B-Viz
Penwortham Mutual logo

Penwortham Mutual

Healthy£119kRenews 28 May 27
made from

AI facts

As at Fri 9 Oct 2026

Penwortham Mutual holds an executed Enterprise order form signed 14 May 2026 at £119k a year, running 28 May 2026 to 27 May 2027 and billed quarterly. Active users rose from 9 in May 2026 to 90 in Sep 2026 (900%), against 150 licensed users. Renewal falls on 28 May 2027 at £125k, and no deal is open. The order form caps connectors at 12, while 13 were configured in Sep 2026.

Read from 13 calls · 11 email threads · 8 tickets · 1 deals · 15 people · 8 documents, newest 9 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitepenworthammutual.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityPrestonSource: CRM company record
  • Size1,250 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: CRM company record · Account Executive · CSM Hollie Grieve
  • Customer since28 May 2026Source: first executed order form ctr_097_01, signed 14 May 2026 · Enterprise tier · In the CRM since 29 Jan 2026
  • 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 active users have climbed every month since May 2026 and all three invoices were paid within terms. Clare Huddleston and Phil Catterall speak well of the value. Phil's request on 31 Jul 2026 to add users has no recorded reply and is the opportunity to pursue.

SignalsDocument roll-upImplementation progressPartner schemes missing from searchUsage readQ1 2026 digestPenwortham Mutual / BG-Demo – Onboarding

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£118,750differsSource: executed order form ctr_097_01, 28 May 2026 to 27 May 2027 · CRM £118,750 · Invoiced run rate £118,752 · As of 9 Oct 2026 · The sources disagree
  • Next renewal28 May 2027Basis: order form ctr_097_01 ends 27 May 2027 · In 231 days · Renewal price £125,000 (+5.3%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term28 May 2026 to 27 May 2027Source: order form ctr_097_01 (new), signed 14 May 2026 · Billed quarterly · 150 seats, 20 connectors
  • TierEnterpriseSource: the current order form
  • Last contact28 Aug 2026Email: Invoice for Penwortham Mutual · 42 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since May 2026 · 13 connectors configured
  • Licensed seats15090 active users in Sep 2026 · Order form ctr_097_01: 150 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Hollie Grieve meets Phil Catterall to answer his request to add users and to agree how the 13 configured connectors sit against the executed cap of 12. upsell
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should meet Phil Catterall this week. He asked to add users and has had no recorded reply. The meeting should also settle connectors: 13 are configured against the executed cap of 12. The aim is to act before seat demand cools.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Penwortham Mutual's executed Enterprise order form runs at £119k a year to 27 May 2027. Active users rose from 9 to 90 since May 2026 and invoices are paid within terms. Hollie Grieve must answer Phil Catterall's request to add users and settle the connector cap.

Healthy: Penwortham Mutual holds an executed Enterprise order form at £119k a year from 28 May 2026 to 27 May 2027. Renewal falls on 28 May 2027 at £125k once the 5.0% discount ends.

Active users rose from 9 in May 2026 to 90 in Sep 2026, and questions from 60 to 5495. Callum Sharma asks 18% of questions over the last 90 days, with no conversation on record; Clare Huddleston and Phil Catterall praise the value.

Invoices are paid within terms, with £2 owed back. The 27 Aug 2026 indexing ticket missed the 30-minute Enterprise target, a 6 Oct 2026 data quality ticket is open, and 13 connectors exceed the executed cap of 12.

Hollie Grieve meets Phil this week, by 9 Oct 2026, to answer his 31 Jul 2026 request to add users and settle the connector cap.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£60k£120kMay 26Jun 26Jul 26Aug 26Sep 26new£119k£119kMay 26: Contracted ARR £118,750; Invoiced ARR £118,752Jun 26: Contracted ARR £118,750; Invoiced ARR £118,752Jul 26: Contracted ARR £118,750; Invoiced ARR £118,752Aug 26: Contracted ARR £118,750; Invoiced ARR £118,752Sep 26: Contracted ARR £118,750; Invoiced ARR £118,752

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 £119k; Invoiced ARR £119k. Basis: accounting system, facts.arr_monthly:org_097.

Show the figures as a table
MonthContracted ARRInvoiced ARR
May 26£118,750£118,752
Jun 26£118,750£118,752
Jul 26£118,750£118,752
Aug 26£118,750£118,752
Sep 26£118,750£118,752
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £119k, all paid, £2 over-billed

Standing Paid upARR Steady

Contracted ARR is £119k on the Enterprise order form signed 14 May 2026, billed quarterly. All three invoices were paid within terms. Invoicing runs £2 over the order form. Renewal is on 28 May 2027.

  • Invoicing runs £2 over the order form; £2 owed back
  • Renewal on 28 May 2027 at £125k, +£6,250 (5.3%)
  • All three invoices paid within terms
The analysis

Recurring revenue: The Enterprise new-business order form, executed and signed 14 May 2026, sets contracted ARR at £119k a year, with 150 seats and 20 connectors. The list price is £125k with a 5.0% discount.

Next commitment: Renewal falls on 28 May 2027, 231 days after the as-of date. The renewal price is £125k against £119k today, a change of +£6,250 (5.3%), because first-term discounts end at renewal.

Billing: INV-097-0001, INV-097-0002 and INV-097-0003 are all paid within terms. The invoiced run rate is £118,752 against £118,750 in the order form, so £2 is owed back; the executed order form is the truth.

Deals: The one new Enterprise deal is closed won, and its owner Matteo Ricci is active in HR. No deal is open.

ARR by monthCRM reconciliationINV-097-0003Penwortham Mutual – New

Made from 1 deal · 2 fact tables · 3 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: Enterprise deal to onboarding

    Penwortham Mutual moved from an Enterprise proposal at £149k to order form, invoices and onboarding. Sentiment stayed positive. Signature is not shown in the threads, and Microsoft 365 sign-on threatens the end of July go-live.

    The analysis

    Proposal: On 7 Apr 2026 Matteo Ricci presented an Enterprise proposal at £149k, and Bernard Haslam and Clare Huddleston were positive. On 27 Apr 2026 Bernard said the team was ready for an order form, and Lynne Waring asked about year two, which is Enterprise list price with no discount.

    Order form: On 29 Apr 2026 a proposal call was still being scheduled. On 12 May 2026 Bernard asked to move signature from 14 May 2026 to 18 May 2026 for legal review, and no signature appears in the thread.

    Billing: On 15 May 2026 Rachel Dunmore sent invoice INV-097-0001 for the implementation: £30.0k net, due 14 Jun 2026. On 28 May 2026 she sent INV-097-0002 for the subscription: £29.7k net, due 27 Jun 2026. Neither thread shows a customer reply or payment.

    Kickoff: The 4 Jun 2026 kickoff with Hamza Akhtar covered a twelve-week plan, and security asked where data sits and how fresh it is. The 11 Jun 2026 onboarding call described an eight-week implementation, so the stated timings differ.

    Single sign-on: On 24 Jun 2026 Microsoft 365 sign-on had slipped behind the customer's IT sprint. Hamza named it the dependency for go-live at the end of July.

    Open at the end: The executed order form, the security review date, the payment status and the sign-on configuration were all unresolved.

    Penwortham Mutual / BG-Demo – ProposalPenwortham Mutual / BG-Demo – NegotiationOrder form for signatureSubscription invoicePenwortham Mutual / BG-Demo – KickoffPenwortham Mutual / BG-Demo – OnboardingPenwortham Mutual / BG-Demo – Onboarding

    Made from 5 calls · 6 email threads

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

  2. Q1 2026

    Q1 2026: Enterprise discovery to proposal

    Penwortham Mutual moved from discovery on 23 Feb 2026 to an Enterprise demo on 16 Mar 2026 and a proposal walkthrough booked for 30 Mar 2026. Sentiment was positive, but SLA and connector commitments were inconsistent and no customer reply on the proposal is on file.

    The analysis

    Discovery: A thread fixed a discovery call for Tuesday 17 Feb 2026 at 10:00, but the confirming email is timestamped after the slot. The 23 Feb 2026 discovery call is the first call on file.

    Need: Clare Huddleston and Bernard Haslam described partner and policy data spread across several systems, costing days to assemble. Matteo Ricci quoted Enterprise at £149k for implementation plus first year, a verbal figure only.

    Demo: On 16 Mar 2026 Hannah Lowe demoed B-Viz to Clare and Phil Catterall. Phil judged the Enterprise set-up feasible, and the next step was a proposal walk-through with a finance approver.

    Inconsistent promises: In the demo Hannah quoted a one-hour P1 response for Premium support, while the proposal call gives thirty minutes. She also said the custom connector would be live within a few days, against two to three weeks for the first three connectors.

    Follow-up: On 17 Mar 2026 Phil asked about ingesting Salesforce and the support system together, and about the SLA if the partner data connector fails. Matteo's 23 Mar 2026 reply gave no figure, and Phil has not replied on moving to proposal.

    Open at the end: Clare agreed to a proposal walkthrough on 30 Mar 2026 at 10:00, but her reply is timestamped 15:20, so it is not shown as held. No finance attendee, order form or price agreement is on file.

    Penwortham Mutual / BG-Demo – DiscoveryPenwortham Mutual / BG-Demo – DemoDemo follow-upProposal walkthrough

    Made from 2 calls · 3 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
90up 52 vs 3 months earlierof 150 included on the tier
Questions asked · Sep 26
5,495up 4,287 vs 3 months earlier
Connectors configured · Sep 26
13up 9 vs 3 months earlierof 20 included on the tier
Active admins · Sep 26
3level vs 3 months earlier
Data volume · Sep 26
89.6 GBup 63.6 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked
00753,0001506,000May 26Jun 26Jul 26Aug 26Sep 26Included users (150)1505,49590May 26: Active users 9; Licensed seats 150; Questions asked 60Jun 26: Active users 38; Licensed seats 150; Questions asked 1,208Jul 26: Active users 62; Licensed seats 150; Questions asked 2,294Aug 26: Active users 78; Licensed seats 150; Questions asked 2,218Sep 26: Active users 90; Licensed seats 150; Questions asked 5,495

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 90; Licensed seats 150; Questions asked 5,495. Basis: product usage, facts.usage_monthly:org_097, signals:org_097.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
May 26915060
Jun 26381501,208
Jul 26621502,294
Aug 26781502,218
Sep 26901505,495
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume
00 GB1050 GB20100 GBMay 26Jun 26Jul 26Aug 26Sep 26Included connectors (20)90 GB133May 26: Connectors configured 0; Active admins 3; Data volume 0.00 GBJun 26: Connectors configured 4; Active admins 3; Data volume 26.00 GBJul 26: Connectors configured 6; Active admins 3; Data volume 39.79 GBAug 26: Connectors configured 8; Active admins 3; Data volume 54.11 GBSep 26: Connectors configured 13; Active admins 3; Data volume 89.58 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 13; Active admins 3; Data volume 89.6 GB. Basis: product usage, facts.usage_monthly:org_097, signals:org_097.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
May 26030.00 GB
Jun 264326.00 GB
Jul 266339.79 GB
Aug 268354.11 GB
Sep 2613389.58 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since June 2026

Direction Rising

Usage is rising: questions 3,331 to 5,381 (+62%) over the last four weeks against the four before. September 2026 was the 12-month peak on every measure, with 90 of 150 seats active. Callum Sharma asks 18% of questions.

  • Questions 3,331 to 5,381 (+62%) over the last four weeks against the four before
  • Weekly questions levelled at 1,336 to 1,358 over the last four weeks
  • Callum Sharma asks 18% of questions over the last 90 days
  • 90 of 150 seats active; 15 connectors configured by 2 Oct 2026 against 20 contracted
The analysis

Recent weeks: Average daily active users went from 21.8 to 32.9 (+51%) across the same comparison, and the last four weeks have held at 1,336 to 1,358 questions a week. The week ending 18 Sep 2026 was the busiest with 1,358, so growth has levelled off at a high plateau.

Trend: The tenant's first month on record was May 2026, and September 2026 is the peak for users, questions, connectors and records. Records indexed rose from 25,911,281 to 49,492,324 over 30 days.

Who uses it: Callum Sharma asks 18% of questions over the last 90 days, ahead of Chloe Dixon (8%). Clare Huddleston, Bernard Haslam and Phil Catterall were the admins active in September 2026.

Against the order form: 90 active users against 150 seats on the Enterprise order form (60%), and 13 connectors configured in September 2026 against 20 contracted. Connectors reached 15 on 2 Oct 2026.

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

8 documents in 4 folders; 2 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

  • Upcoming
  • 19 Nov 2026upcoming eventBG-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Kirsty Hepworth, Lorraine Coombes, Imran Qureshi, Noor el Amrani, Janet Readman, Brianna Hollis, Belinda Moss, Linnea Holm, Jenna Lindstrom, Aoife Brophy, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil CatterallAlice BrewerHarriet GaleSanne Bakker+41
  • Held
  • 9 Oct 2026ticketUser access for new team members Clare Huddleston, Olivia GrantPenwortham Mutual logoClare HuddlestonOlivia Grant
  • 6 Oct 2026ticketMember records with missing scheme information Phil Catterall, Bethan ListerPenwortham Mutual logoPhil CatterallBethan Lister
  • 28 Aug 2026email threadInvoice for Penwortham Mutual Rachel Dunmore, Lynne WaringPenwortham Mutual logoRachel DunmoreLynne Waring
  • 28 Aug 2026invoiceINV-097-0003 Lynne WaringPenwortham Mutual logoLynne Waring
  • 27 Aug 2026ticketPartner schemes missing from search Clare Huddleston, Olivia GrantPenwortham Mutual logoClare HuddlestonOlivia Grant
  • 25 Aug 2026ticketAdding a new team member to the brain Phil Catterall, Bethan ListerPenwortham Mutual logoPhil CatterallBethan Lister
  • 10 Aug 2026callPenwortham Mutual / BG-Demo – Training Hamza Akhtar, Clare Huddleston, Phil CatterallPenwortham Mutual logoHamza AkhtarClare HuddlestonPhil Catterall
  • 5 Aug 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 31 Jul 2026email threadImplementation progress Hamza Akhtar, Phil CatterallPenwortham Mutual logoHamza AkhtarPhil Catterall
  • 29 Jul 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 27 Jul 2026ticketDashboard queries running slowly Phil Catterall, Bethan ListerPenwortham Mutual logoPhil CatterallBethan Lister
  • 24 Jul 2026ticketCan we add a filter for inactive members? Clare Huddleston, Olivia GrantPenwortham Mutual logoClare HuddlestonOlivia Grant
  • 22 Jul 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil CatterallPenwortham Mutual logoHamza AkhtarPhil Catterall
  • 17 Jul 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil CatterallPenwortham Mutual logoHamza AkhtarPhil Catterall
  • 15 Jul 2026ticketRefresh timing not meeting expectations Phil Catterall, Olivia GrantPenwortham Mutual logoPhil CatterallOlivia Grant
  • 3 Jul 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 2 Jul 2026ticketGetting the team set up on the brain Phil Catterall, Bethan ListerPenwortham Mutual logoPhil CatterallBethan Lister
  • 24 Jun 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 11 Jun 2026eventBG-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Judith Saxton, Neil Craven, Richard Lazenby, Michelle Pomeroy, Rhys Gulliver, Lorraine Coombes, Graham Rowntree, Imran Qureshi, Leanne Partington, Phil Greenhalgh, Gregory Tanaka, Anjali Mehta, Noor el Amrani, Kerry Bramall, Gail Moorcroft, Euan Drummond, Niamh Fahy, Sinéad Kilkelly, Marloes Hendriks, Ilse de Graaf, Toby Westwood, Callum Rix, Melanie Scaife, Lynne Featherstone, Trevor Bulmer, Frank DeLuca, Beth Sawyer, Ralf Hoffmann, Kylie Dwyer, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier OrtizAlice BrewerCallum ReidLiam Doherty+116
  • 11 Jun 2026callPenwortham Mutual / BG-Demo – Onboarding Hamza Akhtar, Phil Catterall, Clare HuddlestonPenwortham Mutual logoHamza AkhtarPhil CatterallClare Huddleston
  • 4 Jun 2026email threadOnboarding kickoff Hamza Akhtar, Phil CatterallPenwortham Mutual logoHamza AkhtarPhil Catterall
  • 4 Jun 2026callPenwortham Mutual / BG-Demo – Kickoff Hamza Akhtar, Hollie Grieve, Clare Huddleston, Phil Catterall, Rizwan PatelPenwortham Mutual logoHamza AkhtarHollie GrieveClare Huddleston+2
  • 2 Jun 2026documentPenwortham Mutual - Onboarding Plan Hamza AkhtarPenwortham Mutual logoHamza Akhtar
  • 1 Jun 2026email threadImplementation kickoff Hamza Akhtar, Clare HuddlestonPenwortham Mutual logoHamza AkhtarClare Huddleston
  • 28 May 2026email threadSubscription invoice Rachel Dunmore, Lynne WaringPenwortham Mutual logoRachel DunmoreLynne Waring
  • 28 May 2026invoiceINV-097-0002 Lynne WaringPenwortham Mutual logoLynne Waring
  • 15 May 2026email threadImplementation invoice Rachel Dunmore, Lynne WaringPenwortham Mutual logoRachel DunmoreLynne Waring
  • 15 May 2026invoiceINV-097-0001 Lynne WaringPenwortham Mutual logoLynne Waring
  • 14 May 2026documentPenwortham Mutual - Order Form (signed) Matteo RicciPenwortham Mutual logoMatteo Ricci
  • 14 May 2026documentPenwortham Mutual - Data Processing Agreement (signed) Matteo RicciPenwortham Mutual logoMatteo Ricci
  • 14 May 2026documentPenwortham Mutual - Master Services Agreement (signed) Matteo RicciPenwortham Mutual logoMatteo Ricci
  • 12 May 2026email threadOrder form for signature Matteo Ricci, Bernard HaslamPenwortham Mutual logoMatteo RicciBernard Haslam
  • 29 Apr 2026email threadProposal discussion Matteo Ricci, Owen Tallis, Bernard Haslam, Clare Huddleston, Lynne WaringPenwortham Mutual logoMatteo RicciOwen TallisBernard Haslam+2
  • 27 Apr 2026callPenwortham Mutual / BG-Demo – Negotiation Matteo Ricci, Owen Tallis, Bernard Haslam, Clare Huddleston, Lynne WaringPenwortham Mutual logoMatteo RicciOwen TallisBernard Haslam+2
  • 23 Apr 2026documentPenwortham Mutual - Master Services Agreement v2 Matteo RicciPenwortham Mutual logoMatteo Ricci
  • 16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Rhys Gulliver, Kerry Bramall, Annika Lund, Jenna Lindstrom, Yara Mulder, Lars Bach, Hui Min Tan, Olivier Rousseau, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard HaslamAlice BrewerJoost VerbeekJenna Price+39
  • 7 Apr 2026callPenwortham Mutual / BG-Demo – Proposal Matteo Ricci, Clare Huddleston, Bernard HaslamPenwortham Mutual logoMatteo RicciClare HuddlestonBernard Haslam
  • 2 Apr 2026documentPenwortham Mutual - Proposal Matteo RicciPenwortham Mutual logoMatteo Ricci
  • 30 Mar 2026documentPenwortham Mutual - Proposal v1 Matteo RicciPenwortham Mutual logoMatteo Ricci
  • 26 Mar 2026email threadProposal walkthrough Matteo Ricci, Clare HuddlestonPenwortham Mutual logoMatteo RicciClare Huddleston
  • 22 Mar 2026documentPenwortham Mutual - Security Questionnaire Theo GallagherPenwortham Mutual logoTheo Gallagher
  • 17 Mar 2026email threadDemo follow-up Matteo Ricci, Hannah Lowe, Clare Huddleston, Phil CatterallPenwortham Mutual logoMatteo RicciHannah LoweClare Huddleston+1
  • 16 Mar 2026callPenwortham Mutual / BG-Demo – Demo Matteo Ricci, Hannah Lowe, Clare Huddleston, Phil CatterallPenwortham Mutual logoMatteo RicciHannah LoweClare Huddleston+1
  • 11 Mar 2026eventData leaders conference (BG-Demo stand) Alice Brewer, Simon Harte, Sam Cheney, Margaret Cleland, Nicola Brearley, Shane Twomey, Owain Jenkins, Tyler Brookes, Brenda Oldroyd, Martina Engel, Eoin Hegarty, Karen Midgley, Robyn Tyson, Rhonda Stierwalt, Niamh Fahy, Tessa Goring, Lynne Featherstone, Raj Bhogal, Gary Underwood, Stuart Haworth, Conor Daly, Petra Lüders, Clare HuddlestonAlice BrewerSimon HarteSam Cheney+20
  • 23 Feb 2026callPenwortham Mutual / BG-Demo – Discovery Matteo Ricci, Clare Huddleston, Bernard HaslamPenwortham Mutual logoMatteo RicciClare HuddlestonBernard Haslam
  • 16 Feb 2026email threadDiscovery call Matteo Ricci, Clare HuddlestonPenwortham Mutual logoMatteo RicciClare Huddleston
  • 29 Jan 2026dealPenwortham Mutual – New Matteo Ricci, Clare HuddlestonPenwortham Mutual logoMatteo RicciClare Huddleston
  • 17 Apr 2025eventBG-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Adrian Mellor, Matthew Grice, Shannon Lockwood, Barry Coxon, Cheryl Tomczak, Stefanie Lange, Willem Arts, Fergus Tierney, Fraser Moncrieff, Ailsa Pringle, Lynn Staniforth, Wouter Kok, Liam Sedgwick, Jenny Trethewey, Geoff Lamb, Louise Sutcliffe, Hans Kok, Robin Gittins, Faye Lund, Niels van Leeuwen, Julien Faure, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare HuddlestonSofia MarchettiLiam DohertyAnders Nyqvist+32
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

Penwortham Mutual's pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 40 AI summaries of 44 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 15 people (15 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · 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.

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