Notes from our check-in
Email thread Pentreath Cold Chain: documents · cs
Daniel Okafor's notes from the check-in: account managers ask the brain before speaking to clients and the connector has been steady since February. Agreed: examples for a leadership write-up and a talk on other teams. No customer reply.
What was said
What this says
Current to 11 Oct 26Daniel Okafor's notes from the check-in: account managers ask the brain before speaking to clients and the connector has been steady since February. Agreed: examples for a leadership write-up and a talk on other teams. No customer reply.
Ask: Daniel recorded what is working and what was agreed, and asked how the team finds the dashboards.
Customer view: the thread holds no customer response, so these are BB-Demo's notes of the call.
Next: Kerensa Trelease to send two or three examples. Daniel notes headroom on the 50 licensed users and will discuss other teams when she is ready.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 17 Apr 2024 14:08Hello Kerensa, Thank you for your time today, and please pass my thanks to Dan as well. Just to close the loop, here are my notes from the call. What is working: - More of your account managers are now asking the brain before they speak to a client, rather than after. - The excursion tickets, orders and contract reviews are showing together, which was the reason you bought it. - The helpdesk connector has been steady since the fix in February. What we agreed: - You will send me two or three examples of excursions caught early, so we can build them into a short internal write-up for your leadership team. - We have plenty of headroom on the 50 licensed users, so I will talk to you about which other teams might benefit when you are ready. - Dan will let me know if any helpdesk views change, so the connector does not stop loading quietly. If I have missed anything, tell me and I will correct it. How is the team finding the dashboards? Best wishes, Daniel