B-Viz
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Quabbin Clinical Research

Healthy£119kRenews 7 Apr 27
made from

AI facts

As at Fri 9 Oct 2026

Quabbin Clinical Research holds an Enterprise order form signed 23 Mar 2026 at £119k a year after a 5.0% first-term discount, running 7 Apr 2026 to 6 Apr 2027. In Sep 2026 there were 148 active users against 150 licensed users and 16 connectors configured. Renewal on 7 Apr 2027 is priced at £125k, and INV-233-0004 for £30k is open, due 6 Nov 2026. A ticket opened 8 Oct 2026 reports a study source that has stopped loading new records.

Read from 16 calls · 25 email threads · 10 tickets · 1 deals · 13 people · 9 documents, newest 8 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryContract researchSource: CRM company record
  • Websitequabbin.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityBostonSource: CRM company record
  • Size1,600 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Hollie Grieve
  • Customer since7 Apr 2026Source: first executed order form ctr_233_01, signed 23 Mar 2026 · Enterprise tier · In the CRM since 23 Dec 2025
  • 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 and questions keep rising, questions are spread widely and the three paid invoices were settled within terms. Meredith Sullivan has not committed renewal budget, and the stopped study source needs a cause and a date. With 148 of 150 seats active, additional users are an opening.

SignalsUsage readFinance readQuabbin Clinical Research / BG-Demo – QBRStudy source has stopped loading into B-VizQ2 2026 digest

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_233_01, 7 Apr 2026 to 6 Apr 2027 · CRM £125,000 · Invoiced run rate £118,752 · As of 9 Oct 2026 · The sources disagree
  • Next renewal7 Apr 2027Basis: order form ctr_233_01 ends 6 Apr 2027 · In 180 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
  • Term7 Apr 2026 to 6 Apr 2027Source: order form ctr_233_01 (new), signed 23 Mar 2026 · Billed quarterly · 150 seats, 20 connectors
  • TierEnterpriseSource: the current order form
  • Last contact7 Oct 2026Email: Invoice INV-233-0004 · 2 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Apr 2026 · 16 connectors configured
  • Licensed seats150148 active users in Sep 2026 · Order form ctr_233_01: 150 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Hollie Grieve gives Meredith Sullivan a confirmed cause, a fix date and any freshness credit owed for the study source that stopped loading on 8 Oct 2026. delivery
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should give Meredith Sullivan a cause and a dated fix for the study source that stopped loading on 8 Oct 2026. Enterprise freshness credits apply, and her renewal budget is still uncommitted.

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

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The story

As at Fri 9 Oct 2026
Healthy

Healthy: Enterprise at £119k a year to 6 Apr 2027, with active users up from 79 to 148 against 150 seats. A study source stopped loading on 8 Oct 2026 and renewal budget is uncommitted. Hollie Grieve owes Meredith Sullivan a cause and a fix date.

Healthy: Quabbin Clinical Research holds an executed Enterprise order form at £119k a year from 7 Apr 2026 to 6 Apr 2027. Renewal on 7 Apr 2027 is priced at £125k, a 5.3% rise.

Active users rose from 79 in May 2026 to 148 in Sep 2026, against 150 licensed seats, and questions rose from 2392 to 8964. Use is spread: Kristen Zimmerman asks 8% over 90 days, and the champion, Meredith Sullivan, calls the value story easy to tell.

A study source stopped loading in a ticket opened 8 Oct 2026, and the customer has been given no cause or fix date. The main risk is renewal budget: Meredith committed nothing at the 16 Sep 2026 QBR.

Hollie Grieve owns the next step: give Meredith a confirmed cause, a fix date and any freshness credit owed, by 9 Oct 2026. Jordan Pike then prepares an additional users offer.

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£120kApr 26May 26Jun 26Jul 26Aug 26Sep 26new£119k£119kApr 26: Contracted ARR £118,750; Invoiced ARR £118,752May 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_233.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Apr 26£118,750£118,752
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, one invoice open

Standing OverdueARR Steady

Contracted ARR is £119k on the Enterprise order form, in place since Apr 2026. INV-233-0004 for £30k is open and due 6 Nov 2026. Renewal on 7 Apr 2027 is priced at £125k.

  • INV-233-0004 for £30k is open, due 6 Nov 2026, not yet past due
  • Over-billing of £3 owed back across three invoices
  • Renewal on 7 Apr 2027 priced at £125k
The analysis

Recurring revenue: The executed Enterprise order form gives contracted ARR of £119k, billed quarterly, with a 5.0% discount on a £125k list price. ARR moved once, when it began in Apr 2026.

Next commitment: Renewal falls on 7 Apr 2027, priced at £125k against £119k today, a change of +£6,250 (5.3%) as the first-term discount ends.

Billing: INV-233-0001, INV-233-0002 and INV-233-0003 were paid within terms. INV-233-0004 for £29,688 is open, due 6 Nov 2026 and not yet past due. Invoices run at £29,688 a quarter against £29,687 in the order form, £3 owed back.

Reconciliation: CRM ARR is £125k and the invoiced run rate is £118,752. The executed order form at £118,750 is the truth.

Deals: the one new Enterprise deal is closed won, owned by Jordan Pike, who is active in HR.

ARR by monthDebtorsCRM reconciliationQuabbin Clinical Research – New

Made from 1 deal · 3 fact tables · 4 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 onboarding, recovery

    Enterprise onboarding began 15 Apr 2026. A stalled study management connector, a sponsor access slip and thin use against 150 seats caused concern in May. By mid-June it had recovered, with positive training, but use stayed low.

    The analysis

    Kickoff: On 15 Apr 2026 Hollie Grieve confirmed the order form was signed on 7 Apr 2026, with £119k matching invoices. Meredith Sullivan called sponsor separation non-negotiable and Rachel Feldman named access design as her main worry.

    Connectors: CRM loading began on 21 Apr 2026. On 29 Apr 2026 the study management system had no committed timing and no known export owner.

    Problems: On 7 May 2026 a test user saw a sponsor she should not cover, and study data was incomplete. Meredith asked whether Quabbin will get what it bought.

    Stall: On 13 May 2026 the study connector stopped after a credential change, and only a handful of users had logged in. On 20 May 2026 Rachel said further rollout depended on closing two priority tickets.

    Adoption: On 28 May 2026 credit notes did not match finance totals. On 3 Jun 2026 about fifteen people used B-Viz, and Rachel was the only admin.

    Support: Dashboard sharing steps were wrong on 5 May 2026. A duplicate invoice line, reproduced on 1 Jun 2026, made finance distrust the page.

    Recovery: On 11 Jun 2026 the connector had loaded cleanly, a second admin was in place and about seventeen users were active. Training on 15 Jun 2026 and 19 Jun 2026 went well.

    Open at the end: Provisioning scope was unconfirmed, and Meredith said finance wants to see usage before budget or expansion. The CFO and security lead invitations had no reply.

    Quabbin Clinical Research / BG-Demo – KickoffQuabbin Clinical Research / BG-Demo – OnboardingQuabbin Clinical Research / BG-Demo – OnboardingOnboarding session follow-upQuabbin Clinical Research / BG-Demo – OnboardingQuabbin Clinical Research / BG-Demo – OnboardingQuabbin Clinical Research / BG-Demo – Training

    Made from 10 calls · 11 email threads · 5 tickets

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

  2. Q1 2026

    Q1 2026: Enterprise deal, order form unsigned

    Prospect moved from discovery to an Enterprise order form for £149k total. The CFO pressed for the annual cost split from implementation. Signature waited on his legal team, and an implementation invoice went out on 24 Mar 2026.

    The analysis

    Discovery: On 7 Jan 2026 Meredith Sullivan agreed to a discovery call. On 13 Jan 2026 she asked for one view per sponsor with strict separation, and Gregory Tanaka asked for the annual cost.

    Demo: On 29 Jan 2026 the demo on the customer's sample extract went well. Open worries were sponsor separation, the quality of study and sponsor matching, and the clunky study system export.

    Proposal: On 17 Feb 2026 the Enterprise proposal was walked through. Gregory would not call the 23 Mar 2026 close firm, and on 19 Feb 2026 he asked in writing for the annual cost and implementation fee shown separately.

    Negotiation: On 5 Mar 2026 Gregory said he signs only after information security and sourcing finish, with no completion date. Owen Tallis said any discount applies to the first term only and ends at the first renewal.

    Order form: On 9 Mar 2026 Gregory again asked for the annual figure. On 19 Mar 2026 he accepted that the lines were separate but would not sign until legal confirmed.

    Billing: On 24 Mar 2026 an invoice for £30k net, due 23 Apr 2026, was sent with a request for a PO number.

    Open at the end: No executed order form is shown. The invoice has no customer reply, and the security and sourcing reviews have no completion date. The webinar invitations to the CFO and the security director drew no replies.

    Quabbin Clinical Research / BG-Demo – DiscoveryQuabbin Clinical Research / BG-Demo – DemoQuabbin Clinical Research / BG-Demo – ProposalQuabbin Clinical Research / BG-Demo – NegotiationFollow-up on the proposalOrder form for signatureInvoice INV-233-0001 for Quabbin Clinical Research

    Made from 4 calls · 8 email threads

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

  3. Q4 2024

    Q4 2024: one unanswered roundtable invite

    One read in the period: on 17 Nov 2024 Sofia Marchetti invited Derek Lindqvist, Controller, to a London roundtable on 26 Nov 2024. The thread shows no reply, so his interest is not shown.

    The analysis

    Period: this digest rests on one read, an email thread dated 17 Nov 2024. There were no calls, tickets or news items in the quarter.

    Invitation: Sofia Marchetti invited Derek Lindqvist, Controller, to an in-person revenue leaders roundtable in London on 26 Nov 2024. She described it as informal and free of charge, about how finance and sponsor-facing teams share one picture of each relationship, with no sales presentation.

    Customer view: the thread holds no response from Derek, so the evidence does not show his interest or whether he attended.

    Open at the end: Sofia was waiting for a reply to confirm details, or for topics Derek would find useful if he could not attend. The read sees a possible opening with a finance contact on joining customer, contract and invoice data in B-Viz. It also notes the risk that finance engagement with BG-Demo stays unconfirmed.

    Invitation: revenue leaders roundtable in London

    Made from 1 email thread

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
148up 42 vs 3 months earlierof 150 included on the tier
Questions asked · Sep 26
8,964up 4,130 vs 3 months earlier
Connectors configured · Sep 26
16up 5 vs 3 months earlierof 20 included on the tier
Active admins · Sep 26
3level vs 3 months earlier
Data volume · Sep 26
119 GBup 41.5 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked
00755,00015010,000Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (150)1501488,964Apr 26: Active users 44; Licensed seats 150; Questions asked 1,024May 26: Active users 79; Licensed seats 150; Questions asked 2,392Jun 26: Active users 106; Licensed seats 150; Questions asked 4,834Jul 26: Active users 125; Licensed seats 150; Questions asked 7,443Aug 26: Active users 144; Licensed seats 150; Questions asked 4,801Sep 26: Active users 148; Licensed seats 150; Questions asked 8,964

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 148; Licensed seats 150; Questions asked 8,964. Basis: product usage, facts.usage_monthly:org_233, signals:org_233.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 26441501,024
May 26791502,392
Jun 261061504,834
Jul 261251507,443
Aug 261441504,801
Sep 261481508,964
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume
00 GB1060 GB20120 GBApr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (20)119 GB163Apr 26: Connectors configured 0; Active admins 3; Data volume 0.00 GBMay 26: Connectors configured 7; Active admins 3; Data volume 48.08 GBJun 26: Connectors configured 11; Active admins 3; Data volume 77.02 GBJul 26: Connectors configured 12; Active admins 3; Data volume 85.66 GBAug 26: Connectors configured 15; Active admins 3; Data volume 109.14 GBSep 26: Connectors configured 16; Active admins 3; Data volume 118.53 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 16; Active admins 3; Data volume 119 GB. Basis: product usage, facts.usage_monthly:org_233, signals:org_233.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 26030.00 GB
May 267348.08 GB
Jun 2611377.02 GB
Jul 2612385.66 GB
Aug 26153109.14 GB
Sep 26163118.53 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising, seats nearly full

Direction Rising

Usage is rising: questions 6,002 to 8,298 (+38%) over the last four weeks against the four before. 148 of 150 seats were active in September 2026. Questions are spread widely, with no one above 8%.

  • Questions 6,002 to 8,298 (+38%) over the last four weeks
  • 148 of 150 seats active (99%)
  • 16 of 20 contracted connectors configured
  • No person above 8% of questions
The analysis

Recent weeks: After a lower stretch in the weeks ending 7 Aug 2026 to 28 Aug 2026, usage climbed from the week ending 4 Sep 2026. The last four weeks against the four before show questions 6,002 to 8,298 (+38%) and average daily active users 36.2 to 48.0 (+33%).

Trend: Active users grew from 44 in April 2026 to 148 in September 2026 (+236%), and September questions of 8,964 are the peak. The busiest week was the week ending 2 Oct 2026 with 2,279 questions.

Who uses it: Meredith Sullivan, Gregory Tanaka and Rachel Feldman are the active admins. Over 90 days Kristen Zimmerman asks 1,942 questions (8%) and Gregory Tanaka 1,629 (7%), so there is no concentration.

Against the order form: the Enterprise order form gives 150 seats and 20 connectors. 148 users were active in September 2026 (99% of seats) and 16 connectors are configured.

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

9 documents in 5 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

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

Quabbin Clinical Research's pages are written from 3 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 60 AI summaries of 65 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 13 people (13 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 14 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.

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.
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