Ardfinnan Freight Services / BG-Demo – Discovery
Callcompleted
Ardfinnan Freight Services · 5 Dec 2024 10:45
Ardfinnan's commercial manager and finance director described shipment, client and customs data scattered across systems. They want one view and margin by client and route. A February discovery and demo was agreed, with IT involved.
What was said
What this says
As at Fri 9 Oct 2026Ardfinnan's commercial manager and finance director described shipment, client and customs data scattered across systems. They want one view and margin by client and route. A February discovery and demo was agreed, with IT involved.
What happened: Lewis Kerr ran a 32 minute discovery with Grainne Lynch and Brendan O'Mahony. They described freight system, CRM, email and spreadsheets as separate places to look.
Customer view: Grainne wants speed when clients call. Brendan wants profitability by client and by route, and says the manual pulling together is slowing decisions.
Commercial: This is new business. About thirty-five people do these lookups, which sizes the user count. The evidence does not show a tier, budget or competitor.
Watch: Brendan asked for IT to be in from the start, so a technical stakeholder will join. The call shows no decision maker beyond the finance director.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the overview documents and book a discovery and demo for early February, with IT invited.
Risks
As at Fri 9 Oct 2026- IT will join from the start, so a security or technical objection could surface early.
- The evidence does not show budget, timeline or competing options.
Opportunities
As at Fri 9 Oct 2026- About thirty-five users across operations and commercial point to a multi-team subscription.
- Margin by client and route is a concrete use case for the dashboards builder.
Transcript
Lewis KerrGood morning, Grainne, Brendan, thanks for taking the call. How are things in Cork today?
Grainne LynchGood, thanks Lewis. Bit of rain, but we're used to that.- Lewis KerrFair play. So, you're looking at how to get better visibility across operations, yeah? You've got freight management, CRM, email, spreadsheets. Let me confirm what I understand.
Brendan O'MahonyThat's right. Shipment data, client records, customs info, it's fragmented across systems and spreadsheets. Not ideal.- Lewis KerrSo when you need to answer a question about a shipment or a client, where are you looking?
- Grainne LynchMultiple places. Freight system has shipments, CRM has relationships, email has the trail. It's scattered.
- Lewis KerrHow many people in your team are doing that kind of lookup?
- Brendan O'MahonyOperations, commercial, maybe thirty-five people across the company.
- Lewis KerrThirty-five. And I'm guessing it eats up time. What would be different if you had all that in one place?
- Grainne LynchWe'd be faster. Client calls and we're hunting through systems. One view would be much cleaner.
- Lewis KerrRight. And Brendan, from finance and operations, what's your angle?
- Brendan O'MahonyVisibility on margins. We need to track profitability by client, by route. We're doing a lot of manual pulling together. A consolidated view would help us make better decisions.
- Lewis KerrMargin analysis, client profitability. What I'd suggest is a proper discovery and demo in early February. We'd model your data: freight system, CRM, email, and walk you through how you'd query it. How does February look?
- Grainne LynchFebruary should be fine. We're not too mad after Christmas.
- Lewis KerrGood. Who should be involved from your side? Just you two, or does IT need to be in it?
- Brendan O'MahonyIT should be part of it. We'll want them in from the start.
- Lewis KerrUnderstood. I'll send over some documents, just an overview of how the brain works and what we'd need from you. We'll get something in the diary for early February. Sound good?
- Grainne LynchSounds good. Thanks Lewis.
- Lewis KerrCheers. I'll send that over today and we'll pick this up after Christmas. Speak soon.