Auerhain Industrietechnik / B-Brain – Onboarding
Callcompleted
Auerhain Industrietechnik: documents · 2026-05-26 10:30
Onboarding check-in with Markus Hofmann. Salesforce and Zendesk data loaded cleanly, with about a hundred old tickets unmatched. Training for ten service staff and a soft launch with a few power users follow.
What was said
What this says
Current to 11 Oct 26Onboarding check-in with Markus Hofmann. Salesforce and Zendesk data loaded cleanly, with about a hundred old tickets unmatched. Training for ten service staff and a soft launch with a few power users follow.
What happened: Markus reported the data loaded, custom Salesforce fields searchable and no refresh problems seen so far. Ollie Pearson proposed flagging the unmatched old tickets as 'no live account' and leaving them.
Customer view: Markus is comfortable with the data and with the plan. He said "That gives me confidence." when told Ollie would be on standby during rollout.
Commercial: Nothing on price or renewal. A clean onboarding supports adoption of the subscription, and the unmatched historical tickets could later feed a dashboard.
Watch: Attendance is not yet confirmed. Markus has to check numbers with a colleague, Lena, and the nightly refresh was not independently confirmed on the call.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Ollie sends the training schedule and light prep materials.
- Ollie and Markus confirm training numbers and dates at the Monday touch-base.
Risks
Current to 9 Oct 26- Training attendance is not yet confirmed and depends on Markus checking numbers with a colleague.
- The nightly refresh was not verified on the call; Markus is to check the Snowflake logs himself.
Opportunities
Current to 9 Oct 26- Unmatched historical tickets could feed a later dashboard, deepening use of the dashboard builder.