B-Viz
Harcastle Environmental logo

Harcastle Environmental

Healthy£52kRenews 11 Apr 27

AI facts

As at Fri 9 Oct 2026

Harcastle Environmental holds Growth under the order form signed 17 Mar 2026 at £44k per year to 10 Apr 2027. A 20-user add-on signed 30 Jun 2026 runs at £8,000 a year. Active users rose from 33 in May 2026 to 49 in Sep 2026 (48%), against 60 licensed users. The renewal falls on 11 Apr 2027, 184 days away, with no open deal. The 18 Aug 2026 QBR quoted a higher renewal figure than the price-book renewal price of £50k.

Read from 34 calls · 65 email threads · 12 tickets · 3 news items · 3 deals · 14 people · 22 documents, newest 14 Sep 26

Profile

Updated 9 Oct 26
  • IndustryWaste managementSource: CRM company record
  • Websiteharcastle.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityWakefieldSource: CRM company record
  • Size1,250 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since11 Apr 2025Source: first executed order form ctr_152_01, signed 28 Mar 2025 · Growth tier · In the CRM since 18 Dec 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage, connectors and questions are rising and all four invoices were paid within terms. The value case still decides the renewal: Andrew Sugden questions seat use, and calls report about ten daily users of sixty. Tolmere seats are the opportunity.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£52,000differsSource: executed order form ctr_152_03, 1 Jul 2026 to 10 Apr 2027 · CRM £52,000 · Invoiced run rate £50,225 · As of 9 Oct 2026 · The sources disagree
  • Next renewal11 Apr 2027Basis: order form ctr_152_03 ends 10 Apr 2027 · In 184 days · Renewal price £50,000 (-3.8%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jul 2026 to 10 Apr 2027Source: order form ctr_152_03 (expansion), signed 30 Jun 2026 · Billed annually · 60 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact14 Sep 2026Call: Harcastle Environmental / BG-Demo – Check In · 25 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Apr 2025 · 8 connectors configured
  • Licensed seats6049 active users in Sep 2026 · Order form ctr_152_03: 60 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell sends Nicola Brearley a written cause and fix for the high priority freshness ticket and a usage-by-depot value case ahead of the booked 14 Oct 2026 check-in. renewal
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Before the 14 Oct 2026 check-in, Marcus Bell should send Nicola Brearley a plain-words cause and fix for the freshness ticket and a usage-by-depot value case, while Lewis Kerr settles one written renewal figure.

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

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Harcastle Environmental holds Growth to 10 Apr 2027 and users and questions are rising. The CFO wants a value case, and the QBR renewal quote conflicts with the £50k renewal price. Marcus Bell owes Nicola Brearley a ticket explanation before the 14 Oct 2026 check-in.

Healthy: Harcastle Environmental holds Growth at £44k per year plus a 20-user add-on at £8,000 a year, both to 10 Apr 2027. Renewal falls on 11 Apr 2027 and all four invoices were paid within terms.

Active users rose from 33 in May 2026 to 49 in Sep 2026 (48%), and questions rose from 1180 to 1780 (51%). Gemma Crossley asks 17% of questions over 90 days, Nicola Brearley champions it, and Andrew Sugden, the CFO, wants a value case.

A 20 Jul 2026 restructuring could remove users or a champion, and Nicola wants a freshness ticket explained. The 18 Aug 2026 QBR quoted fifty-eight thousand a year against a £50k renewal price.

Marcus Bell sends Nicola a written cause and fix for the ticket and a usage-by-depot value case by 9 Oct 2026, ahead of the booked 14 Oct 2026 check-in. Lewis Kerr settles one written renewal figure.

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£30k£60kJun 25Sep 25Dec 25Mar 26Jun 26Sep 26newexpansionexpansion£52k£50kApr 25: Contracted ARR £39,600; Invoiced ARR £39,600May 25: Contracted ARR £39,600; Invoiced ARR £39,600Jun 25: Contracted ARR £39,600; Invoiced ARR £39,600Jul 25: Contracted ARR £39,600; Invoiced ARR £39,600Aug 25: Contracted ARR £39,600; Invoiced ARR £39,600Sep 25: Contracted ARR £39,600; Invoiced ARR £39,600Oct 25: Contracted ARR £39,600; Invoiced ARR £39,600Nov 25: Contracted ARR £39,600; Invoiced ARR £39,600Dec 25: Contracted ARR £39,600; Invoiced ARR £39,600Jan 26: Contracted ARR £39,600; Invoiced ARR £39,600Feb 26: Contracted ARR £39,600; Invoiced ARR £39,600Mar 26: Contracted ARR £39,600; Invoiced ARR £39,600Apr 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 £52,000; Invoiced ARR £50,225Aug 26: Contracted ARR £52,000; Invoiced ARR £50,225Sep 26: Contracted ARR £52,000; Invoiced ARR £50,225

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 £52k; Invoiced ARR £50k. Basis: accounting system, facts.arr_monthly:org_152.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Apr 25£39,600£39,600
May 25£39,600£39,600
Jun 25£39,600£39,600
Jul 25£39,600£39,600
Aug 25£39,600£39,600
Sep 25£39,600£39,600
Oct 25£39,600£39,600
Nov 25£39,600£39,600
Dec 25£39,600£39,600
Jan 26£39,600£39,600
Feb 26£39,600£39,600
Mar 26£39,600£39,600
Apr 26£44,000£44,000
May 26£44,000£44,000
Jun 26£44,000£44,000
Jul 26£52,000£50,225
Aug 26£52,000£50,225
Sep 26£52,000£50,225
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £52k, all paid

Standing Paid upARR Rising

Contracted ARR is £52k on the executed Growth order forms, after expansions in Apr 2026 and Jul 2026. The invoiced run rate is £50k. Renewal is due 11 Apr 2027. All four invoices were paid within terms.

  • Invoiced run rate £50k is £1,775 below order-form ARR £52k
  • Renewal on 11 Apr 2027 prices at £50k, a fall of £2,000
  • All four invoices paid within terms
The analysis

Recurring revenue: Contracted ARR is £52k, up from £40k in the first month, Apr 2025. The invoiced run rate is £50k, which is £1,775 below the order forms; the executed order form is the truth.

Next commitment: Renewal falls on 11 Apr 2027, 184 days after the as-of date. The price-book rule gives £50k against £52k today, a change of -£2,000 (-3.8%).

Billing: All four invoices were paid within terms, with nothing overdue or disputed. INV-152-0004 for the expansion is net £6,225 against an annual value of £8,000 on the expansion deal.

Deals: All three deals (new, renewal, expansion) are closed won and owned by Lewis Kerr, who is active in HR. There is no open deal.

Made from 3 deals · 2 fact tables · 4 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: Tolmere expansion, CFO wants case

    Usage rose and invoices were clean. Tolmere's arrival led to twenty extra users and a £6,225 expansion. CFO Andrew Sugden wants a written business case, and seat utilisation against forty seats stayed the value question.

    The analysis

    Seat value: On 22 Apr 2026 Nicola Brearley said someone internally questioned forty paid seats against seven or eight daily users. She is not the signatory, and the Growth term runs to 10 Apr 2027.

    Tolmere: Claire Ackroyd, new Integration Director, met Marcus Bell on 21 Apr 2026. The 28 Apr 2026 kickoff covered two new connectors and twenty more users, but neither she nor Nicola holds the budget.

    Data quality: From 19 May 2026, Tolmere's data load created duplicate customer records, about 300 pairs. Matching rules were agreed with Imran Hussain, and Dominic Hale merged the duplicates on 10 Jun 2026, leaving a leftover list for Imran.

    QBR: On 2 Jun 2026 about nine of forty licensed users were active on an average day. Andrew asked for the value in plain terms and a written business case, and Nicola and two senior account managers ask most questions, a key-person risk.

    Expansion: On 16 Jun 2026 Andrew approved twenty additional users subject to final figures. On 22 Jun 2026 Lewis Kerr confirmed £6,225 plus VAT, co-termed to the renewal, and Owen Tallis warned of a step-up to the current list price at renewal.

    Open at the end: Andrew said on 26 Jun 2026 he would sign on 30 Jun 2026, but no signed order form is shown. Connector headroom for the Tolmere ledger and the renewal figure were also unconfirmed.

    Made from 5 calls · 17 email threads · 4 tickets

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

  2. Q1 2026

    Q1 2026: value case, then renewal order form

    Usage was low on 40 Growth seats and CFO Andrew Sugden would not sign without a business case. By 13 Mar 2026 he was content with it and a £44k order form was out. Acquisition news added a possible expansion. Signature was not shown.

    The analysis

    Usage: On the 2 Jan 2026 check-in Nicola Brearley accepted usage was under five a day on 40 seats. On 13 Jan 2026 a helpdesk connector stopped syncing after the customer's helpdesk team rotated an API key; Imran Hussain supplied new credentials.

    Renewal: On 7 Jan 2026 Andrew said he would not sign without a written business case. The 9 Jan 2026 notice queried £44k against the £40k contracted; no breakdown from Lewis Kerr appears in the thread.

    Calls: The 14 Jan 2026 and 24 Feb 2026 calls repeated the demand, with about five and then seven of forty seats active. Lewis said the first-term discount ends at renewal and the price could not hold.

    Acquisition: On 24 Feb 2026 news reported Harcastle agreeing to buy Tolmere Waste Services. On 3 Mar 2026 Nicola confidentially asked for Tolmere customers in the brain within a quarter of completion, with a ballpark cost.

    Turn: At the 5 Mar 2026 QBR and 20 Mar 2026 check-in Nicola was positive, with usage rising. On 13 Mar 2026 Lewis sent the order form at £44k excluding VAT; Andrew said he was content with the business case.

    Open at the end: No signed order form is shown. Invoice INV-152-0003 was issued on 30 Mar 2026, due 29 Apr 2026. Imran's connector headroom question and the Tolmere quote were unanswered.

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

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

  3. Q4 2025

    Q4 2025: praise, then finance questions value

    Nicola Brearley stayed positive and usage rose, but finance director Andrew Sugden questioned unused seats at the 26 Nov 2025 QBR. A value case was promised by January, and a 30 Dec 2025 email flagged lower usage.

    The analysis

    Adoption: On 7 Oct 2025 Nicola Brearley said usage was up and spread wider, and planned a team-by-team rollout. She needed a case for the budget holder before the April renewal.

    Renewal horizon: On the 31 Oct 2025 call Nicola wanted to keep the brain past April but would not commit budget. About a fifth of the forty seats were used daily, and North East account managers barely used it.

    Praise: In the thread of 28 Oct 2025 Nicola said account managers use the brain more than she expected. On 21 Nov 2025 she asked to prepare for the renewal conversation with Andrew, as nothing is committed without him.

    QBR: On 26 Nov 2025 Andrew asked what unused seats are worth. Nicola gave a three-part value case and promised numbers by January, and Marcus Bell deferred the price question to Lewis Kerr.

    Follow-up: Marcus's summary of 27 Nov 2025 flagged the £40k Growth renewal on 10 Apr 2026. The thread shows no customer reply.

    Late slip: On 30 Dec 2025 Marcus flagged lower usage from a small group. Nicola blamed a quiet fortnight and asked for a team session and usage by person.

    Open at the end: No figure yet backed the value case, and Andrew had not confirmed anything. Price expectations were unanswered, and the commercial renewal terms had not been opened.

    Made from 3 calls · 4 email threads

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

  4. Q3 2025

    Q3 2025: value case questioned before renewal

    Positive relationship, but only about six of forty licensed users were active. The CFO questioned the £40k a year in September, and a duplicate-records ticket was still a concern at quarter end.

    The analysis

    Check-ins: On 7 Jul 2025 Nicola Brearley called the single customer view what she bought it for and asked for vehicle and crew data from the routing system. Marcus Bell flagged the April renewal at £40k a year.

    Value case: On 11 Aug 2025 Nicola said six people and a care home story was not a business case for her managing director. She cannot commit budget alone, and Lewis was to be told of the call.

    QBR: On 2 Sep 2025 the review showed no tickets and invoices paid on time, but a handful of users out of forty. Lewis Kerr confirmed Growth at £40k a year, term to 10 Apr 2026, and said he would not push extras.

    CFO: On 3 Sep 2025 Andrew Sugden asked how many of the forty users are active weekly and what adding the rest costs. Marcus said users inside the forty cost nothing extra, with no exact split yet.

    Support: On 4 Sep 2025 Imran Hussain reported duplicate customer records after a reindex broke merging by site ID. Olivia Grant escalated to the platform team. On 23 Sep 2025 a cosmetic dashboard legend bug was scheduled for the next build.

    Open at the end: On 29 Sep 2025 Nicola wanted Imran's ticket sorted, with its fix and owner, before anything new. She also asked for site-based search. The usage split and a depot and round view were still owed.

    Made from 3 calls · 6 email threads · 2 tickets

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

  5. Q2 2025

    Q2 2025: Growth onboarding, thin usage

    Harcastle Environmental signed Growth on 11 Apr 2025 and spent the quarter on a cautious, staged build. The champions stayed positive, but usage stayed at two or three people against 40 licences and the value case stayed open.

    The analysis

    Contract: The Growth order form was signed on 11 Apr 2025 at £40k a year for 40 users. Invoice INV-152-0002, net £40k, was due 11 May 2025, with no customer response in the thread.

    Kickoff: On 16 Apr 2025 four sources were put first and the call recorder last. Helen Dyson raised data access and a leavers process, and Laura Penhaligon would not promise dates until the route planning export is seen.

    Onboarding: Calls on 24 Apr 2025, 1 May 2025, 6 May 2025, 14 May 2025, 21 May 2025 and 27 May 2025 agreed a staged order of sources. Imran Hussain tests each source and held back invitations until the customer page is trusted.

    Value risk: On 1 May 2025 usage was about one person a day against 40 licences. On 6 May 2025 Nicola Brearley said she feared being unable to show in six months what the brain is worth.

    Training: The two sessions on 2 Jun 2025 built a Repeat missed collections dashboard. Daily use was two or three people, usage was flat, and a three-person pilot was agreed.

    Support: On 22 May 2025 three account managers were locked out by a role mapping fault on the BG-Demo side. On 23 Jun 2025 Nicola reported a dashboard counter bug, logged by Connor Webb.

    Open at the end: Finance was still held back, duplicate customer ids were unresolved, and the third locked-out user's outcome is not shown. The value case for the budget holders was still unproven.

    Made from 9 calls · 11 email threads · 3 tickets

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

  6. Q1 2025

    Q1 2025: Growth deal unsigned at quarter end

    Harcastle Environmental moved from discovery to a Growth order form at £52k plus VAT. Nicola Brearley's team wanted it, but CFO Andrew Sugden had not signed by 31 Mar 2025, and INV-152-0001 was issued the same day.

    The analysis

    Discovery: On 10 Jan 2025 Nicola Brearley described a missed-collection complaint spread across three systems. Lewis Kerr confirmed Growth and a decision date of Fri 28 Mar 2025, with a working figure of £52k.

    CFO: The same day Andrew Sugden said he needed the subscription and implementation split before writing a business case. The thread shows no reply to that request.

    Demo: On 27 Jan 2025 Anya Petrova demoed on Harcastle's own extracts. Imran Hussain asked for connector limits in writing and flagged a customer id mismatch and planned changes to round coding.

    Proposal: On 20 Feb 2025 Nicola confirmed Growth but could not commit budget alone. On 21 Feb 2025 her budget holder asked for more time, and she asked for a named owner for connector fixes.

    Negotiation: On 10 Mar 2025 Owen Tallis refused any price movement and offered quarterly invoicing, which Andrew accepted. Andrew would not sign before the business case and a written estimate of Harcastle's own IT time.

    Signing: On 11 Mar 2025 only Nicola replied to the status summary. The order form went out on 26 Mar 2025, and by 31 Mar 2025 Andrew wanted two written answers on full cost and first-phase customers.

    Open at the end: The order form was unsigned, so the 28 Mar 2025 target was missed. Invoice INV-152-0001 (gross £14k, due 30 Apr 2025) was issued on 31 Mar 2025 with a PO query unanswered.

    Made from 4 calls · 10 email threads

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

  7. Q3 2024

    Q3 2024: layoffs reported, effect unknown

    One read in the period: a news item of 5 Aug 2024 reporting that Harcastle Environmental confirmed layoffs after an organisational review. It gave no numbers or affected areas, so the effect on B-Viz users is unknown.

    The analysis

    News: the period holds one read, a Yorkshire Business Gazette item of 5 Aug 2024. It reported that Harcastle Environmental confirmed layoffs following a review of how it is organised.

    Detail: the item gave no number of roles, no affected areas and no timetable. It does not say whether account teams or data roles are involved.

    Read for the account: the read treats it as a restructuring signal of low significance and neutral importance. The risk it names is that reduced headcount could shrink the number of active users, though nothing shows which roles are affected.

    Open at the end: the effect of the layoffs on users or champions was not established. The read suggests checking at the next call whether the layoffs changed who uses the brain. No calls, emails or tickets in the period show the customer's own view.

    Made from 1 news item

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
49up 11 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
1,780up 440 vs 3 months earlier
Connectors configured · Sep 26
8level vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
52.7 GBup 2.4 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00301,000602,000May 25Jul 25Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 26Included users (40)601,78049Apr 25: Active users 8; Licensed seats 40; Questions asked 73May 25: Active users 18; Licensed seats 40; Questions asked 251Jun 25: Active users 22; Licensed seats 40; Questions asked 566Jul 25: Active users 26; Licensed seats 40; Questions asked 745Aug 25: Active users 26; Licensed seats 40; Questions asked 475Sep 25: Active users 26; Licensed seats 40; Questions asked 802Oct 25: Active users 26; Licensed seats 40; Questions asked 820Nov 25: Active users 26; Licensed seats 40; Questions asked 722Dec 25: Active users 26; Licensed seats 40; Questions asked 602Jan 26: Active users 26; Licensed seats 40; Questions asked 711Feb 26: Active users 26; Licensed seats 40; Questions asked 672Mar 26: Active users 22; Licensed seats 40; Questions asked 860Apr 26: Active users 28; Licensed seats 40; Questions asked 1,020May 26: Active users 33; Licensed seats 40; Questions asked 1,180Jun 26: Active users 38; Licensed seats 40; Questions asked 1,340Jul 26: Active users 44; Licensed seats 60; Questions asked 1,500Aug 26: Active users 49; Licensed seats 60; Questions asked 1,780Sep 26: Active users 49; Licensed seats 60; Questions asked 1,780

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 49; Licensed seats 60; Questions asked 1,780. Basis: product usage, facts.usage_monthly:org_152, signals:org_152.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 2584073
May 251840251
Jun 252240566
Jul 252640745
Aug 252640475
Sep 252640802
Oct 252640820
Nov 252640722
Dec 252640602
Jan 262640711
Feb 262640672
Mar 262240860
Apr 2628401,020
May 2633401,180
Jun 2638401,340
Jul 2644601,500
Aug 2649601,780
Sep 2649601,780
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB430.0 GB860.0 GBJun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (8)852.7 GB2Apr 25: Connectors configured 2; Active admins 2; Data volume 6.55 GBMay 25: Connectors configured 5; Active admins 2; Data volume 16.71 GBJun 25: Connectors configured 6; Active admins 2; Data volume 20.44 GBJul 25: Connectors configured 6; Active admins 2; Data volume 20.84 GBAug 25: Connectors configured 6; Active admins 2; Data volume 21.24 GBSep 25: Connectors configured 6; Active admins 2; Data volume 21.63 GBOct 25: Connectors configured 6; Active admins 2; Data volume 22.03 GBNov 25: Connectors configured 6; Active admins 2; Data volume 22.42 GBDec 25: Connectors configured 6; Active admins 2; Data volume 22.82 GBJan 26: Connectors configured 6; Active admins 2; Data volume 23.22 GBFeb 26: Connectors configured 6; Active admins 2; Data volume 23.59 GBMar 26: Connectors configured 6; Active admins 2; Data volume 27.99 GBApr 26: Connectors configured 6; Active admins 2; Data volume 32.79 GBMay 26: Connectors configured 7; Active admins 2; Data volume 43.36 GBJun 26: Connectors configured 8; Active admins 2; Data volume 50.33 GBJul 26: Connectors configured 8; Active admins 2; Data volume 51.13 GBAug 26: Connectors configured 8; Active admins 2; Data volume 51.93 GBSep 26: Connectors configured 8; Active admins 2; Data volume 52.71 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 8; Active admins 2; Data volume 52.7 GB. Basis: product usage, facts.usage_monthly:org_152, signals:org_152.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 25226.55 GB
May 255216.71 GB
Jun 256220.44 GB
Jul 256220.84 GB
Aug 256221.24 GB
Sep 256221.63 GB
Oct 256222.03 GB
Nov 256222.42 GB
Dec 256222.82 GB
Jan 266223.22 GB
Feb 266223.59 GB
Mar 266227.99 GB
Apr 266232.79 GB
May 267243.36 GB
Jun 268250.33 GB
Jul 268251.13 GB
Aug 268251.93 GB
Sep 268252.71 GB

Usage read

As at Fri 9 Oct 2026

Usage rising since May 2026

Direction Rising

Rising: average daily active users went from 10.8 to 14.5 (+34%) over the last 4 weeks against the 4 before, with questions up 2%. September 2026 set 12-month peaks on users, questions and records.

  • Average daily active users up 34% over the last 4 weeks
  • September 2026 peaks on users, questions and records
  • 49 of 60 seats active (82%)
  • All 8 contracted connectors configured
The analysis

Recent weeks: questions were 1,630 in the last 4 weeks against 1,594 in the 4 before (+2%), and average daily active users rose from 10.8 to 14.5 (+34%). The busiest week, ending 7 Aug 2026 with 473 questions, is one event, not a trend.

Trend: active users rose from 26 in September 2025 to 49 in September 2026 (+88%), and questions from 802 to 1,780 (+122%). Connectors went from 6 to 8, and records indexed hit a peak of 25,100,158.

Who uses it: over 12 months Imran Hussain leads with 2,378 questions (18%). In the last 90 days Gemma Crossley leads with 940 (17%), ahead of Imran with 734 (13%). The admins are Nicola Brearley and Imran.

Against the order form: 49 active users against 60 seats on the Growth order form (82%), and 8 connectors configured against 8 contracted.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

22 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.

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

Harcastle Environmental's pages are written from 4 organisation-level AI texts (assessment / next steps), 7 period digests and 1 narrative-level AI text, which in turn draw on 136 AI summaries of 143 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 14 people (14 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 18 pages. 1 AI record in this trail is not written yet.

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

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

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