Auerhain Industrietechnik / BG-Demo – Onboarding
Callcompleted
Auerhain Industrietechnik · 8 Jun 2026 14:45
Short onboarding check-in with Lena Becker and Markus Hofmann the day before training. Seven attendees confirmed, search praised as fast, and go-live still planned for the following Monday morning.
What was said
What this says
As at Fri 9 Oct 2026Short onboarding check-in with Lena Becker and Markus Hofmann the day before training. Seven attendees confirmed, search praised as fast, and go-live still planned for the following Monday morning.
What happened: Lena confirmed seven people for training the next day. Markus said search returned a big customer's tickets in seconds and asked about exports.
Customer view: Lena said the team spends a lot of time building reports manually. Markus said he was confident and had no concerns.
Commercial: Ollie Pearson pointed to the dashboard builder as where the real value lies. That is the Growth-tier feature the customer sees as removing manual reporting.
Watch: Go-live was promised for Monday morning after a hand-off by Friday, so slippage would be visible quickly.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Ollie runs the dashboard builder training session the next day with the seven attendees.
- Ollie completes the hand-off by Friday so the customer goes live the following Monday.
Risks
As at Fri 9 Oct 2026- Seven attendees is fewer than the ten service staff discussed earlier, so adoption may start narrower.
Opportunities
As at Fri 9 Oct 2026- Lena sees the dashboard builder as a way to stop manual report building, which supports dashboard adoption.
Transcript
Ollie PearsonHi both. Quick check-in before we do the big training session tomorrow. How's the team getting on?
Lena BeckerGood. I've sent the list of people who'll be at the training tomorrow. Seven in the end, Markus and six others.- Ollie PearsonPerfect. Seven's great. That's roughly what I expected. Markus, you've been poking around the system, any questions before we go live with everyone?
Markus HofmannI've had a play. The search is quick. I asked it to show tickets for one of our big customers and it came back with everything in seconds.- Ollie PearsonBrilliant. That's exactly what you should be seeing. The brain's fast because it's all in Snowflake.
- Markus HofmannOne thing, can I export the results?
- Ollie PearsonYes. CSV, Excel, or you can connect it to dashboards. Tomorrow I'll show you the dashboard builder, that's where the real value is. You can build custom views without touching code.
- Lena BeckerThat's exciting. We've been spending a lot of time building reports manually.
- Ollie PearsonThat's the whole point. You should be building dashboards, not running SQL. The brain handles all the heavy lifting.
- Markus HofmannHow are we doing on the timeline? Are we still looking at live by end of the month?
- Ollie PearsonAbsolutely. Tomorrow's training, I'll hand off to Daniel by Friday, and you'll be live Monday morning next week.
- Lena BeckerPerfect.
- Ollie PearsonAny other concerns?
- Markus HofmannNo, I'm confident. Looking forward to tomorrow.
- Ollie PearsonExcellent. I'll see you both at two o'clock.