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Lorna Wishart

Lorna Wishart

Person

Marchbank Couriers logo Marchbank Couriers · champion

Lorna Wishart was the day-to-day champion at Marchbank Couriers, leading Starter adoption from discovery in 2023. Her platform user was deactivated on 23 Nov 2024. The evidence does not show who now champions the account.

Who they are

Insight

As at Fri 9 Oct 2026

Lorna Wishart was the day-to-day champion at Marchbank Couriers, leading Starter adoption from discovery in 2023. Her platform user was deactivated on 23 Nov 2024. The evidence does not show who now champions the account.

Role: Customer Services Manager in Edinburgh, CRM role champion. She was the only customer voice in discovery and demo, and chased IT for credentials at kickoff. She raised the Zendesk and CRM tickets and was not an admin; Calum Sneddon was to manage user access.

Influence: Derek Imrie said he would move forward if Lorna was happy, so her view shaped the buying decision. Derek and Pamela Lyall handled price, terms and signing.

Watch: Her user was deactivated on 23 Nov 2024, after the 30 Sep 2024 renewal call and the 15 Oct 2024 ticket. The evidence does not show why, or whether she left. Use stayed within customer services, so the account may have lost its main user.

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

CRM records

OrganisationTitleRoleEmail
Marchbank CouriersCustomer Services Managerchampionlorna.wishart@marchbank.example

Activity

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

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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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