Lewis Kerr

Qasr Daleel Facilities Management / BB-Demo – Demo

Callcompleted

Qasr Daleel Facilities Management: documents logo Qasr Daleel Facilities Management: documents · 2026-04-28 09:15

Huda Haddad, Head of Insight, saw a demo on facilities, finance and Salesforce data. She asked about Gulf refresh timing and wants Rashid brought in for the commercial side. Lewis Kerr owes a formal proposal by end of that week.

What was said

What this says

Current to 11 Oct 26

Huda Haddad, Head of Insight, saw a demo on facilities, finance and Salesforce data. She asked about Gulf refresh timing and wants Rashid brought in for the commercial side. Lewis Kerr owes a formal proposal by end of that week.

What happened: Theo Gallagher demoed maintenance backlog by site, dashboards and access control on the 28 Apr 2026 call. Huda responded well, calling the access model exactly what the company needs for compliance.

Customer view: Her one pushback was the nightly refresh at seven UK time, since the company is in the Gulf. Theo said the schedule could be confirmed in implementation, so that is still open.

Commercial: Theo positioned Enterprise with twenty connectors against four named systems. Huda asked to bring Rashid in for the commercial side, and the evidence does not show Rashid's role or surname.

Watch: The refresh time is the only concern raised. The proposal is a booked deliverable, not yet seen.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Enterprise demo, Gulf refresh
Importance
upsell
Sentiment
positive
Voice
champion

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Lewis Kerr to send the formal proposal to Huda by end of that week and arrange a pricing and timeline session with Rashid.
  • Theo Gallagher to confirm the refresh schedule options for Gulf users during implementation planning.

Risks

Current to 9 Oct 26
  • The nightly refresh runs at seven UK time, which Huda flagged as a question for a Gulf-based team, and the schedule is not yet agreed.

Opportunities

Current to 9 Oct 26
  • Enterprise tier fits the four named systems with headroom under twenty connectors, plus role-based access and audit logs for compliance.

Transcript

  1. Lewis Kerr
    Lewis Kerr None
    Right, so Huda, Theo's here to walk through what the brain can do with your facilities and financial data.
  2. Theo Gallagher
    Theo Gallagher None
    Hi Huda. I've pulled in data from your facilities management system, your financial records, and Salesforce. I want to show you how quickly you can answer operational and financial questions without manual reporting.
  3. Huda Haddad
    Huda Haddad None
    Okay, good.
  4. Theo Gallagher
    Theo Gallagher None
    So a typical question: your operations team wants to know: which sites have the most outstanding maintenance requests, and what's the cost impact? Today that's a manual pull from multiple systems, yeah?
  5. Huda Haddad
    Huda Haddad None
    Right, that takes hours to compile.
  6. Theo Gallagher
    Theo Gallagher None
    Watch. I ask the brain: show me outstanding maintenance requests by site, ranked by cost. The answer comes back in seconds. One site has a significant backlog with substantial cost implications. I can drill down to individual requests, see contractors assigned, due dates, everything.
  7. Huda Haddad
    Huda Haddad None
    That's useful. And that data is current?
  8. Theo Gallagher
    Theo Gallagher None
    As of this morning. The brain indexes your data nightly, so every time your team wakes up, the information is fresh. Seven in the morning, UK time, every weekday.
  9. Huda Haddad
    Huda Haddad None
    Seven UK time, are you accommodating our time zone? We're in the Gulf.
  10. Theo Gallagher
    Theo Gallagher None
    Good question. The refresh happens at seven UK time. For a user based in the Gulf, that's early morning their time. If you need a different schedule, we can adjust that, that's something we'd confirm in implementation.
  11. Huda Haddad
    Huda Haddad None
    What about access control? We have different teams, different clearance levels.
  12. Theo Gallagher
    Theo Gallagher None
    The brain has role-based access and data-level permissions. Operations sees maintenance and cost data for their sites. Finance sees all cost data and contract profitability. Senior management sees a company-wide view. You can set this up granularly: by site, by cost centre, by permission level. And there are audit logs, so you can see who accessed what and when.
  13. Huda Haddad
    Huda Haddad None
    That's exactly what we need for compliance.
  14. Theo Gallagher
    Theo Gallagher None
    Right. Now, let me show you the dashboards. Finance can build a dashboard of cost per site, maintenance spend trend, contract margin by customer. The brain does the heavy lifting of unifying the data from your systems; you just shape it how you need it.
  15. Huda Haddad
    Huda Haddad None
    Can we modify dashboards ourselves, or do you have to do it?
  16. Theo Gallagher
    Theo Gallagher None
    You can do it. We set up the initial dashboards, then your team can build their own. It's drag-and-drop, no code required.
  17. Huda Haddad
    Huda Haddad None
    Good. What about integration, are there any other systems you'd need to connect?
  18. Theo Gallagher
    Theo Gallagher None
    Enterprise tier includes twenty connectors. You mentioned four systems: facilities, finance, Salesforce, HR, you're well within that. If you add other sources later, there's headroom.
  19. Huda Haddad
    Huda Haddad None
    And security? Where does our data live?
  20. Lewis Kerr
    Lewis Kerr None
    The brain runs in your Snowflake account, so your data stays in your infrastructure. Encrypted in transit and at rest. You control who has access, you control retention, we don't host the data.
  21. Theo Gallagher
    Theo Gallagher None
    And there's a security review process: we document all the controls, evidence them, and provide an audit trail. For Enterprise, that's part of the implementation.
  22. Huda Haddad
    Huda Haddad None
    Okay. That's comprehensive. I'd like to bring Rashid in for next steps, the commercial side.
  23. Lewis Kerr
    Lewis Kerr None
    Absolutely. Let me put together a formal proposal and we can walk Rashid through pricing and timeline. I'll get that to you by end of this week.
  24. Huda Haddad
    Huda Haddad None
    Perfect. Cheers.
  25. Lewis Kerr
    Lewis Kerr None
    Thanks, Huda. Speak soon.

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