Lindqvarn Retail / BG-Demo – Onboarding
Callcompleted
Lindqvarn Retail · 4 Aug 2025 12:15
Linnea Holm reported wider use than expected, led by customer service. Three connectors are live, store feedback is in progress, and SSO and training are the open steps before onboarding closes.
What was said
What this says
As at Fri 9 Oct 2026Linnea Holm reported wider use than expected, led by customer service. Three connectors are live, store feedback is in progress, and SSO and training are the open steps before onboarding closes.
What happened: Hamza Akhtar and Linnea Holm reviewed connectors, a recent ticket and the remaining onboarding actions. CRM, helpdesk and e-commerce are live and refreshing nightly, and store feedback is still in progress.
Customer view: Linnea said people are using it more than she expected, and customer service team leaders now ask it questions without requesting reports from her. Her one recent ticket was a mapping field she had given wrongly, fixed quickly.
Commercial: Single sign-on is moving ahead with IT, and automatic provisioning follows a test group of about ten. The licence is for 150 users, so adoption beyond the first teams is the growth path, and the training sessions support it.
Watch: Store feedback depends on Linnea sending the official store list, which she expects by the end of the week. Two regions will keep sending spreadsheets for now, loaded as a second source.
Themes
As at Fri 9 Oct 2026Theme
Onboarding progress and adoption
Importance
praise
Sentiment
positive
Voice
user
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza Akhtar sends the SSO metadata file and the spreadsheet loading notes.
- Linnea Holm sends the official store list and picks the SSO test group.
- Hamza and Linnea meet again to switch on store feedback and book training.
Risks
As at Fri 9 Oct 2026- Store feedback stays unfinished until the official store list arrives from head office.
- Two regions will keep sending spreadsheets, which adds a second source to maintain.
Opportunities
As at Fri 9 Oct 2026- Customer service adoption and SSO with automatic provisioning support wider use within the 150-user licence.
- Two training sessions, one for team leaders and one for store managers, can deepen adoption.
Transcript
Hamza AkhtarHello Linnea, good afternoon. Can you hear me?
Linnea HolmHello Hamza, yes, loud and clear. Good afternoon.- Hamza AkhtarJust the two of us today, then. Is Karin joining, or has she handed this one over?
- Linnea HolmShe said we should carry this one, and she will read the notes. She is happy to hear how it goes. How was your weekend?
- Hamza AkhtarQuiet, thanks, mostly recovering from the heat. It finally broke and I slept properly. You?
- Linnea HolmGood. We were at the coast, so a bit of swimming. Back to work now, but a good kind of work, I think.
- Hamza AkhtarWell, it's a good week to say that. So the plan today is to look at where the connectors are, go through what you've seen since we last spoke, and agree what's left before we call this onboarded. Sound okay?
- Linnea HolmYes. And I have some things I wanted to show you. People are using it more than I expected, actually.
- Hamza AkhtarI saw that. Usage has gone up a lot since the last call, and it's more than just you and Karin now. Who's the new crowd?
- Linnea HolmCustomer service, mostly. Once the helpdesk data went in, the team leaders started asking it things between calls. Like which products come up in complaints. They liked that they did not need to ask me for a report.
- Hamza AkhtarThat's exactly what we hoped for. The helpdesk connector has been loading cleanly as far as I can tell. Nothing flat, no gaps. I'll share my screen and we can look at it together.
- Hamza AkhtarRight, here's the list. CRM, helpdesk and e-commerce all showing as live and refreshing every night. Store feedback is the one still in progress. Does that match what you see?
- Linnea HolmYes. The e-commerce one, I only saw the data arrive on Friday, so I have not tested much. I did one search for a product line and it found the right customer comments, which was nice.
- Hamza AkhtarGood. And you raised one ticket in the last few weeks, didn't you? About a mapping field.
- Linnea HolmYes, the region name again. It was my mistake, I gave you the wrong field at first, and your team fixed it quickly.
- Hamza AkhtarNot at all, easy thing to mix up. It's sorted now and I'm glad you flagged it rather than wondering why the regions looked odd.
- Hamza AkhtarNow, store feedback. I've had a look at the form export you sent. It's pretty clean. The one thing is that the store names aren't consistent. Same shop written three ways.
- Linnea HolmYes, I know. The older forms had free text. We could make a list, with the official store names, and you match against it?
- Hamza AkhtarThat's exactly it. If you send me the official list from head office, I'll build the match. Then the feedback ties back to the right store and, through that, to the region and the customer segment, which is what Karin cares about.
- Linnea HolmOkay. I can get the list from the stores team. They have it for opening hours and so on.
- Hamza AkhtarPerfect. What about the spreadsheets some regional managers send? Have you decided what to do there?
- Linnea HolmWe talked about it. We would like to move them to the form, slowly. For two regions it will take time. Can the brain take the spreadsheets for now?
- Hamza AkhtarIt can. I'd drop them in a shared folder and we load them as a second source. Not pretty, but it works, and it means those regions aren't left out while they move over.
- Linnea HolmGood. Then nobody feels left behind.
- Hamza AkhtarNext, single sign-on. Did your IT colleague get anywhere with the identity provider?
- Linnea HolmYes, they are fine with it. They want the metadata file from you and a test group first, maybe ten people. Then everyone.
- Hamza AkhtarThat's sensible. I'll send the metadata file today. Pick a test group of people who'll tell you honestly if something breaks. Once that's done we can switch on automatic provisioning, so new starters appear without you doing anything.
- Linnea HolmThat will save me a lot of time. I was dreading adding everyone by hand.
- Hamza AkhtarYou won't have to. The licence is for 150 users and you'll see the list fill itself.
- Hamza AkhtarLast thing from me. Training. I'd suggest one session for the customer service team leaders, since they're already using it, and one for the store managers once feedback is live. Short, practical, their own questions.
- Linnea HolmYes, I think that would work. Karin asked me to say she would like the store managers' session to be about their own stores. Not general.
- Hamza AkhtarCompletely agree. That's the one that sticks. So, actions. I send the metadata file and the loading notes for the spreadsheets. You send the official store list and pick the test group. Then we meet again to switch on store feedback and book the training.
- Linnea HolmYes. I think I can have the list by end of the week.
- Hamza AkhtarGreat. Thanks, Linnea, this is going well. Speak soon.
- Linnea HolmThank you, Hamza. Bye for now.
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