Lornefield Pensions Administration - QBR
Documentfinal Lornefield Pensions Administration: documents · qbr_deck · final · 2025-07-29
Quarterly business review deck presented by Daniel Okafor on 29 Jul 2025 for a Growth tier customer with forty licensed users. It reports steady usage, one low-priority ticket and no overdue invoices. It states no service level figures or price terms beyond contracted revenue in words.
What it says
What this says
Current to 11 Oct 26Quarterly business review deck presented by Daniel Okafor on 29 Jul 2025 for a Growth tier customer with forty licensed users. It reports steady usage, one low-priority ticket and no overdue invoices. It states no service level figures or price terms beyond contracted revenue in words.
What it is: a customer-facing QBR deck from Daniel Okafor, Customer Success Manager, dated 29 Jul 2025. It is a status report, not a contract.
Stated position: "Contracted annual recurring revenue: forty-four thousand pounds" and "Current term ends on 2 Apr 2026". The deck gives these in words and does not say which record they come from.
Usage and value: active users are "around a dozen on a typical day" against forty licensed, with scheme-relationship managers the heaviest users. The deck proposes bringing on one more team and building a first dashboard.
Stale: the stated term end of 2 Apr 2026 has passed as of 9 Oct 2026. The deck names Nell Ashcombe as account owner, and the document does not show whether she is still in post.
Not settled: the current contract state, any renewal outcome, and any service level figures. The review date it promises is not given.
As found in this document
Current to 9 Oct 26- Date end2 Apr 2026Source: object_read:doc_005_019
- Date renewal2 Apr 2026Source: object_read:doc_005_019
The document
Body
Lornefield Pensions Administration - Quarterly Business Review
Presented by Daniel Okafor, Customer Success Manager, BB-Demo. 29 Jul 2025.
Thank you all for your time. Just to close the loop on where we are before we look at the quarter.
Where we are
- Tier: Growth
- Licensed users: forty
- Contracted annual recurring revenue: forty-four thousand pounds
- Customer since 3 Apr 2023, one of our original design partners
- Current term ends on 2 Apr 2026
- Account owner: Nell Ashcombe
Usage
- Active users are broadly steady on the previous quarter, at around a dozen on a typical day.
- That leaves a good deal of headroom within the licensed users.
- Scheme-relationship managers remain the heaviest users, looking across trustee calls, member-query tickets and fee invoices.
Value
- One view of trustee conversations, member queries and fees, instead of three separate systems.
- Scheme-relationship managers prepare for trustee meetings from the brain rather than assembling notes by hand.
- How is the team finding it? Feedback in the room is the best measure here, so we would like to hear it.
Support and issues
Read the whole document (1,837 characters)
- One ticket in the last month, nothing high priority.
- First responses have been within the Growth service level.
- No overdue invoices.
- Nothing outstanding on connectors.
Opportunities
- Active use is concentrated in one group. Several other teams could benefit, and the licence has room for them.
- A dashboard for scheme-level fee reporting could show the value more visibly to senior stakeholders.
Plan for the next quarter
- Identify one more team to bring on, with a named champion on your side.
- Build a first dashboard together, with the team's own questions as the starting point.
- I will come back to you with a proposed date for the next review.
Best wishes, Daniel