Wexmoor Property Group / B-Brain – Onboarding
Callcompleted
Wexmoor Property Group: documents · 2026-02-20 14:30
Dana Whitaker said the brain was empty and she was its only user. No real source had loaded because IT access was outstanding. She also flagged an overdue invoice and warned of difficult questions from leadership within weeks.
What was said
What this says
Current to 11 Oct 26Dana Whitaker said the brain was empty and she was its only user. No real source had loaded because IT access was outstanding. She also flagged an overdue invoice and warned of difficult questions from leadership within weeks.
What happened: Hamza Akhtar walked Dana through the connector plan. Three sources were scoped on Growth: helpdesk, call recorder and shared drive. None of the access had come back.
Customer view: Dana said she had told leadership this would give operations one place to look, and that she was the only person who had been in. She would not invite her operations leads while it was empty.
Commercial: Dana raised an invoice showing as overdue, which she thinks is stuck in approval on her side. Hamza passed it to Jordan Pike and Elena Novak and kept it separate from the build.
Watch: Dana said another couple of quiet weeks would bring difficult questions. Hamza called real data by the end of next week realistic but dependent on IT.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar to send the two-line IT request and call recorder screenshots to Dana Whitaker today.
- Dana to chase IT for the helpdesk account, authorise the call recorder on Monday and name two admins.
- Hamza to brief Jordan Pike on the overdue invoice and hold user invitations until the helpdesk has loaded.
Risks
Current to 9 Oct 26- No source is loaded because helpdesk, call recorder and shared drive access is outstanding, so adoption has not started.
- Dana expects difficult questions from leadership if the brain stays quiet for a couple more weeks.
- An invoice is showing as overdue on the customer side, which could colour how the value is judged.
Opportunities
Current to 9 Oct 26- Joining tenant tickets with lease-renewal calls is the use case Dana recognises as her team's manual work.
- Two admins and an operations lead cohort can be named now, which sets up a staged rollout on the Growth tier.