Ardenmore Pension Administration / BB-Demo – Qbr
Callcompleted
Ardenmore Pension Administration · 2024-07-12 10:45
On the 12 Jul 2024 QBR, usage was up to a little under seven of twenty-five licensed users. Harjit Bains backed the product. Elaine Turvey, the Finance Director, wants the usage case again before the 30 Aug 2024 renewal at £23k a year.
What was said
What this says
Current to 13 Oct 26On the 12 Jul 2024 QBR, usage was up to a little under seven of twenty-five licensed users. Harjit Bains backed the product. Elaine Turvey, the Finance Director, wants the usage case again before the 30 Aug 2024 renewal at £23k a year.
What happened: Marcus Bell ran the 12 Jul 2024 QBR. Active use is a little under seven of twenty-five licensed users, up on the previous quarter, with newer account managers now asking questions.
Customer view: Harjit Bains would take the case to the board and says the team would notice if it went away. Elaine Turvey is content on data sources but will look at the figures herself.
Commercial: Tom Ashdown flagged that the contract runs to 29 Aug 2024 and renews on 30 Aug 2024 at £23k a year, all paid up. Terms will follow in writing.
Watch: Elaine said there is not much headroom on cost and asked not to rush. The renewal turns on the usage page Marcus promised.
Themes
Current to 9 Oct 26Theme
Adoption and renewal prep
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell to send Elaine Turvey a short usage page before the renewal.
- Tom Ashdown to send renewal terms to Elaine Turvey in writing.
- Marcus Bell to book half an hour with Harjit Bains before her trustee meeting.
Risks
Current to 9 Oct 26- Elaine Turvey says there is little headroom on cost and wants to see the usage case again before deciding.
- Use is concentrated in Harjit Bains's team, well below the licensed seat count.
Opportunities
Current to 9 Oct 26- More account managers are asking questions, which supports a value case for the renewal.
- Harjit Bains is willing to back the product to the board.
Transcript
Marcus Bell NoneMorning, everyone. Give me a moment and I'll share my screen. Is that coming through?
Harjit Bains NoneYes, I can see it. Morning, Marcus. Morning, all.
Sukhvinder Dhillon NoneMorning. Apologies, I'm on a slightly dodgy connection, so if I freeze, just carry on.
Tom Ashdown NoneNo bother at all. Lovely to see you all. Elaine, how are things? Has the heat reached the Midlands?
Elaine Turvey NoneGood morning, Tom. A little. We have the fans on in the office. Before we begin, may I ask where adoption has got to? That is what I always want to know first.- Marcus Bell NoneGood, because that's the first thing I wanted to show. I've pulled the numbers. You've got twenty-five licensed users. Active in a typical month is a little under seven people, and that's up a fair bit on the last quarter. So the direction is good.
- Elaine Turvey NoneThat is encouraging. Who is actually using it?
- Harjit Bains NoneMostly my team, Elaine. And it's more than it was. A couple of the newer account managers have started asking it things before client meetings, rather than coming to me or digging through the scheme records themselves.
- Marcus Bell NoneThat fits what I'm seeing. More questions from a wider group, rather than one or two people doing all of it.
- Harjit Bains NoneI have the trustee meeting coming up, actually, so it's all quite fresh for me. What will the trustees ask? Usually it's member queries and whether we answered on time. So I've been using it to check the position before I walk in.
- Tom Ashdown NoneThat's music to my ears, Harjit. No surprises for the client, as you'd say.
- Harjit Bains NoneExactly. That is the whole point.
- Marcus Bell NoneOn support, quieter. A couple of tickets in the last month, and none of them high priority. Mostly how-to type questions. Sukhvinder, you raised one of them, didn't you?
- Sukhvinder Dhillon NoneI did, yes. It was about a search I couldn't get to behave. It was sorted quite quickly. I think I was doing it the wrong way round, to be honest.
- Marcus Bell NoneHappens to everyone. I can take you through it again if it'd help, there's a quicker way of filtering by scheme.
- Sukhvinder Dhillon NoneThat would be useful, thanks. And while I have you, the nightly refresh. I've noticed it has been landing in time every morning. I just wanted to say that, since normally I only hear from you when something's wrong.
- Marcus Bell NoneThanks, that's kind of you to say. I'll pass it on.
- Elaine Turvey NoneMay I ask, Sukhvinder, are the data sources all in order? I am conscious we do not have much headroom on cost.
- Sukhvinder Dhillon NoneAs far as I know, yes. Everything we put in at the start is still loading. I'm not planning any changes to our systems this quarter.
- Elaine Turvey NoneGood. Then there is nothing that worries me.
- Tom Ashdown NoneCan I just flag the renewal, so nobody's caught out? The contract runs to 29 Aug 2024 and renews on 30 Aug 2024. It's £23,000 a year at the moment and it's all paid up, nothing overdue. I'll write to you with the terms, Elaine, I don't want to quote anything off the top of my head.
- Elaine Turvey NoneThank you, Tom. I will want to see the usage case again nearer the time. Let's not rush.
- Harjit Bains NoneAnd, Elaine, for what it's worth, I'd be very comfortable going to the board with this. The team would notice if it went away. I wouldn't say that otherwise.
- Elaine Turvey NoneI appreciate that, Harjit. That is helpful. I will still look at the figures, as you know.
- Harjit Bains NoneOf course. I'd expect nothing less.
- Marcus Bell NoneThat's fair on all sides. What I'd suggest is I put together a short usage page for you before the renewal, Elaine, same as I do for the QBR, with who's using it and what's changed. Then there's something to hold up.
- Elaine Turvey NoneThat would be very welcome.
- Tom Ashdown NoneAnd one for the diary. Marcus, can you and Harjit sit down before her trustee meeting and run through anything she wants to have ready? Only if it's useful.
- Harjit Bains NoneI'd like that very much. Perhaps early next week.
- Marcus Bell NoneShall we book half an hour? I'll send something over this afternoon.
- Harjit Bains NoneYes, please do.
- Marcus Bell NoneRight. To recap, then. I'll send the usage page and the notes from today. I'll show Sukhvinder the scheme filter. Tom sends renewal terms in writing, and I'll get half an hour in with Harjit before the trustees.
- Elaine Turvey NoneThank you, everyone. That was a good use of the time.
- Tom Ashdown NoneCheers, all. Speak soon.
- Sukhvinder Dhillon NoneThanks. Goodbye.
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