B-Viz
Morag Galbraith

Morag Galbraith

Person

Duddingston Payroll logo Duddingston Payroll · finance

Financial Controller at Duddingston Payroll who handles paperwork and invoicing. She asked for quarterly billing before signing and receives BG-Demo invoices. She is a finance contact, not the decision-maker: Fraser Moncrieff signs.

Who they are

Insight

As at Fri 9 Oct 2026

Financial Controller at Duddingston Payroll who handles paperwork and invoicing. She asked for quarterly billing before signing and receives BG-Demo invoices. She is a finance contact, not the decision-maker: Fraser Moncrieff signs.

Role: Financial Controller in Edinburgh, CRM role finance. She is the invoice recipient on the three billing threads and joined the 12 Jan 2026 renewal call as the person handling paperwork and invoicing.

Influence: she shapes commercial form rather than the decision. She asked for quarterly billing in the 2 Jan 2025 negotiation, and on 25 Nov 2025 wanted the one-off element on its own line. Fraser decides.

Watch: she has not replied on any of the three invoice threads, so PO numbers and payment are not shown. She needs the order form well before 10 Feb 2026 because terms are thirty days. The evidence does not show the renewal outcome.

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

CRM records

OrganisationTitleRoleEmail
Duddingston PayrollFinancial Controllerfinancemorag.galbraith@duddingston.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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