Brenneck Pay / BG-Demo – Onboarding
Callcompleted
Brenneck Pay · 2 Mar 2026 11:30
Onboarding call with Katrin Vogelsang and Jonas Albrecht. Order form signed 3 Feb 2026, invoice matched and paid. Grants set for the following Tuesday; the call recorder moves to the second wave pending a data protection answer.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call with Katrin Vogelsang and Jonas Albrecht. Order form signed 3 Feb 2026, invoice matched and paid. Grants set for the following Tuesday; the call recorder moves to the second wave pending a data protection answer.
What happened: Katrin set a written agenda and read back six actions. Jonas confirmed three roles and a Frankfurt-region account. First wave is now CRM and helpdesk.
Customer view: Katrin confirmed the invoice matches the order form and finance has the same terms. Her focus is auditability: she wants every answer traced to a source and a setup document for auditors.
Commercial: Growth, forty licensed users, £50k annual. Single sign-on is Enterprise only, so users are invited individually. Only about three people have tried it.
Watch: The works council and merchant consent terms may block call recordings. The CRM admin and the risk data column owner are still unnamed.
Themes
As at Fri 9 Oct 2026Theme
Grants, waves and auditability
Importance
neutral
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Jonas to apply the reader and loader grants on Tuesday morning and confirm by the end of the day.
- Hamza to set up the CRM and helpdesk connectors and run the first load on Tuesday afternoon.
- Katrin to ask the data protection officer about call recordings before the second wave.
Risks
As at Fri 9 Oct 2026- The works council or merchant consent terms may stop the brain reading call transcripts.
- The CRM admin and the merchant risk column owner are not yet named.
- Only a few of the forty licensed users have logged in, so early adoption depends on the pilot.
Opportunities
As at Fri 9 Oct 2026- Source-linked answers fit Katrin's audit needs and could make the brain easy to defend internally.
- Single sign-on was raised, which could open an Enterprise conversation later.
Transcript
Hamza AkhtarHello, can you hear me all right? Good morning, Katrin. Jonas, are you there as well?
Katrin VogelsangGood morning, Hamza. Yes, I hear you well. Jonas is just joining, I think he was in another meeting.
Jonas AlbrechtHere. Sorry. I was finishing a load check. Hello.- Hamza AkhtarNo problem at all. Thanks both for making the time. It is raining in London, as usual. How is Frankfurt?
- Katrin VogelsangGrey and cold, and everyone is complaining. So, the same as always. Hamza, I sent a written agenda yesterday. Did you receive it?
- Hamza AkhtarI did, thank you, I have it open. Five points, if I read it correctly: where we are, the Snowflake setup and roles, the connectors, who gets access and when, and then next steps.
- Katrin VogelsangExactly. To be precise, I would also like to agree who owns each action. And I will write the minutes, as always, and send them today.
- Hamza AkhtarPerfect. Then let me start with where we are, and please correct me. The order form was signed on 3 Feb 2026. You are on Growth, forty licensed users, and the subscription is fifty thousand pounds a year, so £50k annual.
- Katrin VogelsangYes, that matches what our finance team has. And the invoice we received matches the order form. I checked, because I always check.
- Jonas AlbrechtFinance paid it already, as far as I know. Not my area. I only care that the account is ready.
- Hamza AkhtarGood, so nothing outstanding on the money side. The kickoff happened last month, so today is really about the technical foundation. Jonas, you lead on that, so maybe you tell me what you have done and I will ask questions.
- Jonas AlbrechtRight. Short version. I created a dedicated database and a dedicated warehouse inside our Snowflake account for the brain. Nothing shared with the payments pipelines. I checked the load history on the warehouse this morning, it is clean, no failed jobs.
- Hamza AkhtarThat is helpful. And the region? Katrin's team was very clear that the data stays where the account is, in Frankfurt.
- Jonas AlbrechtThe account itself sits in the region we chose when we set it up. Frankfurt. The brain runs inside it, so nothing leaves. I looked at the account settings to confirm and I can screenshot that for the auditor file.
- Katrin VogelsangYes please, Jonas. What is the source of that statement? I would like the screenshot with the date on it, so I can attach it to the minutes.
- Jonas AlbrechtThe account settings page and the region value in the account parameters. I will put both in the document. Date included.
- Hamza AkhtarBrilliant. Now the roles. This is the part where I usually see problems later, so I would like to be sure we agree. What roles do you have at the moment?
- Jonas AlbrechtThree. A loader role that can write into the raw schema only. A reader role for the brain that can read the curated schemas and nothing else. And an admin role, which is mine, and which the brain does not use. Separation on purpose.
- Hamza AkhtarGood. That is exactly the shape I would have asked for. Least privilege, and the brain never needs to create or drop anything outside its own database.
- Jonas AlbrechtWhich role has access to the merchant risk tables? That was my question for you. Today the risk team's tables are readable by a broad analyst role. I do not want the brain's reader role inheriting from that.
- Hamza AkhtarIt will not inherit anything. We give it explicit grants on named schemas. If you tell me which schemas, I will write them down as a list and you apply them yourself. We never ask for the grants to be done through us.
- Jonas AlbrechtGood. I do not grant access by email either, so the list goes into a ticket, I review it, and I run the statements myself.
- Katrin VogelsangI like that. That is a process I can describe to an auditor. Please make sure the ticket and the list are kept together.
- Hamza AkhtarUnderstood. I will keep the list as a versioned document and reference the ticket number in it. Now, timing for the grants. Jonas, when is a good day for you?
- Jonas AlbrechtNot Friday. I do not change production on a Friday. Tuesday or Wednesday next week, in the morning. That leaves time to roll back if something is wrong.
- Katrin VogelsangLet us agree that: Tuesday morning, next week, grants applied by Jonas, confirmation to me and Hamza by the end of the same day.
- Hamza AkhtarDone. I will note it as an action for Jonas. Next, the connectors. Katrin, from the kickoff I have three sources as the first wave: your CRM, the helpdesk and the call recorder. Is that still right?
- Katrin VogelsangThat is right for the first wave. The account managers live in the CRM and the helpdesk. The call recorder is important because our account managers talk to merchants every week and the content of those calls is nowhere else.
- Katrin VogelsangAnd then the second wave, the merchant risk data. But this one is already in Snowflake, so I would like to understand how you read it, what is the mechanism.
- Hamza AkhtarGood question. Because the brain runs inside your Snowflake account, it reads those tables in place. No copy leaves, no export. It is a source like the others, just without a connector to an outside system. So it is a read grant on the curated risk schema and a description of what each column means.
- Jonas AlbrechtThe column descriptions, that is the part that takes time. Half of them are named by whoever built the table in a hurry.
- Katrin VogelsangYes. I know this. The risk team will help. To be precise, I will ask the lead of merchant risk to nominate one person for this. I will put the name in the minutes.
- Hamza AkhtarThat would be ideal. One person who can say what a field means saves us a lot of back and forth. Now, for the first wave, who owns the credentials for the CRM and the helpdesk? Because I will need someone with admin rights to authorise the connection.
- Jonas AlbrechtCRM admin is a colleague in IT, not me. Helpdesk admin is in operations, Katrin's side.
- Katrin VogelsangThe helpdesk is mine, yes. I can authorise it myself, I have the admin rights. The CRM I have to ask. Let me take that as an action, and I will confirm the person's name.
- Hamza AkhtarGreat. And the call recorder?
- Katrin VogelsangThat is with my team too. One of my team leads is the admin. But there is a point I need to raise. Our works council has an opinion on call recordings, and merchants have consented under specific terms. I need to confirm that the brain reading the transcripts is covered.
- Hamza AkhtarRight, and that is a fair thing to check before we connect it, not after. I would not want to switch it on until you are sure. Can we put the recorder in the second wave if it needs more time?
- Katrin VogelsangLet us agree that for now. First wave: CRM and helpdesk. Second wave: call recorder and the risk tables, after I get the answer from our data protection officer. I will not guess.
- Jonas AlbrechtThat also suits me. Two sources first, I can watch the loads properly before more arrive.
- Hamza AkhtarAgreed. Then my plan is to set up the first two connectors this week, with a first load into the staging area, and then we look at the record counts together so you can see what arrived. Does that work, Jonas?
- Jonas AlbrechtAs long as the grants are in first. Which is Tuesday. So the first load is Tuesday afternoon at the earliest. I would rather look at it Wednesday.
- Hamza AkhtarWednesday it is. I will say first load Tuesday afternoon, review together on Wednesday. Katrin, are you able to join the review?
- Katrin VogelsangI think so. Send an invitation, and if it is a problem I will say so tomorrow. I do not want a surprise on the day.
- Hamza AkhtarWill do. Now users. You have forty licensed users on Growth. At the moment, how many people have actually logged in? From my side I only see a couple of people, which is normal at this point.
- Katrin VogelsangYes, it is Jonas and me, more or less, and one more person who tried it. That is correct for now. I do not want to open it to everyone while the data is not there. People try it once, find it empty, and never come back.
- Hamza AkhtarI completely agree, and I would defend that. First impressions with an empty brain are hard to repair. So who would be the first group?
- Katrin VogelsangI would start with a pilot of the account managers. A small group, maybe a handful, the ones who are most critical about their tools, because they will tell me honestly. Then merchant risk afterwards, once the risk data is in.
- Jonas AlbrechtHow do people log in? Single sign-on?
- Hamza AkhtarOn Growth it is not single sign-on, that comes with Enterprise. People are invited individually with their company email address. For forty users that is manageable, and I can give you a simple way to do the invitations in one go.
- Jonas AlbrechtFine. I just wanted to know before someone asks me.
- Katrin VogelsangHamza, there was one ticket from us last month, I think. Was that resolved? I want the minutes to be accurate.
- Hamza AkhtarYes, one ticket in the last month, and it is closed. It was a question about how roles are named, and it was answered the same day. Nothing urgent, nothing open.
- Jonas AlbrechtThat one was mine. The answer was fine.
- Katrin VogelsangGood. Then, training. For the pilot group, what do you offer? A session? Documentation?
- Hamza AkhtarA walkthrough session on their own data, once the first load is in. About an hour. They ask real questions about real merchants, and I show them how to phrase them, how to read the source behind every answer. Plus a short guide. Katrin, you will like the source part.
- Katrin VogelsangVery much. What is the source? It is the question I ask all the time. If every answer shows where it came from, my account managers can trust it, and I can show it to an auditor.
- Hamza AkhtarEvery answer links back to the record it came from, the ticket, the CRM entry, the call. If it cannot find a source it says so rather than guessing.
- Jonas AlbrechtI will test that myself before anyone else sees it. I do not like to recommend something I have not tried.
- Hamza AkhtarI would expect nothing less, Jonas. Please do, and tell me what you find.
- Katrin VogelsangOne more topic, for the record. Documentation. Our auditors will ask how the brain is set up and who can see what. Can BG-Demo give us a document that describes the architecture and the roles?
- Hamza AkhtarYes. I will produce a setup description with the database, the warehouse, the three roles and the grants, and I will update it at every change. Jonas reviews it first, so it is correct for your environment.
- Jonas AlbrechtSend me the draft. If it says anything that is not true I will mark it in red. That is a schema change if the names differ from mine, so please use my names.
- Hamza AkhtarYour names, yes. I will take them from what you create, not the other way round.
- Katrin VogelsangLet us agree the next step list, then, so that nothing is lost. I will read it back, and please say if I am wrong.
- Katrin VogelsangOne. Jonas applies the grants for the reader and loader roles on Tuesday morning, and confirms by the end of that day. Two. Hamza sets up the CRM and helpdesk connectors and runs the first load on Tuesday afternoon. Three. Review of the first load together on Wednesday.
- Katrin VogelsangFour. I confirm the name of the CRM admin and the person from merchant risk who will describe the columns. Five. I ask our data protection officer about the call recordings, and I report back before the second wave. Six. Hamza sends the setup description to Jonas, and Jonas sends the region screenshot to me.
- Hamza AkhtarThat is the full list as I have it. One addition: I will also send the pilot invitation list template for the account managers, so you can fill in names when you are ready.
- Jonas AlbrechtAdd one thing. If the first load looks wrong, I stop the warehouse and we discuss. No one runs a second load on top of a bad one.
- Hamza AkhtarAgreed, that goes into the list as a rule. No second load on top of a questionable first one.
- Katrin VogelsangGood. And the next call? Let us fix it now so that the date does not drift.
- Hamza AkhtarI would suggest a short check-in after the Wednesday review, to decide on the second wave. Our customer success manager, Elena Novak, will want an update after that as well, and I will tell her what we agreed today.
- Katrin VogelsangFine. I will put today's date, 2 Mar 2026, on the minutes and send them this afternoon. Thank you both. This was efficient.
- Jonas AlbrechtThanks. Talk Tuesday.
- Hamza AkhtarThank you, Katrin, thank you, Jonas. Speak soon, and good luck with the grants. Goodbye.
- Katrin VogelsangThank you, and goodbye.
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