Merriott Lyle Distribution - QBR
Documentfinal Merriott Lyle Distribution · QBR deck · final · 6 Aug 2025
Final quarterly business review deck prepared by Daniel Okafor on 6 Aug 2025 for an Enterprise account. It states contracted annual recurring revenue of £116k, 200 licensed users and a term ending 27 Feb 2026. It is not a contract.
What it says
What this says
As at Fri 9 Oct 2026Final quarterly business review deck prepared by Daniel Okafor on 6 Aug 2025 for an Enterprise account. It states contracted annual recurring revenue of £116k, 200 licensed users and a term ending 27 Feb 2026. It is not a contract.
What it is: a customer-facing QBR deck from BG-Demo's Customer Success Manager, Daniel Okafor, covering adoption, value, support and a plan. It is marked "Status: Final" and dated 6 Aug 2025, so it is a point-in-time view, not a current one.
States: "Contracted annual recurring revenue" of £116k, "Licensed users" of 200, and "Current term ends" 27 Feb 2026. These are the deck's own figures, not an executed order form.
Usage: active users are described as growing strongly but still a modest share of licensed users, so there is headroom. Two tickets, none high priority, no overdue invoices.
Not settled: the deck gives no usage numbers, no named customer attendees and no concrete value examples. Whether the renewal conversation took place is not shown, and the term end has since passed relative to the as-of date.
As found in this document
As at Fri 9 Oct 2026- Date end27 Feb 2026Source: the AI read of this record
- Date renewal27 Feb 2026Source: the AI read of this record
Body
Merriott Lyle Distribution - QBR
Quarterly business review, prepared 6 Aug 2025 Prepared by Daniel Okafor, Customer Success Manager, BG-Demo Account owner: Lewis Kerr Status: Final
Agenda
- Where the account stands
- Usage and adoption
- Value the teams are getting
- Support and service
- Plan for the coming months
Thank you for your time. This review is for the branch, key-account and credit-control teams at Merriott Lyle Distribution, and for anyone who sponsors the brain from the leadership side.
Where the account stands
| Item | Position |
|---|---|
| Tier | Enterprise |
| Customer since | 28 Feb 2025 |
| Contracted annual recurring revenue | £116k |
| Licensed users | 200 |
| Current term ends | 27 Feb 2026 |
| Invoices | None overdue |
| BG-Demo account owner | Lewis Kerr |
| Customer Success Manager | Daniel Okafor |
Merriott Lyle Distribution bought Enterprise so that branch, key-account and credit-control teams can see each trade account's orders, disputes, calls and invoices in one place, rather than reconciling them by hand across systems. This review looks at how far that has landed in the first months since go-live.
Read the whole document (4,604 characters)
Usage and adoption
- Daily activity has grown strongly. The average number of active users over the last thirty days is up sharply on the prior quarter, which is the clearest sign that the brain is becoming part of the working day.
- Active users are still a modest share of the licensed users. That is headroom, not a problem: a large part of the licence has yet to be switched on.
- Growth has come from several teams rather than one champion, which lowers the key-person risk we normally watch for in a new account.
What we read from this
The trajectory matters more than the level. A new Enterprise customer moving from a small pilot group to a wider working population in a single quarter is what we hope to see.
Value the teams are getting
- Credit control can open a trade account and see disputes, recent calls and open invoices together, which shortens the preparation before a collections conversation.
- Key-account managers can check what a customer has said recently before a visit, without asking colleagues in other teams.
- Branch teams can look up the history of an order query without waiting for head office to pull it together.
These are the outcomes stated at the start of the engagement. We would like to capture a few concrete examples from the teams themselves, in their own words, so that the value case for the next review is built from what people actually do rather than from our reading of the usage.
Support and service
| Measure | Position |
|---|---|
| Tickets raised in the last thirty days | Two |
| High priority tickets in the last thirty days | None |
| Overdue invoices | None |
Both tickets were routine and were handled within the Enterprise service level. There are no open service credits to discuss, and nothing in the support picture suggests a source of data has stopped loading or gone stale.
The nightly refresh continues to run for every tier, and the Enterprise service level covers both availability and data freshness.
What is going well
- Strong and broad growth in active use since go-live.
- A very light support load for an account of this size.
- Invoices paid without delay.
- Teams in different functions using the same view of a trade account.
What we are watching
- The gap between active users and the licensed users, which is an opportunity to bring in more branches.
- Dependence on a few heavy askers of questions. We will look at who is asking, not only how many questions are asked.
- Whether the teams can say, in their own terms, what the brain is worth to them before the renewal conversation begins.
Plan for the coming months
| Action | Owner | Timing |
|---|---|---|
| Run short sessions for branch teams not yet active | Daniel Okafor with the customer's branch leads | Over the coming weeks |
| Collect examples of value from credit control and key accounts | Daniel Okafor | Before the next review |
| Review which sources and teams could be added | Lewis Kerr | Alongside the next review |
| Open the renewal conversation ahead of the end of term on 27 Feb 2026 | Daniel Okafor and Lewis Kerr | Well before the renewal notice falls due |
Just to close the loop: I will come back to you with proposed session dates once we have agreed which branches to start with. How is the team finding it so far? Please send any views to me before the next review.
Best wishes, Daniel