Dunholm Precision / BB-Demo – Check In
Callcompleted
Dunholm Precision: documents · 2025-05-19 14:30
Ruth Ackroyd reports settled use, a closed audit with no findings, and now wants a small pilot for planners. Daniel Okafor says no contract change is needed because licensed seats are plentiful.
What was said
What this says
Current to 11 Oct 26Ruth Ackroyd reports settled use, a closed audit with no findings, and now wants a small pilot for planners. Daniel Okafor says no contract change is needed because licensed seats are plentiful.
What happened: Daniel Okafor and Ruth Ackroyd met on 19 May 2025 without Ruth's colleague, who was in a supplier meeting. Usage is steady, there were no tickets, and the audit follow-up closed with no findings against traceability.
Customer view: Ruth called the team settled, which is what she wanted. One user from the newly added group got a vague answer on day one and has not returned, so a BB-Demo colleague will sit with them.
Commercial: Ruth reversed her earlier hold and wants planners to query late orders directly. Daniel judged it a fit with no contract change, and a small pilot was agreed.
Watch: Ruth warned the reason code in the orders data is not clean. Daniel will say so on the planner page rather than pretend.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to confirm the shared drive date in writing to Ruth Ackroyd as soon as he has it.
- Daniel Okafor to arrange a short session for the new users and confirm to Ruth by the end of the week.
- Daniel Okafor to set up the planner pilot with a customer colleague and build a simple late orders page.
Risks
Current to 9 Oct 26- One user in the newly added group got a vague answer on day one and has not been back.
- The reason code in the orders data is patchy, so the planner page may disappoint if it is not caveated.
Opportunities
Current to 9 Oct 26- Planners could query late orders directly, extending use beyond the quality team within the current licensed seats.
- The clean audit shows the dashboard delivering value, which supports the renewal conversation.
Transcript
Daniel Okafor NoneHello, Ruth. Thank you for making time this afternoon. Is it just us today?
Ruth Ackroyd NoneJust us. Nathan's in a supplier meeting. What's changed since last time?- Daniel Okafor NoneNot a great deal on our side, which is partly the point. Usage has held steady and gone up a bit. No tickets this month. The shared drive is booked in with our team, and I've got a date for you that I'll confirm in writing after this call. How is the team finding it?
- Ruth Ackroyd NoneSettled. That's the word. They're not excited by it any more, they just use it. Which is what I wanted.
- Daniel Okafor NoneThat's the best compliment, honestly. And the new group you added, how have they got on?
- Ruth Ackroyd NoneMixed. Two of them are brilliant. One asked it something vague on day one, got a vague answer, and hasn't been back.
- Daniel Okafor NoneThat happens. Would it help if I had a word with them, or if Jas sat with them for ten minutes?
- Ruth Ackroyd NoneJas. He'll show them. Which customer, which part, same as always.
- Daniel Okafor NoneI'll ask him, and I'll come back to you by the end of the week so you know it's happened.
- Ruth Ackroyd NoneRight. Now, something from me. The planners. I said I'd hold off. I'm less sure I should.
- Daniel Okafor NoneTell me what's changed.
- Ruth Ackroyd NoneThey keep asking the quality team to look things up for them. Late orders and what's holding them up. If they could ask it directly, we'd cut out the middle step.
- Daniel Okafor NoneThat sounds like a good use. A few things I'd want to think about with you. Who would be the first two or three, which questions they'd ask, and whether the orders data is fresh enough for what they need. Because the nightly refresh is a picture from the morning, and planners sometimes want more than that.
- Ruth Ackroyd NoneMorning's enough for planning. Not for dispatch, but they know that.
- Daniel Okafor NoneThen I'd say it's a good fit. You've plenty of licensed seats, so no change to the contract is needed. I'd suggest we start with a small pilot, a couple of planners, same as you did with quality.
- Ruth Ackroyd NoneThat's what I was going to say. Do it that way.
- Daniel Okafor NoneI'll talk to Nathan about adding them, and ask Jas to put together a page for planners. A simple one, late orders by customer and reason.
- Ruth Ackroyd NoneReason code's not clean in the orders. Warn him.
- Daniel Okafor NoneI'll warn him. It's useful to know. If the reason's patchy we can say so on the page rather than pretend.
- Ruth Ackroyd NonePretending is worse. Good.
- Daniel Okafor NoneOne more from me. The audit follow-up you mentioned last time. Did that close out?
- Ruth Ackroyd NoneClosed. No findings against the traceability. Nathan's dashboard did what it was meant to.
- Daniel Okafor NoneWonderful. Please pass that on to him from me. Right, to close the loop. I confirm the shared drive date in writing. Jas has ten minutes with the new users. We set up a planner pilot with Nathan. And I'm speaking to you again before the summer.
- Ruth Ackroyd NoneFine. Send me the shared drive date as soon as you have it.
- Daniel Okafor NoneWill do. Thank you, Ruth. Best wishes, Daniel.
- Ruth Ackroyd NoneCheers. Bye.