Ekholm Byggtjänst / BB-Demo – Demo
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Ekholm Byggtjänst: documents · 2025-12-29 10:45
Demo to Sara Forsberg on 29 Dec 2025, built on Ekholm's project, CRM, time tracking and accounting systems. She said billing reconciliation is a struggle and that she thought they were ready to move. Proposal and a January signature were next.
What was said
What this says
Current to 11 Oct 26Demo to Sara Forsberg on 29 Dec 2025, built on Ekholm's project, CRM, time tracking and accounting systems. She said billing reconciliation is a struggle and that she thought they were ready to move. Proposal and a January signature were next.
What happened: Lewis Kerr and Hannah Lowe demonstrated the brain on Ekholm's project, CRM, time tracking and accounting systems. Sara Forsberg asked about billing reconciliation, user numbers, security and where the data sits.
Customer view: Sara said reconciling hours billed against hours logged is a struggle, and called the budget-overrun query exactly what the team needs. She said she thought they were ready to move.
Commercial: Starter with fifteen users and a four-week implementation was discussed, with Lewis aiming for a January signature. Sara will review the proposal with Gustav, who was not on this call.
Watch: The demo covered four named systems, so the connector scope in the proposal needs to match what Sara saw.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the proposal and Hannah Lowe's architecture and connector summary to Sara that week.
- Lewis Kerr to confirm the connector list against the systems shown in the demo.
Risks
Current to 9 Oct 26- Sara defers the decision to a review with Gustav, who has not yet seen the brain demonstrated.
- The use case rests on time tracking and accounting data, which must fit within the Starter limit of four connectors.
Opportunities
Current to 9 Oct 26- A Starter subscription with implementation for a customer who named a concrete pain in hours billed against hours logged.
- Later expansion to new systems or teams through extra connectors or a move to Growth.
Transcript
Lewis Kerr NoneSara, great to see you again. Hannah's our Solutions Engineer and she's prepared a demo using your data setup.
Hannah Lowe NoneHi Sara. I've built this around your project management, CRM, time tracking, and accounting systems. Let me show you how the brain brings them together.
Sara Forsberg NonePerfect. Let's see it.- Hannah Lowe NoneRight. So nightly refresh at eight p.m. we pull project data, hours logged, client information, and financial data. Everything is indexed and current by eight-thirty. Your team can query it in the morning.
- Sara Forsberg NoneAnd what kind of queries can we run?
- Hannah Lowe NoneLet me show you a real example. Here's a query: 'Show me all active projects where hours logged exceed the planned budget by more than ten percent.' The brain runs that against your project system and your time system and flags the projects that are trending over budget. See? Three projects highlighted.
- Sara Forsberg NoneThat's exactly what we need to see. How long would that take to create manually?
- Hannah Lowe NoneProbably an hour, pulling from two systems, stitching it together in a spreadsheet. Here, ten seconds.
- Lewis Kerr NoneAnd that's something you could run every morning.
- Hannah Lowe NoneExactly. You build it as a dashboard, it runs at eight p.m., and when you get in, you've got an updated view of which projects are at risk.
- Sara Forsberg NoneWhat about billing? We struggle with reconciling hours billed against hours logged.
- Hannah Lowe NoneSo here's another query: 'Show me project X's logged hours, billed hours, and the variance, along with the client name.' It pulls from time tracking, accounting, and the CRM. You can see if hours match, and if there's a discrepancy, you can see it immediately.
- Sara Forsberg NoneThat would save us so much time. What about accessing this, how many people can use it?
- Hannah Lowe NoneStarter covers fifteen users. So probably your project managers, your office manager, your finance team, everyone who needs to answer these kinds of questions.
- Sara Forsberg NoneAnd security, we're handling client projects and financial data.
- Hannah Lowe NoneAll data is encrypted at rest and in transit. Every user is authenticated. You set role-based access: so project managers see project and time data, finance sees project and accounting data.
- Sara Forsberg NoneAnd the data stays with us?
- Hannah Lowe NoneYes. Everything lives in your Snowflake. We maintain the application, but the data is yours.
- Sara Forsberg NoneWhat if we want to connect another system later?
- Hannah Lowe NoneWe build a new connector. If you bring on an HR system, a new accounting tool, whatever, we plug it in and your queries adapt.
- Lewis Kerr NoneAnd what does implementation look like?
- Hannah Lowe NoneFour weeks. I work with you each week: we configure connectors, we review your project structure, we make sure the queries work the way you expect. By week four, you're trained and live.
- Sara Forsberg NoneHow much time do you need from us?
- Hannah Lowe NoneProbably an hour or two a week from IT, an hour from your project team to walk us through your process. Pretty light lift.
- Sara Forsberg NoneAnd the timeline, if we move forward?
- Lewis Kerr NoneIf you sign in January, we kick off in February, four weeks puts you live in March. That's right before your spring push.
- Sara Forsberg NoneThat's perfect timing. I think this is what we need. What's next?
- Lewis Kerr NoneNext is we take the proposal, you review it with Gustav and your team. If you're happy, we move to the order form. I'm aiming for a January signature.
- Hannah Lowe NoneI'll put together a detailed summary: architecture, connector specs, everything your IT team will need.
- Sara Forsberg NoneGreat. Send it all over and we'll review. I think we're ready to move.
- Lewis Kerr NonePerfect. I'll get the proposal and documentation to you this week. Really looking forward to this. Cheers, Sara.
- Sara Forsberg NoneThanks, Lewis. Cheers.