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Kaltenbrunn Medizintechnik

Healthy£125kRenews 1 May 27

AI facts

As at Fri 9 Oct 2026

Kaltenbrunn Medizintechnik holds an Enterprise order form signed 17 Apr 2026, running 1 May 2026 to 30 Apr 2027 at £125k a year, plus a £30k implementation fee. Active users rose from 40 in May 2026 to 114 in Sep 2026, against 150 licensed users. Renewal is booked for 1 May 2027 at £125k, 204 days away, with no open deal. Both invoices are paid within terms, and the 9 Sep 2026 P1 ticket had a first response of 34 min against a 30 min target.

Read from 16 calls · 22 email threads · 9 tickets · 1 deals · 11 people · 9 documents, newest 8 Oct 26

Profile

Updated 9 Oct 26
  • IndustryMedical devicesSource: CRM company record
  • Websitekaltenbrunn.exampleSource: CRM company record
  • CountryGermanySource: CRM company record · CRM code DE · Region EU
  • HQ cityHamburgSource: CRM company record
  • Size950 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: CRM company record · Account Executive · CSM Elena Novak
  • Customer since1 May 2026Source: first executed order form ctr_161_01, signed 17 Apr 2026 · Enterprise tier · In the CRM since 13 Nov 2025
  • 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 active users have risen each month since May 2026 and both invoices are paid within terms. The CFO's challenge on licence value and two late-refresh tickets need answering before renewal. Filling the remaining licensed seats is the opportunity.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£125,000Source: executed order form ctr_161_01, 1 May 2026 to 30 Apr 2027 · CRM £125,000 · Invoiced run rate £125,000 · As of 9 Oct 2026
  • Next renewal1 May 2027Basis: order form ctr_161_01 ends 30 Apr 2027 · In 204 days · Renewal price £125,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 May 2026 to 30 Apr 2027Source: order form ctr_161_01 (new), signed 17 Apr 2026 · Billed annually · 150 seats, 20 connectors
  • TierEnterpriseSource: the current order form
  • Last contact8 Oct 2026Call: Kaltenbrunn Medizintechnik / BG-Demo – QBR · 1 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since May 2026 · 15 connectors configured
  • Licensed seats150114 active users in Sep 2026 · Order form ctr_161_01: 150 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Elena Novak sends Thomas Schumacher a written value case and a rollout plan for the unused Enterprise licences, with named groups and dates. renewal
Who
Elena Novak Elena Novak
When
This week by 9 Oct 2026
Why
Elena Novak should send CFO Thomas Schumacher a written value case and named rollout plan. At the 8 Oct 2026 QBR he challenged paying for 150 licences, yet 114 users were active in Sep 2026. The challenge must be closed well before the 1 May 2027 renewal.

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

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Enterprise at £125k a year to 30 Apr 2027, invoices paid within terms, and active users up from 40 to 114. The CFO's challenge on licence value at the 8 Oct 2026 QBR needs a written value case before the 1 May 2027 renewal.

Healthy: Kaltenbrunn Medizintechnik holds an executed Enterprise order form at £125k a year, running 1 May 2026 to 30 Apr 2027. Renewal is booked for 1 May 2027, and both invoices are paid within terms.

Active users rose from 40 in May 2026 to 114 in Sep 2026 against 150 licensed users, and questions from 421 to 2,979. Use is spread: Jana Horn leads the last 90 days with 8%, and Christina Möller remains the champion.

At the 8 Oct 2026 QBR, CFO Thomas Schumacher questioned paying for 150 licences with about forty active. Two late-refresh tickets could carry a freshness credit, and a hospital data connector awaits customer credentials.

Elena Novak sends Thomas a written value case and named rollout plan by 9 Oct 2026, with Matteo Ricci confirming the £125k commercial position in writing.

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£75k£150kMay 26Jun 26Jul 26Aug 26Sep 26new£125k£125kMay 26: Contracted ARR £125,000; Invoiced ARR £125,000Jun 26: Contracted ARR £125,000; Invoiced ARR £125,000Jul 26: Contracted ARR £125,000; Invoiced ARR £125,000Aug 26: Contracted ARR £125,000; Invoiced ARR £125,000Sep 26: Contracted ARR £125,000; Invoiced ARR £125,000

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 £125k; Invoiced ARR £125k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_161.

Show the figures as a table
MonthContracted ARRInvoiced ARR
May 26£125,000£125,000
Jun 26£125,000£125,000
Jul 26£125,000£125,000
Aug 26£125,000£125,000
Sep 26£125,000£125,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £125k, all paid

Standing Paid upARR Steady

Contracted ARR is £125k on the executed Enterprise order form, in place since May 2026. Both invoices are paid within terms and the CRM agrees. Renewal is on 1 May 2027 at £125k, no change.

  • ARR £125k, unchanged since May 2026
  • Renewal 1 May 2027 at £125k
  • CRM, invoices and order form agree
The analysis

Recurring revenue: Contracted ARR is £125k on the executed Enterprise order form, which runs 1 May 2026 to 30 Apr 2027. It first appeared in May 2026 and has not moved since.

Next commitment: Renewal falls on 1 May 2027, 204 days after the as-of date. The renewal price is £125k, a change of +£0 (0.0%) by the price-book rule.

Billing: INV-161-0001 (£30k net) and INV-161-0002 (£125k net) are both paid within terms. CRM ARR, the invoiced run rate and the order form agree at £125k.

Deals: The one deal is a closed won new Enterprise deal, amount £155k with annual value £125k. Its owner, Matteo Ricci, is active in HR.

Made from 1 deal · 2 fact tables · 2 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: Enterprise signed, onboarding under way

    Enterprise order form moved from unsigned in April to a live contract on 1 May 2026. Onboarding was positive but rested on Kai Petersen as sole admin, about a dozen active users of 150, and a device source with no connector.

    The analysis

    Contract: On 15 Apr 2026 the £155k Enterprise order form, including implementation, was unsigned while Thomas Schumacher waited for procurement and asked for a split. Invoice INV-161-0001 for £30k was issued on 20 Apr 2026, and INV-161-0002 for £125k on 1 May 2026; the threads show no payment or customer reply.

    Kickoff: The 12 May 2026 kickoff confirmed the 12-week Enterprise scope. Andrea Neumann wants EU data residency in writing and single sign-on, and Kai is the only admin.

    Source order: On 26 May 2026 Christina Möller wanted value visible well before next year's renewal. Phased rollout would start with service managers and end with engineers, and IT approval delayed a live date.

    Incident: On 2 Jun 2026 ticket records stopped growing after a form change. Kai noticed only by comparing with the customer's own system, and Kate Ormerod fixed the mapping.

    Late June: On 16 Jun 2026 Christina asked for EU residency in writing and a one-hospital test. On 23 Jun 2026 device data was still behind and the duplicate-ticket fix was unverified.

    Open at the end: On 30 Jun 2026 device data had only a nightly file export, single sign-on was not started, and a second admin was not named. A written security answer on sub-processors was owed, and the key accounts training date was not set.

    Made from 7 calls · 10 email threads · 2 tickets

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

  2. Q1 2026

    Q1 2026: Enterprise deal stuck at approvals

    Kaltenbrunn Medizintechnik moved from two demos to an Enterprise proposal at a £155k total deal value. By 18 Mar 2026 the CFO would not negotiate live, and signature by 17 Apr 2026 was not promised.

    The analysis

    Demos: On 14 Jan 2026 Hannah Lowe showed sample data. Christina Möller wanted proof of worth for the £155k total deal value, and offline use was not promised.

    Own data: Christina agreed on 26 Jan 2026 to a demo on service tickets and the contract list. On 30 Jan 2026 older tickets without a serial were named the weakest match, and the group access list, EU region wording and security questionnaire stayed open.

    Follow-up: On 2 Feb 2026 Kai Petersen said contract data sits in a separate system with no known export owner. The plan was to close by 17 Apr 2026.

    Proposal: Christina replied late on 12 Feb 2026, citing hospital escalations. On 18 Feb 2026 Matteo Ricci said £155k is the first-term total, implementation included, and not an annual price.

    CFO: Thomas Schumacher received the proposal on 20 Feb 2026 and would not sign before information security and procurement approved. On 12 Mar 2026 he asked in writing for total cost over the full term and confirmation of EU residency.

    Negotiation: On 18 Mar 2026 Markus Weber raised payment terms, the data processing clause and price after the first term. Owen Tallis said any discount covers the first term only.

    Open at the end: The evidence does not show a signed order form. Legal review, security approval and the revised order form were outstanding.

    Made from 4 calls · 6 email threads

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

  3. Q4 2025

    Q4 2025: first contact, Enterprise discovery

    Two reads: a scheduling thread on 12 Dec 2025 and a discovery call on 18 Dec 2025. Christina Möller is a positive champion who requires sourced answers and EU data location. A £155k total deal value estimate was shared.

    The analysis

    Scheduling: On 12 Dec 2025 Matteo Ricci asked Christina Möller for a one-hour discovery call. She agreed and set a condition that every answer must show its source, since engineers will not accept a figure without one.

    Discovery: On 18 Dec 2025 Matteo ran discovery with Christina, Head of Field Service Operations. Tickets, contracts and complaints sit in three separate places, so nobody can see a hospital's device history quickly.

    Requirements: She said EU data location is required because hospital customers and their data protection officers will ask. She is the champion, but IT security and management still have to approve.

    Commercial: Matteo positioned Enterprise, with SSO, SCIM and security review support over a standard 12 weeks. He quoted £155k as the total deal value including implementation, said it is not an annual price and called it an estimate until discovery finishes.

    Open at the end: The 17 Apr 2026 decision date is a working date, not agreed. The Snowflake region and the regulator's needs are unconfirmed. A second call in January with her IT colleague and a demonstration on the customer's own data were planned, and Matteo still had to send the written summary and the figure with its breakdown.

    Made from 1 call · 1 email thread

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

  4. Q2 2024

    Q2 2024: one webinar invite to the CFO

    One read in the period: on 1 Jun 2024 Nell Ashcombe invited Thomas Schumacher, Chief Financial Officer, to the 20 Jun 2024 webinar. The thread holds no customer response.

    The analysis

    Period content: this digest rests on one read, an email thread dated 1 Jun 2024. Nothing else from the organisation is recorded for the quarter.

    Outreach: Nell Ashcombe invited Thomas Schumacher, Chief Financial Officer, to a webinar on 20 Jun 2024. She stressed that data stays in the customer's own Snowflake account and offered to discuss the commercial side afterwards, in writing.

    Customer view: the thread holds no response from Thomas or anyone else at Kaltenbrunn Medizintechnik. Interest in B-Viz is therefore unconfirmed.

    Open at the end: the only next step recorded is for Nell to send joining details if Thomas asks for a place. The evidence does not show whether he attended or replied, and it shows no contract, usage or ticket activity for the period.

    Made from 1 email thread

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
114up 46 vs 3 months earlierof 150 included on the tier
Questions asked · Sep 26
2,979up 1,975 vs 3 months earlier
Connectors configured · Sep 26
15up 5 vs 3 months earlierof 20 included on the tier
Active admins · Sep 26
3level vs 3 months earlier
Data volume · Sep 26
65.9 GBup 24.4 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked
00751,5001503,000May 26Jun 26Jul 26Aug 26Sep 26Included users (150)1502,979114May 26: Active users 40; Licensed seats 150; Questions asked 421Jun 26: Active users 68; Licensed seats 150; Questions asked 1,004Jul 26: Active users 86; Licensed seats 150; Questions asked 1,960Aug 26: Active users 99; Licensed seats 150; Questions asked 1,282Sep 26: Active users 114; Licensed seats 150; Questions asked 2,979

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 114; Licensed seats 150; Questions asked 2,979. Basis: product usage, facts.usage_monthly:org_161, signals:org_161.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
May 2640150421
Jun 26681501,004
Jul 26861501,960
Aug 26991501,282
Sep 261141502,979
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume
00.0 GB1040.0 GB2080.0 GBMay 26Jun 26Jul 26Aug 26Sep 26Included connectors (20)65.9 GB153May 26: Connectors configured 3; Active admins 3; Data volume 12.21 GBJun 26: Connectors configured 10; Active admins 3; Data volume 41.51 GBJul 26: Connectors configured 13; Active admins 3; Data volume 55.04 GBAug 26: Connectors configured 14; Active admins 3; Data volume 60.43 GBSep 26: Connectors configured 15; Active admins 3; Data volume 65.94 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 15; Active admins 3; Data volume 65.9 GB. Basis: product usage, facts.usage_monthly:org_161, signals:org_161.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
May 263312.21 GB
Jun 2610341.51 GB
Jul 2613355.04 GB
Aug 2614360.43 GB
Sep 2615365.94 GB

Usage read

As at Fri 9 Oct 2026

Usage rising strongly since September 2026

Direction Rising

Usage is rising: questions 1,779 to 2,770 (+56%) over the last 4 weeks against the 4 before, and September 2026 set 12-month peaks. 114 users are active against 150 seats, and 15 connectors against 20 contracted.

  • Questions 1,779 to 2,770 (+56%) over the last 4 weeks against the 4 before
  • 114 active users, 76% of the 150 seats
  • Questions are widely spread: the top person holds 8%
  • 15 connectors configured against 20 contracted
The analysis

Recent weeks: Weekly questions rose from 331 in the week ending 28 Aug 2026 to 686 in the week ending 9 Oct 2026. The busiest week was 18 Sep 2026 with 724 questions.

Trend: August 2026 was a lull at 1,282 questions, after 1,960 in July 2026. September 2026 reached 2,979 questions, and a 16th connector was added on 5 Oct 2026.

Who uses it: Christina Möller, Kai Petersen and Jana Fischer were the active admins in September 2026. Questions are spread widely: Jana Horn leads the last 90 days with 594 (8%), then Kai Petersen with 484 (7%).

Against the order form: 114 active users are 76% of the 150 seats on the Enterprise order form. 15 connectors were configured in September 2026 against 20 contracted.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

9 documents in 5 folders; 1 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

Kaltenbrunn Medizintechnik's pages are written from 3 organisation-level AI texts (assessment / next steps), 4 period digests and 1 narrative-level AI text, which in turn draw on 56 AI summaries of 59 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 11 people (11 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 10 pages.

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

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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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