Vellacott Payments / BB-Demo – Qbr
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Vellacott Payments: documents · 2026-07-20 13:00
Steady QBR on 20 Jul 2026: usage up a little, one how-to ticket, all three earlier actions closed. Finance and some risk people have barely used the brain. Philippa Gore asked that price wait for the renewal conversation.
What was said
What this says
Current to 11 Oct 26Steady QBR on 20 Jul 2026: usage up a little, one how-to ticket, all three earlier actions closed. Finance and some risk people have barely used the brain. Philippa Gore asked that price wait for the renewal conversation.
What happened: On the 20 Jul 2026 QBR, Daniel Okafor reported a steady quarter to Tomasz Wiśniewski and Philippa Gore. The complaints source is stable, the onboarding connector is live and there are now two people who can manage connectors.
Customer view: Tomasz said the risk team will not trust a new tool until they have checked it against their own spreadsheet. He agreed a thirty-minute session with a marketplace client and the risk lead.
Commercial: Daniel put the contract at £129k a year, invoiced and paid, running to 9 Jul 2027. Philippa wants price left for the renewal conversation, with Sophie Ling leading on terms.
Watch: Active users are in the mid-forties against 160 licensed, so adoption is uneven. Tomasz has not yet named a deputy or a third admin.
Themes
Current to 9 Oct 26Theme
Steady QBR, uneven adoption
Importance
neutral
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Tomasz Wiśniewski sends the invite for the risk session next week, and the names of the two slowest dashboards today.
- Daniel Okafor comes back on the dashboards by the end of the week and sends a written summary tomorrow.
- Tomasz names a third admin and a deputy this month.
Risks
Current to 9 Oct 26- Finance and some risk people have barely used the brain, and the risk team is sceptical of it.
- Tomasz has not yet named a deputy or a third admin, so the programme still leans on him.
- The partnerships dashboards are slow on Mondays and the cause is not yet known.
Opportunities
Current to 9 Oct 26- Active users in the mid-forties against 160 licensed leave headroom to widen adoption before the renewal.
- The risk session with one marketplace client can win over a sceptical team, with sources shown for each answer.
- Philippa named Sophie Ling as the right person for terms, so the renewal conversation has an agreed route.
Transcript
Daniel Okafor NoneAfternoon, Tomasz. Afternoon, Philippa. Thank you both for making the time. I think that's everyone who's joining from your side, is that right?
Tomasz Wiśniewski NoneYes, it's us two. Can you hear me okay? I had the wrong headset on a second ago.- Daniel Okafor NoneLoud and clear. How has your week been?
- Tomasz Wiśniewski NoneBusy. Quarter-end reconciliations with two of the marketplace clients, so I am glad to sit down and look at something calm.
Philippa Gore NoneAfternoon, both. Daniel, headline first, please. Then we can go into whatever Tomasz needs.- Daniel Okafor NoneOf course. The headline is that it's a steady quarter. Usage is up a little on the last quarter, there's been one ticket in the past month and none of it was high priority, and invoicing is clean on both sides. Nothing I'd call a surprise.
- Philippa Gore NoneGood. That's the answer I wanted. What's the regulatory angle, if any? Anything that touches how we evidence things to the FCA?
- Daniel Okafor NoneNothing new from our side. Your SSO and the provisioning are working as they were, and the audit trail on who asked what is all there if your compliance team needs it. I'd just say, if they do want it, tell me early and I'll get it pulled properly rather than rushed.
- Philippa Gore NoneUnderstood. I'll leave the rest to Tomasz, he lives in the detail.
- Tomasz Wiśniewski NoneRight. Let me start with the three actions from last time, because I want to know where they stand. One, the complaints data. Two, the onboarding connector. Three, the named admins. Daniel?
- Daniel Okafor NoneJust to close the loop on each. The complaints source is loading nightly and it's been stable since we reconnected it. The onboarding connector is live and your merchant onboarding team are in it daily. And the admins, you now have more than one person who can manage connectors, which was the worry last time.
- Tomasz Wiśniewski NoneGood. So all three closed. I like that. What's the owner on the admin side, though? Because I don't want it to be a single name again.
- Daniel Okafor NoneTwo people on your side, and you're one of them. I'd suggest a third from the complaints team over the next quarter, but that's your call, not mine.
- Tomasz Wiśniewski NoneFine. I will pick someone. We close that this month.
- Daniel Okafor NoneLovely. Shall I show you the usage picture? I'll share my screen now. Can you see it?
- Tomasz Wiśniewski NoneYes, I see the questions chart.
- Daniel Okafor NoneSo the number to look at is people asking questions. You've got 160 licensed users, and the active average over the last month is in the mid-forties. That's up a few percent on last quarter. It's not a dramatic climb, but it's the right direction, and it means there's plenty of headroom inside what you already pay for.
- Philippa Gore NonePlenty of headroom. Is that a good thing or is it telling us we bought too much?
- Daniel Okafor NoneFair question. I'd say it's early days for some of your teams rather than over-buying. Partnerships and onboarding are heavy users. Complaints is steady. Finance and a couple of the risk people have barely touched it. That's where I'd look first.
- Tomasz Wiśniewski NoneRisk, yes. They are sceptical. They want to see a client whole, but they do not trust a new tool until they have checked it against their own spreadsheet.
- Daniel Okafor NoneMm. That's very common. What tends to work is picking one client they know inside out and letting them ask the brain about it, then compare. Half an hour with someone from your side and me. Would that help?
- Tomasz Wiśniewski NoneYes. Let me be concrete. One marketplace client, the risk lead, you, me. Next week, thirty minutes. I will send the invite.
- Daniel Okafor NonePerfect, thank you. And I'll bring the trail of where each answer came from, so they can see the sources, not just the sentence.
- Philippa Gore NoneDaniel, the ticket. One ticket in a month. What was it, and who owns it on your side?
- Daniel Okafor NoneIt was a how-to question about building a saved view for the complaints team. It was answered the same day and I've confirmed it's closed with Tomasz's colleague. It sits with me and with support, and I'd have told you straight away if it had been anything bigger.
- Philippa Gore NoneGood. That's the standard I expect. Tell me early, always.
- Daniel Okafor NoneUnderstood, Philippa.
- Tomasz Wiśniewski NoneOkay, can I ask about dashboards? My team built a few for the partnerships reviews. They are useful but a bit slow on Mondays. Is that something you see?
- Daniel Okafor NoneI haven't seen it flagged, so I wouldn't want to guess at the cause. If you can send me the names of the two slowest ones, I'll come back to you by the end of the week with what the engineers say.
- Tomasz Wiśniewski NoneGood. I will send names today. Owner is me.
- Daniel Okafor NoneThank you. Then, looking ahead, you're on the contract at £129k a year, invoiced and paid, running to 9 Jul 2027. Nothing to decide today. I'll raise the renewal conversation with you well before then, and Sophie Ling will be in that conversation as well.
- Philippa Gore NoneNoted. Sophie is the right person for terms. Tomasz won't be discussing price with you, and I'd rather not either until it is time.
- Daniel Okafor NoneCompletely fair. This is purely so nothing sneaks up on anyone.
- Philippa Gore NoneOne more from me. Who owns the programme if Tomasz is away for a fortnight?
- Tomasz Wiśniewski NoneThat is a good question, Philippa. I will name a deputy. Same time, same list. It is on my action list now.
- Daniel Okafor NoneLovely. Then let me close the loop on what we've agreed. Tomasz sends the invite for the risk session next week, and the names of the two slow dashboards today. He names a third admin and a deputy this month. I come back to you on the dashboards by the end of the week, and I'll send a short written summary of this quarter tomorrow.
- Tomasz Wiśniewski NoneThat's all of it. Thank you, Daniel.
- Philippa Gore NoneThank you both. Good session.
- Daniel Okafor NoneThank you, both. Best wishes, speak soon.
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