Auerhain Industrietechnik / BB-Demo – Onboarding
Callcompleted
Auerhain Industrietechnik: documents · 2026-06-01 12:00
Onboarding call with Lena Becker and Markus Hofmann. Training is going well. They asked about CSV export, scheduled reports and row-level permissions, and agreed a soft launch with four power users ahead of a full launch.
What was said
What this says
Current to 11 Oct 26Onboarding call with Lena Becker and Markus Hofmann. Training is going well. They asked about CSV export, scheduled reports and row-level permissions, and agreed a soft launch with four power users ahead of a full launch.
What happened: Ollie Pearson ran the week three onboarding check-in on 1 Jun 2026. Staff had run real queries and some were building simple dashboards.
Customer view: Lena asked about exporting data and restricting access. Markus wanted a weekly summary of accounts with new tickets and team-specific views of their own accounts.
Commercial: Support was described as a Growth plan response within an hour, so the account sits on Growth. The scheduled reports and Snowflake row-level security requests are configuration work inside the existing tier, not a new sale.
Watch: Lena still owes the names of three more power users. The 30-day check-in and the handover to Daniel from the CSM team are the next points of contact.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lena Becker to send Ollie Pearson the three other power users and the report criteria.
- Ollie Pearson to set up the scheduled report and the soft launch Slack channel.
- Ollie Pearson to hold the 30-day check-in, then hand over to Daniel from the CSM team.
Risks
Current to 9 Oct 26- The three remaining power users for the soft launch were not yet named, which could slip the launch timeline.
Opportunities
Current to 9 Oct 26- Scheduled weekly ticket reports and row-level security by service team would deepen day-to-day use of the brain.
Transcript
Ollie Pearson NoneMorning, Lena and Markus. We're in week three training. How is everyone finding it?
Lena Becker NoneGood feedback so far. People are getting the basic queries and a few are building simple dashboards.
Markus Hofmann NoneWe did the hands-on yesterday afternoon. Took people through a real use case: find all accounts with open tickets and recent orders. They each ran it themselves.- Ollie Pearson NonePerfect. That's exactly the kind of query that shows the value. Any blockers?
- Lena Becker NoneOne person asked about exporting data. Can you pull results out of the brain?
- Ollie Pearson NoneYes. Any query result, you can export to CSV. Also, we can set up scheduled reports that email you results on a weekly or monthly basis.
- Markus Hofmann NoneThat would be useful. We'd want a weekly summary of accounts with new tickets.
- Ollie Pearson NoneI can set that up during week four. Just send me the criteria and who should get the email.
- Lena Becker NoneWill do. What about permissions? Can we restrict who sees what?
- Ollie Pearson NoneThat's all done via Snowflake roles. You define a role, assign people to it, and say what tables and fields they can see. By default, everyone who has access sees everything, but you can lock it down.
- Markus Hofmann NoneWe might want different service teams to see only their own accounts.
- Ollie Pearson NoneTotally doable. That's a Snowflake row-level security configuration. We can set it up.
- Lena Becker NoneGood. When do we actually go live?
- Ollie Pearson NoneEnd of this week we do a soft launch. I'll pick four power users: maybe you, Markus, and three others, and give them live access for a day. They run real queries, real dashboards, real work. If something breaks, we fix it. If it works, week four we go full launch.
- Markus Hofmann NoneI can be one of the four.
- Ollie Pearson NoneGood. Lena, who would be the other three?
- Lena Becker NoneLet me check with the team. I'll send you names by Wednesday.
- Ollie Pearson NonePerfect. I'll put you all on a dedicated Slack channel for the soft launch week. Any issue, you Slack me and I'm there.
- Markus Hofmann NoneWhat happens if the soft launch goes well?
- Ollie Pearson NoneMonday of week four we send invites to everyone. They log in, run their first queries. You're live.
- Lena Becker NoneAnd after that?
- Ollie Pearson NoneI'll do a 30-day check-in. We'll review usage, any issues, and get feedback. Then Daniel from our CSM team takes over for your quarterly check-ins.
- Markus Hofmann NoneHow long will this call be?
- Ollie Pearson None30-day check-in is usually an hour. We'll look at dashboards, active users, run some test queries to make sure data quality is still good.
- Lena Becker NoneAnd if something goes wrong after we're live?
- Ollie Pearson NoneYou reach out to support. Growth plan guarantees a response within an hour. Most P1 issues we fix same-day.
- Markus Hofmann NoneOK. So soft launch Friday, power users test over the weekend, full launch Monday?
- Ollie Pearson NoneThat's the plan. Send me the other three power users by Wednesday and we're set.
- Lena Becker NoneWill do. Cheers, Ollie.