Dunholm Precision / B-Brain – Onboarding
Callcompleted
Dunholm Precision: documents · 2024-12-16 16:00
Onboarding call on 16 Dec 2024. Order system access is confirmed, and Ruth Ackroyd chose to group parts on base part number with the revision kept. She wants counts as evidence and the sales engineers' calls early.
What was said
What this says
Current to 11 Oct 26Onboarding call on 16 Dec 2024. Order system access is confirmed, and Ruth Ackroyd chose to group parts on base part number with the revision kept. She wants counts as evidence and the sales engineers' calls early.
What happened: Callie Brennan confirmed the order system can connect after Nathan Booth sent written access. The part reference needed a decision, and Ruth chose base part grouping with the revision held in its own field.
Customer view: Ruth wants proof, not reassurance, and asked for before and after counts plus example parts. She also accepted that some tickets close with an empty root cause and wants them flagged.
Commercial: Ruth wants the call recorder source with the sales engineers' calls before the new year is under way. Callie committed only to the order of work, and promised a proposed date in writing after the next call.
Watch: Delivery credibility rests on the counts reaching Ruth. Ticket-to-order joins depend on a field that is not mandatory.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Nathan Booth to send the revision rule and exceptions list that night and the helpdesk access note that day.
- Callie Brennan to run the order system load out of hours and share before and after counts with ten example parts.
- Callie Brennan to send Ruth a proposed date for the call recorder in writing after the next call.
Risks
Current to 9 Oct 26- Part references in several formats would split one part into two if the revision rule is wrong.
- Ruth expects the call recorder source early, and B-Brain has committed only to the order of work, not a date.
- Ticket joins to orders depend on a field that is not mandatory, so some tickets will not link.
Opportunities
Current to 9 Oct 26- Flagging tickets with an empty root cause shows the value of the brain to Ruth's quality team.
- Two quality staff are lined up as first users once the mapped data checks out.
- Adding the sales engineers' calls gives a visible next milestone.