Dunholm Precision / BG-Demo – Check In
Callcompleted
Dunholm Precision · 19 May 2025 14:30
Ruth Ackroyd reports settled use, a closed audit with no findings, and now wants a small pilot for planners. Daniel Okafor says no contract change is needed because licensed seats are plentiful.
What was said
What this says
As at Fri 9 Oct 2026Ruth Ackroyd reports settled use, a closed audit with no findings, and now wants a small pilot for planners. Daniel Okafor says no contract change is needed because licensed seats are plentiful.
What happened: Daniel Okafor and Ruth Ackroyd met on 19 May 2025 without Ruth's colleague, who was in a supplier meeting. Usage is steady, there were no tickets, and the audit follow-up closed with no findings against traceability.
Customer view: Ruth called the team settled, which is what she wanted. One user from the newly added group got a vague answer on day one and has not returned, so a BG-Demo colleague will sit with them.
Commercial: Ruth reversed her earlier hold and wants planners to query late orders directly. Daniel judged it a fit with no contract change, and a small pilot was agreed.
Watch: Ruth warned the reason code in the orders data is not clean. Daniel will say so on the planner page rather than pretend.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel Okafor to confirm the shared drive date in writing to Ruth Ackroyd as soon as he has it.
- Daniel Okafor to arrange a short session for the new users and confirm to Ruth by the end of the week.
- Daniel Okafor to set up the planner pilot with a customer colleague and build a simple late orders page.
Risks
As at Fri 9 Oct 2026- One user in the newly added group got a vague answer on day one and has not been back.
- The reason code in the orders data is patchy, so the planner page may disappoint if it is not caveated.
Opportunities
As at Fri 9 Oct 2026- Planners could query late orders directly, extending use beyond the quality team within the current licensed seats.
- The clean audit shows the dashboard delivering value, which supports the renewal conversation.
Transcript
Daniel OkaforHello, Ruth. Thank you for making time this afternoon. Is it just us today?
Ruth AckroydJust us. Nathan's in a supplier meeting. What's changed since last time?- Daniel OkaforNot a great deal on our side, which is partly the point. Usage has held steady and gone up a bit. No tickets this month. The shared drive is booked in with our team, and I've got a date for you that I'll confirm in writing after this call. How is the team finding it?
- Ruth AckroydSettled. That's the word. They're not excited by it any more, they just use it. Which is what I wanted.
- Daniel OkaforThat's the best compliment, honestly. And the new group you added, how have they got on?
- Ruth AckroydMixed. Two of them are brilliant. One asked it something vague on day one, got a vague answer, and hasn't been back.
- Daniel OkaforThat happens. Would it help if I had a word with them, or if Jas sat with them for ten minutes?
- Ruth AckroydJas. He'll show them. Which customer, which part, same as always.
- Daniel OkaforI'll ask him, and I'll come back to you by the end of the week so you know it's happened.
- Ruth AckroydRight. Now, something from me. The planners. I said I'd hold off. I'm less sure I should.
- Daniel OkaforTell me what's changed.
- Ruth AckroydThey keep asking the quality team to look things up for them. Late orders and what's holding them up. If they could ask it directly, we'd cut out the middle step.
- Daniel OkaforThat sounds like a good use. A few things I'd want to think about with you. Who would be the first two or three, which questions they'd ask, and whether the orders data is fresh enough for what they need. Because the nightly refresh is a picture from the morning, and planners sometimes want more than that.
- Ruth AckroydMorning's enough for planning. Not for dispatch, but they know that.
- Daniel OkaforThen I'd say it's a good fit. You've plenty of licensed seats, so no change to the contract is needed. I'd suggest we start with a small pilot, a couple of planners, same as you did with quality.
- Ruth AckroydThat's what I was going to say. Do it that way.
- Daniel OkaforI'll talk to Nathan about adding them, and ask Jas to put together a page for planners. A simple one, late orders by customer and reason.
- Ruth AckroydReason code's not clean in the orders. Warn him.
- Daniel OkaforI'll warn him. It's useful to know. If the reason's patchy we can say so on the page rather than pretend.
- Ruth AckroydPretending is worse. Good.
- Daniel OkaforOne more from me. The audit follow-up you mentioned last time. Did that close out?
- Ruth AckroydClosed. No findings against the traceability. Nathan's dashboard did what it was meant to.
- Daniel OkaforWonderful. Please pass that on to him from me. Right, to close the loop. I confirm the shared drive date in writing. Jas has ten minutes with the new users. We set up a planner pilot with Nathan. And I'm speaking to you again before the summer.
- Ruth AckroydFine. Send me the shared drive date as soon as you have it.
- Daniel OkaforWill do. Thank you, Ruth. Best wishes, Daniel.
- Ruth AckroydCheers. Bye.