B-Viz
Merriott Lyle Distribution logo

Merriott Lyle Distribution

Healthy£138kRenews 28 Feb 27
made from

AI facts

As at Fri 9 Oct 2026

Merriott Lyle Distribution holds Enterprise with 200 licensed users at £128k a year from 28 Feb 2026 to 27 Feb 2027, plus a connector order form signed 14 Sep 2026 at £10k a year. Contracted ARR is £138k and invoiced ARR is £132k. Active users held at 165 from May 2026 to Sep 2026, while questions asked rose from 7958 to 8979. Renewal falls on 28 Feb 2027 and the price book gives £125k. A possible freshness credit from Jul 2026 is unresolved.

Read from 38 calls · 87 email threads · 35 tickets · 1 news items · 3 deals · 18 people · 20 documents, newest 7 Oct 26

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Profile

Updated 9 Oct 26
  • IndustryWholesale distributionSource: CRM company record
  • Websitemerriottlyle.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBirminghamSource: CRM company record
  • Size1,450 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since28 Feb 2025Source: first executed order form ctr_076_01, signed 14 Feb 2025 · Enterprise tier · In the CRM since 8 Nov 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 usage is steady and the connector expansion was signed. Invoices are paid, with one a day late. Yet the CFO and credit control still question value for 200 seats, so a sourced value case before the 28 Feb 2027 renewal is the priority.

SignalsDocument roll-upFinance readMerriott Lyle Distribution / BG-Demo – NegotiationQ2 2026 digest

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

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Key facts

Updated 9 Oct 26
  • Contracted ARR£137,500differsSource: executed order form ctr_076_03, 15 Sep 2026 to 27 Feb 2027 · CRM £137,500 · Invoiced run rate £132,048 · As of 9 Oct 2026 · The sources disagree
  • Next renewal28 Feb 2027Basis: order form ctr_076_03 ends 27 Feb 2027 · In 142 days · Renewal price £125,000 (-9.1%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term15 Sep 2026 to 27 Feb 2027Source: order form ctr_076_03 (expansion), signed 14 Sep 2026 · Billed annually · 150 seats, 30 connectors
  • TierEnterpriseSource: the current order form
  • Last contact23 Sep 2026Email: Invitation: BG-Demo webinar on Thursday 15 Oct 2026 · 16 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Feb 2025 · 18 connectors configured
  • Licensed seats200differs165 active users in Sep 2026 · Order form ctr_076_03: 150 seats · The sources disagree
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Daniel Okafor prepares a sourced value note, with usage by branch and team, P1 ticket timings and a ruling on the Jul 2026 freshness credit, and walks Deepa Chauhan through it at the 23 Oct 2026 check-in. renewal
Who
Daniel Okafor Daniel Okafor
When
Within 2 weeks by 15 Oct 2026
Why
Daniel Okafor should bring Deepa Chauhan a sourced value note to the 23 Oct 2026 check-in, with usage by branch and team, ticket timings and the Jul 2026 freshness credit settled. The CFO questions value for 200 licences ahead of the 28 Feb 2027 renewal.

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

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The story

As at Fri 9 Oct 2026
Healthy

Healthy: Enterprise at £138k contracted ARR, usage steady and invoices paid, but the CFO questions value for 200 licences before the 28 Feb 2027 renewal. Daniel Okafor brings a sourced value note to the 23 Oct 2026 check-in.

Healthy, Merriott Lyle Distribution holds Enterprise at £128k a year for 200 licensed users to 27 Feb 2027, plus a £10k connector order form signed 14 Sep 2026. Contracted ARR is £138k and renewal falls on 28 Feb 2027.

Active users held at 165 from May 2026 to Sep 2026 against 200 licences, while questions asked rose from 7958 to 8979 (13%). Ewan Collier asks 10% of questions, and Deepa Chauhan champions the account but does not sign.

Malcolm Ridgway, the CFO, links the cost of 200 licences to falling use, and Bernadette Lowry trusts the ledger over B-Viz. A P1 response missed the 30-minute target, and a Jul 2026 freshness credit is unresolved.

Daniel Okafor prepares a sourced value note, with usage by branch and team, P1 timings and a freshness credit ruling, by 15 Oct 2026. He walks Deepa through it at the booked 23 Oct 2026 check-in.

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

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ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£75k£150kMay 25Sep 25Jan 26May 26Sep 26newexpansionexpansion£138k£132kFeb 25: Contracted ARR £116,500; Invoiced ARR £116,500Mar 25: Contracted ARR £116,500; Invoiced ARR £116,500Apr 25: Contracted ARR £116,500; Invoiced ARR £116,500May 25: Contracted ARR £116,500; Invoiced ARR £116,500Jun 25: Contracted ARR £116,500; Invoiced ARR £116,500Jul 25: Contracted ARR £116,500; Invoiced ARR £116,500Aug 25: Contracted ARR £116,500; Invoiced ARR £116,500Sep 25: Contracted ARR £116,500; Invoiced ARR £116,500Oct 25: Contracted ARR £116,500; Invoiced ARR £116,500Nov 25: Contracted ARR £116,500; Invoiced ARR £116,500Dec 25: Contracted ARR £116,500; Invoiced ARR £116,500Jan 26: Contracted ARR £116,500; Invoiced ARR £116,500Feb 26: Contracted ARR £127,500; Invoiced ARR £127,500Mar 26: Contracted ARR £127,500; Invoiced ARR £127,500Apr 26: Contracted ARR £127,500; Invoiced ARR £127,500May 26: Contracted ARR £127,500; Invoiced ARR £127,500Jun 26: Contracted ARR £127,500; Invoiced ARR £127,500Jul 26: Contracted ARR £127,500; Invoiced ARR £127,500Aug 26: Contracted ARR £127,500; Invoiced ARR £127,500Sep 26: Contracted ARR £137,500; Invoiced ARR £132,048

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 £138k; Invoiced ARR £132k. Basis: accounting system, facts.arr_monthly:org_076.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Feb 25£116,500£116,500
Mar 25£116,500£116,500
Apr 25£116,500£116,500
May 25£116,500£116,500
Jun 25£116,500£116,500
Jul 25£116,500£116,500
Aug 25£116,500£116,500
Sep 25£116,500£116,500
Oct 25£116,500£116,500
Nov 25£116,500£116,500
Dec 25£116,500£116,500
Jan 26£116,500£116,500
Feb 26£127,500£127,500
Mar 26£127,500£127,500
Apr 26£127,500£127,500
May 26£127,500£127,500
Jun 26£127,500£127,500
Jul 26£127,500£127,500
Aug 26£127,500£127,500
Sep 26£137,500£132,048
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR up to £138k, one late payment

Standing Paid upARR Rising

Contracted ARR is £138k on the Enterprise order forms, after a renewal in Feb 2026 and an expansion in Sep 2026. Invoiced ARR is £132k. Renewal on 28 Feb 2027 is priced at £125k by the price book.

  • Renewal on 28 Feb 2027 prices at £125k, below £138k today
  • Invoiced ARR £5,452 below order-form ARR
  • INV-076-0008 paid 1 day late
The analysis

Recurring revenue: contracted ARR rose from £116k to £128k in Feb 2026, then to £138k in Sep 2026. The CRM matches the order forms at £138k.

Next commitment: renewal on 28 Feb 2027, 142 days after the as-of date. The price book rule gives £125k against £138k today, a change of -£12k (-9.1%).

Billing: invoiced ARR is £132k, which is £5,452 below the order forms; the executed order forms are the truth. INV-076-0008 was paid on 28 Sep 2026, 1 days after the due date; all other invoices were paid within terms.

Deals: all three deals are closed won and none is open. Owners are active in HR.

ARR by monthCRM reconciliationINV-076-0008Merriott Lyle Distribution – Expansion

Made from 3 deals · 2 fact tables · 9 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: seat value questioned ahead of renewal

    Usage stayed level at just under sixty of two hundred Enterprise seats. The CFO asked what the seats return, and Deepa Chauhan was asked quietly if BG-Demo is worth the money. The orders connector stopped loading on 23 Jun 2026.

    The analysis

    Usage: On 7 Apr 2026 Daniel Okafor reported daily active users in the mid-fifties of two hundred Enterprise seats. By 29 Apr 2026 it was just under sixty, level, and Deepa Chauhan asked whether they should pay for fewer seats.

    Value: At the 12 May 2026 QBR the CFO, Malcolm Ridgway, asked what the seats return, and Lewis Kerr did not rule out fewer seats. On 13 May 2026 Malcolm asked in writing for weekly active people against the 200 licences.

    Renewal: It falls on 28 Feb 2027, and the order form and invoices agree at £128k a year. It moves to the current price book.

    Adoption: On 29 May 2026 usage by team showed branch managers barely register and a few people, Deepa included, ask a large share of questions.

    People: On 24 Jun 2026 Deepa said she had been asked quietly whether BG-Demo is worth the money. A usage cut, a short value summary and a small branch pilot were agreed.

    Support: Duplicate Salesforce records were corrected on 22 May 2026. On 23 Jun 2026 the branch orders connector ran but loaded zero new records, with a mapping fix due that week.

    Events: Alice Brewer invited Malcolm, Gareth Pugh and Tariq Saleem to Customer Day on 11 Jun 2026. No replies are shown.

    Open at the end: The orders fix was unverified. A date filter ticket shows solved on 4 Jun 2026 without a resolution in the read. The usage pack and value summary were still owed.

    Merriott Lyle Distribution / BG-Demo – QBRFollowing up on the quarterly business reviewMerriott Lyle Distribution / BG-Demo – Check InOrders connector stopped loading new recordsDate range filter returning unexpected resultsMerriott Lyle Distribution / BG-Demo – Check In

    Made from 5 calls · 9 email threads · 6 tickets

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

  2. Q1 2026

    Q1 2026: renewal unsigned, CFO questions value

    Q1 2026 at Merriott Lyle Distribution: the CFO questioned seat use and the £128k renewal against £116k contracted. The champion stayed positive. Connector faults were fixed. No signed renewal is shown by 31 Mar 2026.

    The analysis

    Renewal: On 16 Jan 2026 Daniel Okafor raised lower logins across the 200 licensed users. CFO Malcolm Ridgway asked for the comparison base and what BG-Demo had done for debtor days.

    Call: On the 26 Jan 2026 call Malcolm questioned about fifty active users out of two hundred. The contracted figure is £116k; the open deal shows £128k plus VAT; the term ends 27 Feb 2026.

    Order form: Lewis Kerr sent the Enterprise order form on 13 Feb 2026 at £128k ex VAT, users unchanged. On 16 Feb 2026 Malcolm asked for a line-by-line breakdown and written confirmation that freshness and credits are unchanged.

    Champion: Deepa Chauhan was positive on 9 Feb 2026 and at the 13 Feb 2026 QBR, with usage in the mid-sixties. On 26 Feb 2026 she said they were renewing as is, but on 27 Feb 2026 she wanted the arrangement kept under review.

    Support: Connector authentication failed three times: the branch system certificate on 16 Jan 2026, CRM credentials on 24 Feb 2026 and a Salesforce token on 31 Mar 2026. A search ranking fix was ready on 23 Feb 2026, and an export duplicates bug was fixed on 16 Mar 2026.

    Billing: INV-076-0006 was issued on 17 Feb 2026, gross £38k, due 19 Mar 2026, with no reply.

    Open at the end: The evidence does not show a signed renewal or Malcolm's decision. On 27 Mar 2026 Deepa said the regional directors were asking what the brain gives them.

    Merriott Lyle Distribution / BG-Demo – RenewalOrder form for signature: renewalMerriott Lyle Distribution / BG-Demo – Check InNotes from the check-inBranch system connector stopped loadingTime for our next check-in

    Made from 3 calls · 12 email threads · 5 tickets

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

  3. Q4 2025

    Q4 2025: renewal value case, usage falling

    Use rose into November, then fell to about forty-five active of 200 by 29 Dec 2025. The CFO wants a written, based value case before the Enterprise term ends on 27 Feb 2026. Deepa Chauhan stayed supportive. Renewal terms were still open.

    The analysis

    Support: A Salesforce connector stopped indexing on 13 Oct 2025, leaving the brain three weeks stale and blocking credit control and branch managers. Engineering was assigned. Other tickets were how-to or requests, including a saved-filters request on 28 Oct 2025.

    Usage: The 22 Oct 2025 check-in reported sixty-odd daily users, up about a fifth. Deepa wanted to keep going and add branches, with finance present before any talk of money.

    Value: At the 10 Nov 2025 QBR, CFO Malcolm Ridgway rejected a percentage with no base and wanted a one-page measure. On 19 Nov 2025 Deepa said the brain saves time but is not yet changing outcomes, and credit control barely use it.

    Renewal: On 28 Nov 2025 Daniel Okafor sent formal notice, with a renewal deal at £128k against contracted £116k. Malcolm wanted a written schedule showing the base. On 8 Dec 2025 he asked why BG-Demo is paid for 200 users when just under sixty are active.

    Decline: On 29 Dec 2025 average active users were around forty-five, down roughly a quarter. Branches had only an email and a video, and some returned to spreadsheets.

    Open at the end: The co-termed quote, the value summary and usage by branch were owed. Whether the quote was sent is not shown. INV-076-0005 had no reply.

    Merriott Lyle Distribution / BG-Demo – Check InMerriott Lyle Distribution / BG-Demo – RenewalMerriott Lyle Distribution / BG-Demo – QBRYour Enterprise renewal: notice and next stepsSearch results not updating after data refreshMerriott Lyle Distribution / BG-Demo – Check In

    Made from 5 calls · 11 email threads · 5 tickets

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

  4. Q3 2025

    Q3 2025: usage up, CFO wants value proof

    Adoption grew and credit control embraced the account view, but the CFO asked for a board-ready value measure before the February 2026 renewal. Branch use stayed low, and a duplicate-records ticket was left without a shown resolution.

    The analysis

    Adoption: On the 8 Jul 2025 check-in Deepa Chauhan said usage had roughly tripled on the previous quarter and credit control now worked from one account page. Regional directors were asking what the brain is worth.

    Support: A ticket of 17 Jul 2025 on duplicated, unsorted dispute transactions was fixed and verified. On 24 Jul 2025 about 5 North region accounts showed duplicate records, and the resolution is not shown.

    Value challenge: At the 7 Aug 2025 QBR, CFO Malcolm Ridgway asked for a board-ready measure such as debtor days. His 8 Aug 2025 email asked how many of 200 licensed users are active, and Daniel Okafor conceded well below 200 and promised written answers.

    Commercial: The order form and invoices agree at £116k a year, with the term running to 27 Feb 2026. The 28 Aug 2025 invoice was gross £35k, due 27 Sep 2025, and no reply is shown.

    Branch adoption: On 22 Sep 2025 around fifty of 200 seats were active, mostly at head office, and a branch manager saw a settled dispute shown as open. On 24 Sep 2025 Deepa asked for a multi-branch view and role-based regional filters, and on 29 Sep 2025 Tariq Saleem set up a branch system connector.

    Open at the end: No value measure was agreed, and renewal sits on 28 Feb 2026. The duplicate records, the dispute status and the multi-branch dashboard request (escalated to product) were all unresolved.

    Merriott Lyle Distribution / BG-Demo – Check InMerriott Lyle Distribution / BG-Demo – QBRFollow-up from the quarterly reviewMerriott Lyle Distribution / BG-Demo – Check InDuplicate account records in the brainInvoice for your Enterprise subscriptionHow to add a new connector to our account

    Made from 3 calls · 5 email threads · 5 tickets

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

  5. Q2 2025

    Q2 2025: onboarding, fast adoption, late loads

    Enterprise onboarding for Merriott Lyle Distribution moved from late nightly loads and access grants to rising adoption and a three-wave rollout plan. A nightly load failure was still open on 13 Jun 2025.

    The analysis

    Onboarding: calls from 2 Apr 2025 to 7 May 2025 set a twelve-week plan, connector order and owners. Deepa Chauhan made the Monday spreadsheet stopping the test of done.

    Load problems: on 2 Apr 2025 Tariq Saleem raised a high-priority ticket because the nightly load finished after branches opened twice, which Laura Penhaligon called a miss against 07:00. On 10 Apr 2025 and 24 Apr 2025 a branch system permission grant was still blocking the load.

    Commercial: on 30 Apr 2025 Tariq confirmed Enterprise at £116k a year with two hundred licensed users, and Hamza Akhtar said the order form and invoiced figure match. On 22 Apr 2025 Deepa said there are far more branch managers than seats.

    Value: on 20 May 2025 Neil Ashworth's managing director was asking what the £116k a year buys. On 22 May 2025 a ticket asked for access for about 40 branch managers, and Bethan Lister brought in Daniel Okafor on licensing.

    Adoption: on 9 Jun 2025 Deepa reported about forty active people and a quicker account-data review. A duplicate trade customer record was open.

    Billing and marketing: INV-076-0003 (gross £35k, due 27 Jun 2025) was sent on 28 May 2025. The Customer Day and webinar invitations drew no reply.

    Open at the end: on 13 Jun 2025 the nightly load ticket stayed open with no cause named. A dashboard slowness issue was escalated to engineering, and a viewer-permissions question was unanswered.

    Merriott Lyle Distribution / BG-Demo – OnboardingMerriott Lyle Distribution / BG-Demo – OnboardingMerriott Lyle Distribution / BG-Demo – TrainingExpanding dashboard access to branch managersMerriott Lyle Distribution / BG-Demo – Check InYour support ticket: nightly load follow-upInvoice INV-076-0003 for your records

    Made from 8 calls · 12 email threads · 4 tickets

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

  6. Q1 2025

    Q1 2025: Enterprise deal signed, onboarding hit

    Enterprise proposal and terms were negotiated from 6 Jan 2025, with the CFO pressing for a value case and a clear price base. Onboarding began in March, with branch connector problems, stale-data risk and a single admin.

    The analysis

    Proposal: On 6 Jan 2025 Lewis Kerr presented Enterprise at £146k total deal value, not an annual price. Malcolm Ridgway, CFO, said he was not persuaded on value and wanted a debtor-days case.

    Negotiation: On 30 Jan 2025 quarterly billing was agreed in principle. Bernadette Lowry wanted a reconciliation acceptance step, and Malcolm said he would not sign over her.

    Order form: On 3 Feb 2025 Fiona Marsden asked for separate lines and open connector wording. On 12 Feb 2025 Malcolm said he would not sign until the base of the £146k was shown, and Tom Ashdown promised a corrected copy.

    Billing: Invoice INV-076-0001 (£36k) went out on 17 Feb 2025 and INV-076-0002 (£35k) on 28 Feb 2025. Neither thread shows a customer reply or a PO number.

    Onboarding: The 6 Mar 2025 kickoff was cautiously positive, with Tariq Saleem the only admin. On 20 Mar 2025 the branch connector was blocked by a narrow service-account role, and a ticket from 19 Mar 2025 found account codes missing leading zeros.

    Support: A late nightly refresh ticket was fixed by Connor Webb. On 28 Mar 2025 a branch load reported complete without new records, and Deepa Chauhan warned stale numbers would cost trust.

    Open at the end: Only about ten users were active against two hundred licensed. A second admin, accounting access and the credentials question stayed open. The evidence does not show the order form being signed.

    Merriott Lyle Distribution / BG-Demo – ProposalOrder form for signatureMerriott Lyle Distribution / BG-Demo – NegotiationMerriott Lyle Distribution / BG-Demo – OnboardingBranch system connector not syncing account dataSupport follow-up on your recent issue

    Made from 6 calls · 13 email threads · 3 tickets

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

  7. Q4 2024

    Q4 2024: Enterprise sale built through demos

    Merriott Lyle Distribution moved from a webinar invitation to discovery and two demos on an Enterprise single account view, quoted at £146k in total. Decision target 14 Feb 2025; finance sign-off still ahead.

    The analysis

    Outreach: On 5 Nov 2024 Sofia Marchetti invited Neil Ashworth, Regional Branch Director, North, to the 21 Nov 2024 webinar. He did not reply, so interest is unconfirmed.

    Discovery: Deepa Chauhan and Lewis Kerr fixed the discovery call on 28 Nov 2024. On the 2 Dec 2024 call Deepa said she sponsors but does not sign, and wants one view of a trade account.

    Price: Lewis gave £146k in total, excluding VAT, including implementation, on 2 Dec 2024. He repeated it on 17 Dec 2024 and 27 Dec 2024, stressing it is not an annual price.

    Demos: Hannah Lowe demoed on sample extracts on 17 Dec 2024 and again on 27 Dec 2024. Deepa called it the right sort of tool; Tariq Saleem wants the connector list, security answers and a proper extract.

    Concerns: Tariq asked how duplicate accounts are matched and how a failed nightly load shows. Deepa fears branch managers feeling watched, and credit control call summary visibility is unresolved.

    Open at the end: Deepa agreed on 31 Dec 2024 to a proposal walk-through and asked to keep CFO Malcolm Ridgway out of the first session. The 14 Feb 2025 date is a target, softer for budget holders. The security review has not started, and the second session had no confirmed attendees.

    Merriott Lyle Distribution / BG-Demo – DiscoveryMerriott Lyle Distribution / BG-Demo – DemoMerriott Lyle Distribution / BG-Demo – DemoMerriott Lyle Distribution: follow-up from the demoTime to go through the proposalWebinar invitation: Thursday 21 Nov 2024

    Made from 3 calls · 8 email threads

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

  8. Q2 2024

    Q2 2024: funding news, no account change

    One read in the quarter: a news item dated 17 May 2024 reporting twelve million pounds of new funding at Merriott Lyle Distribution. No structure or use was given, and no change to teams, systems or contracts was stated.

    The analysis

    News: this period holds one read, a news item. Midlands Trade Ledger reported on 17 May 2024 that the Birmingham-based wholesaler secured twelve million pounds of new funding.

    Detail: the company gave no detail on how the money is structured or what it will be used for. The read judges it a financial-strength signal of low significance that does not by itself move the renewal or open a new engagement.

    Opportunity: the read notes the company says it intends to keep building a joined-up view of each trade account, which fits B-Viz. The suggested next step is to mention the funding as background at the next account call.

    Open at the end: no calls, email threads or tickets are in the period, so the evidence does not show customer sentiment, contacts or any commitment. The evidence does not show any change in buying plans.

    Merriott Lyle Distribution secures twelve million pounds in new funding

    Made from 1 news item

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

  9. Q1 2024

    Q1 2024: two event invitations, no reply

    Two outbound invitations from Nell Ashcombe, a webinar on 15 Feb 2024 and a conference stand visit on 13 Mar 2024. Neither thread holds a customer reply, so no engagement is recorded.

    The analysis

    Webinar: on 4 Feb 2024 Nell Ashcombe invited Tariq Saleem, CRM and Data Platform Manager, to a BG-Demo webinar on 15 Feb 2024. She offered joining details, or a recording and notes if he could not attend live.

    Conference: on 6 Mar 2024 Nell invited Gareth Pugh, Head of IT Security, to the BG-Demo stand at the London data leaders conference on 13 Mar 2024. She offered a stand visit or a call, and stressed that B-Viz runs inside the customer's own Snowflake account.

    Customer view: not shown. Neither Tariq nor Gareth replied, so the evidence does not show interest, attendance or receipt of the recording.

    Open at the end: the conference read suggests offering Gareth a call on access, connectors and the review process, which would prepare the ground for an Enterprise security review. The threads record no such follow-up.

    Invitation: BG-Demo webinar on Thursday 15 Feb 2024Come and see us at the data leaders conference

    Made from 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
165level vs 3 months earlierof 150 included on the tier
Questions asked · Sep 26
8,979down 673 vs 3 months earlier
Connectors configured · Sep 26
18up 2 vs 3 months earlierof 20 included on the tier
Active admins · Sep 26
3level vs 3 months earlier
Data volume · Sep 26
66.7 GBup 10.0 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked
001005,00020010,000Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included users (150)2008,979165Feb 25: Active users 7; Licensed seats 200; Questions asked 32Mar 25: Active users 58; Licensed seats 200; Questions asked 1,432Apr 25: Active users 95; Licensed seats 200; Questions asked 2,729May 25: Active users 123; Licensed seats 200; Questions asked 5,588Jun 25: Active users 143; Licensed seats 200; Questions asked 7,208Jul 25: Active users 163; Licensed seats 200; Questions asked 8,906Aug 25: Active users 165; Licensed seats 200; Questions asked 4,961Sep 25: Active users 165; Licensed seats 200; Questions asked 9,055Oct 25: Active users 165; Licensed seats 200; Questions asked 9,142Nov 25: Active users 165; Licensed seats 200; Questions asked 8,130Dec 25: Active users 165; Licensed seats 200; Questions asked 6,855Jan 26: Active users 165; Licensed seats 200; Questions asked 8,719Feb 26: Active users 165; Licensed seats 200; Questions asked 8,034Mar 26: Active users 165; Licensed seats 200; Questions asked 9,288Apr 26: Active users 165; Licensed seats 200; Questions asked 8,650May 26: Active users 165; Licensed seats 200; Questions asked 7,958Jun 26: Active users 165; Licensed seats 200; Questions asked 9,652Jul 26: Active users 165; Licensed seats 200; Questions asked 8,677Aug 26: Active users 165; Licensed seats 200; Questions asked 5,288Sep 26: Active users 165; Licensed seats 200; Questions asked 8,979

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 165; Licensed seats 200; Questions asked 8,979. Basis: product usage, facts.usage_monthly:org_076, signals:org_076.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Feb 25720032
Mar 25582001,432
Apr 25952002,729
May 251232005,588
Jun 251432007,208
Jul 251632008,906
Aug 251652004,961
Sep 251652009,055
Oct 251652009,142
Nov 251652008,130
Dec 251652006,855
Jan 261652008,719
Feb 261652008,034
Mar 261652009,288
Apr 261652008,650
May 261652007,958
Jun 261652009,652
Jul 261652008,677
Aug 261652005,288
Sep 261652008,979
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume
00.0 GB1040.0 GB2080.0 GBMar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (20)1866.7 GB3Feb 25: Connectors configured 0; Active admins 2; Data volume 0.00 GBMar 25: Connectors configured 5; Active admins 3; Data volume 13.65 GBApr 25: Connectors configured 11; Active admins 3; Data volume 30.61 GBMay 25: Connectors configured 13; Active admins 3; Data volume 36.89 GBJun 25: Connectors configured 15; Active admins 3; Data volume 43.37 GBJul 25: Connectors configured 16; Active admins 3; Data volume 47.15 GBAug 25: Connectors configured 16; Active admins 3; Data volume 48.03 GBSep 25: Connectors configured 16; Active admins 3; Data volume 48.89 GBOct 25: Connectors configured 16; Active admins 3; Data volume 49.77 GBNov 25: Connectors configured 16; Active admins 3; Data volume 50.63 GBDec 25: Connectors configured 16; Active admins 3; Data volume 51.51 GBJan 26: Connectors configured 16; Active admins 3; Data volume 52.39 GBFeb 26: Connectors configured 16; Active admins 3; Data volume 53.19 GBMar 26: Connectors configured 16; Active admins 3; Data volume 54.08 GBApr 26: Connectors configured 16; Active admins 3; Data volume 54.93 GBMay 26: Connectors configured 16; Active admins 3; Data volume 55.82 GBJun 26: Connectors configured 16; Active admins 3; Data volume 56.67 GBJul 26: Connectors configured 16; Active admins 3; Data volume 57.56 GBAug 26: Connectors configured 16; Active admins 3; Data volume 58.44 GBSep 26: Connectors configured 18; Active admins 3; Data volume 66.71 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 18; Active admins 3; Data volume 66.7 GB. Basis: product usage, facts.usage_monthly:org_076, signals:org_076.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Feb 25020.00 GB
Mar 255313.65 GB
Apr 2511330.61 GB
May 2513336.89 GB
Jun 2515343.37 GB
Jul 2516347.15 GB
Aug 2516348.03 GB
Sep 2516348.89 GB
Oct 2516349.77 GB
Nov 2516350.63 GB
Dec 2516351.51 GB
Jan 2616352.39 GB
Feb 2616353.19 GB
Mar 2616354.08 GB
Apr 2616354.93 GB
May 2616355.82 GB
Jun 2616356.67 GB
Jul 2616357.56 GB
Aug 2616358.44 GB
Sep 2618366.71 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since September 2026

Direction Rising

Usage is rising. Average daily active users went from 46.0 to 59.8 (+30%) over the last 4 weeks against the 4 before, after a quiet August 2026. Active users are 165 against 150 contracted seats.

  • Active users at 110% of Enterprise seats
  • Three connectors added since 16 Sep 2026
  • Ewan Collier asks 10% of questions
  • August 2026 dip has recovered
The analysis

Recent weeks: Questions rose from 6,361 to 7,952 (+25%) in the last 4 weeks against the 4 before. The week ending 11 Sep 2026 was the busiest of the 13 at 2,214 questions.

Trend: August 2026 was the dip, with 5,288 questions against 8,677 in July 2026. September 2026 recovered to 8,979, below the June 2026 peak of 9,652. Records indexed reached 31,766,238 in September 2026, and connectors rose from 16 to 19 since 16 Sep 2026.

Who uses it: Ewan Collier asks 10% of questions over the last 90 days (2,673), then Alex Sandhu at 6%. The admins are Deepa Chauhan, Tariq Saleem and Neil Ashworth.

Against the order form: 165 active users are 110% of the 150 seats on the Enterprise order form. 18 connectors were configured in September 2026 against 30 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

20 documents in 7 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

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

Merriott Lyle Distribution's pages are written from 4 organisation-level AI texts (assessment / next steps), 9 period digests and 1 narrative-level AI text, which in turn draw on 181 AI summaries of 193 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 18 people (18 with an AI write-up) and 8 staff (0 with an AI write-up), shown on 21 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