Skovdal Software / BB-Demo – Check In
Callcompleted
Skovdal Software: documents · 2025-07-07 14:30
Ida Mortensen said adoption took off once staff could ask questions of their own data. She asked for an earlier refresh and said there is a good case for staying on at renewal. Only a Starter-tier refresh query was raised.
What was said
What this says
Current to 11 Oct 26Ida Mortensen said adoption took off once staff could ask questions of their own data. She asked for an earlier refresh and said there is a good case for staying on at renewal. Only a Starter-tier refresh query was raised.
What happened: Daniel Okafor ran a routine check-in on 7 Jul 2025 with Ida Mortensen, Head of Client Services. Adoption started slowly, then grew once people saw they could ask questions without a report.
Customer view: Ida was positive and reported no friction beyond the refresh timing. She asked for a refresh earlier in the night, around 06:00 or 07:00.
Commercial: Ida said there is a good case for staying on and that her team would miss it. Daniel noted nothing new is coming on Starter, so no upsell was raised.
Watch: Daniel committed to confirm the refresh timing by end of week. The evidence does not show whether he did on this call, though the later call says it was sorted.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to confirm the refresh completion time with the platform team and reply to Ida by end of week.
Risks
Current to 9 Oct 26- The refresh-timing request was left to be confirmed by Daniel by end of week and could slip if not followed up.
Opportunities
Current to 9 Oct 26- Ida already sees a case for renewing, so the renewal conversation can start from a positive position on Starter.
Transcript
Daniel Okafor NoneIda, thanks for taking the time. How is the team finding the brain?
Ida Mortensen NoneReally well actually. We've had more people logging in than we expected at this stage. They seem to get value quite quickly.- Daniel Okafor NoneThat's brilliant to hear. Usage has definitely picked up on our end too. I was looking at the numbers before the call, active users are looking strong. How's the adoption across your team?
- Ida Mortensen NoneIt started quite slowly, to be honest, but once people realised they could ask questions about their own data without needing a report, it took off. The search feature especially, people keep finding things they didn't know they could see.
- Daniel Okafor NoneThat's exactly when it clicks for people. Once they realise it's not just a dashboard, it's a way of asking questions. Any areas where you're hitting friction or things not working the way you expected?
- Ida Mortensen NoneNot really. There was one thing about the refresh timing, the data refresh happens quite late at night for us, is that something we can adjust?
- Daniel Okafor NoneAh yes, that's something we can look at. What time would suit you better?
- Ida Mortensen NoneEarlier would be better. Like 06:00 or 07:00?
- Daniel Okafor NoneI'll check with the platform team on that. We usually run it to be complete by 07:00 your local time, so that should be fine. I'll come back to you by end of week with confirmation.
- Ida Mortensen NoneGreat. Are there any new features coming up we should know about?
- Daniel Okafor NoneNot in the immediate term on Starter, but we're always developing. How about your renewal, are you thinking about next year already?
- Ida Mortensen NoneWe're happy with it so far. I think there's a good case for staying on. My team would miss it if we stopped.
- Daniel Okafor NoneThat's really good to know. We'll be in touch about renewal conversations in a few months. For now, is there anything else you need from us?
- Ida Mortensen NoneNo, I think we're good. Thanks for checking in.
- Daniel Okafor NonePleasure. I'll follow up on that refresh timing and speak soon.