Lornefield Pensions Administration - QBR
Documentfinal Lornefield Pensions Administration: documents · qbr_deck · final · 2024-02-04
Quarterly review for a Starter customer, prepared by Daniel Okafor on 4 Feb 2024. The term runs 3 Apr 2023 to 2 Apr 2024. Use is steady at about four active users against fifteen licences, and a renewal conversation is planned.
What it says
What this says
Current to 11 Oct 26Quarterly review for a Starter customer, prepared by Daniel Okafor on 4 Feb 2024. The term runs 3 Apr 2023 to 2 Apr 2024. Use is steady at about four active users against fifteen licences, and a renewal conversation is planned.
What it is: a customer success review of a Starter account, written by Daniel Okafor ahead of the term end. It records contracted annual value as "nineteen thousand five hundred pounds" and fifteen licensed users.
Usage: "Active users average about four over the last thirty days, a little lower than the previous quarter." No tickets and no overdue invoices are recorded.
Commits: nothing binding on either party. It sets out BB-Demo's own plan to talk to the operations lead, offer a refresher session and confirm renewal terms in writing before 2 Apr 2024.
Not settled: whether the account renewed, and whether the dip in users was holidays, team change or lower interest. The deck is a snapshot from 2024 and is stale for any current decision.
As found in this document
Current to 9 Oct 26- Date end2 Apr 2024Source: object_read:doc_005_010
- Date renewal2 Apr 2024Source: object_read:doc_005_010
- Date start3 Apr 2023Source: object_read:doc_005_010
- Contracted annual valuenineteen thousand five hundred poundsnineteen thousand five hundred pounds · Source: object_read:doc_005_010
- Licensed usersfifteen licensed usersSource: object_read:doc_005_010
- Term3 Apr 2023 to 2 Apr 2024Source: object_read:doc_005_010
The document
Body
Lornefield Pensions Administration - QBR
Review prepared by Daniel Okafor, Customer Success Manager, BB-Demo. Review date: 4 Feb 2024.
Where we are
- Tier: Starter, with fifteen licensed users.
- Contracted annual value: nineteen thousand five hundred pounds.
- Term: 3 Apr 2023 to 2 Apr 2024, so the end of the term is close.
- Account owner: Nell Ashcombe. Customer success manager: Daniel Okafor.
Usage
- Active users average about four over the last thirty days, a little lower than the previous quarter.
- Use is steady rather than growing, and well under the fifteen licences in the plan.
- No tickets were raised in the last thirty days, and there are no overdue invoices.
What the evidence shows
- The scheme-relationship managers who use the brain continue to do so.
- The small dip in users needs a closer look: we do not yet know whether it reflects holidays, changes in the team or a drop in interest.
- A quiet support queue alongside a small user base is not proof of value on its own, so we want to hear from the team directly.
Value case to build
Read the whole document (1,898 characters)
| Question | How we will answer it |
|---|---|
| What do the scheme-relationship managers ask the brain most? | Review the questions asked with the team |
| What time does it save across trustee calls, member queries and fee invoices? | Ask two or three users for examples in their own words |
| Which people are not using it, and why? | Short conversations led by the operations lead |
Plan before the term end
- Hold a conversation with the operations lead about the renewal, led by Daniel Okafor, with Nell Ashcombe joining.
- Agree who else on the team should be using the brain and offer a short refresher session.
- Confirm the renewal terms in writing before 2 Apr 2024.
Next step
Daniel will come back to the customer with proposed dates for the renewal conversation and the refresher session.