What was said
What this says
Current to 11 Oct 26Kwame Asante, CTO, confirmed Delancey Haig will not renew Growth and will build an in-house data capability. The call set out connector shut-down, handover and access ending on 2 Jul 2026. Service was not the reason.
What happened: On the 9 Jun 2026 call, Kwame Asante confirmed the Growth subscription will not renew when the term ends on 2 Jul 2026. The rest of the call planned the wind-down: connector schedule, credentials, data dictionary and a final check.
Customer view: Kwame and Holly Tranter both said service was fine, with no tickets and on-time refreshes. Kwame put the decision down to build versus buy, with his own team running fewer platforms.
Commercial: Invoices are settled and Daniel Okafor's records show nothing outstanding. Kwame said he does not expect to return, but the tables stay in the customer's Snowflake account, so a later restart would be quicker.
Watch: Holly said directors stopped using the brain once the decision was in sight. The question-asking feature is the piece Kwame said will be hardest to replace.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon sends the connector schedule and credential list early next week, then the data dictionary and exported definitions.
- Daniel Okafor sends a written summary within a day, including the order form data clauses.
- Daniel sends written confirmation that access is removed after access ends on 2 Jul 2026.
Risks
Current to 9 Oct 26- The in-house build replaces the subscription, so no renewal follows the term ending 2 Jul 2026.
- Kwame said he does not expect to return as a customer.
Opportunities
Current to 9 Oct 26- Data stays in the customer's Snowflake account, so a later restart would be quicker than a fresh start.
- Kwame would welcome an hour between Daniel and the new data hire on how the brain was built.
Transcript
- Daniel Okafor NoneHello, can you hear me all right? Good afternoon, and thank you all for making the time. Just checking who has joined. I can see Holly and Kwame, and Laura is on from our side as well.
- Holly Tranter NoneHi Daniel, yes, I can hear you fine. Afternoon, everyone.
- Kwame Asante NoneAfternoon. Before we get going, Laura, have you got the architecture diagram to hand? I'd like to see where each piece sits before we talk about anything else.
- Laura Penhaligon NoneHi Kwame, hi Holly. Yes, I have it open. Give me a second to share it. Can you see it?
- Kwame Asante NoneNot yet. Ah, there it is. Right. So this is the Snowflake account on the left, and your layer sits inside it.
- Laura Penhaligon NoneExactly. That's the key point for today, really. Everything the brain builds from your sources is stored as tables and objects inside your own Snowflake account. We never took a copy out to a platform of ours.
- Kwame Asante NoneGood. Where does the data live once you've switched off? I want that said plainly, so I can put it in the paper.
- Laura Penhaligon NonePlainly: it stays where it is. The tables, the indexed records, the history of what was loaded each night, all of that stays in your account and belongs to you. What goes is our application layer on top, so the chat, the search and the pages that we serve.
- Daniel Okafor NoneAnd if I can add something here, because I know this is not the call anyone planned a year ago. I wanted to say thank you first. Kwame, Holly, you have both been very straightforward with us about the decision, and that makes it much easier to do this properly.
- Kwame Asante NoneAppreciated, Daniel. It's not a reflection on the product. My team is building an in-house data capability and I'd rather the firm runs a small number of platforms itself. It came down to the build-versus-buy case, and this time the case went the other way.
- Daniel Okafor NoneUnderstood, and I won't try to reopen it. Just to close the loop, I'd like us to leave today with a clear list of what happens, in what order, and who does what. Is that all right?
- Kwame Asante NoneThat's what I wanted. Go ahead.
- Daniel Okafor NoneSo, the contract runs to Thursday 2 July 2026. That is the last day BB-Demo has any access to your environment. The renewal would have started the day after, Friday 3 July 2026, and it won't now, so nothing will be invoiced beyond the current term.
- Holly Tranter NoneRight. And the invoices are all settled on our side, I checked with our finance team this week. The forty users and the forty-four thousand a year, that's the full term, paid up.
- Daniel Okafor NoneThat matches what we have, thank you, Holly. Nothing outstanding on our records either.
- Kwame Asante NoneFine. Laura, walk me through the shut-down sequence. What happens to the connectors and in what order?
- Laura Penhaligon NoneSure. Each source has its own connector, and each one runs a nightly load into your account. My suggestion is we stop them one at a time rather than all at once, so that you can see nothing breaks downstream. The last nightly refresh runs, we confirm it completed, and then we disable that connector and remove the credentials it was using.
- Holly Tranter NoneWhich credentials are those? Are they ones I created?
- Laura Penhaligon NoneMostly yes. When we set up, you created service users or API keys in each source system for us. Those are the ones we'd ask you to revoke on your side as well, belt and braces. I'll write down exactly which ones, per source, so you can tick them off.
- Holly Tranter NoneThat would help. I know where most of them are but there was one from the very early days that I'd want to double check.
- Laura Penhaligon NoneMm, I remember. It's in the setup notes from the implementation. I'll include it.
- Kwame Asante NoneAnd the dates. You said stagger them. I'd like actual dates per connector, not just a sequence.
- Daniel Okafor NoneThat's fair. What I can commit to is the outer edge: nothing of ours is live after Thursday 2 July 2026, and every connector will be off before then. The exact day for each one I'd like Laura to put in writing, and I'll come back to you by the end of the week with that schedule so you can agree it.
- Kwame Asante NoneGood. I'd rather not have a connector running on the last day with nobody watching it.
- Laura Penhaligon NoneAgreed, and I'd sooner leave a few working days either side of the end for exactly that reason. If something looks odd in the tables after a connector goes, you have time to ask us.
- Holly Tranter NoneCan I ask about the history? When the connectors stop, are the old records still queryable in Snowflake, or do they go stale and get tidied away?
- Laura Penhaligon NoneThey stay. Nothing gets deleted by us. They simply stop being refreshed, so the tables will show the state of things as of the last load. If your new team wants to build on them, or just archive them, that's entirely your choice.
- Kwame Asante NoneRight. And the structure of those tables, is it documented? If my people are going to read them, they'll need to know what each one is.
- Laura Penhaligon NoneYes, we can give you a data dictionary: table names, what each one holds, how they relate, and which source they came from. It's something we'd normally produce in the handover anyway, so I'll make sure it's current rather than the version from go-live.
- Kwame Asante NonePlease. That's the thing I'd most like to have in hand.
- Daniel Okafor NoneNoted. Holly, may I ask how the team has been finding it in recent weeks? I'm conscious we've seen fewer people logging in than earlier in the year, and I'd like to understand it rather than assume.
- Holly Tranter NoneHonestly, it dropped away once the decision was in sight. A lot of the client-account directors went back to their own reports. It was never that it didn't work. People just stopped investing in it, and I can't blame them.
- Daniel Okafor NoneThat's useful to hear, and I appreciate you saying it. It's very human, isn't it? When something is ending, the habit goes first.
- Holly Tranter NoneYes, exactly that. A couple of them still ask me for the combined view of a client, their vacancies, placements, invoices and complaints, because that's what they liked.
- Kwame Asante NoneAnd that's one of the things my team will need to recreate. It's on the list. We'll build it ourselves, on the same tables if it makes sense.
- Laura Penhaligon NoneThat might be a helpful starting point, actually. The dashboards and pages the directors used, I can export the definitions, so you can see which fields and joins they relied on.
- Kwame Asante NoneDo that. What format would that be?
- Laura Penhaligon NonePlain files you can open without us: the queries behind each view, plus a readable description of each page. Nothing that needs our software to make sense of it.
- Kwame Asante NoneGood. I don't want a dependency left behind that I only find out about in the autumn.
- Daniel Okafor NoneUnderstandably. Let me make sure I have it in the right order, and please stop me if I've got it wrong. One, Laura sends the connector schedule and the credential list. Two, Holly revokes the credentials after each connector is confirmed off. Three, Laura sends the data dictionary and the exported definitions. Four, we do a short final check together before access ends on Thursday 2 July 2026.
- Holly Tranter NoneThat sounds right. When would the final check be?
- Daniel Okafor NoneI don't want to guess a date that isn't mine to give. Laura holds the technical calendar, so I'll ask her to propose a slot in the last week and I'll confirm it with you in writing.
- Laura Penhaligon NoneYes, I'll offer a couple of options. Afternoons suit you better, I think, Holly?
- Holly Tranter NoneAfternoons are better, yes. Mornings are the stand-ups and the nightly checks.
- Kwame Asante NoneOne more architecture question while Laura's still sharing. SSO. We don't have it on Growth, but is there anything that authenticates through you that I should know about?
- Laura Penhaligon NoneNo, on Growth it's standard user accounts in our application layer. When the layer stops being served, those accounts simply stop working. There's nothing of yours tied to them in Snowflake, other than the roles we created for the connectors.
- Kwame Asante NoneThe roles. Those I'd want removed as well. Holly, put that on the checklist.
- Holly Tranter NoneAlready writing it down. Roles and warehouse permissions for the BB-Demo service user.
- Laura Penhaligon NoneI'll list those too, by name, so there's no ambiguity about what's ours and what's yours.
- Kwame Asante NoneAnd the compute? Anything we're paying for in Snowflake that exists only because of the brain?
- Laura Penhaligon NoneGood question. The nightly loads run on warehouses in your account, so that usage is billed by Snowflake to you. When the connectors stop, that usage stops with them. I can point at which warehouse and schedule are involved so you can suspend or drop them cleanly.
- Kwame Asante NoneThat's the sort of thing that ends up costing money for months if nobody tidies it. Yes, include it.
- Daniel Okafor NoneVery sensible. I'll make sure it's in the written summary as its own line.
- Holly Tranter NoneDaniel, can I ask something slightly different? If we wanted to come back to this in a year or so, is there anything we should do now to make that easy?
- Daniel Okafor NoneI appreciate you asking, Holly, and I'll answer it honestly. Because everything stays in your Snowflake account, there's very little to undo. If you left the tables in place, a later start would be quicker than a fresh one, because the sources and the structure are already mapped. But please don't keep anything on our account. Do what is right for your new setup.
- Kwame Asante NoneI'll be direct, Daniel: I don't expect to, but it's useful to know the door isn't locked.
- Daniel Okafor NoneIt's never locked. And whoever joins your data team, I'd be glad to talk to them about how the thing was built, if it saves them time.
- Kwame Asante NoneThat might be worthwhile, actually. I'll mention it when we hire. It would be a good use of an hour.
- Holly Tranter NoneOn the user side, what do I need to tell people? There'll be directors who open the page next month and find it gone.
- Daniel Okafor NoneI'd tell them the date, and I'd tell them where the figures will come from instead. If it helps, Laura and I can draft a short note for you to send, in your words, so it doesn't read as coming from a vendor.
- Holly Tranter NoneThat would be lovely, thank you. Two or three lines would do.
- Kwame Asante NoneKeep it short. And I'll want to read it before it goes.
- Daniel Okafor NoneOf course. You'll see it first.
- Laura Penhaligon NoneCan I raise one thing about the pages? Some of them have comments and notes people added over time. Those are in the export, but I'd like Holly to tell me whether anyone would be unhappy about them being handed over, in case there's anything sensitive.
- Holly Tranter NoneHm. Good point. Most of it is routine. Some of the account directors wrote candid notes about clients, though. I'd want to look through before it goes beyond me and Kwame.
- Kwame Asante NoneIt stays inside the firm either way. But yes, Holly reviews it first. Not a problem.
- Laura Penhaligon NoneThen I'll send the export to Holly only, and she can release it onwards.
- Holly Tranter NonePerfect.
- Kwame Asante NoneRight. Is there anything contractual I should be aware of? Notice, data return, anything in the order form that I've missed?
- Daniel Okafor NoneThe order form is the document that governs, and what it says on data is consistent with what Laura has described: your data remains yours and in your account. I won't paraphrase beyond that on a call. If you'd like, I'll point you to the relevant clauses in the follow-up so your team can read them directly.
- Kwame Asante NoneDo that. I don't take a vendor's word on these things, as you know, and that's not personal.
- Daniel Okafor NoneNot at all. I'd think less of you if you did.
- Kwame Asante NoneHa. Thank you.
- Holly Tranter NoneSorry, one last practical thing. The Zendesk side. We had a connector for the helpdesk. Is that handled the same way as the others?
- Laura Penhaligon NoneThe same way, yes. Same order, same process: last load, confirm, disable, revoke. The helpdesk and the accounting connector both load a lot of history, so I'll check those tables carefully at the end, just to make sure the final load is complete.
- Holly Tranter NoneOkay, good. I just wanted to be sure it wasn't treated differently.
- Kwame Asante NoneLet me say what I'd like to take away. I want a written options paper from my own side for the board, and for that I need the data dictionary, the schedule and the list of what's ours. I can't sign anything off without those.
- Daniel Okafor NoneThen those three come first. Laura, would you be able to get the schedule and the credential list to them early next week?
- Laura Penhaligon NoneYes, early next week for those two. The data dictionary needs a bit more care, because I want it checked against the live tables rather than the original design. I'll say when I'll have it once I've started.
- Kwame Asante NoneThat's acceptable. Correct is better than quick.
- Daniel Okafor NoneGood. Is there anything about the last months that went wrong for you that we should hear? I'd rather know.
- Holly Tranter NoneNothing went wrong. There were no tickets and nothing was broken. The refresh was on time every morning, as far as I saw. It just didn't earn its place in the firm's plans, I think.
- Kwame Asante NoneI'd second that. Service was fine. This is about ownership, nothing else.
- Daniel Okafor NoneThank you, both. That's kind of you to say, and it's helpful for us to hear that it was the shape of the decision rather than the service.
- Daniel Okafor NoneHolly, if I can just ask: were there parts of it the directors genuinely valued, that we should pass on to your build team as something to keep?
- Holly Tranter NoneThe single client view, definitely. And being able to ask a plain question, like which clients have had a complaint and a late invoice in the same month. People liked that they didn't have to ask me or a colleague in IT.
- Kwame Asante NoneThat's useful for my team to hear. The question-asking part is the harder piece to replace, I'll be honest. We'll start with the reports.
- Daniel Okafor NoneIt's a fair way to start. Laura, you could include the most common questions people asked in the handover, as examples. It may help them see what to build towards.
- Laura Penhaligon NoneI can do that. I'll pull out the ones that were asked most often and attach them as plain text.
- Kwame Asante NoneThat would be a good addition. Thank you.
- Holly Tranter NoneIs there anything you need from me before the final week? I'd rather do it now than be scrambling.
- Laura Penhaligon NoneTwo things. A named person on your side who can approve each connector being switched off, so I'm not waiting on an answer, and confirmation of who should receive the export. I assume that's you.
- Holly Tranter NoneBoth me, with Kwame copied. If I'm away, he decides.
- Kwame Asante NoneFine. Copy me on everything and I'll step in if needed.
- Daniel Okafor NoneLovely, that's clear. And on our side, anything to do with timing or the contract comes through me, anything technical comes through Laura. That way you're never wondering who to ask.
- Kwame Asante NoneGood, I like that. One owner each.
- Holly Tranter NoneDo we get something in writing at the very end? A confirmation that access is removed, and so on.
- Daniel Okafor NoneYes. After access ends on Thursday 2 July 2026, I'll send a short written confirmation that our access has been removed and that the connectors are off. If you'd like it to name the roles and credentials, Laura can add those so it matches your checklist.
- Kwame Asante NoneI would like that. Names and all.
- Laura Penhaligon NoneNo problem. It's easy enough to produce once the removals are done.
- Holly Tranter NoneCan I just check one thing about timing, please? You said the last day is Thursday 2 July 2026. Does that mean you're still reachable on that day, or earlier in the week?
- Daniel Okafor NoneWe'll be reachable all through, including that Thursday. What changes on the Thursday is that our access to your environment ends. If something odd turns up afterwards, send it to me and I'll make sure it's looked at, even though we can no longer touch the account.
- Kwame Asante NoneThat's decent of you. Though I'd hope there's nothing.
- Daniel Okafor NoneI hope so too.
- Holly Tranter NoneI'd like to say, for what it's worth, that it was a good partnership. Laura set us up very well and the team we dealt with were always patient with me, particularly early on when I had no idea how the connectors worked.
- Laura Penhaligon NoneThank you, Holly, that's lovely. You picked it up faster than you remember, honestly.
- Kwame Asante NoneShe did. Better than I did, certainly.
- Holly Tranter NoneHa, thank you both.
- Daniel Okafor NoneKwame, may I ask one thing that's more personal than practical? The data team you're building, are you well on the way with hiring?
- Kwame Asante NoneGetting there. A couple of people in place, a couple more to find. It's the right time of year, people are moving. We'll be running by the autumn, in a modest way.
- Daniel Okafor NoneI wish you well with it. Truly. It's an interesting build and the foundations are already in your account, which should help.
- Kwame Asante NoneThat's the other reason I wanted it to stay in Snowflake from the start. Thank you for respecting that.
- Laura Penhaligon NoneCan I add one practical suggestion for your team? Before the connectors stop, take a snapshot or a clone of the key tables, so you have a fixed copy at a known date. It costs very little and it means your new work starts from a stable base.
- Kwame Asante NoneA clone at the final load. Yes, that's sensible. Holly, add it.
- Holly Tranter NoneAdding it. Clone the tables once the last refresh has completed.
- Laura Penhaligon NoneRight. And I'll tell you the moment the last refresh for each connector has gone through, so you know when to do it.
- Kwame Asante NoneGood. That removes any guesswork.
- Daniel Okafor NoneLet me recap what each of us is doing, so that nobody leaves guessing. I'll send the written summary of this call within a day or so, including the clauses on data in the order form and the line on warehouse usage. Laura sends the connector schedule and credential list early next week, then the data dictionary and exported definitions when they're checked. Holly reviews the export, revokes credentials as each connector is confirmed off, and clones the tables after the last refresh. Kwame, you read the draft note for the directors before it goes.
- Holly Tranter NoneThat's everything I have. I'd add the roles and warehouse permissions, but that's covered.
- Kwame Asante NoneI have the same list. If anything changes in the schedule, I want to hear it from Daniel directly, not discover it.
- Daniel Okafor NoneUnderstood. You will. And if I don't know something, I'll say that rather than guess.
- Kwame Asante NoneGood.
- Holly Tranter NoneDaniel, is it okay if I send you questions by email as they come up? I'd rather not wait for another call.
- Daniel Okafor NonePlease do. Email is best, and I'll reply the same day where I can. If it's a technical question I'll bring Laura in straight away.
- Laura Penhaligon NoneOr copy me. Either way it reaches me.
- Holly Tranter NoneWill do, both of you.
- Kwame Asante NoneDaniel, one thing before we finish. I should say, for the record, that I appreciate how the account has been handled. You've given us what we asked for without trying to talk us round. Not every supplier does that.
- Daniel Okafor NoneThat means a lot, Kwame, thank you. Our aim is simply that you finish with everything you need and nothing you didn't expect. The people matter more to me than the contract, and I've enjoyed working with this team.
- Kwame Asante NoneLikewise.
- Holly Tranter NoneSame from me.
- Laura Penhaligon NoneAnd from me. It was a pleasure to build it with you, Holly. I'll get the first pieces to you next week.
- Holly Tranter NoneThank you, Laura. I'll look out for them.
- Daniel Okafor NoneIs there anything else anyone wants to raise before we stop? Anything at all, even if it feels small.
- Holly Tranter NoneJust checking I'm not forgetting the licence side. Forty users. Nothing to do with those, they just lapse on the date?
- Daniel Okafor NoneRight, they simply lapse when the term ends on Thursday 2 July 2026. There's nothing for you to cancel and no action needed from you on the seats.
- Holly Tranter NoneLovely. That's the last of my questions.
- Kwame Asante NoneNothing from me. Send me the paper trail and I'll take it from there.
- Daniel Okafor NoneWill do. Then thank you all, again, for the time and for being so clear with us. I'll be in touch within a day, and you'll hear from Laura early next week.
- Laura Penhaligon NoneSpeak soon, both. Take care.
- Holly Tranter NoneThanks, everyone. Bye for now.
- Kwame Asante NoneThank you. Goodbye.
- Daniel Okafor NoneBest wishes to you both. Goodbye for now.