What was said
What this says
Current to 11 Oct 26Sarah Hollis told Daniel Okafor on 2 Jan 2024 that adoption has been slower than hoped, with most account managers still switching between systems. Data and search are fine. Daniel agreed to arrange an all-hands training session.
What happened: Daniel Okafor checked in on adoption since go-live. Sarah Hollis said only a couple of people use the brain regularly and most have not changed their workflow.
Customer view: Sarah put it down to habit and visibility, not product quality. She said the data is clean and the search is fast.
Commercial: Low adoption is a value risk ahead of renewal, because usage that is not routine is hard to defend. The one-hour all-hands session is the agreed remedy.
Watch: Daniel promised dates within the next week. The evidence does not show whether that happened.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to send Sarah Hollis dates for a one-hour all-hands training call within a week of 2 Jan 2024.
Risks
Current to 9 Oct 26- Most account managers have not made the brain part of their routine, which weakens the value case at renewal.
- The training dates were promised within a week and the evidence does not show they were sent.
Opportunities
Current to 9 Oct 26- An all-hands training session with real Corriemoor use cases could widen regular use across the account managers.
Transcript
- Daniel Okafor NoneSarah, thanks for making time. How are you doing?
- Sarah Hollis NoneGood, yeah, good. Happy new year.
- Daniel Okafor NoneAnd you. So I wanted to check in on how the team's getting on with the brain. How's adoption been since we went live?
- Sarah Hollis NoneHonestly, slower than we'd hoped. A couple of people use it regularly, but a lot of the account managers are still jumping between systems out of habit. They know it's there but it's not part of the routine yet.
- Daniel Okafor NoneOK, that's useful to know. Who's finding real value in it at the moment?
- Sarah Hollis NoneA couple of the team, actually, they're getting good use from the search. But most people haven't really changed their workflow.
- Daniel Okafor NoneSo it sounds like the product's working fine, but adoption's a habit thing?
- Sarah Hollis NoneYeah, I think so. We'd like them to use it more, but it's just visibility, isn't it. They don't think about it.
- Daniel Okafor NoneWhat if we did a proper all-hands training session? Just an hour, show them how much time they could save, walk through some real use cases from your business?
- Sarah Hollis NoneThat might help, yeah. I reckon people would engage if they actually saw it in action.
- Daniel Okafor NoneLet's sort that. I'll come back to you in the next week or so with some dates. We could do it here or on a call, whatever suits.
- Sarah Hollis NoneOn a call is fine, easier for everyone.
- Daniel Okafor NonePerfect. And outside of adoption, is everything else running smoothly? Any issues with data, speed, anything like that?
- Sarah Hollis NoneNo, no issues. The data's clean and the search is fast.
- Daniel Okafor NoneGreat. So just to close the loop, I'll get you those training dates and we'll get the team aligned. I'll be back to you by next week, yeah?
- Sarah Hollis NoneSounds good, Daniel. Thanks.
- Daniel Okafor NoneBest wishes, Sarah.