in the thread.

    Billing: An invoice for net £12k (gross £14k) was issued 15 Apr 2024, due 15 May 2024. The first Growth subscription invoice followed on 1 May 2024: £42k net, £50k gross, due 31 May 2024. Neither thread has a customer reply, so payment is not shown.

    Kickoff: On 1 May 2024 Helen Varley asked for orders and delivery queries to be connected first. At the 10 May 2024 kickoff she attended alone, and an eight-week plan was agreed.

    Onboarding: On 16 May 2024 four starting connectors were agreed, with Sunita Bains as the only admin. By 31 May 2024 CRM and helpdesk were loading, but the spreadsheet connector was blocked after its file moved.

    Go-live: On 10 Jun 2024 Helen chose permissions by data source. On 13 Jun 2024 all four connectors were loading and the delivery queries by trust dashboard was shared. Sunita said onboarding was much less painful than expected.

    Outreach: Invitations went to Paula Rennie (Customer Day, 13 Jun 2024) and Craig Holt (IT webinar, 20 Jun 2024). Neither has a reply.

    Open at the end: No second admin was named. Contract dates in free-text notes, parentless sites, live versus archive folders and key-account manager training were all unresolved.

    Order form for signature: Growth tierYour first invoice from BG-DemoBrannock Medical Supplies / BG-Demo – OnboardingBrannock Medical Supplies / BG-Demo – OnboardingBrannock Medical Supplies / BG-Demo – OnboardingBrannock Medical Supplies / BG-Demo – Onboarding

    Made from 6 calls · 10 email threads

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

  10. Q1 2024

    Q1 2024: discovery to Growth negotiation

    Brannock moved from discovery on 9 Feb 2024 to a Growth proposal and price negotiation by 26 Mar 2024. Helen Varley is keen; Finance Director Andrew Pickering wants renewal terms in writing before the 12 Apr 2024 signature target.

    The analysis

    Discovery: On 9 Feb 2024 Helen Varley and Andrew Pickering described a renewals spreadsheet and three screens. Andrew asked whether Snowflake is an extra cost and wanted the answer in writing.

    Demos: The 23 Feb 2024 demo on sample data went well, and Helen asked for the renewals view by trust. A 27 Feb 2024 email set up a further demo for her three account managers.

    People: On 4 Mar 2024 CRM administrator Sunita Bains joined a second demo. Her concerns were answered, but she is the likely single administrator and so a key-person risk.

    Proposal: Helen offered walkthrough slots on 7 Mar 2024 and kept commercials for the finance director. On the 14 Mar 2024 call she wanted to go ahead, but Andrew would not agree and wanted renewal terms and review cadence in the order form.

    Negotiation: On 26 Mar 2024 Owen Tallis said the figure of fifty-three thousand eight hundred pounds, implementation included, is final for the first term. Andrew would not agree a future price rise on a call.

    Open at the end: The order form was not yet signed. The Snowflake answer and the written renewal position were owed, and the evidence does not show whether Brannock has a Snowflake account.

    Brannock Medical Supplies / BG-Demo – DiscoveryBrannock Medical Supplies / BG-Demo – DemoBrannock Medical Supplies / BG-Demo – DemoBrannock Medical Supplies / BG-Demo – ProposalBrannock Medical Supplies / BG-Demo – NegotiationProposal walkthrough: timing

    Made from 5 calls · 2 email threads

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
32level vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
1,007up 45 vs 3 months earlier
Connectors configured · Sep 26
10level vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
25.6 GBup 1.0 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
0020600401,200May 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included users (40)401,00732May 24: Active users 14; Licensed seats 40; Questions asked 165Jun 24: Active users 22; Licensed seats 40; Questions asked 437Jul 24: Active users 26; Licensed seats 40; Questions asked 756Aug 24: Active users 30; Licensed seats 40; Questions asked 470Sep 24: Active users 32; Licensed seats 40; Questions asked 921Oct 24: Active users 32; Licensed seats 40; Questions asked 964Nov 24: Active users 32; Licensed seats 40; Questions asked 954Dec 24: Active users 32; Licensed seats 40; Questions asked 699Jan 25: Active users 32; Licensed seats 40; Questions asked 918Feb 25: Active users 32; Licensed seats 40; Questions asked 839Mar 25: Active users 32; Licensed seats 40; Questions asked 959Apr 25: Active users 32; Licensed seats 40; Questions asked 942May 25: Active users 32; Licensed seats 40; Questions asked 943Jun 25: Active users 32; Licensed seats 40; Questions asked 904Jul 25: Active users 32; Licensed seats 40; Questions asked 1,081Aug 25: Active users 32; Licensed seats 40; Questions asked 552Sep 25: Active users 32; Licensed seats 40; Questions asked 938Oct 25: Active users 32; Licensed seats 40; Questions asked 1,012Nov 25: Active users 32; Licensed seats 40; Questions asked 937Dec 25: Active users 32; Licensed seats 40; Questions asked 763Jan 26: Active users 32; Licensed seats 40; Questions asked 915Feb 26: Active users 32; Licensed seats 40; Questions asked 849Mar 26: Active users 32; Licensed seats 40; Questions asked 935Apr 26: Active users 32; Licensed seats 40; Questions asked 884May 26: Active users 32; Licensed seats 40; Questions asked 884Jun 26: Active users 32; Licensed seats 40; Questions asked 962Jul 26: Active users 32; Licensed seats 40; Questions asked 984Aug 26: Active users 32; Licensed seats 40; Questions asked 556Sep 26: Active users 32; Licensed seats 40; Questions asked 1,007

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 32; Licensed seats 40; Questions asked 1,007. Basis: product usage, facts.usage_monthly:org_016, signals:org_016.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
May 241440165
Jun 242240437
Jul 242640756
Aug 243040470
Sep 243240921
Oct 243240964
Nov 243240954
Dec 243240699
Jan 253240918
Feb 253240839
Mar 253240959
Apr 253240942
May 253240943
Jun 253240904
Jul 2532401,081
Aug 253240552
Sep 253240938
Oct 2532401,012
Nov 253240937
Dec 253240763
Jan 263240915
Feb 263240849
Mar 263240935
Apr 263240884
May 263240884
Jun 263240962
Jul 263240984
Aug 263240556
Sep 2632401,007
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB515.0 GB1030.0 GBMay 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included connectors (8)1025.6 GB2May 24: Connectors configured 4; Active admins 2; Data volume 6.59 GBJun 24: Connectors configured 5; Active admins 2; Data volume 8.40 GBJul 24: Connectors configured 6; Active admins 2; Data volume 10.28 GBAug 24: Connectors configured 6; Active admins 2; Data volume 10.48 GBSep 24: Connectors configured 6; Active admins 2; Data volume 10.67 GBOct 24: Connectors configured 6; Active admins 2; Data volume 10.87 GBNov 24: Connectors configured 6; Active admins 2; Data volume 11.07 GBDec 24: Connectors configured 7; Active admins 2; Data volume 13.14 GBJan 25: Connectors configured 9; Active admins 2; Data volume 17.20 GBFeb 25: Connectors configured 10; Active admins 2; Data volume 19.41 GBMar 25: Connectors configured 10; Active admins 2; Data volume 19.75 GBApr 25: Connectors configured 10; Active admins 2; Data volume 20.07 GBMay 25: Connectors configured 10; Active admins 2; Data volume 20.40 GBJun 25: Connectors configured 10; Active admins 2; Data volume 20.73 GBJul 25: Connectors configured 10; Active admins 2; Data volume 21.06 GBAug 25: Connectors configured 10; Active admins 2; Data volume 21.39 GBSep 25: Connectors configured 10; Active admins 2; Data volume 21.72 GBOct 25: Connectors configured 10; Active admins 2; Data volume 22.05 GBNov 25: Connectors configured 10; Active admins 2; Data volume 22.37 GBDec 25: Connectors configured 10; Active admins 2; Data volume 22.71 GBJan 26: Connectors configured 10; Active admins 2; Data volume 23.04 GBFeb 26: Connectors configured 10; Active admins 2; Data volume 23.34 GBMar 26: Connectors configured 10; Active admins 2; Data volume 23.68 GBApr 26: Connectors configured 10; Active admins 2; Data volume 24.00 GBMay 26: Connectors configured 10; Active admins 2; Data volume 24.33 GBJun 26: Connectors configured 10; Active admins 2; Data volume 24.66 GBJul 26: Connectors configured 10; Active admins 2; Data volume 24.99 GBAug 26: Connectors configured 10; Active admins 2; Data volume 25.32 GBSep 26: Connectors configured 10; Active admins 2; Data volume 25.65 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 10; Active admins 2; Data volume 25.6 GB. Basis: product usage, facts.usage_monthly:org_016, signals:org_016.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
May 24426.59 GB
Jun 24528.40 GB
Jul 246210.28 GB
Aug 246210.48 GB
Sep 246210.67 GB
Oct 246210.87 GB
Nov 246211.07 GB
Dec 247213.14 GB
Jan 259217.20 GB
Feb 2510219.41 GB
Mar 2510219.75 GB
Apr 2510220.07 GB
May 2510220.40 GB
Jun 2510220.73 GB
Jul 2510221.06 GB
Aug 2510221.39 GB
Sep 2510221.72 GB
Oct 2510222.05 GB
Nov 2510222.37 GB
Dec 2510222.71 GB
Jan 2610223.04 GB
Feb 2610223.34 GB
Mar 2610223.68 GB
Apr 2610224.00 GB
May 2610224.33 GB
Jun 2610224.66 GB
Jul 2610224.99 GB
Aug 2610225.32 GB
Sep 2610225.65 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising after a quiet August 2026

Direction Rising

Usage is rising: questions in the last 4 weeks were 953 against 671 in the 4 before (+42%). August 2026 was a one-month dip. Questions are spread across many people, with no one above 11%.

  • Questions up 42% over the last 4 weeks against the 4 before
  • Questions spread widely, top asker at 11%
  • Ten of 13 contracted connectors configured
  • August 2026 dip has recovered
The analysis

Recent weeks: Questions in the last 4 weeks were 953 against 671 in the 4 before (+42%). Average daily active users rose from 6.2 to 8.3 (+34%).

Trend: August 2026 fell to 556 questions from 984 in July 2026, and September 2026 recovered to 1,007. The 12-month peak was 1,012 in October 2025, and the busiest of the 13 weeks ended 17 Jul 2026.

Who uses it: Helen Varley and Sunita Bains are the active admins. Laura Ellis asks 1,155 (11%) of questions and Laura Akhtar 1,028 (10%), so use is not concentrated.

Against the Growth order form: 32 active users are 80% of the 40 seats. Ten connectors are configured against 13 contracted.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

22 documents in 6 folders; 4 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • 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.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

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

Brannock Medical Supplies' pages are written from 3 organisation-level AI texts (assessment / next steps), 10 period digests and 1 narrative-level AI text, which in turn draw on 148 AI summaries of 157 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 16 people (16 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 18 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 · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
made from

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