Auerhain Industrietechnik / B-Brain – 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
B-Brain
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.