Vellacott Payments / BB-Demo – Proposal
Callcompleted
Vellacott Payments: documents · 2025-04-28 15:15
Proposal call on 28 Apr 2025 for Enterprise at £129k total including implementation. The COO wants a clear one-off and annual split, a security review before signing, and early notice of any service problem.
What was said
What this says
Current to 11 Oct 26Proposal call on 28 Apr 2025 for Enterprise at £129k total including implementation. The COO wants a clear one-off and annual split, a security review before signing, and early notice of any service problem.
What happened: Priya Raman took Philippa Gore and Tomasz Wiśniewski through the Enterprise proposal, with a target date of 26 Jun 2025. The deal value was given as £129k in total with implementation included.
Customer view: Philippa wants the one-off and annual lines shown separately and the security review done before anything is signed. As an FCA authorised firm she wants to hear early about any outage or stale data.
Commercial: Tomasz said twenty connectors is more than needed for now, with five or six sources at the start, and more expected later from the payroll bureaux side. Service credits for availability and data freshness were offered, with a notification commitment to be written into the order form.
Watch: Tomasz said he does not discuss money and that Philippa owns price. Priya owes a proposal with an owners table, a one-page risk summary and the security questionnaire.
Themes
Current to 9 Oct 26Theme
Enterprise proposal and security
Importance
neutral
Sentiment
neutral
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman to send the proposal with the one-off and annual split, owners table and one-page risk summary.
- Tomasz Wiśniewski to connect the head of information security with Anya, solutions engineer, by Friday.
Risks
Current to 9 Oct 26- Philippa Gore will not sign before the security review and expects the questionnaire to move quickly toward the 26 Jun 2025 target.
- As an FCA authorised firm she expects early notice of outages or stale data, which BB-Demo must write into the order form.
Opportunities
Current to 9 Oct 26- Enterprise headroom of twenty connectors fits growth as payroll bureaux sources are added later.
- Onboarding a first marketplace client is to be a named milestone in the plan.
Transcript
Priya Raman NoneHello both. Good afternoon. Can you hear me alright?
Tomasz Wiśniewski NoneYes, good afternoon, Priya. Philippa is just dialling in.
Philippa Gore NoneI'm here. Good afternoon. Apologies, the previous meeting ran over.- Priya Raman NoneNot at all, you're bang on time. Lovely to meet you properly, Philippa. Tomasz has told us a lot about how the team works.
- Philippa Gore NoneAll good things, I hope. Let's start with the headline, if we may. Where are we?
- Priya Raman NoneOf course. Headline: Tomasz and his team have seen the demo, we've scoped Enterprise for you, and today I'd like to take you through the proposal. The date we've been working towards is 26 Jun 2025, and I'm happy to make this easy, so if anything about that is off, tell me and we'll reshape it.
- Philippa Gore NoneThank you. Then the numbers first, please. What is the total?
- Priya Raman NoneThe deal value is £129,000 in total, with the implementation included. That covers the Enterprise subscription for the first year and the one-off implementation, including support through your security review.
- Philippa Gore NoneUnderstood. Please make sure the proposal shows the split clearly. I do not like having to work out what is one-off and what recurs.
- Priya Raman NoneAbsolutely. Two lines, clearly labelled, one-off and annual. You'll have it that way.
- Tomasz Wiśniewski NonePhilippa, to be clear for Priya. I don't discuss the money. I looked at scope with her team. Scope is what I own. What's the owner of price? You.
- Philippa Gore NoneQuite. Priya, what's in scope? In plain words.
- Priya Raman NonePlain words. One brain, run inside your own Snowflake account. Partnerships, merchant onboarding and complaints all see each marketplace client together. Enterprise gives you room for a hundred and fifty users and twenty connectors, single sign-on and SCIM, and an executive sponsor on our side.
- Philippa Gore NoneTwenty connectors is more than we need, surely.
- Tomasz Wiśniewski NoneYes, for now. Maybe five or six sources at the start. But the payroll bureaux side will bring more later. Let me be concrete: start small, and grow.
- Priya Raman NoneThat's the usual pattern, and the headroom means you aren't back at the table each time you add a source.
- Philippa Gore NoneFine. Now, what's the regulatory angle? We are FCA authorised. If this touches complaints data, I need to know where it lives, who can see it, and what happens if something breaks.
- Priya Raman NoneRight. So, where it lives: in your Snowflake account, not ours. Who sees it: governed by your own groups, through single sign-on. I'm not going to pretend to go deeper on internals than I should, so for the detail our solutions engineer, Anya, will take your people through it in the security review.
- Philippa Gore NoneI'd expect the review before anything is signed. Not after.
- Priya Raman NoneYes, that's exactly the sequence. Security review first, order form after. The implementation fee already covers our support through that review.
- Philippa Gore NoneGood. And if there is a problem with the service, an outage or stale data, who tells me? I want to hear early. Tell me early, always. I don't tolerate surprises.
- Priya Raman NoneUnderstood. On Enterprise there are service credits for availability and for data freshness, and you have a defined first response time. Our customer success manager, Daniel Okafor, would be your day to day contact, and the escalation path goes through to us. We can write the notification commitment into the order form.
- Philippa Gore NoneThen please do. Who owns this on your side, when something goes wrong?
- Priya Raman NoneDaniel for service, me for anything commercial until signature. I'll name them in the proposal.
- Tomasz Wiśniewski NoneAnd on our side, Femi owns the data, I own the use. It should be in the proposal also, one name per line.
- Priya Raman NoneI'll add an owners table. Happy to make that easy.
- Philippa Gore NoneNow timing. Twenty-sixth of June is eight weeks away, give or take. Is that realistic for the review and the paperwork?
- Priya Raman NoneIt is, if the review starts in the next couple of weeks. The pinch point is usually the questionnaire going back and forth, so the sooner your security people have it, the better.
- Philippa Gore NoneI'll have our head of information security look at it. She will want the documents in advance.
- Tomasz Wiśniewski NoneI will connect them with Anya. Action, me, by Friday.
- Philippa Gore NoneGood. And I would like a short written summary of the risks, from your side, before I take it internally. Brief. One page.
- Priya Raman NoneOne page, risks and mitigations, with the owners. You'll have it with the proposal.
- Philippa Gore NoneAnything else, Tomasz, that I should be asking?
- Tomasz Wiśniewski NoneOnly one. Onboarding the first marketplace client into the brain. Which one first? We decide that in the plan, not today. But I want it in the plan.
- Priya Raman NoneAgreed, it goes in the plan as a named milestone.
- Priya Raman NoneSo, to recap. I send the proposal with the split between one-off and annual, the owners table, the one-page risk summary and the security questionnaire. Tomasz connects your information security lead with Anya. We speak again after the review has started.
- Philippa Gore NoneThat is clear. Thank you, Priya.
- Tomasz Wiśniewski NoneThank you. Cheers, Priya.
- Priya Raman NoneThanks both. Speak soon.
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