What was said
What this says
As at Fri 9 Oct 2026Penmaen Software's Cerys Llewellyn confirmed no tickets and a steady small user group. The planned manager session has not happened; she wants managers using it by spring to answer Huw's usage case ahead of 25 Jul 2025.
What happened: Marcus Bell and Cerys Llewellyn held a 31-minute check-in. Active users are about six on a typical day, down a few percent, which Marcus put down to the Christmas fortnight.
Customer view: Cerys admitted she has not yet got the other managers on. She expects Huw Bevan to ask for a usage case and said managers using it by the spring would do more than any number.
Commercial: Marcus restated that the term ends 24 Jul 2025 and the renewal date is 25 Jul 2025. He will keep a running note of who is asking what.
Watch: Cerys mentioned talk of tidying helpdesk fields later in the year, which could quietly break a connector.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Cerys Llewellyn to send Marcus Bell the names of the managers for the Thursday session.
- Marcus Bell to check what filtering by operator is possible and report back by Friday.
- Marcus Bell to speak to Ffion Rees that afternoon about her existing dashboard.
Risks
As at Fri 9 Oct 2026- Usage stays confined to a small group out of forty licensed users, weakening the usage case for the CFO.
- A planned helpdesk field tidy could quietly break a connector if BG-Demo is not warned.
Opportunities
As at Fri 9 Oct 2026- Filtering the tickets view by operator in the dashboards builder could draw managers in.
- A live walk-through with real operator questions could widen adoption beyond the current group.
Transcript
- Marcus BellMorning, Cerys. Can you hear me alright?
- Cerys LlewellynMorning, Marcus. Yes, all fine this end. Cold one in Cardiff today, I had to scrape the car.
- Marcus BellSame here, Manchester's frozen solid. Right, let me share my screen and say what I want to cover. Usage, the connectors, and then anything you need from me before the summer. Does that work?
- Cerys LlewellynThat works. My team asked me this week whether we could filter the tickets view by operator without Ffion setting it up each time, so I've got one thing for the list.
- Marcus BellNoted, I'll come back to that. So usage first. I've pulled the numbers. You're at six or so people active on a typical day, which is down a touch on the previous quarter, a few percent. I'd put that mostly down to the Christmas fortnight, when people were off.
- Cerys LlewellynYes, that'll be it. Half my managers were away and Ffion took a week. I'd expect it to be back up by next month.
- Marcus BellThat's my reading as well. Questions asked are steady, and I can see the same names as before. Which is good, but, mm, it's still a small group out of forty licensed.
- Cerys LlewellynI know, I know. I did say I'd get the other managers on. I haven't done it yet, I'll be honest. January got away from me.
- Marcus BellNo worries at all, it always does. Shall we book half an hour with the managers next week, and I'll do a quick walk through? Ask it a real question about a real operator, that tends to land better than a slide.
- Cerys LlewellynYes, let's start with the team who'll use it. Thursday suits me. I'll put it to them and send you the names.
- Marcus BellGreat. Next, connectors. Everything's loading as it should. No tickets in the last month, nothing open, nothing flagged. The nightly refresh has been landing before the morning. Have you changed any of your own systems recently?
- Cerys LlewellynNot that I know of. There's some talk of tidying the helpdesk fields later in the year, but nothing booked. I'll tell you if that moves.
- Marcus BellPlease do, that's the one thing that can quietly break a connector. A heads up before it happens saves us both a headache.
- Cerys LlewellynWill do. Now, the filtering by operator. Is that something we can do ourselves, or is it a request?
- Marcus BellI think you can do most of it yourselves in the dashboards builder, and Ffion's already got something close. I'd rather not promise anything beyond that, because anything that needs engineering is a different conversation. Let me check what's possible and come back to you by Friday.
- Cerys LlewellynThat's fair. Ffion can show you what she's got, she's in this afternoon.
- Marcus BellPerfect, I'll message her. Last thing. Your term ends on 24 Jul 2025 and the renewal date is 25 Jul 2025. I know Huw will want a usage case when we get there, so I'll keep a running note of who's asking what, and I'll bring it to the next review.
- Cerys LlewellynGood. He'll ask, he always does. If I can show him the managers using it by the spring, that'll do more than any number.
- Marcus BellAgreed. So, to recap. You send me the names for next Thursday. I'll check the filtering and come back by Friday. And I'll speak to Ffion this afternoon. Anything else?
- Cerys LlewellynNo, that's everything. Thanks, Marcus, this was useful.
- Marcus BellThanks, Cerys. Speak soon, and stay warm.
- Cerys LlewellynDiolch, you too. Bye for now.