B-Glass
Daniel Okafor

Dunholm Precision / BG-Demo – QBR

Callcompleted

Dunholm Precision logo Dunholm Precision · 23 Apr 2026 12:15

Quarterly review with Ruth Ackroyd and managing director Stuart Kenyon. Ruth said the brain is working and saves time. A high-priority ticket was flagged, and Tom Ashdown asked for an autumn renewal conversation on Growth, which runs to the end of November.

What was said

What this says

As at Fri 9 Oct 2026

Quarterly review with Ruth Ackroyd and managing director Stuart Kenyon. Ruth said the brain is working and saves time. A high-priority ticket was flagged, and Tom Ashdown asked for an autumn renewal conversation on Growth, which runs to the end of November.

What happened: Daniel Okafor presented usage, around twelve daily users against sixty licensed, with questions now coming from several teams. Stuart joined briefly and left once Ruth confirmed it works.

Customer view: Ruth said the brain saves time and lets her pull audit evidence the same day. Stuart's position is that he relies on Ruth's judgement.

Commercial: Tom said the Growth contract runs to the end of November and asked for an autumn diary slot. Stuart wants a one-page proposal only.

Watch: Daniel flagged one high-priority ticket last month and promised the timeline by end of day. Ruth asked whether it touches audit evidence and wants actual timestamps. Sales engineers are the quietest team.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
QBR and autumn renewal
Importance
renewal
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Daniel Okafor to send Ruth the ticket timeline with timestamps and the usage breakdown by team.
  • Daniel Okafor to offer times for a dashboard session with the person Ruth nominates.
  • Tom Ashdown to book the autumn renewal conversation and prepare a one-page proposal for Stuart.

Risks

As at Fri 9 Oct 2026
  • A high-priority ticket from last month is unexplained and Ruth asked whether it touches audit evidence.
  • Stuart Kenyon defers entirely to Ruth, so the renewal rests on her view of value.
  • Sales engineers remain the quietest team and adoption is improving but not where Ruth wants it.

Opportunities

As at Fri 9 Oct 2026
  • Ruth wants an on-time delivery dashboard, which the Growth dashboards builder supports and would deepen use.
  • Daily users of around twelve against sixty licensed leaves wide headroom to broaden adoption before renewal.

Transcript

  1. Daniel Okafor
    Daniel Okafor
    Hello everyone, thank you all for making the time. Ruth, Stuart, I can see you both. Tom, are you with us?
  2. Tom Ashdown
    Tom Ashdown
    I'm here, Daniel. Sorry, I was stuck on mute. How's everyone's week been? Ruth, you've got that audit coming up, haven't you?
  3. Ruth Ackroyd
    Ruth Ackroyd
    Yes. What's changed since last time? That's what I want to know.
  4. Stuart Kenyon
    Stuart Kenyon
    And what do you need from me? I've got a hard stop.
  5. Daniel Okafor
    Daniel Okafor
    Just your view at the end, Stuart, nothing more. I'll keep this tight. I'll share the usage summary now.
  6. Daniel Okafor
    Daniel Okafor
    So the headline is that average daily users are around twelve, up on the previous quarter. You're licensed for sixty, so the headroom is there. What I'd point out is that the questions are coming from several teams now, not only one or two people, which is a healthy sign.
  7. Ruth Ackroyd
    Ruth Ackroyd
    Which teams are asking the most? Order management or quality?
  8. Daniel Okafor
    Daniel Okafor
    Order management still leads, with the quality group close behind. Sales engineers are the quietest, as we spoke about before.
  9. Ruth Ackroyd
    Ruth Ackroyd
    I've had a word. It's improving. Not where I want it.
  10. Stuart Kenyon
    Stuart Kenyon
    Keep it simple for me. What does it save us?
  11. Ruth Ackroyd
    Ruth Ackroyd
    Time, mainly. Before, a customer query meant ringing three departments. Now I ask once and I've got orders and the quality history in one place. For the audit, I can pull the evidence the same day rather than chasing it for a week.
  12. Stuart Kenyon
    Stuart Kenyon
    Fine. Ruth will tell me if it's working. Is it working, Ruth?
  13. Ruth Ackroyd
    Ruth Ackroyd
    It's working. I wouldn't say so otherwise.
  14. Stuart Kenyon
    Stuart Kenyon
    Good enough for me.
  15. Daniel Okafor
    Daniel Okafor
    Thank you. Now, one thing I do want to flag, so nobody is surprised. There was one ticket in the last month, and it was marked high priority. I'd rather send you the full timeline in writing than describe it from memory, Ruth.
  16. Ruth Ackroyd
    Ruth Ackroyd
    Which customer, which part? Does it touch anything we're showing an auditor?
  17. Daniel Okafor
    Daniel Okafor
    I'd need to check that before I answer, and I won't guess. I'll come back to you by the end of the day with the timeline and what was done.
  18. Ruth Ackroyd
    Ruth Ackroyd
    Send me the evidence. Not a summary, the actual timestamps.
  19. Daniel Okafor
    Daniel Okafor
    Understood. Timestamps and all.
  20. Tom Ashdown
    Tom Ashdown
    Can I just jump in on the contract side, no drama? You're on Growth, and it runs to the end of November. I'm not here to talk price today. When we get there I'll confirm everything in writing, I never quote from memory. But let's get something in the diary for the autumn so it doesn't creep up on anyone.
  21. Stuart Kenyon
    Stuart Kenyon
    Keep it simple. One page. I don't read long proposals.
  22. Tom Ashdown
    Tom Ashdown
    One page it is, Stuart. Leave that with me.
  23. Daniel Okafor
    Daniel Okafor
    Ruth, last time you were thinking about an on-time delivery view. Did you get anywhere with what you'd want on it?
  24. Ruth Ackroyd
    Ruth Ackroyd
    Roughly. By customer, by part, late against promised date. I'll write it down properly. Growth has the dashboards builder, doesn't it? Could my team build it themselves?
  25. Daniel Okafor
    Daniel Okafor
    It does, and yes, your team can build it. I'd be happy to sit with whoever you nominate for an hour and get the first one up. That's investment from your side that tends to pay back.
  26. Ruth Ackroyd
    Ruth Ackroyd
    I'll nominate someone. Send me times.
  27. Stuart Kenyon
    Stuart Kenyon
    Anything else for me? Because otherwise I'll leave you to it.
  28. Daniel Okafor
    Daniel Okafor
    Nothing from me, Stuart. Thank you for coming along.
  29. Stuart Kenyon
    Stuart Kenyon
    Right. Ruth, tell me if there's a problem. Cheers.
  30. Daniel Okafor
    Daniel Okafor
    Ruth, shall we use the last few minutes for the actions? I'll send the ticket timeline today and the usage breakdown by team, and offer times for the dashboard session. You'll nominate someone and keep encouraging the engineers to record. Tom will get the autumn conversation into the diary.
  31. Ruth Ackroyd
    Ruth Ackroyd
    That's it. Don't wander off the point next time.
  32. Tom Ashdown
    Tom Ashdown
    Ha, no promises. Cheers, Ruth. Cheers, Daniel.
  33. Daniel Okafor
    Daniel Okafor
    Thank you all. Best wishes, bye for now.

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