What was said
What this says
Current to 13 Oct 26Billing file is now landing and indexing nightly. Shona Baird confirmed a real customer view matched reality. Orders connect overnight, SCIM to be piloted on a small group, and account manager rollout is planned.
What happened: The billing file started landing after Shona Baird chased the systems team, and the connector now loads with records indexed moving nightly. Laura Penhaligon built a full account view for the Carlisle customer.
Customer view: Shona said the view matched the customer's story and that she could now tell what the customer is seeing. Alan Rennie checked that a credit is treated as a one-off, and Laura confirmed it does not alter the recurring amount.
Commercial: Active users are still around a dozen but up on the quarter before, with all account managers targeted by the new year. SCIM will be piloted on a test group before wider use.
Watch: Some legacy customer references with an old prefix may leave gaps in billing history. The orders load had not yet completed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Alan Rennie to send Laura Penhaligon the list of legacy customer references.
- Shona Baird to confirm Wednesday's account manager session and Laura Penhaligon to confirm attendance.
- Laura Penhaligon to check the orders load overnight and send notes and example questions.
Risks
Current to 9 Oct 26- Legacy customer references with an old prefix may leave gaps in billing history until mapped.
- The orders load was not confirmed complete, and the dates still need checking against the planners.
- The identity team wants a test group first, so SCIM rollout may take longer.
Opportunities
Current to 9 Oct 26- Rolling out to all account managers by the new year would raise adoption well beyond a dozen users.
- A working end-to-end account view gives Shona Baird a concrete value story for her teams.
Transcript
- Laura Penhaligon NoneHello both. Can you see the shared screen yet, or am I still talking to myself?
- Alan Rennie NoneAfternoon, Laura. Yes, we're here. Shona's just coming back from the desk.
- Shona Baird NoneHere, here. Afternoon. Sorry, I was on with the service desk. Good news, for once. Last week's worst fault was a cabinet in Dumfries and it's fixed and the customer's been told before they even rang.
- Laura Penhaligon NoneThat's a better way to start a Monday than most. How was the weekend otherwise? Cold up there?
- Alan Rennie NoneFreezing. I went out for a walk and came back with no feeling in my hands. Anyway. I've got news on billing.
- Laura Penhaligon NoneOh, go on then.
- Alan Rennie NoneThe file's landing. Shona got hold of the systems team and it turned up on Thursday night, and again on Friday and Saturday. I've been checking the folder each morning to make sure.
- Shona Baird NoneI only said, let's not make this complicated. They'd made it complicated. It's fixed now.
- Laura Penhaligon NoneBrilliant, thank you. Let me look from my side. Yes, I can see the billing connector has loaded and the records indexed count is moving every night. That's the sign I look for.
- Alan Rennie NoneSo is it all in there? Because I've asked it a couple of things and it seemed to know about invoices from before we started.
- Laura Penhaligon NoneIt should, we asked for the history to be backfilled. If you see a gap on a particular customer, tell me which one and I'll check the mapping. Usually it's a customer reference that's formatted differently.
- Alan Rennie NoneAye, there are a few legacy ones with an old prefix. I'll make you a list.
- Laura Penhaligon NonePerfect. That's the sort of thing that's far quicker to fix with a list than with a hunch.
- Shona Baird NoneWhat I want to see today is a real customer, start to finish. Circuits, faults, the bill, and who's got it. Can we do that?
- Laura Penhaligon NonePick one. Someone you know well, so you can judge whether it's right.
- Shona Baird NoneThe Carlisle one, from last month. They'll be all over the data.
- Laura Penhaligon NoneRight, I'm typing it in. So that's the account page. Circuits on the left, the fault history in the middle, and the invoices underneath. Does the shape of that look like their story?
- Shona Baird NoneIt does. Aye. That's the flapping circuit, that's the engineer visit, and that's the credit we gave them. What's the customer actually seeing? Now I can tell. That's it.
- Alan Rennie NoneCan I ask something about that? The credit shows as a negative line. Will the brain treat that as a change to what they pay us, or just a one off?
- Laura Penhaligon NoneA one off. It records it as a credit against that invoice, it doesn't alter the recurring amount. If you ever see it behaving differently, shout.
- Alan Rennie NoneGood, because that would have wrecked my reports.
- Laura Penhaligon NoneNow, orders. Is that access sorted, Alan?
- Alan Rennie NoneYes. I gave you the account details on Friday. I think you've got read access to the orders database.
- Laura Penhaligon NoneI have, thank you. It's connecting now. I'd expect the first full load to finish overnight, so tomorrow morning you should see provisioning dates sitting next to the faults.
- Shona Baird NoneMind, I want to check those dates against what the planners say before anyone quotes them. I don't promise an install date I've not checked.
- Laura Penhaligon NoneCompletely fair. The brain will show you what the order system says, and it will say where that came from. It isn't a promise to the customer.
- Shona Baird NoneGood. That's the bit I wanted.
- Laura Penhaligon NoneOn users. You're still around a dozen and a bit active, which is up well on the quarter before. What's the plan to bring more in?
- Shona Baird NoneAccount managers, all of them, by the new year. I'm doing a session on Wednesday with the first group. Would you come and show them how to ask it questions?
- Laura Penhaligon NoneHappy to. I'll check my diary and confirm by email this afternoon. If it's fine I'll bring a short list of example questions so they're not staring at an empty box.
- Alan Rennie NoneCould I get that list too? I'd like to put it on our intranet page.
- Laura Penhaligon NoneOf course. Right, last thing, then I'll let you go. The identity call, how did that go?
- Alan Rennie NoneIt went well. They had a few questions on provisioning users automatically, which I think is the SCIM part, and they want to see it on a test group before they switch it on for everyone.
- Laura Penhaligon NoneSensible. We'll set it up for a small group first and widen it once they're happy. I'll write that into the plan.
- Laura Penhaligon NoneSo to recap. Alan sends the list of legacy customer references, Shona confirms Wednesday's session, I confirm my attendance, check the orders load overnight and send the notes and the example questions this afternoon.
- Shona Baird NoneThat's the lot. Cheers, Laura. Good call that.
- Alan Rennie NoneThanks, Laura. Speak soon.