Dunholm Precision / B-Brain – Onboarding
Callcompleted
Dunholm Precision: documents · 2024-12-23 16:30
Onboarding call on 23 Dec 2024 with Nathan Booth only; the business owner was out. The order system loaded cleanly, a couple of dozen part exceptions are held out, and older tickets join patchily.
What was said
What this says
Current to 11 Oct 26Onboarding call on 23 Dec 2024 with Nathan Booth only; the business owner was out. The order system loaded cleanly, a couple of dozen part exceptions are held out, and older tickets join patchily.
What happened: Callie Brennan reported the order system load matched the export, with a couple of dozen old part references held out for Nathan to decide. The helpdesk connector is live and most tickets joined to an order.
Customer view: Nathan accepted that the brain keeps current values only and has no audit trail. He wants it stated in the setup note so nobody expects one.
Watch: Older tickets have empty or free-text order references, so answers on older material need care. Nathan said the other category is a big bucket.
Next: Invitations are held until the first data look is done. Nathan will check the refresh status page, watching for flat counts.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan to send the held-out parts sheet and write the setup note with the audit trail and older ticket caveat.
- Nathan Booth to decide as many held-out parts as he can and check the status page on a couple of mornings.
- Callie to send an invite for the first call after the holiday that suits Nathan and the business owner.
Risks
Current to 9 Oct 26- The business owner was absent and relies on a written setup note to see the audit trail and ticket caveats.
- Older tickets join to orders patchily, so answers on older material may disappoint.
- Flat record counts over the holiday could go unnoticed if the morning checks are missed.
Opportunities
Current to 9 Oct 26- The large other ticket category could justify a category of its own once the business owner sees it.
- A clean first look at the data before invitations should help adoption among the first users.