Lornefield Pensions Administration - QBR
Documentfinal Lornefield Pensions Administration: documents · qbr_deck · final · 2026-01-27
Quarterly business review deck by Daniel Okafor dated 27 Jan 2026 for a Growth account with forty licensed users. It reports falling question volume and few regular users, and sets a plan to prepare a renewal conversation before the term ends on 2 Apr 2026.
What it says
What this says
Current to 11 Oct 26Quarterly business review deck by Daniel Okafor dated 27 Jan 2026 for a Growth account with forty licensed users. It reports falling question volume and few regular users, and sets a plan to prepare a renewal conversation before the term ends on 2 Apr 2026.
What it is: a customer success review written by BB-Demo's Customer Success Manager, stored as final. It covers set-up, usage, value delivered, issues and a plan.
Claims: "Fewer people are asking the brain questions than in the previous quarter." Dashboards and connectors are "stable", so the foundations remain. It says the issue "is not technical" but concerns who is asking questions and why use has fallen.
Commits: nothing contractual. The plan is internal: speak to lapsed users, agree whether forty users is still right, and prepare a renewal conversation led with usage evidence.
Not settled: the deck gives no usage figures, no date for Daniel's findings, and no named customer contact. It is dated before the term end, so it is stale for any decision after 2 Apr 2026, and it does not show whether renewal happened.
As found in this document
Current to 9 Oct 26- Date end2 Apr 2026Source: object_read:doc_005_022
- Date renewal2 Apr 2026Source: object_read:doc_005_022
The document
Body
Lornefield Pensions Administration - QBR
Quarterly business review prepared by Daniel Okafor, Customer Success Manager, BB-Demo. Date: 27 Jan 2026.
Account set-up
- Tier: Growth.
- Licensed users: forty.
- Contracted annual recurring revenue: forty-four thousand pounds.
- Customer since 3 Apr 2023, as a design partner.
- Current term ends 2 Apr 2026.
What the brain is for
Scheme-relationship managers use it to see trustee calls, member-query tickets and fee invoices in one view, so that preparing for a trustee meeting no longer means reconciling three systems by hand.
Usage
- Fewer people are asking the brain questions than in the previous quarter.
- Of the forty licences, only a fraction are in regular use.
- Dashboards built and connectors configured are stable, so the foundations are still in place.
- The number of active users has eased up slightly in the most recent weeks, but remains below where it was.
Value delivered
Read the whole document (1,805 characters)
- Trustee preparation is faster for those who use it.
- Member-query tickets are visible alongside the account, so relationship managers can answer without chasing.
- The people who use it most are the ones who say it has changed how they prepare.
Issues
- Two support tickets in the last month, neither urgent, and handled inside the Growth service level.
- No overdue invoices.
- The real issue is not technical: it is who is asking questions, and why use has fallen.
Plan
- Daniel to speak to the managers who have stopped using the brain and find out what changed.
- Agree whether forty users is still the right number for the team.
- Prepare a renewal conversation ahead of the term end, led with evidence from usage.
- Just to close the loop, Daniel will come back with findings before the next review.
Best wishes, Daniel