Lornefield Pensions Administration / BB-Demo – Check In
Callcompleted
Lornefield Pensions Administration: documents · 2024-02-22 14:45
Usage is steady and support is quiet. Imogen Hartley raised interest from member communications and finance, which points towards Growth. Daniel Okafor wants Nell involved and the plan joined with the 3 Apr 2024 renewal.
What was said
What this says
Current to 11 Oct 26Usage is steady and support is quiet. Imogen Hartley raised interest from member communications and finance, which points towards Growth. Daniel Okafor wants Nell involved and the plan joined with the 3 Apr 2024 renewal.
What happened: Daniel Okafor reported active users steady and questions up a bit month on month, with nightly refresh on time. Imogen Hartley said a manager stopped keeping her own spreadsheet.
Customer view: Imogen raised interest from member communications and finance. Finance wants fee invoices tied to trustee calls, and she asked who sponsors it and what it costs.
Commercial: Lornefield is on Starter, built for one team, fifteen users and four connectors. Several teams point towards Growth, to be handled together with the renewal on 3 Apr 2024.
Watch: Imogen expects Douglas to want to hear from someone senior at BB-Demo. Daniel is to bring options from Nell by the end of the week, and the accounting system connector is unconfirmed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to speak to Nell and return with options by the end of the week.
- Imogen Hartley to send a rough list of teams, headcount and unconnected sources.
- Imogen Hartley to ask Craig how quick the accounting system connection would be.
Risks
Current to 9 Oct 26- Sponsorship and cost for a wider rollout are unresolved, and Imogen does not want it to drift.
- Douglas expects to hear from someone senior at BB-Demo before he considers expansion.
Opportunities
Current to 9 Oct 26- Member communications and finance teams could move Lornefield from Starter towards Growth.
- Combining the expansion plan with the 3 Apr 2024 renewal gives Douglas one clear picture.
Transcript
Daniel Okafor NoneHello, Imogen. Thank you for your time. Afternoon. I'm just checking it's only the two of us today.
Imogen Hartley NoneAfternoon, Daniel. Only us. Douglas is in a meeting with the trustees, so you've got me and a cold cup of tea.- Daniel Okafor NoneI'll take that. How's the week? Has the weather let up?
- Imogen Hartley NoneWet. Very wet. But the team's in good spirits, which is the main thing. Do you want to start with the usage?
- Daniel Okafor NonePlease. I'll share my screen. Mm, one second. Right. Active users are steady, very slightly up on the previous quarter. Questions asked are up a bit month on month, and nightly refresh has been on time throughout.
- Imogen Hartley NoneSteady I can live with. It's what I expected after the January session, the people who came to it have kept using it.
- Daniel Okafor NoneThey have. I can see a handful of new names in the question log who weren't asking before. How is the team finding it now?
- Imogen Hartley NoneBetter. The age-of-query split you sorted out has been the single most mentioned thing. A manager told me she stopped keeping her own spreadsheet. I nearly framed it.
- Daniel Okafor NoneThat's the best thing I've heard this week, honestly. I'll pass it back to the team who built it.
- Imogen Hartley NonePlease do. Now, can I raise something forward-looking? I've been wondering about other teams. We've had interest from the people who handle the member communications side, and from the finance team.
- Daniel Okafor NoneThat's interesting. Have they asked, or is this you sensing it?
- Imogen Hartley NoneBit of both. Finance wants the fee invoices tied to the trustee calls, so when a scheme disputes a fee there's a record of what was agreed. Morag mentioned it in passing.
- Daniel Okafor NoneI see. So that would be more than one team, and probably more than fifteen people. You're on Starter, which is designed for one team, fifteen users and four connectors. Several teams would point towards Growth.
- Imogen Hartley NoneThat's what I suspected. And I don't want to start something that drifts. The real question is who sponsors it, and what it costs.
- Daniel Okafor NoneRight, and I'm glad you said sponsor, because it's a larger commitment than a few extra users, so I'd want our account owner, Nell, involved. She also owns your account on our side.
- Imogen Hartley NoneYes, of course. I'd welcome that. I think Douglas will want to hear from someone senior on your side before he considers it.
- Daniel Okafor NoneLet me speak to Nell. I don't own her diary, so I won't promise a day, but I'll come back to you by the end of the week with some options.
- Imogen Hartley NoneThat's fine. Do you need anything from me before then?
- Daniel Okafor NoneA rough list of which teams and roughly how many people would help. Doesn't need to be exact. And which sources they'd need that aren't connected today.
- Imogen Hartley NoneI can do that. Probably the accounting system for the finance side. I'll ask Craig whether that's a quick job or a long one.
- Daniel Okafor NoneHe'll tell you straight. Just to flag the timing, your current term runs to 2 Apr 2024, and renewal is 3 Apr 2024. It makes sense to deal with a bigger plan and the renewal together, rather than two separate conversations.
- Imogen Hartley NoneAgreed. I'd rather Douglas had one clear picture than two overlapping ones.
- Daniel Okafor NoneOne more thing. Are you comfortable with the support so far? Craig hasn't raised anything, which as ever I find slightly suspicious.
- Imogen Hartley NoneHa. He's content, which for Craig is the same as ecstatic. Nothing open.
- Daniel Okafor NoneGood. So just to close the loop: I'll talk to Nell and come back with options for a call by the end of the week, and I'll sketch what a rollout across more teams might look like. You'll send me the list of teams and sources.
- Imogen Hartley NonePerfect. Let's make it count. Thank you, Daniel.
- Daniel Okafor NoneThank you, Imogen. Best wishes, speak soon.