Silverbeck Energy Services / BB-Demo – Onboarding
Callcompleted
Silverbeck Energy Services: documents · 2025-12-23 12:45
On 23 Dec 2025 Oliver Kirkby confirmed the job order connector was loaded and tested and Laura showed the CRM connector clean. The maintenance history connector was still in progress, with soft launch and training to follow. Kirsty Ingham was positive.
What was said
What this says
Current to 11 Oct 26On 23 Dec 2025 Oliver Kirkby confirmed the job order connector was loaded and tested and Laura showed the CRM connector clean. The maintenance history connector was still in progress, with soft launch and training to follow. Kirsty Ingham was positive.
What happened: Laura reviewed progress with Kirsty and Oliver. Two connectors are working, and the history database connector is waiting on join logic to tie records back to clients.
Customer view: Kirsty was relaxed about timing and said the plan was looking good. Oliver engaged with the detail, asking how long the soft launch would last and when training would be.
Commercial: No price, tier or renewal topic came up. The call does not show who at the customer will use the brain after soft launch.
Watch: Laura said the third connector should be done this week, and training depends on it. Amara was not on this call, and the user list is still to be sent.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura to finish the history database join logic and report on the third connector this week.
- Laura to send Kirsty the list of who has access and the training calendar invites.
Risks
Current to 9 Oct 26- The third connector is not finished and the soft launch and training both wait on it.
- The call shows no plan yet for which users will be pointed at the interface.
Opportunities
Current to 9 Oct 26- A clean soft launch with working job order and CRM data could build early confidence in the brain.
Transcript
Laura Penhaligon NoneHi, Oliver, Kirsty. Just a quick check-in on the job order connector and where we're at on the others.
Oliver Kirkby NoneGood. The job order system is loaded and tested. Records are indexing fine.- Laura Penhaligon NoneGreat. And here's the CRM connector, same client, pulling contract records. Everything's clean there too.
- Oliver Kirkby NoneGood. What about the history database?
- Laura Penhaligon NoneStill in progress. I've got the schema, but I'm working on the join logic to tie records back to clients. Should have it this week.
Kirsty Ingham NoneNo rush. We're happy with the first two working.- Laura Penhaligon NoneRight. Once the third one's done, we can do a soft launch. Your team starts searching, we see if there are any issues with the data.
- Oliver Kirkby NoneHow long will the soft launch be?
- Laura Penhaligon NoneUsually a week. Your team uses it, reports back any issues, data looks weird, joins are broken, anything like that. Then we refine and go live.
- Kirsty Ingham NoneWho do we tell to start using it?
- Laura Penhaligon NoneI'll send you a list of who's got access. You point them to the interface, show them a couple of searches, and they start exploring. Nothing formal, just natural use.
- Oliver Kirkby NoneOkay. When's the training session?
- Laura Penhaligon NoneOnce soft launch is done and the third connector's live, probably next week. I'll get calendar invites out.
- Kirsty Ingham NoneThis is looking good. Thanks, Laura.
- Laura Penhaligon NoneNo problem. I'll follow up with the third connector this week. Cheers.