Auerhain Industrietechnik / BB-Demo – Onboarding
Callcompleted
Auerhain Industrietechnik: documents · 2026-06-08 14:45
Short onboarding check-in with Lena Becker and Markus Hofmann the day before training. Seven attendees confirmed, search praised as fast, and go-live still planned for the following Monday morning.
What was said
What this says
Current to 11 Oct 26Short onboarding check-in with Lena Becker and Markus Hofmann the day before training. Seven attendees confirmed, search praised as fast, and go-live still planned for the following Monday morning.
What happened: Lena confirmed seven people for training the next day. Markus said search returned a big customer's tickets in seconds and asked about exports.
Customer view: Lena said the team spends a lot of time building reports manually. Markus said he was confident and had no concerns.
Commercial: Ollie Pearson pointed to the dashboard builder as where the real value lies. That is the Growth-tier feature the customer sees as removing manual reporting.
Watch: Go-live was promised for Monday morning after a hand-off by Friday, so slippage would be visible quickly.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Ollie runs the dashboard builder training session the next day with the seven attendees.
- Ollie completes the hand-off by Friday so the customer goes live the following Monday.
Risks
Current to 9 Oct 26- Seven attendees is fewer than the ten service staff discussed earlier, so adoption may start narrower.
Opportunities
Current to 9 Oct 26- Lena sees the dashboard builder as a way to stop manual report building, which supports dashboard adoption.
Transcript
Ollie Pearson NoneHi both. Quick check-in before we do the big training session tomorrow. How's the team getting on?
Lena Becker NoneGood. I've sent the list of people who'll be at the training tomorrow. Seven in the end, Markus and six others.- Ollie Pearson NonePerfect. Seven's great. That's roughly what I expected. Markus, you've been poking around the system, any questions before we go live with everyone?
Markus Hofmann NoneI've had a play. The search is quick. I asked it to show tickets for one of our big customers and it came back with everything in seconds.- Ollie Pearson NoneBrilliant. That's exactly what you should be seeing. The brain's fast because it's all in Snowflake.
- Markus Hofmann NoneOne thing, can I export the results?
- Ollie Pearson NoneYes. CSV, Excel, or you can connect it to dashboards. Tomorrow I'll show you the dashboard builder, that's where the real value is. You can build custom views without touching code.
- Lena Becker NoneThat's exciting. We've been spending a lot of time building reports manually.
- Ollie Pearson NoneThat's the whole point. You should be building dashboards, not running SQL. The brain handles all the heavy lifting.
- Markus Hofmann NoneHow are we doing on the timeline? Are we still looking at live by end of the month?
- Ollie Pearson NoneAbsolutely. Tomorrow's training, I'll hand off to Daniel by Friday, and you'll be live Monday morning next week.
- Lena Becker NonePerfect.
- Ollie Pearson NoneAny other concerns?
- Markus Hofmann NoneNo, I'm confident. Looking forward to tomorrow.
- Ollie Pearson NoneExcellent. I'll see you both at two o'clock.