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Stanedge Healthcare

Lost£0

AI facts

As at Fri 9 Oct 2026

Stanedge Healthcare, a Sheffield healthcare services organisation, has no order form, no ARR and no invoices with BG-Demo. Its only deal was a new Enterprise deal of £140k with an annual value of £110k. That deal was created on 13 Nov 2025 and closed lost on 12 May 2026, with the reason no decision. There is no tenant, so no usage is on record, and no deal is open or call booked. The only document is a final security questionnaire dated 19 Mar 2026.

Read from 2 calls · 6 email threads · 1 deals · 6 people · 1 documents, newest 19 Mar 26

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitestanedge.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ citySheffieldSource: CRM company record
  • Size2,200 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Lost, because the only Enterprise deal closed with no decision on 12 May 2026 and the last interaction was 17 Mar 2026. The thread shows the CFO's cost breakdown was never sent. Re-approaching Caroline Westby with that breakdown could reopen the conversation.

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

Key facts

Updated 9 Oct 26
  • Last contact17 Mar 2026Email: Follow-up from the demo · 206 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown sends Caroline Westby a written whole-life cost breakdown for Enterprise, splitting recurring from one-off cost for Jeremy Platts, and proposes an information governance session with Mohammed Siddiqui. Re engage
Who
Tom Ashdown Tom Ashdown
When
This month by 9 Oct 2026
Why
Tom Ashdown should reopen Stanedge Healthcare with Caroline Westby. The move is to send the recurring and one-off cost breakdown Jeremy Platts asked for and never got, and to offer an information governance session with Mohammed Siddiqui.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Stanedge Healthcare's only Enterprise deal closed lost on 12 May 2026 for no decision. There is no order form, tenant or invoice. The CFO's cost split was never sent, and Tom Ashdown should reopen the conversation with Caroline Westby.

Lost: Stanedge Healthcare's only deal, a new Enterprise deal of £140k with an annual value of £110k, closed lost on 12 May 2026 for no decision. With no order form or invoice, there are no contract or renewal dates.

There is no tenant, so there is no usage, seat or connector data. Tom Ashdown knows the account best, mainly through Caroline Westby, the champion. The last interaction was 17 Mar 2026.

No tickets are on record. The main risk is that Jeremy Platts, the CFO, asked for a recurring versus one-off cost split that was never sent, and Mohammed Siddiqui, Head of Information Governance, was never engaged.

Tom should send Caroline a written whole-life cost breakdown, addressed to Jeremy too, and propose a governance session with Mohammed by 9 Oct 2026. Theo Gallagher prepares that briefing from the 19 Mar 2026 security questionnaire.

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

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, Enterprise deal lost

Standing No invoices

Stanedge Healthcare has no order form, no ARR and no invoices. Its only deal, a new Enterprise deal, closed lost on 12 May 2026 with the reason no decision. The CRM stage is lost.

  • Only deal closed lost, reason no decision
  • No open pipeline and no billing
The analysis

Recurring revenue: none. No order form has started, so there is no ARR and no billing.

Next commitment: none. There are no open deals and nothing is booked.

Billing: no invoices have been issued, so nothing is owed, overdue or disputed.

Deals: the new Enterprise deal had an amount of £140k and an annual value of £110k. It was created on 13 Nov 2025 and closed lost on 12 May 2026, reason no decision. Its owner, Tom Ashdown, is active in HR.

Made from 1 deal · 2 fact tables

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. Q1 2026

    Q1 2026: Enterprise cost and governance

    Discovery and demo for Enterprise with Stanedge Healthcare. The CFO pressed on whole-life cost, the champion and technical lead were positive on the demo, and a written £140k breakdown and the 12 May 2026 close date stayed unconfirmed.

    The analysis

    Discovery: On 15 Jan 2026 Caroline Westby described about a day of manual stitching per insurer query. Jeremy Platts, the CFO, asked early about cost, called it a tight year and wanted a do-it-yourself comparison.

    Pricing: Tom Ashdown pencilled Enterprise at around £140k in total including implementation, not a quote. In the 15 Jan 2026 follow-up email thread Jeremy asked for a recurring versus one-off split and said he is not committing to anything.

    Open promise: Tom promised a breakdown checked against the price book, but the thread shows none sent.

    Demo: On 10 Mar 2026 Caroline welcomed a demo on anonymised or sample records and tied further commitment to Jeremy. The demo on 16 Mar 2026 went well: Caroline saw the evidence timeline she struggles to build by hand, and Graeme Outram asked about freshness, read-only access and revocation.

    Timing: After the demo Graeme said a close around 12 May 2026 may not be realistic and depends on the security review. Caroline said she cannot speak for Jeremy on the date.

    Open at the end: The written whole-life breakdown, the confirmed figure, the security questionnaire answers, the first connector, a larger extract test and information governance sign-off on patient-identifiable fields.

    Made from 2 calls · 3 email threads

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

  2. Q2 2025

    Q2 2025: one webinar invitation, no reply

    One read in the period: a marketing invitation from Alice Brewer to Linda Barraclough at Stanedge Healthcare for the 17 Jul 2025 webinar. The thread holds no customer response.

    The analysis

    Outreach: on 23 Jun 2025 Alice Brewer invited Linda Barraclough to an online session on regulated teams bringing CRM, calls, emails and tickets into one place inside their own Snowflake account. She asked for a reply if Linda wanted a place.

    Customer view: there is no customer response in the thread. The read notes that Stanedge Healthcare has not taken earlier conversations further, and it rates the sentiment as neutral with the voice unknown.

    Opportunity: the read suggests the regulated-sector webinar could reopen interest in Enterprise among insurer relations and patient services colleagues.

    Open at the end: no action is recorded. Alice would send joining details only if Linda replied, and the evidence does not show that she did. This is the only read in the period, so it shows nothing about usage, tickets, calls, pricing or renewal.

    Made from 1 email thread

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

  3. Q4 2024

    Q4 2024: one roundtable invitation, no reply

    One read in the period: on 22 Nov 2024 Sofia Marchetti invited Caroline Westby to a London roundtable on 26 Nov 2024. The thread holds no customer response, and the evidence does not show whether she attended.

    The analysis

    Period: this digest rests on one read, an email thread dated 22 Nov 2024. No calls, tickets or news items fall in the quarter.

    Invitation: Sofia Marchetti invited Caroline Westby, Head of Insurer Relations, to an in-person London roundtable on Tue 26 Nov 2024. The topic was getting one reliable view of a customer or partner across disagreeing systems.

    Tone: Sofia said there was no sales agenda and that Caroline could bring a patient-services colleague. The read judges the importance as neutral and notes that Caroline's role is not revenue-focused, so the topic may feel less relevant to her.

    Opportunity: a patient-services colleague attending could widen contact beyond insurer relations.

    Open at the end: there is no customer response in the thread. Sofia offered to hold a place and to keep Caroline in mind for the next event if the date was difficult. The evidence does not show whether Caroline confirmed or attended, and it shows nothing on renewal, usage, price or support for the quarter.

    Made from 1 email thread

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

  4. Q2 2024

    Q2 2024: one webinar invitation, no reply

    One read in the period: on 10 Jun 2024 Nell Ashcombe invited Graeme Outram to a webinar on 20 Jun 2024. The thread holds no customer response, so interest in Enterprise stays unconfirmed.

    The analysis

    This period holds one read, an email thread dated 10 Jun 2024.

    Outreach: Nell Ashcombe invited Graeme Outram, the BI manager, to an online webinar on Thu 20 Jun 2024. She noted that an earlier Enterprise conversation had not been right for him at the time.

    Offer: Nell said there was no obligation and offered the joining link on request. She also welcomed colleagues from insurer relations or patient services.

    Customer view: the thread has no customer response. The only customer signal is Nell's recollection that Enterprise was not right at the time.

    Open at the end: the evidence does not show whether Graeme replied or attended. Nell is to send the joining link if he replies. The webinar could reopen the Enterprise conversation, but without a reply that interest is unconfirmed.

    Made from 1 email thread

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

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Documents

Updated 9 Oct 26

1 documents in 1 folders. All documents

  • 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

  • 19 Mar 2026documentStanedge Healthcare - Security Questionnaire Hannah LoweStanedge Healthcare logoHannah Lowe
  • 16 Mar 2026email threadFollow-up from the demo Tom Ashdown, Theo Gallagher, Caroline Westby, Graeme OutramStanedge Healthcare logoTom AshdownTheo GallagherCaroline Westby+1
  • 16 Mar 2026callStanedge Healthcare / BG-Demo – Demo Tom Ashdown, Theo Gallagher, Caroline Westby, Graeme OutramStanedge Healthcare logoTom AshdownTheo GallagherCaroline Westby+1
  • 10 Mar 2026email threadScheduling the demo Tom Ashdown, Caroline WestbyStanedge Healthcare logoTom AshdownCaroline Westby
  • 15 Jan 2026email threadFollowing up on our discovery call Tom Ashdown, Caroline Westby, Jeremy PlattsStanedge Healthcare logoTom AshdownCaroline WestbyJeremy Platts
  • 15 Jan 2026callStanedge Healthcare / BG-Demo – Discovery Tom Ashdown, Caroline Westby, Jeremy PlattsStanedge Healthcare logoTom AshdownCaroline WestbyJeremy Platts
  • 25 Nov 2025eventRevenue leaders roundtable Alice Brewer, Lachlan Nguyen, Asif Mahmood, Yasmin Openshaw, Emma Jagger, Gerard Kok, Oluwaseun Bamidele, Andrew Pickering, Craig Holt, Jasmine Coleman, Shane Twomey, Emma Haworth, Stefanie Lange, Clodagh Fitzgerald, Shirley Bowman, Reece Dunn, Glen Nuttall, Sajid Iqbal, Stephen Arden, Oliver Rushworth, Ilse de Graaf, Linda Barraclough, Samantha Gee, Trevor Bulmer, Cian Farrell, Gráinne Lynch, Sofie Bech, Mads Mortensen, Jackie Seed, Marie Wouters, Anders Holm, Els De Smet, Antoine Moreau, Aylin Kaya, Philip Annear, Lauren Pilkington, Clara Hoskins, Siobhán Nolan, Joost van der Linden, Sanne de Wit, Tim SchröderAlice BrewerLachlan NguyenAsif Mahmood+38
  • 13 Nov 2025dealStanedge Healthcare – New Tom Ashdown, Caroline WestbyStanedge Healthcare logoTom AshdownCaroline Westby
  • 17 Jul 2025eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Dale Prescott, Ed Duckworth, Ravi Atherton, Lee Hathaway, Tina Goddard, Nathan Booth, Phil Royston, Hugo Bacon, Ricky Blanchard, Tamika Harris, Gillian Thewlis, Amy Royle, Ailsa Pringle, Bas Vermeulen, Eva Mulder, Linda Barraclough, Brian Kilvington, Nicholas Pengelly, Robin Gittins, Joyce Ainscough, Vicky Brearley, Anders Kjær, Anders Mortensen, Noor Bos, Stuart Haworth, Becky Tattersall, Nils Behrens, Tracey Bainbridge, Anja PohlAlice BrewerDean HargreavesDale Prescott+28
  • 23 Jun 2025email threadInvitation: BG-Demo webinar on 17 Jul 2025 Alice Brewer, Linda BarracloughStanedge Healthcare logoAlice BrewerLinda Barraclough
  • 26 Nov 2024eventRevenue leaders roundtable Sofia Marchetti, Craig Paterson, Paul Rigby, Moira Sinclair, Scott Galbraith, Jackie Revill, Neil Entwistle, Yasmin Openshaw, Søren Lund, Valerie Okon, Steven Holroyd, Kristin Lindahl, Brenda Oldroyd, Melinda Ochoa, Grant Mattner, Shirley Bowman, Felicity Gurney, Rona Baxter, Tracy Bullock, Octavia Blake, Mhairi MacLeod, Anil Bhatt, Derek Lindqvist, Lorna Cairns, Terry Hinchcliffe, Lynn Staniforth, Vincent Ackerley, Wouter Kok, Caroline Westby, Graeme Outram, Duncan Greenwood, Johan Berglund, Shonda Barnes, Robin Gittins, Lawrence Chen, Ken Duckworth, Henrik Lorenz, Wes Jago, Lauren Pilkington, Becky Tattersall, Ryan Heslop, Niamh Fogarty, Florian BeckerSofia MarchettiCraig PatersonPaul Rigby+40
  • 22 Nov 2024email threadInvitation: revenue leaders roundtable in London Sofia Marchetti, Caroline WestbyStanedge Healthcare logoSofia MarchettiCaroline Westby
  • 20 Jun 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Peter Mayes, Emma Jagger, Rosa Ellwood, Kristen Abernathy, Jamal Edwards, Craig Holt, Thomas Schumacher, Glenys Routledge, Vanessa Guerrero, Sander Hofman, Jeffrey Illingworth, Nigel Fairbrother, Iain Cruickshank, Graeme Outram, Lily Harker, Marie Wouters, Rob Gledhill, Claire Girard, Layla Al, Polly Illingworth, Ian DobsonNell AshcombeClaire HaddonPeter Mayes+20
  • 10 Jun 2024email threadInvitation to our webinar Nell Ashcombe, Graeme OutramStanedge Healthcare logoNell AshcombeGraeme Outram

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

Stanedge Healthcare'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 9 AI summaries of 10 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 6 people (6 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 3 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 · Calls · CRM · Documents · Events · Email

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

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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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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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