B-Glass
Callie Brennan

Stainmore Haulage / BG-Demo – Onboarding

Callcompleted

Stainmore Haulage logo Stainmore Haulage · 14 Dec 2023 13:45

Onboarding check-in for Stainmore Haulage. Snowflake access is still outstanding after two chases of IT. Callie Brennan needs it by Friday to keep the end-of-next-week go-live.

What was said

What this says

As at Fri 9 Oct 2026

Onboarding check-in for Stainmore Haulage. Snowflake access is still outstanding after two chases of IT. Callie Brennan needs it by Friday to keep the end-of-next-week go-live.

What happened: Aaron Graham has not yet received Snowflake access. He said "IT's been a bit slow coming back. I've chased them twice but haven't got a response."

Customer view: Aaron has the Xero and Outlook credentials ready and Roadway is auto-sending. Shirley Bowman agreed to ring Dave that afternoon.

Commercial: The user list is in, six names plus Aaron and Shirley. Nothing in the call touches price or renewal.

Watch: Callie said that without Snowflake the data cannot be refreshed. If access arrives Friday, a full refresh is possible on Monday and go-live holds.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Snowflake access blocking go-live
Importance
neutral
Sentiment
mixed
Voice
user

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Shirley Bowman to ring Dave in IT that afternoon about read-only Snowflake access.
  • Shirley Bowman to call Callie Brennan once she has spoken to Dave.
  • Callie Brennan to run a full refresh once Snowflake is live.

Risks

As at Fri 9 Oct 2026
  • Snowflake access from IT is outstanding, which blocks the data refresh and the go-live date.
  • The delay is already about three weeks into a four-week plan.

Transcript

  1. Callie Brennan
    Callie Brennan
    Hi all, just wanted to check in on where we are. Aaron, did you get the Snowflake access sorted?
  2. Aaron Graham
    Aaron Graham
    Not yet, to be honest. IT's been a bit slow coming back. I've chased them twice but haven't got a response.
  3. Callie Brennan
    Callie Brennan
    Okay, that's a bit tight because we're coming up on three weeks now. Shirley, can you give them a push? Dave, isn't it?
  4. Shirley Bowman
    Shirley Bowman
    Yeah, Dave. I can give him a ring, he might respond faster to that. What's the message, just read-only access?
  5. Callie Brennan
    Callie Brennan
    Yeah, read-only, no write permissions. We're pulling specific tables only. It's not a risk. But we do need it to go live on schedule. Without Snowflake, we can't refresh the data.
  6. Shirley Bowman
    Shirley Bowman
    I'll ring him this afternoon. Anything else I should tell him?
  7. Callie Brennan
    Callie Brennan
    Just that we're on a deadline and we need it by end of the week ideally. If there's a problem, tell him to email me directly.
  8. Shirley Bowman
    Shirley Bowman
    Will do.
  9. Aaron Graham
    Aaron Graham
    Sorry about that, Callie. I've been chasing but it's been slow.
  10. Callie Brennan
    Callie Brennan
    No drama, these things happen. But realistically we're in the window where it needs to happen. Once I get Snowflake access, how long until we can do the test refresh?
  11. Aaron Graham
    Aaron Graham
    I've got Xero and Outlook credentials ready, Roadway's auto-sending. So once I plug in Snowflake, it should work.
  12. Callie Brennan
    Callie Brennan
    Alright. If I get Snowflake Friday, we can test over the weekend and get a full refresh Monday. That still gets us to go-live by end of next week. But let's be clear, we need Snowflake by Friday. After that, we're cutting it close.
  13. Shirley Bowman
    Shirley Bowman
    I'll make sure Dave knows it's urgent.
  14. Callie Brennan
    Callie Brennan
    Thank you. Okay, apart from that, did you get the user list to me?
  15. Shirley Bowman
    Shirley Bowman
    Yeah, I sent that across. I think it was six names plus Aaron and me.
  16. Callie Brennan
    Callie Brennan
    Brilliant, I've got that. I'll get accounts created once Snowflake's live. Any other concerns?
  17. Aaron Graham
    Aaron Graham
    No, I think that's the main one. Just the Snowflake wait.
  18. Callie Brennan
    Callie Brennan
    Okay. So next thing, I'll wait to hear on Snowflake. Once it's in, I'll kick off the full refresh. You don't need to do anything on your side until I tell you the data's live, then we'll do a quick call to show you the login and walk through how to ask questions.
  19. Shirley Bowman
    Shirley Bowman
    Sounds good.
  20. Callie Brennan
    Callie Brennan
    Right, I'll leave you to it then. Shirley, give me a ring once you've spoken to Dave. Cheers.
  21. Shirley Bowman
    Shirley Bowman
    Will do. Thanks, Callie.

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