Lindqvarn Retail / BB-Demo – Kickoff
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Lindqvarn Retail: documents · 2025-06-04 09:30
Kickoff for Lindqvarn Retail's Enterprise plan. Connector order agreed around one view of each customer segment. The CISO wants data access and logging answers in writing, and the user rollout will start with a small pilot group.
What was said
What this says
Current to 11 Oct 26Kickoff for Lindqvarn Retail's Enterprise plan. Connector order agreed around one view of each customer segment. The CISO wants data access and logging answers in writing, and the user rollout will start with a small pilot group.
What happened: Esther Quaye and Hamza Akhtar opened the Enterprise implementation with Karin Sjöberg, Linnea Holm and Erik Wallin. The first wave is the CRM, helpdesk and e-commerce exports, then the call recorder and store feedback.
Customer view: Karin anchored the work on one view of each customer segment and asked that connector order follow it. She is cautious about the 150 licensed users because stores will be sceptical if the first experience is poor.
Watch: Erik asked where data lives, who can access it and how BB-Demo staff activity is logged. Hamza promised written wording from the security review material via a solutions engineer, so that is an open commitment. Linnea also flagged duplicate CRM records and a known email gap from the stores.
Commercial: single sign-on and provisioning are in scope on Enterprise, with Erik as approver and an IT colleague still to be named.
Themes
Current to 9 Oct 26Theme
Enterprise kickoff and security
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar to send the read-only CRM object list and helpdesk checklist the same day.
- Hamza Akhtar to get the written security wording to Erik Wallin via the solutions engineer.
- Karin Sjöberg to confirm the pilot group and the IT colleague for single sign-on.
Risks
Current to 9 Oct 26- Erik Wallin expects written answers on data access and logging, and a slow reply could stall security approval.
- Duplicate CRM records and empty store email addresses may under-count stores and weaken trust in early answers.
- A poor first experience could make store managers sceptical of the brain.
Opportunities
Current to 9 Oct 26- Single sign-on and directory provisioning on the Enterprise plan give a second workstream with the IT team.
- A pilot group of e-commerce staff and store managers can build advocates before the wider rollout to 150 licensed users.
Transcript
Esther Quaye NoneGood morning, everyone. Can you hear me properly? I can see Karin and Linnea. Erik, I think you're still joining.
Karin Sjöberg NoneGood morning, Esther. How is everyone? Erik is just finding the link, I believe.
Erik Wallin NoneI am here now. Good morning. Apologies, my other meeting ran over.- Esther Quaye NoneNo problem at all. Welcome. I'm Esther, I'm your customer success manager at BB-Demo, and Hamza here is your implementation consultant. So the contract started on 1 June 2025, which means we're only a few days in, and I've nothing open on the ticket side yet, which is how I like it. I've logged that, just so we're aligned, and I'll keep it visible as we go.
Hamza Akhtar NoneHello, all. Thanks for the time. The aim today is simple. We agree what gets connected, in what order, who owns each one at Lindqvarn, and what we need from each of you. I'll go through the plan, and please stop me whenever something doesn't match how your systems really work.- Karin Sjöberg NoneThank you, Hamza. One point first. We should anchor this in the reason we bought it: one view of each customer segment, from customer service, e-commerce and the stores. I would like the order of connectors to follow that.
- Hamza Akhtar NoneThat's what I'd suggest too. So the first wave is the CRM, the helpdesk and the e-commerce exports. They give you the customer spine. The second wave is the call recorder and the store feedback. The third is anything else you've in mind, and there's room for that on your Enterprise plan, there's a generous connector allowance.
Linnea Holm NoneFor the CRM, I am the admin. I can create the service account, but I need to know exactly which objects you read. I do not want to open more than is needed.- Hamza Akhtar NoneGood, that's the right instinct. I'll send you a read-only list of objects and fields for the CRM, and you strike out anything you'd rather not share. We build to that list, nothing more. Is that fine?
- Linnea Holm NoneYes. That is fine. There are some duplicate customer records in the CRM. I should tell you now.
- Hamza Akhtar NoneThank you for saying so, that helps a lot. Duplicates are normal, we'll match on what you tell us is the reliable key. Can you note which field you trust most? Even a rough view is useful.
- Linnea Holm NoneI will look. I think the email address is the best, but the stores sometimes leave it empty.
- Esther Quaye NoneI've logged that. So the email key, with a known gap from the stores. Many thanks, Linnea.
- Erik Wallin NoneMay I raise the security side now? I want to be sure what I am agreeing to.
- Hamza Akhtar NonePlease do.
- Erik Wallin NoneWhere does the data live? Who can access it from your side? And how do you log what your people do?
- Hamza Akhtar NoneThe short answer is that the data lives in your own Snowflake account. BB-Demo runs inside it, so you control the account and the access. The longer answer on logging and on our staff access is something I want to give you in writing from our security review material, rather than from memory. I'll ask our solutions engineer to confirm the exact wording and send it to you.
- Erik Wallin NoneThat is acceptable. I prefer it in writing. We have also some questions on single sign-on.
- Hamza Akhtar NoneEnterprise includes single sign-on and provisioning from your directory. We'll schedule that with your IT team once the first connectors are up, so people aren't being added by hand. Do you want to own that one, Erik, or someone in your team?
- Erik Wallin NoneSomeone in my team will do the work. I will approve.
- Esther Quaye NoneLovely. I'll put Erik as approver and a colleague in IT as the doer, and ask for the name by the end of the week, just so we're aligned.
- Karin Sjöberg NoneAnd the users? We have 150 licensed users. I do not want everyone at once. What do the stores say? They will be sceptical if the first experience is poor.
- Hamza Akhtar NoneAgreed. A small group first. I'd suggest your own team, a couple of people in e-commerce and one or two pilot store managers. Get their feedback, fix what's wrong, then widen. There's no need to use all the licences in the first month.
- Karin Sjöberg NoneGood. Let us think about it together, and I will talk to the regional managers to see who is willing.
- Esther Quaye NoneJust to set expectations on my side. I'm your point of contact for adoption, so questions about who is using it, training, and later the reviews all come through me. Anything technical during the build goes to Hamza. If something isn't working, raise a ticket and I'll chase engineering the same day.
- Linnea Holm NoneWhen do you need the service account?
- Hamza Akhtar NoneIdeally within the week, so we can connect the CRM first. Then the helpdesk the week after. I'll send the object list today, and a short checklist for the helpdesk and e-commerce exports.
- Karin Sjöberg NonePerfect. Then I will confirm the pilot group and Erik's colleague. Thank you all.
- Esther Quaye NoneMany thanks, everyone. I'll send notes and the owners list this afternoon. Speak soon.
- Hamza Akhtar NoneThanks, all. Bye for now.
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