Dunholm Precision / BB-Demo – Qbr
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Dunholm Precision: documents · 2026-04-23 12:15
Quarterly review with Ruth Ackroyd and managing director Stuart Kenyon. Ruth said the brain is working and saves time. A high-priority ticket was flagged, and Tom Ashdown asked for an autumn renewal conversation on Growth, which runs to the end of November.
What was said
What this says
Current to 11 Oct 26Quarterly review with Ruth Ackroyd and managing director Stuart Kenyon. Ruth said the brain is working and saves time. A high-priority ticket was flagged, and Tom Ashdown asked for an autumn renewal conversation on Growth, which runs to the end of November.
What happened: Daniel Okafor presented usage, around twelve daily users against sixty licensed, with questions now coming from several teams. Stuart joined briefly and left once Ruth confirmed it works.
Customer view: Ruth said the brain saves time and lets her pull audit evidence the same day. Stuart's position is that he relies on Ruth's judgement.
Commercial: Tom said the Growth contract runs to the end of November and asked for an autumn diary slot. Stuart wants a one-page proposal only.
Watch: Daniel flagged one high-priority ticket last month and promised the timeline by end of day. Ruth asked whether it touches audit evidence and wants actual timestamps. Sales engineers are the quietest team.
Themes
Current to 9 Oct 26Theme
QBR and autumn renewal
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to send Ruth the ticket timeline with timestamps and the usage breakdown by team.
- Daniel Okafor to offer times for a dashboard session with the person Ruth nominates.
- Tom Ashdown to book the autumn renewal conversation and prepare a one-page proposal for Stuart.
Risks
Current to 9 Oct 26- A high-priority ticket from last month is unexplained and Ruth asked whether it touches audit evidence.
- Stuart Kenyon defers entirely to Ruth, so the renewal rests on her view of value.
- Sales engineers remain the quietest team and adoption is improving but not where Ruth wants it.
Opportunities
Current to 9 Oct 26- Ruth wants an on-time delivery dashboard, which the Growth dashboards builder supports and would deepen use.
- Daily users of around twelve against sixty licensed leaves wide headroom to broaden adoption before renewal.
Transcript
Daniel Okafor NoneHello everyone, thank you all for making the time. Ruth, Stuart, I can see you both. Tom, are you with us?
Tom Ashdown NoneI'm here, Daniel. Sorry, I was stuck on mute. How's everyone's week been? Ruth, you've got that audit coming up, haven't you?
Ruth Ackroyd NoneYes. What's changed since last time? That's what I want to know.
Stuart Kenyon NoneAnd what do you need from me? I've got a hard stop.- Daniel Okafor NoneJust your view at the end, Stuart, nothing more. I'll keep this tight. I'll share the usage summary now.
- Daniel Okafor NoneSo the headline is that average daily users are around twelve, up on the previous quarter. You're licensed for sixty, so the headroom is there. What I'd point out is that the questions are coming from several teams now, not only one or two people, which is a healthy sign.
- Ruth Ackroyd NoneWhich teams are asking the most? Order management or quality?
- Daniel Okafor NoneOrder management still leads, with the quality group close behind. Sales engineers are the quietest, as we spoke about before.
- Ruth Ackroyd NoneI've had a word. It's improving. Not where I want it.
- Stuart Kenyon NoneKeep it simple for me. What does it save us?
- Ruth Ackroyd NoneTime, mainly. Before, a customer query meant ringing three departments. Now I ask once and I've got orders and the quality history in one place. For the audit, I can pull the evidence the same day rather than chasing it for a week.
- Stuart Kenyon NoneFine. Ruth will tell me if it's working. Is it working, Ruth?
- Ruth Ackroyd NoneIt's working. I wouldn't say so otherwise.
- Stuart Kenyon NoneGood enough for me.
- Daniel Okafor NoneThank you. Now, one thing I do want to flag, so nobody is surprised. There was one ticket in the last month, and it was marked high priority. I'd rather send you the full timeline in writing than describe it from memory, Ruth.
- Ruth Ackroyd NoneWhich customer, which part? Does it touch anything we're showing an auditor?
- Daniel Okafor NoneI'd need to check that before I answer, and I won't guess. I'll come back to you by the end of the day with the timeline and what was done.
- Ruth Ackroyd NoneSend me the evidence. Not a summary, the actual timestamps.
- Daniel Okafor NoneUnderstood. Timestamps and all.
- Tom Ashdown NoneCan I just jump in on the contract side, no drama? You're on Growth, and it runs to the end of November. I'm not here to talk price today. When we get there I'll confirm everything in writing, I never quote from memory. But let's get something in the diary for the autumn so it doesn't creep up on anyone.
- Stuart Kenyon NoneKeep it simple. One page. I don't read long proposals.
- Tom Ashdown NoneOne page it is, Stuart. Leave that with me.
- Daniel Okafor NoneRuth, last time you were thinking about an on-time delivery view. Did you get anywhere with what you'd want on it?
- Ruth Ackroyd NoneRoughly. By customer, by part, late against promised date. I'll write it down properly. Growth has the dashboards builder, doesn't it? Could my team build it themselves?
- Daniel Okafor NoneIt does, and yes, your team can build it. I'd be happy to sit with whoever you nominate for an hour and get the first one up. That's investment from your side that tends to pay back.
- Ruth Ackroyd NoneI'll nominate someone. Send me times.
- Stuart Kenyon NoneAnything else for me? Because otherwise I'll leave you to it.
- Daniel Okafor NoneNothing from me, Stuart. Thank you for coming along.
- Stuart Kenyon NoneRight. Ruth, tell me if there's a problem. Cheers.
- Daniel Okafor NoneRuth, shall we use the last few minutes for the actions? I'll send the ticket timeline today and the usage breakdown by team, and offer times for the dashboard session. You'll nominate someone and keep encouraging the engineers to record. Tom will get the autumn conversation into the diary.
- Ruth Ackroyd NoneThat's it. Don't wander off the point next time.
- Tom Ashdown NoneHa, no promises. Cheers, Ruth. Cheers, Daniel.
- Daniel Okafor NoneThank you all. Best wishes, bye for now.
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