Craig Paterson
Person
Lornefield Pensions Administration · admin
Craig Paterson was Lornefield's technical admin and the main support contact on connectors and refresh. He did not own buying decisions. His platform user was deactivated on 2 Apr 2026, so the account has lost its day-to-day operator.
Who they are
Insight
As at Fri 9 Oct 2026Craig Paterson was Lornefield's technical admin and the main support contact on connectors and refresh. He did not own buying decisions. His platform user was deactivated on 2 Apr 2026, so the account has lost its day-to-day operator.
Role: Scheme Systems Administrator in Edinburgh, CRM role admin. His platform user was created on 3 Apr 2023 and deactivated on 2 Apr 2026. He raised most of the account's tickets and attended QBRs with Imogen Hartley.
Influence: operational, not commercial. On the 27 Apr 2023 call he said the rollout decision sits with Imogen, and in the 21 Apr 2023 thread he noted wider decisions are not his. He consistently asks for written notice before any refresh window change, after a previous supplier moved it.
Watch: the evidence does not show why his user was deactivated or who now runs the connectors. Imogen's value case leaned on him as a second voice, and his departure leaves the account with fewer people to carry usage.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Lornefield Pensions Administration | Scheme Systems Administrator | admin | craig.paterson@lornefield.example |
Activity
- 13 Feb 2026ticketData not updating
- 29 Jan 2026email threadFollow-up from our QBR conversation
+1 - 28 Jan 2026callLornefield Pensions Administration / BG-Demo – QBR+1
- 23 Jan 2026ticketFeature request – export search results to CSV
- 9 Jan 2026ticketHow to export dashboard data
- 15 Dec 2025ticketAdd new user to brain
- 19 Nov 2025ticketDashboard date filter not working
- 3 Nov 2025ticketDuplicated membership records
- 15 Sep 2025ticketConnector sync issue
- 10 Sep 2025ticketSlow query response times
- 21 Aug 2025ticketResponse times very slow
- 18 Aug 2025ticketConnector sync failure
- 4 Jul 2025ticketConnector timing out
- 16 Apr 2025ticketRefresh taking longer than usual
- 9 Apr 2025ticketConnector stopped updating
- 2 Apr 2025ticketCSV export not working
- 31 Jan 2025email threadFollowing up on your support request
- 30 Jan 2025ticketCustom dashboard widget error
- 19 Dec 2024ticketQuestion about user count on recent invoice
- 26 Nov 2024eventRevenue leaders roundtable
+40 - 18 Nov 2024email threadInvitation: Revenue leaders roundtable in London
- 29 Oct 2024ticketEmail connector timing out during sync
- 6 Aug 2024email threadFollowing up on our quarterly review+1
- 5 Aug 2024callLornefield Pensions Administration / BG-Demo – QBR+1
- 13 Jun 2024eventBG-Demo Customer Day
+28 - 9 May 2024ticketScheduled reporting capability
- 23 Apr 2024ticketBilling: Invoice for upgrade to Growth tier
- 5 Mar 2024ticketHow to save and share searches
- 5 Feb 2024callLornefield Pensions Administration / BG-Demo – QBR
- 27 Nov 2023ticketFeature request: Export dashboard to PDF
- 16 Nov 2023eventBG-Demo webinar
+16 - 11 Nov 2023email threadInvitation: BG-Demo webinar this Thursday
- 21 Aug 2023ticketNightly refresh stuck
- 7 Aug 2023email threadFollowing up on our quarterly review
+1 - 4 Aug 2023callLornefield Pensions Administration / BG-Demo – QBR+1
- 13 Jul 2023ticketZendesk connector status
- 24 May 2023ticketSetting up a test environment
- 27 Apr 2023callLornefield Pensions Administration / BG-Demo – Onboarding
- 21 Apr 2023email threadOnboarding session: refresh timing and follow-up
- 19 Apr 2023callLornefield Pensions Administration / BG-Demo – Onboarding
- 13 Apr 2023email threadOnboarding session: connector walkthrough
- 12 Apr 2023callLornefield Pensions Administration / BG-Demo – Onboarding
- 19 Jan 2023email threadFollow-up after the Lornefield demo+1
- 17 Jan 2023callLornefield Pensions Administration / BG-Demo – Demo+1