Pelton Grange Care / BB-Demo – Discovery
Callcompleted
Pelton Grange Care · 2025-05-13 12:15
Discovery on 13 May 2025 with Lindsay Pallister. Contacts, incidents and billing sit in three systems with no warehouse, and thirty to forty staff search across them. A demo on her own data was agreed for the following Wednesday at 10:00.
What was said
What this says
Current to 13 Oct 26Discovery on 13 May 2025 with Lindsay Pallister. Contacts, incidents and billing sit in three systems with no warehouse, and thirty to forty staff search across them. A demo on her own data was agreed for the following Wednesday at 10:00.
What happened: Lewis Kerr ran discovery with Lindsay Pallister on 13 May 2025. She described contacts, incidents and billing split across three systems, with no warehouse and people relying on notebooks.
Customer view: Site managers, office staff and senior carers all repeat the same lookup. When Lewis described one view of a family, she said that would save a lot of time.
Commercial: Thirty to forty users points to Growth (40 users, 8 connectors) rather than Starter (15 users). Three sources fit comfortably, though this is our judgement and no tier or price was discussed.
Watch: Budget, decision-maker and timeline did not come up. The incident log is spreadsheet-based, and Lindsay is the only stated route to admin access.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the access requirements note to Lindsay Pallister on the day of the call.
- Lindsay Pallister to arrange admin access to the contacts system and incident log ahead of the demo.
- Lewis Kerr to run the demo on Pelton Grange Care's own data the following Wednesday at 10:00.
Risks
Current to 9 Oct 26- Budget, decision-maker and timeline were not discussed, so the call does not show who signs.
- The incident log is an old spreadsheet-based system that may be harder to connect, and the call did not test this.
Opportunities
Current to 9 Oct 26- Thirty to forty daily users across three sources suggests a Growth-tier fit with a clear before-and-after story.
Transcript
Lewis Kerr NoneHi Lindsay, thanks so much for taking the call. How are you doing?
Lindsay Pallister NoneHi Lewis, good, thanks. Sorry, just, can you hear me okay? I'm in one of the homes today.- Lewis Kerr NonePerfectly clear, no problem. So I wanted to understand a bit about what you do, I know you've got residential and nursing care homes across a few regions: and specifically what headaches you've got around seeing family and commissioner contacts, incidents and fees together. Is that what brought us together today?
- Lindsay Pallister NoneYes, exactly. So right now, we've got contacts and family trees in one system, incidents and complaints in another, and billing lives in a third. When someone needs to know about a particular family: say, their contact details or whether there's been a recent incident or a billing query, we're jumping between systems.
- Lewis Kerr NoneThat makes sense. So if a commissioner calls up asking about a family's history, it's a bit of a treasure hunt?
- Lindsay Pallister NoneExactly that. And with all our homes, it's not just one person pulling data. It's site managers, our admissions team, finance. Everyone's doing the same search across three or four systems.
- Lewis Kerr NoneI hear you. So how many people across the business are doing that kind of lookup day to day?
- Lindsay Pallister NoneI'd guess, what, probably thirty to forty people? Site managers, office staff, some senior carers.
- Lewis Kerr NoneRight. And is there a particular system that sits at the heart of things, or is it pretty fragmented?
- Lindsay Pallister NoneFragmented, I'd say. We've got a bespoke contacts system, an incident log that's: honestly, it's an old spreadsheet-based system with some workflow on top, and then accounting software for the billing side.
- Lewis Kerr NoneOkay, and is there any chance you pull that data into a data warehouse, or are people really just jumping between the three?
- Lindsay Pallister NoneNo warehouse. Just the three systems and people's notebooks, to be honest.
- Lewis Kerr NoneRight. Well, that's exactly what the brain does. It sits on top of all three of your systems, doesn't replace them, and gives your people one place to ask 'Show me everything about this family'. So the commissioner calls, someone searches the family name or reference, and they get back the contacts, the notes, any incidents in the last two years, and the current fees, all in one view.
- Lindsay Pallister NoneThat would save a lot of time.
- Lewis Kerr NoneIt would. So what I'd like to do is, give you a demo next week on your own data, so you can see it actually working with your setup. Would that work?
- Lindsay Pallister NoneYes, that'd be great. When were you thinking?
- Lewis Kerr NoneHow about Tuesday or Wednesday of next week? Whichever suits you better?
- Lindsay Pallister NoneWednesday would be better for me.
- Lewis Kerr NonePerfect. I'll send a meeting invite for Wednesday at, what time works? Morning or afternoon?
- Lindsay Pallister NoneMorning would be best.
- Lewis Kerr NoneGreat, let's say 10 in the morning. I'll need admin access to your systems to pull the data, the contacts system and the incident log. Is that something you can help us with, or is there someone in IT?
- Lindsay Pallister NoneI can sort that.
- Lewis Kerr NoneBrilliant. So I'll send you a note with the access requirements after this call. We'll demo the brain pulling your data on Wednesday morning, and then from there, if it looks good, we can talk about next steps. Does that sound okay?
- Lindsay Pallister NoneYes, that's good.
- Lewis Kerr NoneExcellent. Thanks Lindsay, really looking forward to it. I'll send that note over today. Kind regards, Lewis.