Check-in notes
Email thread Thackwray Logistics · cs
Kelly Swainston confirms Daniel Okafor's check-in notes and adds that she wants client managers to share what they find. She sees the value there. Daniel owes ideas on a side-by-side orders and returns view.
What was said
What this says
Current to 14 Oct 26Kelly Swainston confirms Daniel Okafor's check-in notes and adds that she wants client managers to share what they find. She sees the value there. Daniel owes ideas on a side-by-side orders and returns view.
Ask: Kelly wants each brand's orders and returns side by side, and wants client managers to share findings rather than keep separate views.
Customer view: she places the value in shared insight, and notes confirm headroom within the 40 licensed users.
Next: Daniel sends ideas on the side-by-side view.
The thread
Updated 9 Oct 26Typecs
Messages2
First message2025-07-28
Last message2025-07-30
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Daniel Okafor 28 Jul 2025 09:20Hello Kelly, Thank you again for making time last week. Just to close the loop, here are my notes from our check-in. - Your client managers are using the brain mainly for returns tickets and brand service reviews. - Active use has grown nicely since the spring, and you have plenty of headroom within the 40 licensed users. - You'd like to see each brand's orders and returns side by side before the next monthly review. If I've missed anything or got something wrong, please say and I'll correct it. I'll come back to you by the end of the week with a few ideas on the side-by-side view. Best wishes, Daniel
Kelly Swainston 30 Jul 2025 14:34Daniel, Notes look right to me. One addition: I'd like the client managers to share what they find with each other rather than each keeping their own view. That's where I think the value is. Send over the ideas when you have them. Thanks, Kelly
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