What was said
What this says
Current to 11 Oct 26Pieter van Dam says the brain is now where the weekly review starts and that his team would miss it. One high priority ticket needs a root cause note, and he wants a daily exceptions digest for planners.
What happened: Marcus Bell ran a check-in on 29 Sep 2025 covering usage, tickets and next steps. Pieter confirmed his own action on the shared folder was not done.
Customer view: Pieter has pushed his managers to start the weekly review in the brain, not in spreadsheets. He says the team would miss it, but planners still use email first and he wants it faster for them.
Commercial: Marcus said nothing is overdue on invoices and the renewal is not until next spring, so nothing needs deciding now. Active use is a bit over twelve against forty licensed users, which is headroom on the subscription.
Watch: Pieter wants a real root cause note on the high priority ticket, not a general text. The daily digest is unconfirmed, as Marcus has not yet said whether it is possible.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell to send the root cause note once engineering provides it.
- Marcus Bell to send two training slot options by the next day.
- Marcus Bell to send Pieter a one page view on the digest idea.
Risks
Current to 9 Oct 26- The high priority ticket may recur if engineering gives no root cause, and Pieter has asked for a specific answer.
- Planners still reach for email first, which limits how far the brain is embedded.
Opportunities
Current to 9 Oct 26- A daily digest of new exceptions per planner could deepen use if it proves feasible.
- Two new account managers starting soon give a training session a ready audience.
Transcript
- Marcus Bell NoneAfternoon, Pieter. Thanks for making the time. I'm just going to share my screen, give me a second. Can you see the usage report?
- Pieter van Dam NoneGood afternoon, Marcus. Yes, I see it. First, to be clear, last time there were two actions. One for me, one for you. Let's check them.
- Marcus Bell NoneGo on then. Mine was the note on how to set up saved searches for the account managers. I sent that. Yours was to ask IT about the shared folder.
- Pieter van Dam NoneMine is not done. IT is busy. I will chase them this week. I say it so you know.
- Marcus Bell NoneNo problem, thanks for being straight about it. What I wanted to cover today is, one, the usage numbers, I've pulled them, two, the tickets from this month, and three, what you want from the next few months. Does that work?
- Pieter van Dam NoneThat works. Start with the numbers.
- Marcus Bell NoneSo the average number of people active in a month is now a bit over twelve. That's up on the quarter before, a bit under a sixth. Out of forty licensed users, so there's lots of room. Questions asked are up as well, and it's spread over several people, which is what I like to see. It's not one person doing all of it.
- Pieter van Dam NoneGood. I told my managers that the weekly review must start in the brain. Not in the old spreadsheets. It takes time but they do it now.
- Marcus Bell NoneThat's making a difference. You can see it on Monday mornings, there's a clear bump. Right, tickets. There were three this month and one of them was marked high priority. I've got the details here. It was answered inside the time for your tier and it's closed.
- Pieter van Dam NoneI know the high priority one. My person raised it because a shipper was waiting. What is the plan so it does not come back?
- Marcus Bell NoneFair question. I can't promise anything from engineering, that's their call, but I've asked for a root cause note and I'll send it to you when I have it. I'd rather give you the real answer than a quick one.
- Pieter van Dam NoneOkay. Send it when you have it. Not a general text. A real one.
- Marcus Bell NoneUnderstood. Plain and specific. The other two were how-to questions, one about filters and one about exporting a list. Both answered the same day. I think the filter one might be worth a short training session for new joiners, shall we book thirty minutes for that?
- Pieter van Dam NoneThirty minutes is fine. Two new account managers start soon. Do it with them, not separately. Let's make it concrete, can you propose two slots?
- Marcus Bell NoneYes. I'll send two options by tomorrow. Anything else you'd want covered in that session, apart from filters?
- Pieter van Dam NoneShow them how to find the last call with a shipper and what was promised. That is the thing everybody needs.
- Marcus Bell NoneEasy, that's the one I'd lead with anyway. Last thing from me. Nothing is overdue on the invoice side, as far as I can see, so no issue there. And the renewal isn't until next spring, so there's nothing to decide now. I just want to make sure we're building something you'd miss.
- Pieter van Dam NoneWe would miss it. But I want it faster for the planners. They still use email first. Maybe you have an idea.
- Marcus Bell NoneI do have one, actually. A short daily digest of new exceptions for the shippers each planner looks after. I'd want to check what's possible before I say yes, so let me come back to you on that.
- Pieter van Dam NoneGood. Come back to me. Not a long document, one page.
- Marcus Bell NoneOne page, got it. So to recap. I send the root cause note when engineering give it to me, two slots for the training, and one page on the digest idea. You chase IT about the shared folder this week.
- Pieter van Dam NoneCorrect. If I do not do the IT part, tell me. I do not mind.
- Marcus Bell NoneHa, will do. Thanks, Pieter. Speak soon.
- Pieter van Dam NoneThank you, Marcus. Groet, Pieter.