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Rosemary Haxby

Rosemary Haxby

Person

Brimham Academies Trust logo Brimham Academies Trust · champion

Rosemary 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.

Who they are

Insight

As at Fri 9 Oct 2026

Rosemary 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.

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

CRM records

OrganisationTitleRoleEmail
Brimham Academies TrustDirector of Operationschampionrosemary.haxby@brimham.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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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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