Auerhain Industrietechnik / BG-Demo – Kickoff
Callcompleted
Auerhain Industrietechnik · 11 May 2026 13:15
Kickoff for Auerhain's eight-week implementation. Ollie Pearson set out the weekly plan, Lena Becker and Markus Hofmann asked about ownership, support and refresh. Markus is named main admin. No concerns were raised.
What was said
What this says
As at Fri 9 Oct 2026Kickoff for Auerhain's eight-week implementation. Ollie Pearson set out the weekly plan, Lena Becker and Markus Hofmann asked about ownership, support and refresh. Markus is named main admin. No concerns were raised.
What happened: Daniel Okafor opened the kickoff on 11 May 2026 and Ollie Pearson walked through four weeks of setup, data quality, training and go-live. Lena Becker and Markus Hofmann attended for Auerhain.
Customer view: Lena asked who owns the brain afterwards and was told the customer does, with Markus as main admin. Markus asked what happens when connectors break or data stops loading.
Commercial: Ollie cited the Growth plan one-hour first response and the nightly refresh complete by 07:00. Lena expects about ten service staff and two from operations at training, which shows early adoption intent.
Watch: Markus is the only named admin, so a single point of dependency. Connector breakage was his first worry, so the first sync failure will test the support promise.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Ollie Pearson to hold a Thursday working session with Lena and Markus to collect API keys and confirm the timeline.
- Daniel Okafor to send the prep checklist the day after the call.
- Lena Becker to supply the list of training attendees.
Risks
As at Fri 9 Oct 2026- Markus Hofmann is the only named admin, so the brain depends on one person after go-live.
- Connector breakage was his first concern, so an early sync failure would test the Growth one-hour support response.
Opportunities
As at Fri 9 Oct 2026- About ten service staff and two from operations are expected at training, which gives a base for wider adoption.
Transcript
Daniel OkaforHi Lena, Markus. Thanks for taking the time. This is the official kickoff. Ollie will be your implementation lead over the next eight weeks.
Ollie PearsonMorning. Excited to get you live. I've got the timeline mapped out, and I want to make sure everyone knows who does what over the next eight weeks.
Lena BeckerGreat. What's the first step?- Ollie PearsonWeek one, we stand up your Snowflake instance, set up the data connectors for Salesforce and Zendesk, and make sure we can authenticate to both systems. You'll need to give us API keys and test access.
Markus HofmannI can get those by end of week. Anything else?- Ollie PearsonThat's it for week one on your end. We'll handle the Snowflake setup. Week two is data quality. We'll load Salesforce and Zendesk into the brain, check record counts, look for any obvious gaps or duplicates, and do a first pass on matching tickets to accounts.
- Lena BeckerHow will you match them?
- Ollie PearsonEmail domain, company name, and any custom field you have linking them. We'll do a test run and show you the results. You'll probably need to review a few edge cases.
- Markus HofmannHow many records are we talking?
- Ollie PearsonYou said roughly three thousand customer accounts and five thousand three hundred tickets?
- Markus HofmannThat sounds about right.
- Ollie PearsonOK. Week three is training. We'll run a full-day session with your team: how to query the brain, how to build a simple dashboard, common use cases. Daniel will be there to help.
- Daniel OkaforAnd I'll send prep materials beforehand so people aren't coming in cold. Just give us a list of who'll attend.
- Lena BeckerAbout ten people from the service team. Maybe two from operations.
- Daniel OkaforPerfect. Week four is go-live. We'll do a soft launch with a couple of power users first, let them kick the tyres, then full rollout.
- Ollie PearsonAnd I'll be on call that week. Any issues, you reach out to me directly.
- Lena BeckerWho owns the brain after go-live?
- Daniel OkaforYou do. Markus, you'd be the main admin. We'll do a 30-day check-in after go-live to make sure everything's working and then quarterly from there.
- Markus HofmannWhat about when connectors break or data stops loading?
- Ollie PearsonYou reach out to our support team. Growth plan gets a one-hour first response. We'll troubleshoot and usually have it fixed within a day.
- Lena BeckerAnd the nightly refresh, you mentioned that?
- Ollie PearsonEvery night the brain pulls fresh data from Salesforce and Zendesk. Complete by 07:00 in the morning. So any change you make in your systems shows up in the brain by tomorrow morning.
- Markus HofmannWhat about data security? I assume it's all in our Snowflake?
- Ollie PearsonCompletely. The brain lives in your account. We don't see your data. You control access via Snowflake. If you have a field you don't want in the brain, we exclude it. Your call.
- Lena BeckerThat's good. Anything we should prepare on our end?
- Ollie PearsonJust the API keys for Salesforce and Zendesk, and a list of anyone who'll need brain access. We'll provision them all in one go.
- Daniel OkaforAnd I'll send you a prep checklist tomorrow. Nothing complicated, just a few things to have ready.
- Lena BeckerBrilliant. When does week one kick off?
- Ollie PearsonEnd of this week. I'll schedule a working session with you and Markus for Thursday to get keys and confirm the exact timeline.
- Markus HofmannThursday works for me.
- Daniel OkaforGreat. Then we're set. Lena, Markus, thanks for the time. We're excited to get you live. Speak soon.