Ardfinnan Freight Services / BB-Demo – Demo
Callcompleted
Ardfinnan Freight Services · 2024-12-20 12:00
Demo to Grainne Lynch and Noel Cronin on their own data. Grainne said the speed is exactly what they need and asked about implementation, timeline and cost. Lewis Kerr promised a proposal within about a week.
What was said
What this says
Current to 13 Oct 26Demo to Grainne Lynch and Noel Cronin on their own data. Grainne said the speed is exactly what they need and asked about implementation, timeline and cost. Lewis Kerr promised a proposal within about a week.
What happened: Hannah Lowe showed search across shipments, clients and emails, plus a margin-by-route dashboard. Noel asked about access limits and what happens if the freight system changes.
Customer view: Grainne said the speed is exactly what they need, and wants route profitability tracked. Noel's current routine spans the freight system, the CRM and emails.
Commercial: No price or tier was discussed. Lewis committed to a proposal covering scope, timeline and pricing, and Grainne agreed. Hannah also said she would put the security answer in writing.
Watch: The call shows interest, not a decision. The evidence does not show a budget holder or a deadline.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the proposal with scope, timeline and pricing by mid-next week.
- Hannah Lowe to put the security answer in writing for Grainne Lynch.
Risks
Current to 9 Oct 26- No pricing or tier was discussed, so the proposal must land the commercial case.
- The evidence does not show who signs or when a decision is due.
Opportunities
Current to 9 Oct 26- New business: route margin dashboard and cross-system search for roughly thirty-five staff.
- Security and row-level access answers could be a deciding point.
Transcript
Lewis Kerr NoneRight, let's get started. Everyone on? Good. So Grainne, Noel, this is Hannah from our team. She's going to walk you through the brain and what it can do.
Hannah Lowe NoneHi Grainne, Noel, thanks for being here. So the short answer is: the brain queries across all your systems without moving the data. Your freight system, CRM, email, they stay where they are. The brain asks them questions. Let me show you on your actual data.
Noel Cronin NoneSo it's not a data warehouse? We don't have to move everything?- Hannah Lowe NoneTo be precise, no warehouse, no ETL headaches. We index your data in Snowflake, which you own and control. The brain talks to that index and to your live systems.
Grainne Lynch NoneAnd security, how does that work?- Hannah Lowe NoneThe longer answer is: we run everything inside your Snowflake account. Your data never touches our infrastructure. You get SSO, audit logs, the lot. I'll put that in writing.
- Lewis Kerr NoneGood question. So Hannah, let's show them a search. Noel, when you get a call about a shipment, what do you normally do?
- Noel Cronin NoneI look up the shipment number in the freight system, then check the CRM for client history, then dig through emails.
- Hannah Lowe NoneRight. Now watch. I'm asking the brain: show me all shipments for this client in the last thirty days and any open issues. Watch what happens.
- Noel Cronin NoneWait, how long did that take?
- Hannah Lowe NoneAbout two seconds. We indexed your data overnight, so the brain knows all your shipments, clients and emails. Ask it anything and you get answers in seconds instead of hours.
- Grainne Lynch NoneCan we search by route? We need to track profitability by route.
- Hannah Lowe NoneAbsolutely. The longer answer is, you define what a route is. If that's in your freight system, the CRM, or anywhere, the brain sees it. We build a dashboard that rolls up margin by route.
- Noel Cronin NoneWho has access to these searches? Can we limit it?
- Hannah Lowe NoneYep. You define who sees what. You could let all thirty-five of your team search, or lock it down to just operations. Row-level security means if someone shouldn't see data, they don't.
- Lewis Kerr NoneAnd then there's the dashboards. Hannah, show them the builder.
- Hannah Lowe NoneSo I built a quick margin dashboard for you. Revenue by route, cost by route, margin. It pulls live data every night from your freight system and CRM. All point and click, no code.
- Grainne Lynch NoneAnd we can modify it? Add metrics?
- Hannah Lowe NoneYou can. Or we can help. Depends on how hands-on you want to be.
- Noel Cronin NoneThis makes sense. What happens if our freight system changes? Do we rebuild the brain?
- Hannah Lowe NoneNo. We re-index every night. If a field changes we spot it and handle it. New field you want? You tell us and we add it.
- Lewis Kerr NoneSo where does that leave us? Could this work for Ardfinnan?
- Grainne Lynch NoneYeah, I think so. The speed is exactly what we need. Questions on implementation, timeline, cost?
- Lewis Kerr NoneGood questions. Let me put together a proposal: scope, timeline, and pricing. I'll have that to you in the next week or so. Does that work?
- Grainne Lynch NoneThat works for us, yeah.
- Lewis Kerr NoneBrilliant. Hannah, cheers for the demo, great work.
- Hannah Lowe NoneThanks, Lewis. Grainne, Noel, any last questions?
- Noel Cronin NoneI think we're good for now.
- Lewis Kerr NonePerfect. I'll send that proposal over by mid-next week. Speak soon, cheers.