Dunholm Precision / BB-Demo – Demo
Callcompleted
Dunholm Precision: documents · 2024-07-25 16:00
Ruth Ackroyd and Nathan Booth saw the brain answer a late-delivery and quality-ticket question on their own sample data. Both were positive, with conditions on part number mapping and audit evidence. Next step is a one-page proposal, then their managing director.
What was said
What this says
Current to 11 Oct 26Ruth Ackroyd and Nathan Booth saw the brain answer a late-delivery and quality-ticket question on their own sample data. Both were positive, with conditions on part number mapping and audit evidence. Next step is a one-page proposal, then their managing director.
What happened: Hannah Lowe ran the demo on a slice of Dunholm Precision's orders and quality tickets. The search joined orders to tickets by part number and showed the source for each line.
Customer view: Ruth wants answers she can trust and trace for audits. Nathan wants to know where it runs and what happens if a source system changes.
Commercial: Hannah positioned Growth, with eight connectors and forty users, and Nathan expects five or six sources. Ruth asked for a short proposal because her managing director will not read a long one.
Watch: Nathan said the quality system adds a revision letter that the order system lacks, so the part number match may fail. Hannah committed to field mapping and testing on real parts.
Themes
Current to 9 Oct 26Theme
Demo on own data
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Hannah Lowe to send the architecture note and written audit-trail evidence.
- Tom Ashdown to prepare a one-page proposal plus order form and diary a follow-up for next month.
- Nathan Booth to send revision letter examples to Hannah Lowe the next day.
Risks
Current to 9 Oct 26- Part number mismatch between the order system and the quality system's revision letter could break the join unless mapped and tested.
- Ruth needs audit traceability written down accurately, and the claim must not be stretched.
- The managing director has not yet been engaged and wants a short proposal.
Opportunities
Current to 9 Oct 26- Growth tier sized to five or six sources and forty users, with add-ons available for more.
- Ruth's lost-day example gives a concrete value case for the proposal.
Transcript
Tom Ashdown NoneAfternoon all. Ruth, good to see you again, and Nathan, nice to meet you properly. Hannah's here from our side, she's the solutions engineer and she's going to do the driving. I'll mostly keep out of the way.
Hannah Lowe NoneHello both. Before I share anything, what do you most need to know from the next hour? I'd rather point it at that than run through every screen.
Ruth Ackroyd NoneCan I ask one question about one customer and one part, and get an answer I can trust? That's it. If it does that I'm interested.
Nathan Booth NoneMine's different. Where does it run, what does it touch, and what happens if one of our systems changes. I'm the one who'll be fixing it.- Hannah Lowe NoneGood, I'll cover both. Nathan, to be precise on the first one: the brain is built and runs inside your own Snowflake account. Your data isn't copied out to us. We connect to the sources, load them into your account, and the questions run against that.
- Nathan Booth NoneRight. So we own the tables.
- Hannah Lowe NoneYou do. I'll put that in writing too, so it's in the paperwork. Now, Ruth, I've loaded a slice of the sample data Nathan sent over, so this is your orders and your quality tickets, not a made-up company. Let me share. Can you see the search page?
- Ruth Ackroyd NoneYes. It's showing our order references. Good, that's the real format.
- Hannah Lowe NoneRight. So I'll type what you said earlier. Which customer had a late delivery on a part that also had a quality ticket? I'll leave it as plain as that.
- Hannah Lowe NoneThere. It's come back with three customers. For each it lists the order, the delivery date against the promised date, and the quality ticket linked by part number. And underneath, the source for each line, so you can click through to the original record.
- Ruth Ackroyd NoneWhich customer, which part. Click the second one. I want to see how it joined the ticket to the order.
- Hannah Lowe NoneOf course. It matched on the part number and the customer account. The short answer is that it's a match on those two fields. The longer answer is that if your quality system records the part number slightly differently, say with a revision suffix, it might not match, and I'd want Nathan to check that mapping.
- Nathan Booth NoneWe do add a revision letter in the quality system. Not in the order system. So that would be one of those.
- Hannah Lowe NoneThen we'd handle it in the field mapping during the setup, and I'd test it on a handful of real parts before anyone relies on it. I'm not going to tell you it just works.
- Ruth Ackroyd NoneGood. I don't want it to just work, I want it to be right. Show me the engineer calls. Can it tell me what was promised?
- Hannah Lowe NoneYes. Calls come in from the call recorder as transcripts. I'll ask: what did our sales engineer say about delivery to that second customer? It'll pull the relevant lines and show who said them and on which call.
- Hannah Lowe NoneSo here, on the call, the engineer mentions a lead time and the customer says they'd plan around it. It's quoted with the call title and the speaker. Again, you can click through.
- Ruth Ackroyd NoneThat's the day I lost. That would have saved it. Okay. How fresh is it? If something's changed this morning do I see it?
- Hannah Lowe NoneThere's a nightly refresh, finished by seven in the morning on working days. So you'd see yesterday's position, not this minute's. If you need something live, that's a different conversation and I'd say so.
- Nathan Booth NoneThat's fine for us. Orders don't change by the minute. What if one of the sources breaks? Say we upgrade the quality system.
- Hannah Lowe NoneThen that connector would stop loading and the record count would go flat. We watch for that, and you'd see it too in the admin view. The best protection is you telling us before you upgrade, so we can check the connector first.
- Tom Ashdown NoneAnd that's the sort of thing the customer success manager would pick up with you after go-live. Daniel, he's brilliant on that. But I'm getting ahead of us.
- Ruth Ackroyd NoneHow many sources can we connect? And how many people?
- Hannah Lowe NoneOn Growth, which is where Tom's pointing you, it's eight connectors and forty users, with the option to add more of each. Nathan, you said four or five systems, so you're comfortably inside.
- Nathan Booth NoneFour, maybe five, yes. Plus email, so five or six.
- Hannah Lowe NoneStill inside. I'll send you a short architecture note after this so you can see how it all sits in your Snowflake account.
- Ruth Ackroyd NoneSend me the evidence for the audit side too. How the answers are traced back. My customers will ask.
- Hannah Lowe NoneYes. That's the click-through to the source I showed you, and I'll put how it's recorded in writing, accurately, without stretching it.
- Tom Ashdown NoneRight, so where does that leave us. Ruth, you've seen it on your own data. Nathan, you've got your list. Next is a proposal, and then your managing director. Does that suit?
- Ruth Ackroyd NoneIt does. Short proposal, please. He won't read a long one.
- Tom Ashdown NoneNo drama, one page plus the order form. I'll get something in the diary for next month. Thanks, everyone.
- Nathan Booth NoneThanks. I'll send the revision letter examples to Hannah tomorrow.
Callsmade from