Feldmoching Software

Onboarding: On 1 Apr 2026 Lukas Brandl asked the connector order and Bethan Lister advised CRM and helpdesk first, then the call recorder. The 7 Apr 2026 call found the usage export covered only recently active installers, and Katharina Huber said the quiet ones are the point.

Training: The 13 Apr 2026 call showed only three or four of the forty licensed users active. After the 16 Apr 2026 session Julia Obermaier built a dashboard and Lukas planned a two-wave rollout to support and customer success.

Support: A dashboard showed closed jobs as open (ticket opened 7 Apr 2026). Kate Ormerod reproduced it, the platform team was to confirm the cause, and it was solved on 23 Apr 2026 with no fix or workaround shown in the record.

Outreach: On 9 Apr 2026 Hamza Akhtar proposed an Austria team training session. On 26 Apr 2026 Alice Brewer invited Matthias Gruber, Head of Finance, to a webinar, with no reply.

Check-in: On 8 Jun 2026 Katharina said usage had nearly tripled, no tickets were raised, and she may add Austrian account managers. She asked for written EU data confirmation, and the contract runs until 12 Feb 2027.

Open at the end: Budget sits with Florian Wimmer, who will want retention evidence that does not yet exist. Elena Novak still owed the EU confirmation, and use may rest on a few people.

Negotiation: On 7 Jan 2026 CFO Florian Wimmer asked for sourced numbers and EU wording in writing. On 14 Jan 2026 the call and follow-up email put the Growth deal at £62k including implementation, with Katharina Huber not agreeing the 30 Jan 2026 signing target.

Signing: On 28 Jan 2026 Florian asked whether the EU region was in the contract and how the £62k splits. Matteo Ricci replied on 2 Feb 2026, late, promising a revised order form.

Contract: The 19 Feb 2026 kickoff confirmed an order form signed on 13 Feb 2026, a £50k annual subscription and forty licensed users, running to 12 Feb 2027. Invoice INV-236-0001 for £12k (2 Feb 2026) and INV-236-0002 for £50k (13 Feb 2026) were issued, with no customer reply on PO numbers shown.

Onboarding: From 25 Feb 2026 to 25 Mar 2026 Hamza Akhtar agreed helpdesk, usage and CRM as the first connectors. The Frankfurt region was confirmed on 5 Mar 2026; Katharina called EU residency not negotiable.

Support: Julia Obermaier's ticket on renewal dates beside installer tickets was resolved on 19 Mar 2026 and closed on 28 Mar 2026.

Open at the end: Only a couple of people were using B-Viz. Lukas was the only admin on 30 Mar 2026. No firm date for first data was given, and CRM access awaited sales operations approval.

Discovery: On 21 Nov 2025 Katharina Huber described hand-joining tickets, usage and renewals at an hour per installer. Matteo Ricci pointed to Growth at a working £62k total, implementation included, not a yearly price.

EU residency: In the 25 Nov 2025 email she made EU residency a firm requirement and said she cannot decide the budget alone. The Snowflake region was still unconfirmed.

Demo: Hannah Lowe ran the demo on 10 Dec 2025 for Katharina and Lukas Brandl. Katharina said the installer list is what colleagues build by hand every month. Legal wants data location, access and deletion in writing.

Scoping: On 11 Dec 2025 Matteo said live helpdesk and CRM connections are not yet scoped. Lukas named three sources and needs IT approval for database access.

Proposal: On 29 Dec 2025 Katharina asked what happens at first renewal, saying "we do not like surprises at renewal". Matteo promised plain renewal wording in the order form.

On 30 Dec 2025 she said the budget owner must approve in the new year and not to read it as a no.

Open at the end: Budget owner not engaged directly, 30 Jan 2026 not confirmed by the customer, deletion wording not agreed, no go-live date, and questions on post go-live visibility and connector failure unanswered.

Outreach: On 11 Mar 2024 Nell Ashcombe invited Katharina Huber to a BG-Demo webinar on 21 Mar 2024. The invitation showed B-Viz putting customer, call, ticket and usage data in one layer, and offered a recording if the day did not suit.

Customer view: There is no customer response in the thread, so interest is not shown. The read judges the sentiment neutral and the customer voice unknown.

Open at the end: Katharina was asked to reply to receive joining details. The evidence does not show whether she did.

Opportunity: The read notes that a head of customer success at a business with many installer customers is a plausible fit for B-Viz. This is the read's own judgement, not a stated customer need.