Kielderside Growth Agency

Demo: On 7 Apr 2026 Hannah Lowe showed B-Viz on the agency's anonymised sample. Lesley said it was close to what account managers asked for, and Wendy Armstrong said she builds the outstanding-returns list by hand.

Process: Lesley said she cannot discuss the tender outside the formal clarification process. Keith, who holds the budget, was not on the call, and BG-Demo owes a written note on access roles and data flow.

Outreach: On 30 Apr 2026 Tom Ashdown invited Keith to the demo and promised to stay within the tender. The thread shows no reply, so Keith's interest is not shown.

Second demo: On 5 May 2026 Hannah demoed to the Chief Executive, finance director and procurement lead. Sarah Dodds said the agency must buy by open tender with all questions through the portal.

Price: Tom said BG-Demo's records hold £155k for an Enterprise deployment including implementation. Keith asked for the annual element separately and said he does not accept an unpriced option.

Marketing: On 11 May 2026 Alice Brewer invited Sarah to a webinar on Thu 21 May 2026, stated to be unconnected to the tender. There is no response.

Open at the end: the written access note, the written breakdown of the £155k figure, Keith's reply and whole-life cost, and the tender notice. Keith will not sign before any standstill period has ended. The 13 Nov 2026 close is internal planning only.

Marketing: On 18 Feb 2026 Alice Brewer, BG-Demo's Head of Marketing, invited Sarah Dodds in procurement to a London roundtable on 24 Feb 2026, stressing it was separate from the tender. There was no customer response.

Scheduling: On 17 Mar 2026 Tom Ashdown asked Lesley Charlton for a discovery call. She agreed, wanted a grants colleague and an enquiries colleague present, and asked for topics first.

Discovery: On the 23 Mar 2026 call, Lesley and Emma Kirkup described three unmatched records of each business and board reporting that takes a couple of weeks each quarter. Tom said Enterprise would be proposed, with the security review and SSO.

Demo: On 30 Mar 2026 Tom proposed a demo following one business through three views. Lesley agreed, chose example records for now and will send dates.

People: Lesley is the champion. Emma is worried about who sees grant assessments and is a single point of knowledge. Keith holds the budget and was not on the call.

Open at the end: No budget, proposal or tender outcome is recorded. Demo dates and attendees, including whether Keith attends, were still to come. Tom's pencilled 13 Nov 2026 is BG-Demo's own planning date, not the customer's.

News: this period holds one read, a North East Business Ledger item dated 13 May 2025. It reports that the agency is evaluating Enterprise-tier technology through a public tender.

Aim: the agency wants account managers, the enquiries line and the grants team to see each business in one view. As a publicly owned body it is following procurement rules and will report the outcome.

Assessment: the read rates this as a possible new engagement, a company-wide Enterprise engagement across three teams. It also notes that procurement rules mean the award may go to another bidder.

Open at the end: the outcome of the tender, who owns the response and the current status of the process. The read's suggested next step is to establish the status of the tender and who owns the response. The evidence does not show whether BG-Demo bid.

Period: this is a single read, the 1 Jan 2025 email thread. Nothing else from the organisation is recorded in the quarter.

Invitation: Sofia Marchetti invited Keith Robson to an online BG-Demo webinar on 16 Jan 2025. She said it was not connected to the tender and raised no price or terms.

Content: the session was aimed at finance and operations leaders and covered reporting, audit and the cost of reconciling separate systems. Sofia said commercial matters go through procurement in writing, and that Keith could decline while the tender runs.

Customer view: the thread holds no customer response, so sentiment is neutral by default and not a stated position.

Open at the end: the next step was for Keith to reply if he wanted joining details, otherwise Sofia would share a recording. The read flags that outreach to a finance director during an open tender must stay separate from the evaluation. The evidence does not show whether he joined or replied.

This period holds one read, an email thread dated 19 Nov 2024.

Invitation: Sofia Marchetti invited Anil Bhatt to an in-person roundtable in London on 26 Nov 2024. She described a small, informal session on keeping systems joined up and on access and governance.

Tender: she stated the roundtable is separate from the tender. Tender conversations must go through Sarah Dodds and the portal, and she said Anil need not attend while the process is open.

Customer view: the thread shows no response from the customer, and the read rates the sentiment as neutral. The read notes that governance and access topics touch the security needs of an Enterprise-style buyer.

Risk: contact during an open tender could be seen as improper, so it must stay clearly separate from the evaluation.

Open at the end: the evidence does not show whether Anil replied, held a place or sent a colleague. It also does not show how the tender ended.

Webinar invitation: the period holds one read, an email thread dated 9 Sep 2024. Nell Ashcombe invited Paul Hetherington, addressed as chief executive, to the BG-Demo webinar on 19 Sep 2024.

Pitch: Nell described a single layer inside the organisation's own Snowflake account. She said colleagues in account management, the enquiries line or grants could attend.

Customer view: the thread holds no customer response. The read rates the sentiment as neutral and the voice as decision-maker.

Open at the end: the next step was that Paul would reply if he wished to join, otherwise Nell would send a recording. The evidence does not show whether he replied, attended or received a recording. The read sees a possible wider conversation about B-Viz later, with a chief executive audience.

Webinar invitation: the quarter holds one read, an email thread dated 28 Oct 2023. Nell Ashcombe invited Lesley Charlton to a BG-Demo webinar on 16 Nov 2023 and said it was explicitly not a sales call.

Offer: Nell described how B-Viz joins CRM, calls, emails and tickets in the organisation's own Snowflake account. She suggested bringing account management or grants colleagues.

Customer view: there is no customer response in the thread, so interest is not shown. The evidence does not show whether Lesley attended or asked for joining details.

Open at the end: Lesley was to reply if she wanted joining details, otherwise Nell would send a recording. The evidence does not show which happened.