Who they are
Insight
As at Fri 9 Oct 2026Rosemary Haxby is the CRM-listed champion at Brimham Academies Trust. She wants board reporting off spreadsheets and was satisfied by the 19 Jun 2025 demo. Her CFO, Geoffrey Tasker, was absent from that call and has not been shown to agree.
Role: Director of Operations at Brimham Academies Trust, Harrogate, marked champion in the CRM. She took part in the discovery call, the demo scheduling thread and the demo. The evidence shows no signed order form.
Influence: She drives the evaluation and will carry the security notes and connector list to Geoffrey Tasker. She wants her IT lead present for the technical part. The decision on value sits with Geoffrey, who asked for the £56k deal amount in writing.
Watch: She may be the only person who understands the HR spreadsheet, which is a key-person risk. Her open concerns are who sees sensitive staffing data and how often that spreadsheet refreshes. The evidence does not show Geoffrey's view after the demo, nor a decision.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brimham Academies Trust | Director of Operations | champion | rosemary.haxby@brimham.example |
Activity
- 19 Jun 2025callBrimham Academies Trust / BG-Demo – Demo
- 12 Jun 2025email threadDemo on the trust's own data
- 2 Jun 2025callBrimham Academies Trust / BG-Demo – Discovery
- 22 May 2025dealBrimham Academies Trust – New