Auerhain Industrietechnik / BB-Demo – Kickoff
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Auerhain Industrietechnik: documents · 2026-05-11 13:15
Kickoff for Auerhain's eight-week implementation. Ollie Pearson set out the weekly plan, Lena Becker and Markus Hofmann asked about ownership, support and refresh. Markus is named main admin. No concerns were raised.
What was said
What this says
Current to 11 Oct 26Kickoff for Auerhain's eight-week implementation. Ollie Pearson set out the weekly plan, Lena Becker and Markus Hofmann asked about ownership, support and refresh. Markus is named main admin. No concerns were raised.
What happened: Daniel Okafor opened the kickoff on 11 May 2026 and Ollie Pearson walked through four weeks of setup, data quality, training and go-live. Lena Becker and Markus Hofmann attended for Auerhain.
Customer view: Lena asked who owns the brain afterwards and was told the customer does, with Markus as main admin. Markus asked what happens when connectors break or data stops loading.
Commercial: Ollie cited the Growth plan one-hour first response and the nightly refresh complete by 07:00. Lena expects about ten service staff and two from operations at training, which shows early adoption intent.
Watch: Markus is the only named admin, so a single point of dependency. Connector breakage was his first worry, so the first sync failure will test the support promise.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Ollie Pearson to hold a Thursday working session with Lena and Markus to collect API keys and confirm the timeline.
- Daniel Okafor to send the prep checklist the day after the call.
- Lena Becker to supply the list of training attendees.
Risks
Current to 9 Oct 26- Markus Hofmann is the only named admin, so the brain depends on one person after go-live.
- Connector breakage was his first concern, so an early sync failure would test the Growth one-hour support response.
Opportunities
Current to 9 Oct 26- About ten service staff and two from operations are expected at training, which gives a base for wider adoption.
Transcript
Daniel Okafor NoneHi Lena, Markus. Thanks for taking the time. This is the official kickoff. Ollie will be your implementation lead over the next eight weeks.
Ollie Pearson NoneMorning. Excited to get you live. I've got the timeline mapped out, and I want to make sure everyone knows who does what over the next eight weeks.
Lena Becker NoneGreat. What's the first step?- Ollie Pearson NoneWeek one, we stand up your Snowflake instance, set up the data connectors for Salesforce and Zendesk, and make sure we can authenticate to both systems. You'll need to give us API keys and test access.
Markus Hofmann NoneI can get those by end of week. Anything else?- Ollie Pearson NoneThat's it for week one on your end. We'll handle the Snowflake setup. Week two is data quality. We'll load Salesforce and Zendesk into the brain, check record counts, look for any obvious gaps or duplicates, and do a first pass on matching tickets to accounts.
- Lena Becker NoneHow will you match them?
- Ollie Pearson NoneEmail domain, company name, and any custom field you have linking them. We'll do a test run and show you the results. You'll probably need to review a few edge cases.
- Markus Hofmann NoneHow many records are we talking?
- Ollie Pearson NoneYou said roughly three thousand customer accounts and five thousand three hundred tickets?
- Markus Hofmann NoneThat sounds about right.
- Ollie Pearson NoneOK. Week three is training. We'll run a full-day session with your team: how to query the brain, how to build a simple dashboard, common use cases. Daniel will be there to help.
- Daniel Okafor NoneAnd I'll send prep materials beforehand so people aren't coming in cold. Just give us a list of who'll attend.
- Lena Becker NoneAbout ten people from the service team. Maybe two from operations.
- Daniel Okafor NonePerfect. Week four is go-live. We'll do a soft launch with a couple of power users first, let them kick the tyres, then full rollout.
- Ollie Pearson NoneAnd I'll be on call that week. Any issues, you reach out to me directly.
- Lena Becker NoneWho owns the brain after go-live?
- Daniel Okafor NoneYou do. Markus, you'd be the main admin. We'll do a 30-day check-in after go-live to make sure everything's working and then quarterly from there.
- Markus Hofmann NoneWhat about when connectors break or data stops loading?
- Ollie Pearson NoneYou reach out to our support team. Growth plan gets a one-hour first response. We'll troubleshoot and usually have it fixed within a day.
- Lena Becker NoneAnd the nightly refresh, you mentioned that?
- Ollie Pearson NoneEvery night the brain pulls fresh data from Salesforce and Zendesk. Complete by 07:00 in the morning. So any change you make in your systems shows up in the brain by tomorrow morning.
- Markus Hofmann NoneWhat about data security? I assume it's all in our Snowflake?
- Ollie Pearson NoneCompletely. The brain lives in your account. We don't see your data. You control access via Snowflake. If you have a field you don't want in the brain, we exclude it. Your call.
- Lena Becker NoneThat's good. Anything we should prepare on our end?
- Ollie Pearson NoneJust the API keys for Salesforce and Zendesk, and a list of anyone who'll need brain access. We'll provision them all in one go.
- Daniel Okafor NoneAnd I'll send you a prep checklist tomorrow. Nothing complicated, just a few things to have ready.
- Lena Becker NoneBrilliant. When does week one kick off?
- Ollie Pearson NoneEnd of this week. I'll schedule a working session with you and Markus for Thursday to get keys and confirm the exact timeline.
- Markus Hofmann NoneThursday works for me.
- Daniel Okafor NoneGreat. Then we're set. Lena, Markus, thanks for the time. We're excited to get you live. Speak soon.