Lornefield Pensions Administration / BB-Demo – Demo
Callcompleted
Lornefield Pensions Administration: documents · 2023-01-17 11:45
Demo of the brain on Lornefield's own data. Imogen Hartley confirmed the answer on a known scheme was correct. Craig Paterson set conditions on role, sources and change windows. A proposal follows, with a decision date of 17 Mar 2023.
What was said
What this says
Current to 10 Oct 26Demo of the brain on Lornefield's own data. Imogen Hartley confirmed the answer on a known scheme was correct. Craig Paterson set conditions on role, sources and change windows. A proposal follows, with a decision date of 17 Mar 2023.
What happened: Nell Ashcombe demoed a question across a trustee call, a member-query ticket and a fee invoice. Imogen checked the answer against a scheme her team knows well and found it correct.
Customer view: Imogen said it replaces three tabs and a spreadsheet. Craig wants to see the role the brain runs as, the tables it can touch, and advance notice of any refresh change.
Commercial: Imogen named a first use: flagging schemes with many tickets and an unpaid invoice, which finance and the helpdesk now reconcile by hand. Nell declined to promise a ready-made alert on day one.
Watch: Douglas, who is not on the call, will want a summary. The decision is expected on 17 Mar 2023, and the proposal with scope and schedule is still to be sent.
Themes
Current to 9 Oct 26Theme
Demo, security and permissions
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Nell sends the proposal with scope and schedule.
- Tobias and Craig fix a technical session on role, sources and refresh window.
- Imogen gives Douglas a summary ahead of the 17 Mar 2023 decision.
Risks
Current to 9 Oct 26- Security conditions on role, sources and change windows must be written into the setup.
- Douglas is not on the call and will need a summary before any decision.
Opportunities
Current to 9 Oct 26- Combine tickets and unpaid fee invoices per scheme, which finance and the helpdesk currently reconcile by hand.
- Imogen was won over by a correct answer on a scheme her team knows well.
Transcript
Nell Ashcombe NoneMorning, everyone. Can you all see and hear me? Imogen, I can see you. Craig, you're on mute, I think.
Craig Paterson NoneSorry. Good morning. I'm reading the admin console while it loads, so I was a wee bit distracted. Connection looks fine from here.
Imogen Hartley NoneGood morning, all. Lovely to have you both. I've told Craig the demo is on our own data, so he'll be watching for anything that looks suspiciously tidy.
Tobias Renwick NoneGood morning. To be precise, it is your own data, loaded into a test area in your own Snowflake account. Before we begin, can I ask what your security team will need to see? I'd rather we cover it now than at the end.- Imogen Hartley NoneWho can read what, mainly. Trustee material is sensitive, and member queries contain personal details. They'll want to know that the brain respects the permissions that already exist.
- Tobias Renwick NoneThe honest answer is that it works through your account's own access controls. The brain sees only what the role you give it is allowed to see, and each answer shows its source so it can be checked. I'll show you where that appears.
- Craig Paterson NoneJust to flag, I'll want to see what role it runs as, and which tables it can touch. And a change window agreed in advance, if anything's going to refresh differently.
- Tobias Renwick NoneEntirely reasonable. We can write that down as part of the setup, the role, the sources and the window.
- Nell Ashcombe NoneRight, let me share my screen. What I'm going to do is take a trustee call, a member-query ticket and a fee invoice for one scheme and ask the brain a question. Can you see the search box?
- Imogen Hartley NoneI can. Go ahead.
- Nell Ashcombe NoneSo I'll type what a relationship manager might ask. What did the trustees raise on the last call, and are there open member queries on the same scheme?
- Nell Ashcombe NoneThere. You get a short answer, and underneath it the call, with the passage it came from, and the tickets that are still open. Click on the call and you're on the recording's notes.
- Imogen Hartley NoneThat's the thing. That's the three tabs and the spreadsheet in one go. Can I see it for a scheme I know, to check it's right?
- Nell Ashcombe NoneName one.
- Imogen Hartley NoneThe one with the long-running query about transfers. Our team knows that one inside out, so I'll know instantly if it's wrong.
- Nell Ashcombe NoneRight, let's see. What would the brain say?
- Imogen Hartley NoneWell. That is correct. It's got the right sequence, and it's found the trustee's comment, which I'd have missed on a quick look. I'm impressed, I'll admit.
- Craig Paterson NoneCan I ask where the helpdesk records come from? Is that a live read or a copy?
- Tobias Renwick NoneIt's a copy that refreshes overnight, into your Snowflake account. The refresh is complete early on business days, and you can see its status in the console. The trade-off is that what you see is as of the morning, not the second.
- Craig Paterson NoneThat's fine for what they need. I'd just want to be told before a refresh moves, not after.
- Tobias Renwick NoneAgreed. We'd tell you in advance, and I'd put that in writing.
- Nell Ashcombe NoneNow the fee invoices. This is the part I think your finance team will like. I'll ask for the invoices outstanding for one scheme and put it alongside the member-query tickets.
- Imogen Hartley NoneThat is something we do by hand at the moment. A relationship manager rings finance and then rings the helpdesk. Could it flag where a scheme has a lot of tickets and an unpaid invoice?
- Nell Ashcombe NoneIt can show you both together and you can ask that question. I wouldn't want to overpromise a ready-made alert on day one, but it's a good first use.
- Imogen Hartley NoneGood. That's honest. So what happens next? Douglas will want a summary, and I'd like Craig and Tobias to agree the technical shape separately.
- Nell Ashcombe NoneI'll send the proposal, with the scope and the schedule, and Tobias and Craig can fix the technical session. We're still looking at a decision on Friday 17 March 2023, and nothing needs to be rushed.
- Craig Paterson NoneI'll keep an eye on the test area in the meantime and write down anything that looks off.
- Imogen Hartley NoneThank you both. Let's make it count. Best, Imogen.
- Nell Ashcombe NoneThanks, all. Speak soon.
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