Ellerby Dental Group / BB-Demo – Demo
Callcompleted
Ellerby Dental Group: documents · 2025-02-25 09:30
Demo for Ellerby Dental Group on complaints across about forty-five practices. Priya Raman proposed Growth at fifty-one thousand six hundred all-in for year one, live in eight weeks. Rebecca Oakes said the timeline works.
What was said
What this says
Current to 12 Oct 26Demo for Ellerby Dental Group on complaints across about forty-five practices. Priya Raman proposed Growth at fifty-one thousand six hundred all-in for year one, live in eight weeks. Rebecca Oakes said the timeline works.
What happened: Hannah Lowe demoed search and chat on Ellerby's own helpdesk, practice management and financial data. Rebecca Oakes wanted fast answers on complaints by practice.
Customer view: Rebecca said joining complaints data together is a pain right now. Megan Statham reacted to the speed and asked who can access the data, which Hannah answered by pointing to Snowflake controls.
Commercial: Priya Raman proposed Growth with forty users, eight connectors and the dashboards builder, with four connectors at launch. She quoted fifty-one thousand six hundred all-in for the first year and signature by early April.
Watch: The evidence does not show who signs for Ellerby, since neither participant is described as the final approver. Data ownership and access were Megan's concerns, so the security review needs to land well.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hannah Lowe to send a summary and security architecture diagrams to Megan Statham.
- Priya Raman to send the proposal with statement of work, pricing and contract.
Risks
Current to 9 Oct 26- The evidence does not show a budget holder or signatory on the call.
- Megan Statham raised data access and ownership, so the security review must satisfy her.
Opportunities
Current to 9 Oct 26- Growth tier with forty users, eight connectors and the dashboards builder fits a group of about forty-five practices.
- Quarterly QBRs under Growth give a route to expand beyond the first four connectors.
Transcript
Priya Raman NoneRebecca, Megan, morning, good to see you both. Hannah and I are really excited about this demo. We've looked at your data and I think you're going to see immediately where the brain adds value.
Rebecca Oakes NoneThanks. We've got about an hour, so we're looking forward to it.
Hannah Lowe NonePerfect. So before I dive into the platform, let me check what you most want to see. Priya mentioned you're joining together data about patient complaints, supplier tickets, and practice performance. Is there a particular question you'd like me to answer?- Rebecca Oakes NoneHonestly, I'd like to see how fast it can answer questions about complaints by practice. We have about forty-five practices, and getting a view of complaints together is a pain right now.
- Hannah Lowe NonePerfect. So I've already loaded your data, I pulled your helpdesk where you log complaints, your practice management system, and your financials. Let me show you the interface. This is the search bar. I can type 'complaints by practice' and it's going to come back with a summary and a list.
Megan Statham NoneThat's fast.- Hannah Lowe NoneYep. And if you want to dig deeper, I can use chat. So I might ask 'which three practices have the most complaints this month?' and get a ranked list with the actual tickets.
- Rebecca Oakes NoneRight. And that's pulling from multiple systems?
- Hannah Lowe NoneYes. The helpdesk, your PMS, your accounting system, we'd set up four connectors to pull that data nightly into your Snowflake account. The brain lives in your Snowflake and indexes it all. So you own the data, we don't touch it.
- Megan Statham NoneThat's important to us. Who can access it?
- Hannah Lowe NoneYou control access completely. You could have your operations team seeing everything, or the finance team only seeing financials. You set the rules in Snowflake.
- Priya Raman NoneSo moving to the commercial side, I think Growth is the right tier for you. That's forty users, eight connectors, and access to our dashboards builder so your team can create reports themselves. The all-in cost for your first year is fifty-one thousand six hundred, and we'd be live in eight weeks.
- Rebecca Oakes NoneAnd what's included in implementation?
- Hannah Lowe NoneWe set up the four connectors to your systems, run a security review with Megan to make sure everything's locked down, and then we train your practice operations team on how to use search, chat, and how to build a first dashboard together. That's the eight weeks.
- Megan Statham NoneWhat if we need more help after that?
- Priya Raman NoneWith Growth, you get quarterly QBRs, that's a business review call with someone like me where we look at your usage and answer any questions. If something breaks, we fix it. And you can email or call support.
- Rebecca Oakes NoneOK. What's the next step?
- Priya Raman NoneSo we'd send you a proposal: the statement of work, the pricing, the contract, and you'd review that. If it looks good, we'd get it signed and we'd kick off the implementation. We're aiming for signature by early April, which gets you live by mid-May.
- Rebecca Oakes NoneThat timeline works for us.
- Hannah Lowe NoneGreat. I'll send over a summary of what we've covered and some architecture diagrams for the security side. Megan, I'll put your email on the list to send those to.
- Megan Statham NonePerfect.
- Priya Raman NoneThanks both. Cheers.