Skovdal Software / BB-Demo – Onboarding
Callcompleted
Skovdal Software: documents · 2025-02-20 15:00
Callie Brennan told Ida and Mads Mortensen the test refresh ran clean across all four systems and set out the go-live week. The customer raised no concerns and agreed to brief their team.
What was said
What this says
Current to 11 Oct 26Callie Brennan told Ida and Mads Mortensen the test refresh ran clean across all four systems and set out the go-live week. The customer raised no concerns and agreed to brief their team.
What happened: Callie confirmed the test refresh matched Skovdal's systems and walked through the live refresh, the Wednesday spot-check, the walkthrough call and the setup note. Handover to Daniel follows on the Friday.
Customer view: Ida and Mads were short and accepting. Ida asked what happens if the numbers do not match, and Mads asked about downtime; both were answered and accepted.
Commercial: No price, value or renewal comment was made. The call is routine onboarding, with the first real value signal still to come once the team starts asking questions.
Watch: Adoption depends on the team briefing email Mads agreed to send. The transcript does not show who else at Skovdal will use the brain.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan runs the live refresh and spot-checks queries the morning after.
- Callie Brennan holds the walkthrough call and sends the setup note by Thursday.
- Daniel rings Ida Mortensen for the Friday check-in and offers to help draft the team briefing.
Risks
Current to 9 Oct 26- Team adoption relies on a briefing email the customer has only agreed to write.
- Live refresh results are not yet confirmed against Skovdal's ticketing system.
Opportunities
Current to 9 Oct 26- A clean first refresh gives an early proof point to show the wider team.
Transcript
Callie Brennan NoneAfternoon Mads, Ida. Good news, the test refresh ran clean. All four systems came through, no dropped records, no errors. Data's in Snowflake and it looks right.
Ida Mortensen NoneBrilliant. So we're ready to go live?- Callie Brennan NoneYeah, that's the plan. So what I want to do today is walk you through what we're doing next week. Tuesday, I'm going to run the live refresh, same process as the test, but this is the real one. All your data pulls, lands in Snowflake, and the brain wakes up. That'll take a couple of hours overnight.
Mads Mortensen NoneSo we'll have downtime?- Callie Brennan NoneNot really, no. The refresh happens in Snowflake, which is separate from your operational systems. Your CRM, tickets, everything keeps running. But the brain, the query interface, won't have fresh data until the refresh completes Wednesday morning.
- Mads Mortensen NoneOkay, that's fine.
- Callie Brennan NoneGood. Wednesday morning, I'll confirm the refresh completed. I'll spot-check a few queries, ask the brain 'how many tickets did we log Monday', that sort of thing. Make sure the numbers match your ticketing system.
- Ida Mortensen NoneAnd if they don't?
- Callie Brennan NoneThen something's gone wrong and we debug it. But I'm confident they will. The test refresh matched your systems spot-on.
- Mads Mortensen NoneGood.
- Callie Brennan NoneWednesday afternoon, we'll do a call. I'll walk you both through what the brain looks like, show you how to ask questions, and take a few questions from you. Then Thursday I'll write up the setup note, everything you need to run it yourselves.
- Ida Mortensen NoneAnd then you hand over to Daniel?
- Callie Brennan NoneYeah. Friday, Daniel will ring you for a quick check-in, just to say hello and let you know he's here if you need anything. And that's the kickoff done.
- Mads Mortensen NoneNice.
- Callie Brennan NoneSo, anything you want to flag before we go live? Any data issues, any questions about how this works?
- Ida Mortensen NoneI can't think of anything.
- Callie Brennan NonePerfect. Oh, one thing, once you're live, you'll want to brief your team. I'd suggest an email saying 'the brain is ready, here's how to ask it a question, here's who to contact'. Daniel can help you draft that if you want.
- Mads Mortensen NoneYeah, good idea. We'll do that.
- Callie Brennan NoneGood. Right, I'll send calendar invites, Wednesday call for the walkthrough, and Friday's intro with Daniel. Setup note will land by Thursday. Any final questions?
- Ida Mortensen NoneNo, I think we're good.
- Callie Brennan NoneBrilliant. Thanks both, speak soon.