Dunholm Precision

Early April: Bethan Lister traced a missing sales-engineer call to a queue fault after the nightly refresh and re-ran it. A ticket on 9 Apr 2026 reported duplicate customer records in search, escalated to Ewan Pryce for an ingestion fix.

QBR: On 23 Apr 2026 Ruth said the brain works and saves time. Tom Ashdown asked for an autumn renewal conversation on Growth, which runs to the end of November, and Stuart Kenyon wants a one-page proposal only.

Value case: On 24 Apr 2026 Stuart asked for one line on audit-prep savings. Daniel Okafor declined to give an unsupported number and asked Ruth for half an hour. The same day Ruth asked for a bulk-update route from the ERP and said the timeline must fit in one month or they will find another solution.

Usage: On 12 May 2026 Ruth said usage was quieter and asked for evidence. At the 18 May 2026 check-in she did not accept an estimate as a fact, but gave a part-history win done in minutes.

Late quarter: On 25 May 2026 Alice Brewer invited Karen Midgley to the Customer Day on 11 Jun 2026; no reply is shown. On 12 Jun 2026 a ticket reported booking data one to two days behind, caused by a connector timeout.

Open at the end: The bulk-update scope and cost, the audit-prep value line, the duplicate-records fix and the connector timeout were all unresolved. The renewal conversation was not yet shown as booked.

Support: on 6 Jan 2026 Nathan reported the Salesforce connector had stopped syncing, with API rate limit warnings in the logs. First response took 106 minutes, and the ticket was solved on 15 Jan 2026.

Support: Nathan asked for sync failure alerts because his team relies on fresh data for quality checks. The record does not show the resolution method or root cause.

Marketing: Alice Brewer sent Ruth Ackroyd three invitations, to webinars on 19 Feb 2026 and 19 Mar 2026 and a London roundtable on 24 Feb 2026. None drew a reply, so attendance is not shown.

Check-in: on 23 Mar 2026 Daniel Okafor reviewed usage with Ruth. Around twelve people were active on an average day against sixty licensed users, up on the previous quarter. Ruth said quiet is what she wants from a supplier.

Commercial: Ruth said she does not want a renewal conversation in a check-in. Daniel noted the contract runs to the end of November and Tom will follow up nearer the time.

Open at the end: Daniel's 24 Mar 2026 notes got no reply. He still owes a summary of the questions Dunholm Precision's people ask. Ruth may want an on-time delivery by customer dashboard, and engineers are recording fewer calls. Renewal terms have not been discussed.

Renewal: on 14 Oct 2025 Daniel Okafor and Stuart Kenyon fixed a renewal call, Stuart agreeing that usage was up. On the 20 Oct 2025 call Stuart, Ruth Ackroyd and Karen Midgley accepted the £51k renewal on the same terms, sixty users, annual in advance.

QBR: on the 27 Oct 2025 call Ruth said sourced answers helped her pass an audit. About twelve people were active daily against 60 licensed users, and she declined for now to let BG-Demo write the audit up as an example.

Support: on 21 Oct 2025 Ruth asked for line-level quality ticket history for two aerospace customers, and Daniel agreed to prepare it. On the QBR call, dashboards were barely used, though Nathan Booth wants a late orders against open quality tickets view.

Signing: on 6 Nov 2025 Tom Ashdown sent the Growth renewal order form and Stuart signed. Tom confirmed receipt on 11 Nov 2025, and Stuart raised no price concern.

Billing: invoice INV-018-0004 was sent on 17 Nov 2025 (net £51k, gross £61k, due 17 Dec 2025), with a PO number requested.

Marketing: webinar invitations went to Nathan on 31 Oct 2025 and to Phil Royston on 25 Dec 2025, with no replies.

Open at the end: the PO number, payment of the invoice, the training date for new engineers, the question numbers for Ruth and how the 60 users sit against the 40 included in Growth were not shown as resolved.

Expansion: The 4 Jul 2025 call settled the £2,742 expansion with a separate invoice and thirty-day terms, ending 30 Nov 2025 with the existing term. Stuart Kenyon returned the signed order form on 11 Jul 2025, a day after the hoped-for 10 Jul 2025.

Billing: Invoice INV-018-0003 went to Karen Midgley on 11 Jul 2025: net £2,742, gross £3,290, due 10 Aug 2025. The thread shows no reply, so the PO number and payment are not shown.

Support: On 17 Jul 2025 six new staff needed regional access. Olivia Grant said SCIM is Enterprise only and set up regional dashboard groups instead, which may not scale.

Support: On 24 Jul 2025 Ruth needed four external auditors on read-only access, and it was solved on 28 Jul 2025. A date-filter how-to from Nathan Booth on 31 Jul 2025 was routine.

Renewal: On 1 Sep 2025 Daniel Okafor gave notice of renewal at term end on 30 Nov 2025, for 60 licensed users at £47k. Stuart asked what it saves and said he will follow Ruth's view.

Renewal: On 8 Sep 2025 Daniel and Tom Ashdown previewed £51k against £47k contracted. Stuart noted the rise without objecting, but wants a one-page note and a usage view sent via his operations lead first.

Open at the end: The renewal is unsigned, with a close date pencilled for Mon 10 Nov 2025. The breakdown of the rise, Ruth's view and payment of the July invoice are not shown.

QBR: on 28 Apr 2025 Daniel Okafor and Tom Ashdown met Ruth Ackroyd and Nathan Booth. A customer audit passed on a traceability dashboard, and Ruth's condition for renewal is value shown with evidence. The Growth term runs to 30 Nov 2025 at £40k a year.

Check-in: on 14 May 2025 Ruth tied rising use to quality ticket search. On 20 May 2025 she refused to accept an audit view built on sample data.

Pilot: on 19 May 2025 Ruth reported settled use and a clean audit follow-up. She asked for a planner pilot on late orders, needing no contract change. She warned the reason code in the orders data is not clean.

Proposal: Tom set up a walkthrough with Ruth on 4 Jun 2025. On 9 Jun 2025 he proposed a Growth expansion of £2,742, to share the existing term. Ruth wants it itemised, and Stuart Kenyon will not sign without her view.

Outreach: invitations went to Phil Royston for the 12 Jun 2025 Customer Day and to Nathan for the 19 Jun 2025 webinar. Neither thread shows a reply.

Open at the end: the itemised page, the shared drive connector date, and the planner pilot were owed. Jas is the heaviest user, a key-person risk. The call does not show whether £2,742 is annual or one-off.

Onboarding: Callie Brennan ran Ruth Ackroyd's test questions on 7 Jan 2025, and Ruth found the open-orders view right first time. On 14 Jan 2025 she reported fast answers but one stale order, put down to nightly refresh timing, and the call recorder connector was live.

Setup: The 20 Jan 2025 call set out the Growth tier plan, with five of eight connectors and forty licensed users. Nathan Booth was the only admin and no second admin was named.

Training: On 24 Jan 2025 and 27 Jan 2025 Callie trained Jas Dhillon and Nathan. Jas built a call prep page and Nathan a dashboard replacing the manual Monday report.

Outreach: Sofia Marchetti invited Karen Midgley on 15 Feb 2025 and Jas on 18 Feb 2025 to events. Neither thread shows a reply.

Support: On 4 Mar 2025 Jas needed dashboard access and Bethan granted it, solved 10 Mar 2025. The ticket calls Jas new, though Jas appears in the January calls.

Check-in: On 24 Mar 2025 Daniel Okafor met Ruth, who said the quality team used the brain every morning. She is holding back wider rollout, and a date column had read the wrong way round for a couple of days.

Open at the end: The explanation of how the date fault will be prevented was still owed. The outcomes review was still to be booked, and no second admin is shown as named.

Order form: Tom Ashdown sent the Growth order form on 23 Oct 2024 at a total of £52k including implementation. Stuart Kenyon replied on 28 Oct 2024 that he would sign that afternoon; the thread does not show the signed copy.

Billing: Nell Ashcombe sent Karen Midgley the first invoice on 28 Oct 2024, £14k gross, due 27 Nov 2024. Rachel Dunmore sent invoice INV-018-0002 on 2 Dec 2024, £48k gross, due 1 Jan 2025. Neither thread shows a reply, so receipt and payment are not shown.

Kickoff: At the 9 Dec 2024 kickoff, Ruth said she is interested but sceptical and wants right answers on customer and part. Daniel Okafor confirmed the term runs to 30 Nov 2025 on Growth with forty users.

Access: On 10 Dec 2024 Callie Brennan listed the written access she needs. Nathan Booth would send CRM and helpdesk access, but call recorder access sat with someone in IT.

Onboarding: On 16 Dec 2024 Ruth chose base part grouping with the revision held separately, and asked for before and after counts. On 23 Dec 2024, with Nathan only, the order system loaded cleanly and older tickets joined patchily.

Open at the end: A couple of dozen part exceptions were awaiting Nathan's decision. The call recorder source had no committed date, invitations were held, and the invoice replies were not shown.

Demo: On 18 Jul 2024 Tom Ashdown booked a demo on Dunholm's own data, with Ruth Ackroyd backing it and naming Nathan Booth for the extract. The demo on 25 Jul 2024 was positive, with conditions on part number mapping and audit evidence.

Technical: After the demo Nathan asked about data location, source systems and access. Tom quoted a working Growth value of £52k and a 25 Oct 2024 target, and Hannah Lowe was to answer in writing.

Proposal: On 27 Aug 2024 Tom presented Growth at £52k, the whole deal value including implementation and not a yearly price. Stuart Kenyon was content in principle but would not sign until he had seen it in writing.

Value: Stuart asked what it saves. No saving was quantified; Ruth was to count late-batch cases and Tom promised a value case.

Terms: On 17 Sep 2024 Stuart asked for final terms, not a first draft. On 23 Sep 2024 Tom and Owen Tallis took Phil Royston and Karen Midgley through the draft order form.

Open at the end: Karen asked for quarterly invoicing and a line-by-line split of £52k, and the form must state the notice window. The evidence does not show whether the form was signed.

Scheduling: On 19 Jun 2024 Tom Ashdown and Ruth Ackroyd agreed an hour-long discovery call on a Thursday at 09:30. Ruth asked for a short agenda and said she would bring a quality lead.

Problem: Ruth said the team struggles to answer 'Which customer, which part?' quickly. On the 26 Jun 2024 call she explained that answering one customer question takes most of a day across order, quality and call records.

Customer view: Aerospace and energy customers audit Dunholm Precision, and Ruth owns the customer side of each audit. She wants sourced answers, not estimates, and said 'If I can't show it, I fail it.'

Commercial: Tom positioned the Growth tier with a ballpark of £52k that includes the one-off implementation, to be confirmed in writing. Ruth is the buyer, but the managing director wants a decision before the end of the autumn and will want proof it pays off.

Open at the end: Tom owes demo dates, a demo on Dunholm Precision data ahead of the 25 Oct 2024 planning date, written pricing and real manufacturer examples. The business systems analyst is not yet involved, the connector list is still vague, and the managing director has not met BG-Demo.

Period: this is a single read, an email thread dated 16 Mar 2024. Nothing else with Dunholm Precision is recorded for the quarter.

Outreach: Nell Ashcombe invited Nathan Booth, who looks after business systems, to an online BG-Demo webinar on Thursday 21 March 2024. She pointed him to the sections on how the brain is built inside the customer's own Snowflake account.

Customer view: the thread holds no response from Nathan, so interest is not shown. The read rates the sentiment as neutral and the voice as unknown.

Opportunity: the read notes that Nathan's role in business systems makes him a likely technical reviewer if the brain is sold into Dunholm Precision.

Open at the end: no step was agreed. The only follow-up noted is for Nell to send joining details if Nathan replies.

Period: this digest rests on one read, an email thread dated 29 Oct 2023.

Invitation: Nell Ashcombe, CEO, invited Phil Royston, Purchasing Manager, to an online walk-through on Thursday 16 Nov 2023. She framed it as relevant to purchasing, with no sales pitch.

People: Nell suggested Phil pass the invitation to colleagues in engineering or quality. The read treats that as a possible way to reach another contact.

Customer view: the thread holds no reply from Phil, so his interest is not shown. The read rates sentiment as neutral.

Open at the end: nothing is open. The read says no action is required unless Phil replies, and the evidence does not show whether he attended the webinar.