Penwortham Mutual / BB-Demo – Onboarding
Callcompleted
Penwortham Mutual: documents · 2026-07-03 11:45
Penwortham Mutual's Microsoft 365 integration is live. Hamza Akhtar booked data validation for Monday at 14:00, with dashboards and training to follow, and the customer is on track to go live by mid-July.
What was said
What this says
Current to 11 Oct 26Penwortham Mutual's Microsoft 365 integration is live. Hamza Akhtar booked data validation for Monday at 14:00, with dashboards and training to follow, and the customer is on track to go live by mid-July.
What happened: Phil Catterall confirmed Microsoft 365 is live and tested. Hamza Akhtar said CRM, partner portal and warehouse data are flowing and set a validation session for the following Monday.
Customer view: Clare Huddleston asked about dashboards and the end-of-July timeline, then said they are in a really good place. Both customer contacts were responsive and had no concerns.
Commercial: Hamza will hand over to the CSM, Hollie, who will own quarterly check-ins and expansion. About eight heavy users from member ops and partner management are to be trained first, which is the starting point for wider adoption.
Watch: The overnight warehouse batch is what keeps the brain fresh each morning, so freshness depends on that load continuing.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar to send the test environment link and hold the validation session on Monday at 14:00.
- Hamza Akhtar to build the dashboard templates, then hold training with Hollie attending.
- Hamza Akhtar to hand over his notes to Hollie, the CSM.
Risks
Current to 9 Oct 26- Freshness depends on the customer's overnight warehouse batch continuing to run.
Opportunities
Current to 9 Oct 26- Training about eight heavy users from member ops and partner management seeds wider adoption and later expansion.
Transcript
Hamza Akhtar NoneRight, how's everyone doing? Good to see you both.
Clare Huddleston NoneGood, Hamza. We've made some real progress this week.
Phil Catterall NoneYeah, Microsoft 365 is now live. Our IT team got the OAuth configured, and I've tested the integration. All working.- Hamza Akhtar NoneExcellent. That's the big unlock. Okay, so now we can move to data validation. I've got the CRM, partner portal, and warehouse data flowing. About three hundred thousand member records, twelve thousand partner data points, claims data from the last three years. We need to do a validation session so you can tell me if we're capturing the right stuff.
- Clare Huddleston NoneWhat does that look like?
- Hamza Akhtar NoneI'll show you the brain with your data in it. You'll ask it some real questions: member complaints by scheme, partner performance over time, claims trends. You'll tell me if it's right or if we need to tweak field mappings. That's usually a couple of hours. Can you do that maybe Monday or Tuesday next week?
- Phil Catterall NoneMonday works. What time?
- Hamza Akhtar NoneLet's say fourteen hundred. I'll send you the link to the test environment. You'll need your work email to log in, and you should be in automatically now the Microsoft 365 side is live.
- Clare Huddleston NoneAnd then dashboards, when are we building those?
- Hamza Akhtar NoneOnce we've validated the data, probably end of next week. I'll set up three or four templates: member complaints by scheme, partner performance scorecard, claims by month. You'll be able to customize them, and then we'll do a training session so your team knows how to build their own.
- Phil Catterall NoneAnd how many people are we training?
- Hamza Akhtar NoneLet's start with about eight from member ops and partner management, folks who'll be heavy users. They can then cascade to their teams. You can always call us back for refreshers.
- Clare Huddleston NoneOkay. Any issues on your side?
- Hamza Akhtar NoneNot really. The data quality's good. One small thing, your member update frequency. The warehouse loads every night, yeah?
- Phil Catterall NoneYeah, we run an overnight batch. Data's fresh by morning.
- Hamza Akhtar NonePerfect. That's what we expect. Just means your brain will be fresh every morning for queries. That's important for a team like yours that's making decisions on member data.
- Clare Huddleston NoneGood. And timeline, are we still on for end of July?
- Hamza Akhtar NoneYeah, comfortably. Validation next week, dashboards the week after, training the week after that. You'll be live by mid-July. You've got eight weeks from signature at the end of May, so we're ahead.
- Phil Catterall NoneGreat. And Hollie, when does she come in?
- Hamza Akhtar NoneYour CSM, Hollie. She'll join the training session, introduce herself, and then she'll own the relationship after we go live. Quarterly check-ins, help you expand, make sure you're getting value. I'll hand over my notes so she knows where we are.
- Clare Huddleston NoneOkay, sounds good. I think we're in a really good place.
- Hamza Akhtar NoneYou are. You've been responsive, you've got good data, and your team's engaged. That's the formula for success. Right, so, I'll send over the test environment link, we'll do Monday fourteen hundred for validation, and I'll schedule the dashboard build for the week after. Any final things?
- Phil Catterall NoneNo, I think we're covered.
- Clare Huddleston NoneYep, thanks, Hamza.
- Hamza Akhtar NoneCheers, both. Speak soon.