Brannock Medical Supplies / B-Brain – Kickoff
Callcompleted
Brannock Medical Supplies: documents · 2024-05-10 09:00
Kickoff for the Growth tier with Helen Varley as sponsor, attending alone. Connector order, access needs and an eight-week plan were agreed. Contract dates held in spreadsheets were flagged as the weak point.
What was said
What this says
Current to 11 Oct 26Kickoff for the Growth tier with Helen Varley as sponsor, attending alone. Connector order, access needs and an eight-week plan were agreed. Contract dates held in spreadsheets were flagged as the weak point.
What happened: Callie Brennan set the connector order as orders, helpdesk, then CRM, with written access needed first. The plan is eight weeks, and Helen wants first trust views earlier than the end.
Customer view: Helen was positive and engaged, and asked for a first-users list to be sent to Marcus Bell. She said the finance director will ask who the account manager is.
Commercial: Growth started on Wed 1 May 2024 with forty users, and Helen asked whether all forty seats must be named now. Marcus said no, there is room.
Watch: Helen was alone, so the admin and first user were absent. Renames or removals in the order system or CRM can silently stop a connector.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan sends the access checklist the same day, with a date against each item.
- Helen Varley sends the list of first users to Marcus Bell.
- Account managers move renewal dates into the CRM, by trust.
Risks
Current to 9 Oct 26- Renewal dates held only in spreadsheets are the weak point and need moving into the CRM by hand.
- A rename or removal in the order system or CRM could stop a connector loading unnoticed.
- Helen attended alone, so the plan reaches the admin and first user only through her.
Opportunities
Current to 9 Oct 26- Forty seats with room to add users gives headroom for adoption and later growth.
- A session with the account managers once data is in can build early usage.