Ambrose Kell Associates / BB-Demo – Demo
Callcompleted
Ambrose Kell Associates: documents · 2023-07-31 12:30
Demo on 31 Jul 2023 for Emma Illingworth and Ian Walsh. They tested cross-system search, client pages, freshness and confidentiality, then asked about go-live. Nell Ashcombe promised four weeks from signing and a proposal.
What was said
What this says
Current to 11 Oct 26Demo on 31 Jul 2023 for Emma Illingworth and Ian Walsh. They tested cross-system search, client pages, freshness and confidentiality, then asked about go-live. Nell Ashcombe promised four weeks from signing and a proposal.
What happened: Tobias Renwick showed search across CRM, email and call recordings, then client pages. Emma and Ian asked practical questions throughout and moved to timing at the end.
Customer view: Emma tied the brain to knowledge transfer when people leave. Ian raised confidentiality of client data, and Tobias answered that data stays in their Snowflake account.
Commercial: Support was described at Starter level, with a four-business-hour response time. Nell said go-live would be four weeks from signing, with a proposal to follow and then an order form.
Watch: Confidentiality was the one concern raised. The call shows no price discussion and no decision yet.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe to send Emma and Ian a proposal, then move to an order form if it works for them.
Risks
Current to 9 Oct 26- Client confidentiality was the customer's stated concern, so the security answer has to hold in the proposal and order form.
Opportunities
Current to 9 Oct 26- Knowledge transfer when consultants leave is a use case the customer recognised as useful.
- Ian asked about client dashboard pages, which suggests interest in building pages for their teams.
Transcript
Nell Ashcombe NoneRight, Emma, Ian, thanks for joining. This is Tobias from our engineering team. He's going to walk you through the brain working on data like yours.
Tobias Renwick NoneHi both. What I'm going to show is how the brain would work with your client engagements, internal comms, and project data. Let me share my screen.
Emma Illingworth NoneOkay.- Tobias Renwick NoneSo you're logged in as a project manager. You want to find all transformation engagements you've run in the last two years. I type into search: 'show me transformation projects completed in the last two years'.
Ian Walsh NoneAnd it pulls that from your CRM?- Tobias Renwick NoneCRM and email and call recordings. It's cross-referencing all your systems at once. Back comes a table: project name, client, dates, status, budget, actual spend.
- Emma Illingworth NoneSo I can see straight away if something ran over budget.
- Tobias Renwick NoneExactly. And you can then dive deeper. Click on a project, you see all the conversations we had with the client, all the internal notes. Without leaving the brain.
- Ian Walsh NoneWhat if I want to find everyone who's spoken to a particular client?
- Tobias Renwick NoneYou'd search 'show me everyone at Ambrose who has emailed or called client X in the last year'. Back comes a list of names and their interactions.
- Emma Illingworth NoneThat's useful for knowledge transfer.
- Tobias Renwick NoneExactly. That's often why consulting firms use the brain. Someone leaves and you lose what they knew. The brain keeps the knowledge visible.
- Ian Walsh NoneWhat about pages? Can you build a page that's like a client dashboard?
- Tobias Renwick NoneYeah. I could create a page called 'Client X Dashboard' and put searches on it...'all projects', 'all conversations last thirty days', 'any open issues'. Your team sees that page every time they log in.
- Emma Illingworth NoneHow fresh is the data?
- Tobias Renwick NoneNightly refresh. We pull everything from your systems every evening and index it. By seven in the morning you've got today's data.
- Ian Walsh NoneIs it secure? We deal with confidential client data.
- Tobias Renwick NoneTo be precise, all your data stays in your Snowflake account. We don't copy it. The brain runs as a layer on top. You control all access. And we're built for companies like yours that need to protect client confidentiality.
- Emma Illingworth NoneWhat happens if something breaks?
- Tobias Renwick NoneYou raise a ticket. Starter gets a four-business-hour response time. Most issues are source-system changes, something renamed in your CRM, that kind of thing. We can usually fix those pretty quickly.
- Nell Ashcombe NoneAny other questions?
- Ian Walsh NoneWhen could we go live?
- Nell Ashcombe NoneFour weeks from signing. So if you decide to move forward, we could have you live by mid-September.
- Emma Illingworth NoneOkay. What's next?
- Nell Ashcombe NoneI'll send you a proposal. You review it, we answer questions, and if it works, we move to an order form. No drama.