Notes and next steps from the QBR

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Lornefield Pensions Administration: documents · cs

Daniel Okafor's QBR notes record a winter usage dip, two connector tickets this month, and Craig Paterson's request to be told before refresh timing moves. The term runs to 2 Apr 2026. No customer reply.

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Current to 10 Oct 26

Daniel Okafor's QBR notes record a winter usage dip, two connector tickets this month, and Craig Paterson's request to be told before refresh timing moves. The term runs to 2 Apr 2026. No customer reply.

Recorded: usage dipped over the winter, and both tickets this month were about connectors. Craig asked for advance notice of any refresh timing change.

Customer view: there is no customer response in the thread, so agreement with the notes is unconfirmed. Imogen Hartley is invited to correct anything missed.

Next: the term runs to 2 Apr 2026 and Daniel and Nell Ashcombe will be in touch separately. Falling usage plus recurring connector tickets is a renewal risk.

AI · claude-sonnet-5-5 · 10 Oct 2026

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Updated 9 Oct 26

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First message2026-01-29

Last message2026-01-29

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Daniel Okafor 29 Jan 2026 13:41
to Imogen Hartley, Craig Paterson
Hi Imogen, hi Craig, Thank you both for your time on the call. Just to close the loop on what we agreed: - Usage dipped over the winter, and we'll watch whether it recovers once people are fully back. - The two tickets raised this month were both about the connectors, and we'll keep a close eye on that area. - Craig, you asked to be told before any refresh timing moves, not after. I've noted that, and we will agree a change window with you in advance. - If a connector shows anything other than green, please send me a screenshot of the admin console and I'll get it in front of the right engineer. Imogen, I know you have a lot on, so tell me if I've missed anything. The current term runs to 2 Apr 2026, and Nell and I will be in touch separately on that. Best wishes, Daniel

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