B-Viz
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Delancey Haig

Lost£0

AI facts

As at Fri 9 Oct 2026

Delancey Haig held Growth at £44k per year under an order form signed 9 Jun 2025, for 3 Jul 2025 to 2 Jul 2026. Active users fell from 37 in March 2026 to 6 in July 2026, with no usage in the 13 weeks to 9 Oct 2026. The renewal deal closed lost on 19 May 2026 with an in-house build as the reason. The customer's notice asks BG-Demo to confirm the final invoice position and agree a handover, and no reply is on file.

Read from 42 calls · 85 email threads · 18 tickets · 5 news items · 3 deals · 15 people · 21 documents, newest 30 Jun 26

Profile

Updated 9 Oct 26
  • IndustryRecruitmentSource: CRM company record
  • Websitedelanceyhaig.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLondonSource: CRM company record
  • Size620 employeesSource: CRM company record
  • CRM ownerHarvey DoyleSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since3 Jul 2024Source: first executed order form ctr_077_01, signed 19 Jun 2024 · Growth tier · In the CRM since 25 Mar 2024
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage former_customer · 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 the Growth order form ended on 2 Jul 2026 with no renewal, and the CTO chose an in-house build after two years of thin director adoption. Kwame Asante left the door open, so Jess Ferrand and Holly Tranter are the win-back relationships.

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

Key facts

Updated 9 Oct 26
  • TierGrowthSource: deal_077_02
  • Last contact2 Jul 2026Email: Thank you, and one request about the client pages · 99 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Jul 2024 · 3 connectors configured
  • Licensed seats406 active users in Sep 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Reply in writing to Delancey Haig's non-renewal notice, confirming that nothing is owed and that DPA exit duties for Snowflake access removal and data deletion are complete. Re engage
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor should reply to Delancey Haig's non-renewal notice this week. The reply should confirm nothing is owed, that Snowflake access is removed and that personal data copies are deleted under the DPA, keeping open the win-back door Kwame Asante left.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Delancey Haig's Growth subscription at £44k a year ended on 2 Jul 2026 after notice on 19 May 2026, lost to an in-house build. Nothing is owed, but the notice is unanswered and the DPA exit duties have no recorded completion.

Lost to an in-house build, Delancey Haig gave notice on 19 May 2026. Its Growth subscription at £44k a year, set by the order form signed 9 Jun 2025, ended on 2 Jul 2026 with no renewal, and nothing is owed.

Usage ended on 2 Jul 2026, when all platform users were deactivated. Active users had fallen from 37 to 6 and questions from 1,546 to 30, and Saskia Mendes asked 18% of questions over the last 12 months.

Kwame Asante, the CTO, chose the in-house build but left the door open. The risk is the exit: the notice has no reply, and no record shows Snowflake access removed under the DPA despite later admin activity.

Daniel Okafor should reply to Kwame by 9 Oct 2026, confirming that nothing is owed and that the DPA exit duties are complete. A clean exit keeps a win-back open.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kNov 24Apr 25Sep 25Feb 26Jul 26newexpansionchurn£0£0Jul 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 £41,800; Invoiced ARR £41,800Dec 24: Contracted ARR £41,800; Invoiced ARR £41,800Jan 25: Contracted ARR £41,800; Invoiced ARR £41,800Feb 25: Contracted ARR £41,800; Invoiced ARR £41,800Mar 25: Contracted ARR £41,800; Invoiced ARR £41,800Apr 25: Contracted ARR £41,800; Invoiced ARR £41,800May 25: Contracted ARR £41,800; Invoiced ARR £41,800Jun 25: Contracted ARR £41,800; Invoiced ARR £41,800Jul 25: Contracted ARR £44,000; Invoiced ARR £44,000Aug 25: Contracted ARR £44,000; Invoiced ARR £44,000Sep 25: Contracted ARR £44,000; Invoiced ARR £44,000Oct 25: Contracted ARR £44,000; Invoiced ARR £44,000Nov 25: Contracted ARR £44,000; Invoiced ARR £44,000Dec 25: Contracted ARR £44,000; Invoiced ARR £44,000Jan 26: Contracted ARR £44,000; Invoiced ARR £44,000Feb 26: Contracted ARR £44,000; Invoiced ARR £44,000Mar 26: Contracted ARR £44,000; Invoiced ARR £44,000Apr 26: Contracted ARR £44,000; Invoiced ARR £44,000May 26: Contracted ARR £44,000; Invoiced ARR £44,000Jun 26: Contracted ARR £44,000; Invoiced ARR £44,000Jul 26: Contracted ARR £0; Invoiced ARR £0

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Jul 26): Contracted ARR £0; Invoiced ARR £0. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_077.

Show the figures as a table
MonthContracted ARRInvoiced ARR
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£41,800£41,800
Dec 24£41,800£41,800
Jan 25£41,800£41,800
Feb 25£41,800£41,800
Mar 25£41,800£41,800
Apr 25£41,800£41,800
May 25£41,800£41,800
Jun 25£41,800£41,800
Jul 25£44,000£44,000
Aug 25£44,000£44,000
Sep 25£44,000£44,000
Oct 25£44,000£44,000
Nov 25£44,000£44,000
Dec 25£44,000£44,000
Jan 26£44,000£44,000
Feb 26£44,000£44,000
Mar 26£44,000£44,000
Apr 26£44,000£44,000
May 26£44,000£44,000
Jun 26£44,000£44,000
Jul 26£0£0
Accountingmade from

Finance read

As at Fri 9 Oct 2026

Churned Jul 2026, last ARR £44k

Standing Paid upARR Ended

Delancey Haig churned: its last Growth order form ended on 2 Jul 2026 and contracted ARR is now £0. The renewal deal closed lost on 19 May 2026 with the reason in_house_build.

  • Churned after the Growth order form ended on 2 Jul 2026
  • Renewal lost to an in-house build
  • Deal owner no longer active in HR
The analysis

Recurring revenue: ARR started at £42k in Jul 2024, rose to £44k in Jul 2025 and fell to £0 in Jul 2026. The last order form ended on 2 Jul 2026.

Next commitment: none. No open deal exists and the CRM stage is former_customer, matching the order forms.

Billing: nothing is owed. INV-077-0001 was paid 19 days after the due date; the other two invoices were paid within terms.

Deals: the renewal deal closed lost with the reason in_house_build. All three deals are owned by Priya Raman, who is not an active employee in HR, so the account has no active owner.

Made from 3 deals · 2 fact tables · 3 invoices

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: value doubts, then planned exit

    Delancey Haig's CFO questioned what £44k a year buys with about seven to nine of 40 Growth users active. On 9 Jun 2026 the CTO confirmed the subscription ends on Thursday 2 Jul 2026. The champion's later messages were more hopeful.

    The analysis

    Early April: Rupert Lasker, the CFO, answered the 2 Apr 2026 renewal notice by asking how many of 40 users are real and whether an in-house build could do it. On 9 Apr 2026 Saskia Mendes admitted adoption was below what she promised.

    Mid April: On 14 Apr 2026 Rupert asked what £44k a year buys and Kwame Asante asked what the firm would hold if it left. On 16 Apr 2026 around nine of 40 users were active and Rupert said he may ask for fewer seats.

    Price offer: Priya Raman offered on 28 Apr 2026 to hold £44k for one more year if agreed before 2 Jul 2026. Rupert did not reply.

    May: On 5 May 2026 about seven of forty users were active, and Rupert wanted a value case before committing.

    June: Holly Tranter said on 4 Jun 2026 that directors had gone back to spreadsheets. On 9 Jun 2026 Kwame confirmed the subscription ends with the contract on Thursday 2 Jul 2026, citing build versus buy.

    Late June: Saskia was unsure about renewing on 23 Jun 2026 and favoured keeping it on 29 Jun 2026, which sits against Kwame's stated decision.

    Open at the end: On 30 Jun 2026 Saskia asked for the client pages to stay up another month, with no reply shown. Written handover notes were still owed.

    Made from 5 calls · 12 email threads

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

  2. Q1 2026

    Q1 2026: adoption gap, build-versus-buy review

    Low Growth adoption, a CTO build-versus-buy review, a CFO questioning value, connector failures and an escalation over trust. Credentials were withdrawn as data moved in-house. Renewal on 3 Jul 2026 was still open.

    The analysis

    Adoption: On 21 Jan 2026 and 26 Jan 2026 Saskia Mendes admitted adoption was low, with fewer than ten of 40 licensed users active. Directors had slipped back to old habits.

    Build or buy: On 26 Jan 2026 CTO Kwame Asante asked in writing for connections, data location and annual cost. By the 9 Feb 2026 call he was weighing renewal against an in-house build or a hybrid.

    Value: At the 2 Mar 2026 QBR CFO Rupert Lasker questioned eleven or twelve active users against forty and asked whether £44k stays. The next day he asked whether they could do it themselves for less.

    Support: Connector tickets on 10, 12, 16 and 18 Mar 2026 recorded authentication failures, logged as provider-side credential rotation. First responses ran from 44 minutes to 173 minutes, and one ticket reported a week's data lost.

    Escalation: On 23 Mar 2026 Saskia escalated over five high-priority tickets in thirty days and a wrong answer at a client review. Dominic Hale owes a timing review against the Growth P1 first response.

    People and data: A 17 Mar 2026 thread says Delancey Haig withdrew connector credentials on purpose on the CTO's instruction, as systems move in-house. This differs from the provider-side cause in the tickets.

    Open at the end: On 30 Mar 2026 Saskia said she could not defend the renewal at eleven of forty and might hand back seats. The term ends 2 Jul 2026, and Daniel Okafor owes the renewal figure in writing.

    Made from 5 calls · 11 email threads · 1 news item · 5 tickets

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

  3. Q4 2025

    Q4 2025: usage dip, value case needed

    Delancey Haig stayed warm but active use stayed near a dozen of 40 Growth licences, then fell by about a quarter. Saskia Mendes wants a value case for the 3 Jul 2026 renewal. A new CTO was announced on 9 Dec 2025.

    The analysis

    Check-ins: On 20 Oct 2025 Saskia Mendes said usage was better, with Jess Ferrand using the brain before every review. On 24 Oct 2025 she praised a director's catch of a disputed contractor invoice but called a dozen active users against 40 licensed too few.

    Renewal: On 24 Oct 2025 Daniel Okafor said £44k a year matches contract and invoices, and gave no renewal figure. Saskia asked whether it will cost more and said Rupert will ask her.

    Support: On 29 Oct 2025 a user built a contractor spend dashboard after a how-to ticket. No other tickets were recorded.

    QBR: On 1 Dec 2025 Saskia said Growth is right and the next tier is not needed. Holly Tranter is the only admin, and Daniel flagged a price list change without a figure.

    People: On 9 Dec 2025 Delancey Haig announced Kwame Asante as Chief Technology Officer, to build an in-house data team. The news gave no detail on supplier changes.

    Decline: On 29 Dec 2025 Saskia said active use was down about a quarter, with nine people a day. Directors had gone back to spreadsheets after an invoice mismatch.

    Open at the end: Daniel owed a value note, a check on the mismatch cause and a director working session. Finance is expected to question the £44k. The evidence does not show whether the mismatch was timing or a fault.

    Made from 3 calls · 7 email threads · 1 news item · 1 ticket

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

  4. Q3 2025

    Q3 2025: usage slides, CFO questions value

    Growth usage fell from about a dozen of 40 seats to about ten daily users. The CFO questioned the £44k cost at the 4 Sep 2025 QBR. An adoption plan was agreed, and the renewal conversation was parked.

    The analysis

    Support: On 8 Jul 2025 a batch load timed out the nightly refresh around 06:30. On 14 Jul 2025 the Salesforce connector stopped after a customer IP allowlist change and took 14 days to resolve.

    People: On 31 Jul 2025 support provisioned three new client account directors. A dashboard export question on 28 Jul 2025 ended well.

    Check-in: On 22 Jul 2025 Saskia Mendes said about a dozen of 40 seats were active and an invoices source had gone stale. She feared finance would question value at renewal.

    Usage drift: On 18 Aug 2025 about nine seats were active. Saskia expected her boss to ask what the money buys.

    QBR: On 4 Sep 2025 CFO Rupert Lasker questioned £44k for about eight daily users. Questions came mostly from Saskia and Holly Tranter, and a three-step adoption plan was agreed.

    CFO reply: On 8 Sep 2025 Rupert asked for the annual cost to be confirmed and whether work could be done in-house.

    September check-in: On 22 Sep 2025 about ten daily users were reported. Saskia said she would not renew something unused and agreed to hold the seat count while saved views were tried.

    Open at the end: the adoption plan, the saved director views, and the CFO's request for a written cost and value account. The renewal was still ahead.

    Made from 4 calls · 5 email threads · 4 tickets

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

  5. Q2 2025

    Q2 2025: CFO challenges value, renewal unsigned

    Rupert Lasker, the CFO, questioned about twelve active users against forty Growth seats and the move from £42k to £44k. Saskia Mendes wants to renew but needs proof. The evidence does not show the order form signed.

    The analysis

    Renewal notice: On 3 Apr 2025 Daniel Okafor gave Rupert early notice of the Growth renewal. Rupert asked which of £42k or £44k he was being asked to sign, and the thread holds no reply.

    Adoption: On 14 Apr 2025 Rupert questioned twelve active users out of forty and asked to hold the price. On 28 Apr 2025 Saskia admitted only ten or eleven of forty are active.

    Support: On 25 Apr 2025 duplicate client records, caused by inconsistent CRM naming, were de-duplicated on the brain side while the customer cleaned the CRM. A 6 Jun 2025 how-to ticket on date-range search was solved at once.

    Value challenge: On 23 May 2025 Rupert called the seats a lot of empty chairs, asked about running it in-house and committed to nothing. Priya Raman would not explain the £44k until she sent a written breakdown.

    QBR and order form: At the 4 Jun 2025 QBR Rupert asked for a one-page value case. On 5 Jun 2025 Priya sent the order form at £44k and Rupert declined to sign by 9 Jun 2025.

    Late June: On 19 Jun 2025 Saskia said she wants to renew but must prove worth to senior colleagues. The same day invoice INV-077-0003 went out with no customer response.

    Open at the end: The order form, the usage and value summary, and the £42k against £44k comparison were all open. Questions still come mostly from Saskia and a few directors.

    Made from 5 calls · 11 email threads · 2 tickets

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

  6. Q1 2025

    Q1 2025: low adoption, early recovery

    Delancey Haig's Growth usage fell below the 40 licensed seats in January, then began to recover after a question sheet and QBR. Saskia Mendes opened the 3 Jul 2025 renewal conversation early. Seat value and director habit stayed open.

    The analysis

    Usage: on 3 Jan 2025 Saskia Mendes said only seven or eight of forty Growth seats were active, down about a fifth. She framed it as habit, not data quality, and questioned whether forty seats is justified.

    People and value: on 22 Jan 2025 Saskia admitted some users got mismatched answers and returned to spreadsheets. A question sheet for directors was agreed.

    Call: on 27 Jan 2025 she described a director catching a disputed contractor invoice before a client review. Active users were nine or ten, and Daniel Okafor proposed a single dashboard page per director.

    Recovery: on 24 Feb 2025 Saskia reported more people in the brain since the sheet went round, calling it early days.

    QBR: on 3 Mar 2025 about twelve of forty licences were active. The contract is £42k a year, matches invoices and is paid up to date. Daniel ruled out selling more users.

    Follow-up: on 4 Mar 2025 Saskia asked for a simpler client view and an early renewal discussion. Daniel would not promise a date.

    Support: no tickets on service. Three were requests: PDF export on 13 Feb 2025, saved queries on 27 Feb 2025 (product confirmed the next release), and a stage filter on 28 Mar 2025.

    Open at the end: no value quote for the renewal signer, dashboard permissions, the simpler client view, and the PDF export. The renewal outcome is not shown.

    Made from 3 calls · 5 email threads · 3 tickets

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

  7. Q4 2024

    Q4 2024: usage up, CFO asks for value case

    Delancey Haig's Growth use roughly doubled over the quarter and a director caught a client dispute early. Adoption stayed uneven, and CFO Rupert Lasker asked for the annual cost and real examples before the 2 Jul 2025 term end.

    The analysis

    Check-in: On 7 Oct 2024 Saskia Mendes, alone on the call, said only a handful use the brain weekly out of forty seats. She expected finance to ask what it delivers and wanted a one-page value case.

    Webinars: Sofia Marchetti invited Jess Ferrand on 11 Oct 2024 and Saskia on 12 Nov 2024 to BG-Demo webinars. Neither thread shows a customer reply.

    Directors: On 8 Nov 2024 Saskia said about half the directors use it properly and a contractor payments colleague asked for access. Directors want complaints and invoice history in one client view, and Daniel Okafor sent notes on 11 Nov 2024 promising options.

    QBR: On 4 Dec 2024 Rupert asked the annual cost and whether Delancey Haig could do this in house. Priya Raman confirmed £42k a year matches the order form and invoices, and Holly Tranter is the only admin.

    CFO: On 5 Dec 2024 Rupert asked for the annual cost beside usage and tested value against directors' time and disputes caught early. The thread does not state the figure.

    Open at the end: On 30 Dec 2024 Saskia said some directors still ask her instead of the brain. Open items: the client view options, the written cases for Rupert, a second admin, the connector count and a January check-in.

    Made from 3 calls · 7 email threads

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

  8. Q3 2024

    Q3 2024: Growth onboarding, thin adoption

    Delancey Haig's Growth onboarding ran through access delays at IT and finance, with two or three people using forty licences, one overdue invoice and one unresolved connector ticket. By late September a heavy user was sold, others silent.

    The analysis

    Start: On 3 Jul 2024 the first annual Growth invoice was issued at net £42k, due 2 Aug 2024. The 9 Jul 2024 kickoff followed, where Saskia Mendes said directors will be sold when it saves one of them from a complaint surprise.

    Access: CRM and accounting access sat with IT and finance throughout July. Callie Brennan wrote on 26 Jul 2024 that the brain was quiet, and Holly Tranter is the only admin; no second admin was named by 22 Aug 2024.

    Money: A separate £12k net invoice, due 20 Jul 2024, was chased on 29 Jul 2024. On 24 and 30 Jul 2024 Saskia raised the overdue subscription invoice and blamed a missing purchase order. The evidence does not show payment.

    Value: On 20 Aug 2024 Saskia said finance asks whether £42k a year is money well spent, with two or three users against forty licences.

    Support: A recruitment connector stopped loading on 1 Aug 2024 after an API rate limit and was fixed. A connector authentication failure on 3 Sep 2024 closed unresolved.

    Training: On 16 Sep 2024 Jess Ferrand, the heaviest user, was trained and nearly lost trust in the money figures after stale answers. She asked for a stale-answer warning.

    Open at the end: Saskia said on 27 Sep 2024 some directors rave and others do not use it. A check-in with Daniel Okafor was to follow.

    Made from 9 calls · 14 email threads · 1 news item · 3 tickets

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

  9. Q2 2024

    Q2 2024: Growth deal stalled on CFO price query

    Delancey Haig moved from discovery to an order form for the Growth tier. Saskia Mendes and Jess Ferrand backed it. CFO Rupert Lasker kept challenging the £54k deal value and had not signed by 20 Jun 2024.

    The analysis

    Discovery: On the 15 Apr 2024 call, Saskia Mendes described directors walking into client reviews blind. CFO Rupert Lasker accepted the problem but not the answer, and wants payback within the year.

    Price: On 16 Apr 2024 Rupert asked for implementation to be split from the annual subscription. The £54k is the Growth deal total including implementation, not an annual price.

    Demos: The 30 Apr 2024 demo on Delancey Haig's own data went well with Saskia and Jess Ferrand. Jess then asked about data freshness, and Holly Tranter added data location and permission questions on 7 May 2024.

    Proposal: On 15 May 2024 Rupert misread £54k as annual and said it was not a yes. On 16 May 2024 he asked for the annual cost alone and said he was not saying no.

    Negotiation: On 6 Jun 2024 Rupert said he could sign by 19 Jun 2024 if the paper was clean, but made no promise. The first-term discount was held to that date, and Growth carries no service credit for stale data.

    Finance: On 10 Jun 2024 Desmond Oyelaran asked three written finance questions. On 17 Jun 2024 Rupert would not commit to 19 Jun 2024 and again asked for the annual and one-off split.

    Open at the end: The evidence does not show a signed order form. Invoice INV-077-0001 was sent on 20 Jun 2024 with no confirmation of receipt, and the split, the security questionnaire and a Daniel Okafor introduction were unresolved.

    Made from 5 calls · 13 email threads

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

  10. Q2 2023

    Q2 2023: unnamed leadership change reported

    Two news items, on 15 May 2023 and 20 Jun 2023, report that Delancey Haig confirmed an unnamed senior leadership change. No person, reason or systems decision is given, and the company said service would continue as before.

    The analysis

    Leadership news: on 15 May 2023 Talent Trade Ledger reported that Delancey Haig confirmed a change to its senior leadership team. The spokesperson gave no reasons and said existing accounts would be managed as before.

    Follow-up: on 20 Jun 2023 City Fringe Gazette reported the same confirmation. The company called it part of ongoing planning and said clients and staff had been told directly.

    What the reads add: neither item names the person appointed or leaving, and neither mentions any change to systems or suppliers. Both reads rate the news as neutral and of low significance, useful only as background.

    Open at the end: the appointment was still unnamed, so any shift in priorities would not be visible. The first read suggests asking at the next call who now leads the client-account directors.

    This period holds only news. There was no call, email thread or ticket, so the evidence does not show the customer's own sentiment or any contact with BG-Demo.

    Made from 2 news items

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

Platform usage

Updated 9 Oct 26
Active users · Jul 26
6down 10 vs 3 months earlierof 40 included on the tier
Questions asked · Jul 26
30down 350 vs 3 months earlier
Connectors configured · Jul 26
3level vs 3 months earlierof 8 included on the tier
Active admins · Jul 26
1down 1 vs 3 months earlier
Data volume · Jul 26
1.8 GBdown 0.1 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00201,000402,000Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Included users (40)40630Jul 24: Active users 11; Licensed seats 40; Questions asked 246Aug 24: Active users 22; Licensed seats 40; Questions asked 319Sep 24: Active users 27; Licensed seats 40; Questions asked 1,045Oct 24: Active users 32; Licensed seats 40; Questions asked 1,455Nov 24: Active users 36; Licensed seats 40; Questions asked 1,472Dec 24: Active users 36; Licensed seats 40; Questions asked 1,177Jan 25: Active users 36; Licensed seats 40; Questions asked 1,593Feb 25: Active users 36; Licensed seats 40; Questions asked 1,488Mar 25: Active users 36; Licensed seats 40; Questions asked 1,563Apr 25: Active users 36; Licensed seats 40; Questions asked 1,489May 25: Active users 36; Licensed seats 40; Questions asked 1,509Jun 25: Active users 36; Licensed seats 40; Questions asked 1,542Jul 25: Active users 36; Licensed seats 40; Questions asked 1,708Aug 25: Active users 36; Licensed seats 40; Questions asked 922Sep 25: Active users 36; Licensed seats 40; Questions asked 1,665Oct 25: Active users 36; Licensed seats 40; Questions asked 1,780Nov 25: Active users 36; Licensed seats 40; Questions asked 1,513Dec 25: Active users 37; Licensed seats 40; Questions asked 1,309Jan 26: Active users 37; Licensed seats 40; Questions asked 1,513Feb 26: Active users 37; Licensed seats 40; Questions asked 1,531Mar 26: Active users 37; Licensed seats 40; Questions asked 1,546Apr 26: Active users 30; Licensed seats 40; Questions asked 1,100May 26: Active users 23; Licensed seats 40; Questions asked 740Jun 26: Active users 16; Licensed seats 40; Questions asked 380Jul 26: Active users 6; Licensed seats 40; Questions asked 30

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 (Jul 26): Active users 6; Licensed seats 40; Questions asked 30. Basis: product usage, facts.usage_monthly:org_077, signals:org_077.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jul 241140246
Aug 242240319
Sep 2427401,045
Oct 2432401,455
Nov 2436401,472
Dec 2436401,177
Jan 2536401,593
Feb 2536401,488
Mar 2536401,563
Apr 2536401,489
May 2536401,509
Jun 2536401,542
Jul 2536401,708
Aug 253640922
Sep 2536401,665
Oct 2536401,780
Nov 2536401,513
Dec 2537401,309
Jan 2637401,513
Feb 2637401,531
Mar 2637401,546
Apr 2630401,100
May 262340740
Jun 261640380
Jul 2664030
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB47.5 GB815.0 GBJul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Included connectors (8)311.8 GBJul 24: Connectors configured 2; Active admins 2; Data volume 3.34 GBAug 24: Connectors configured 5; Active admins 2; Data volume 8.53 GBSep 24: Connectors configured 5; Active admins 2; Data volume 8.69 GBOct 24: Connectors configured 5; Active admins 2; Data volume 8.86 GBNov 24: Connectors configured 6; Active admins 2; Data volume 10.83 GBDec 24: Connectors configured 6; Active admins 2; Data volume 11.03 GBJan 25: Connectors configured 6; Active admins 2; Data volume 11.24 GBFeb 25: Connectors configured 6; Active admins 2; Data volume 11.42 GBMar 25: Connectors configured 6; Active admins 2; Data volume 11.63 GBApr 25: Connectors configured 6; Active admins 2; Data volume 11.82 GBMay 25: Connectors configured 6; Active admins 2; Data volume 12.03 GBJun 25: Connectors configured 6; Active admins 2; Data volume 12.22 GBJul 25: Connectors configured 6; Active admins 2; Data volume 12.43 GBAug 25: Connectors configured 6; Active admins 2; Data volume 12.63 GBSep 25: Connectors configured 6; Active admins 2; Data volume 12.83 GBOct 25: Connectors configured 6; Active admins 2; Data volume 13.03 GBNov 25: Connectors configured 6; Active admins 2; Data volume 13.23 GBDec 25: Connectors configured 6; Active admins 2; Data volume 13.43 GBJan 26: Connectors configured 6; Active admins 2; Data volume 13.63 GBFeb 26: Connectors configured 6; Active admins 2; Data volume 13.82 GBMar 26: Connectors configured 6; Active admins 2; Data volume 12.63 GBApr 26: Connectors configured 4; Active admins 2; Data volume 6.53 GBMay 26: Connectors configured 4; Active admins 2; Data volume 4.51 GBJun 26: Connectors configured 3; Active admins 2; Data volume 1.88 GBJul 26: Connectors configured 3; Active admins 1; Data volume 1.83 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 (Jul 26): Connectors configured 3; Active admins 1; Data volume 1.8 GB. Basis: product usage, facts.usage_monthly:org_077, signals:org_077.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jul 24223.34 GB
Aug 24528.53 GB
Sep 24528.69 GB
Oct 24528.86 GB
Nov 246210.83 GB
Dec 246211.03 GB
Jan 256211.24 GB
Feb 256211.42 GB
Mar 256211.63 GB
Apr 256211.82 GB
May 256212.03 GB
Jun 256212.22 GB
Jul 256212.43 GB
Aug 256212.63 GB
Sep 256212.83 GB
Oct 256213.03 GB
Nov 256213.23 GB
Dec 256213.43 GB
Jan 266213.63 GB
Feb 266213.82 GB
Mar 266212.63 GB
Apr 26426.53 GB
May 26424.51 GB
Jun 26321.88 GB
Jul 26311.83 GB

Usage read

As at Fri 9 Oct 2026

Usage ended 2 Jul 2026

Direction Ended

Usage has ended: no usage in any of the 13 weeks to 9 Oct 2026, and the last day with any usage was 2 Jul 2026. Active users fell from 37 in March 2026 to 6 in July 2026. Near-zero use is a fact, not a verdict.

  • No usage in 13 weeks to 9 Oct 2026
  • All 13 contacts deactivated on 2 Jul 2026
  • Active users 37 in March 2026 to 6 in July 2026
  • No live order form
The analysis

Recent weeks: all 13 weeks to 9 Oct 2026 report no usage. The last day with any usage was 2 Jul 2026, the day all 13 listed contacts had their platform users deactivated.

Trend: active users fell from 37 in March 2026 to 30 in April 2026, 23 in May 2026, 16 in June 2026 and 6 in July 2026. Questions fell from 1,546 in March 2026 to 30 in July 2026, against a 12-month peak of 1,780 in October 2025. Connectors went from 6 to 3, with a source break on 1 Jun 2026 (4 to 3).

Who uses it: Saskia Mendes, Head of Client Operations, had the largest share of questions over the last 12 months (2,030 of 11,442, 18%), then Will Mistry (12%). She is listed as the admin active in September 2026.

Against the order form: there is no live order form. In September 2026 the platform showed 6 active users against 40 licensed and 3 connectors configured.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

21 documents in 8 folders; 4 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • other
  • 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

Delancey Haig's 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 171 AI summaries of 177 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 15 people (15 with an AI write-up) and 10 staff (0 with an AI write-up), shown on 19 pages.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Delancey Haig lost to in-house build AI record
      • Delancey Haig documents: non-renewal AI record
      • Churned Jul 2026, last ARR £44,000 AI record
        • Delancey Haig – New entity
          • Delancey Haig entity
            • accounting/customers.csv org_077 raw row
            • crm/companies.csv org_077 raw row
            • product_analytics/tenants.csv org_077 raw row
          • contracts/order_form_lines.csv ctr_077_01:1 raw row
          • contracts/order_form_lines.csv ctr_077_01:2 raw row
          • contracts/order_forms.csv ctr_077_01 raw row
          • crm/deal_line_items.csv deal_077_01:1 raw row
          • crm/deal_line_items.csv deal_077_01:2 raw row
          • +7 more
        • Delancey Haig – Renewal entity
          • Delancey Haig entity
            • accounting/customers.csv org_077 raw row
            • crm/companies.csv org_077 raw row
            • product_analytics/tenants.csv org_077 raw row
          • contracts/order_form_lines.csv ctr_077_02:1 raw row
          • contracts/order_forms.csv ctr_077_02 raw row
          • crm/deal_line_items.csv deal_077_02:1 raw row
          • crm/deal_stage_history.csv deal_077_02:1 raw row
          • crm/deal_stage_history.csv deal_077_02:2 raw row
          • +3 more
        • Delancey Haig – Renewal entity
          • Delancey Haig entity
            • accounting/customers.csv org_077 raw row
            • crm/companies.csv org_077 raw row
            • product_analytics/tenants.csv org_077 raw row
          • crm/deal_stage_history.csv deal_077_03:1 raw row
          • crm/deal_stage_history.csv deal_077_03:2 raw row
          • crm/deal_stage_history.csv deal_077_03:3 raw row
          • crm/deal_stage_history.csv deal_077_03:4 raw row
          • crm/deals.csv deal_077_03 raw row
        • facts.arr_monthly:org_077 facts table
          • Delancey Haig – New entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • contracts/order_form_lines.csv ctr_077_01:1 raw row
            • contracts/order_form_lines.csv ctr_077_01:2 raw row
            • contracts/order_forms.csv ctr_077_01 raw row
            • crm/deal_line_items.csv deal_077_01:1 raw row
            • crm/deal_line_items.csv deal_077_01:2 raw row
            • +7 more
          • Delancey Haig – Renewal entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • contracts/order_form_lines.csv ctr_077_02:1 raw row
            • contracts/order_forms.csv ctr_077_02 raw row
            • crm/deal_line_items.csv deal_077_02:1 raw row
            • crm/deal_stage_history.csv deal_077_02:1 raw row
            • crm/deal_stage_history.csv deal_077_02:2 raw row
            • +3 more
          • Delancey Haig – Renewal entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • crm/deal_stage_history.csv deal_077_03:1 raw row
            • crm/deal_stage_history.csv deal_077_03:2 raw row
            • crm/deal_stage_history.csv deal_077_03:3 raw row
            • crm/deal_stage_history.csv deal_077_03:4 raw row
            • crm/deals.csv deal_077_03 raw row
          • INV-077-0001 entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • accounting/invoice_lines.csv inv_077_001:1 raw row
            • accounting/invoices.csv inv_077_001 raw row
            • accounting/payments.csv pay_077_001 raw row
          • INV-077-0002 entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • accounting/invoice_lines.csv inv_077_002:1 raw row
            • accounting/invoices.csv inv_077_002 raw row
            • accounting/payments.csv pay_077_002 raw row
          • INV-077-0003 entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • accounting/invoice_lines.csv inv_077_003:1 raw row
            • accounting/invoices.csv inv_077_003 raw row
            • accounting/payments.csv pay_077_003 raw row
        • facts.reconciliation_t0:org_077 facts table
          • Delancey Haig – New entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • contracts/order_form_lines.csv ctr_077_01:1 raw row
            • contracts/order_form_lines.csv ctr_077_01:2 raw row
            • contracts/order_forms.csv ctr_077_01 raw row
            • crm/deal_line_items.csv deal_077_01:1 raw row
            • crm/deal_line_items.csv deal_077_01:2 raw row
            • +7 more
          • Delancey Haig – Renewal entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • contracts/order_form_lines.csv ctr_077_02:1 raw row
            • contracts/order_forms.csv ctr_077_02 raw row
            • crm/deal_line_items.csv deal_077_02:1 raw row
            • crm/deal_stage_history.csv deal_077_02:1 raw row
            • crm/deal_stage_history.csv deal_077_02:2 raw row
            • +3 more
          • Delancey Haig – Renewal entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • crm/deal_stage_history.csv deal_077_03:1 raw row
            • crm/deal_stage_history.csv deal_077_03:2 raw row
            • crm/deal_stage_history.csv deal_077_03:3 raw row
            • crm/deal_stage_history.csv deal_077_03:4 raw row
            • crm/deals.csv deal_077_03 raw row
          • INV-077-0001 entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • accounting/invoice_lines.csv inv_077_001:1 raw row
            • accounting/invoices.csv inv_077_001 raw row
            • accounting/payments.csv pay_077_001 raw row
          • INV-077-0002 entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • accounting/invoice_lines.csv inv_077_002:1 raw row
            • accounting/invoices.csv inv_077_002 raw row
            • accounting/payments.csv pay_077_002 raw row
          • INV-077-0003 entity
            • Delancey Haig entity
              • accounting/customers.csv org_077 raw row
              • crm/companies.csv org_077 raw row
              • product_analytics/tenants.csv org_077 raw row
            • accounting/invoice_lines.csv inv_077_003:1 raw row
            • accounting/invoices.csv inv_077_003 raw row
            • accounting/payments.csv pay_077_003 raw row
          • +1 more
        • INV-077-0001 entity
          • Delancey Haig entity
            • accounting/customers.csv org_077 raw row
            • crm/companies.csv org_077 raw row
            • product_analytics/tenants.csv org_077 raw row
          • accounting/invoice_lines.csv inv_077_001:1 raw row
          • accounting/invoices.csv inv_077_001 raw row
          • accounting/payments.csv pay_077_001 raw row
        • +3 more
      • Delancey Haig entity
        • accounting/customers.csv org_077 raw row
        • crm/companies.csv org_077 raw row
        • product_analytics/tenants.csv org_077 raw row
      • Q2 2023: unnamed leadership change reported AI record
      • Q2 2024: Growth deal stalled on CFO price query AI record
      • +24 more
  • ARR journey page block
    • AI facts page block
      • Contacts page block
        • +9 more
      • Open deals (computed from the records; nothing to show yet) page block
        • Documents page block
          • +15 more
        • Finance read page block
          • hero page block
            • History by quarter page block
              • +4 more
            • Key facts page block
              • Evidence trail page block
                • The story page block
                  • Next step page block
                    • Open tickets (computed from the records; nothing to show yet) page block
                      • Profile page block
                        • Sources page block
                          • Platform usage page block
                            • Usage read page block
                              Computedmade from
                              Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage

                              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

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