Lornefield Pensions Administration - QBR
Documentfinal Lornefield Pensions Administration: documents · qbr_deck · final · 2025-02-02
Quarterly business review deck from Daniel Okafor, ahead of the Growth term ending on 2 Apr 2025. Active use has slipped for two quarters and a small group carries most of it. It states no service levels and no price; ARR is given only in words.
What it says
What this says
Current to 11 Oct 26Quarterly business review deck from Daniel Okafor, ahead of the Growth term ending on 2 Apr 2025. Active use has slipped for two quarters and a small group carries most of it. It states no service levels and no price; ARR is given only in words.
What it is: a customer-facing QBR deck presented by Daniel Okafor on 2 Feb 2025, filed as final. It prepares the renewal conversation with Nell.
States: "Contracted annual recurring revenue: forty-four thousand pounds." The term ends on 2 Apr 2025. This is a claim in a presentation, not an order form, so it sets no price.
Risks: active use has drifted down for two quarters, and a small group carries most of it. One high priority ticket in the last thirty days is flagged for discussion.
Not settled: the deck gives no availability, response times or credits, and does not say how the ticket was handled. It is dated well before the as-of date, and the evidence does not show whether the renewal happened.
As found in this document
Current to 9 Oct 26- Date end2 Apr 2025Source: object_read:doc_005_016
- Date renewal2 Apr 2025Source: object_read:doc_005_016
The document
Body
Lornefield Pensions Administration - QBR
Quarterly business review Presented by Daniel Okafor, Customer Success Manager, B-Brain Sunday 2 February 2025
Where we are
- Customer since 3 Apr 2023.
- Plan: Growth, with forty licensed users.
- Contracted annual recurring revenue: forty-four thousand pounds.
- The current term ends on 2 Apr 2025, so this review sits ahead of the renewal conversation.
Usage
| Measure | Direction since last quarter |
|---|---|
| Average active users | A small fall |
| Licensed users | forty |
The fall is small, but it is the second quarter in a row that active use has drifted down. We would rather raise it now than let it settle into a pattern. Most licences are not in regular use, so there is plenty of room to bring people back without any change to the contract.
Value
Read the whole document (2,122 characters)
- Your scheme-relationship managers still have one view of trustee calls, member-query tickets and fee invoices.
- The brain earns its place when a manager can prepare for a trustee meeting without opening three systems.
- We would like to capture two or three specific examples from your team before the renewal, because evidence in your own words matters more than our usage charts.
Support and service
- One ticket was raised in the last thirty days, and it was marked high priority.
- Nothing is overdue on invoices.
- We will go through that ticket with you in the review, including what happened and how quickly it was handled against the Growth service level.
Risks and watch points
- Active use has slipped for two quarters running.
- A small group carries most of the use, so the brain depends on a handful of people.
- The renewal date is close, which makes the next few weeks the right time to act.
Plan
- Daniel to arrange a refresher session for the teams with a licence but little activity.
- Review the connectors in place and agree whether anything is missing for your trustee reporting.
- Agree a short list of dashboards your managers would use each week.
- Move into the renewal conversation with Nell, with the usage plan agreed first.
Best wishes, Daniel