Ardenmore Pension Administration / BB-Demo – Check In
Callcompleted
Ardenmore Pension Administration · 2025-02-10 15:45
Marcus Bell reported about six daily active users against twenty-five seats, up slightly but below the previous quarter. Finance Director Elaine Turvey wants proof of value for the board and would not discuss the contract.
What was said
What this says
Current to 13 Oct 26Marcus Bell reported about six daily active users against twenty-five seats, up slightly but below the previous quarter. Finance Director Elaine Turvey wants proof of value for the board and would not discuss the contract.
What happened: Marcus Bell ran a short usage check-in with Elaine Turvey, Finance Director, on 10 Feb 2025. About six people are active on an average day, up a touch in recent weeks but still a little below the previous quarter.
Customer view: Elaine asked whether anyone is using it more and whether the same two people carry it. She said she only cares whether use justifies it, and that the board will ask.
Commercial: Elaine would not say anything about the contract yet and pointed to Tom for a conversation nearer the time. The call does not say who Tom is beyond handling the contract side.
Watch: Most of the twenty-five seats are idle. Marcus called this the start of a recovery and wants another month or two of numbers before saying more.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Marcus Bell to send Elaine the one-page usage note by the end of that week, including seat-level activity and what the team has asked.
- Elaine to have a word with the client-relationship lead about using the brain in team meetings.
- Tom to contact Elaine on dates for the contract conversation.
Risks
Current to 9 Oct 26- Only about six of twenty-five seats are active, which leaves the subscription hard to justify to the board.
- Elaine would not discuss the contract, so the renewal position is unknown.
Opportunities
Current to 9 Oct 26- Several new names from the client-relationship team after the refresher sessions suggest adoption can keep recovering.
Transcript
Marcus Bell NoneHello Elaine, can you hear me alright?
Elaine Turvey NoneI can, yes. Good afternoon, Marcus. Sorry, I'm a minute or two behind, the last meeting ran over.- Marcus Bell NoneNo problem at all. Dreadful weather again, isn't it? Anyway, I'll share my screen and say what I want to cover. It's only a short one. Just the usage since we last spoke, how the refresher has gone, and anything you need from me ahead of the summer. Does that suit?
- Elaine Turvey NoneThat's fine. Can we start with adoption? Is anyone using it any more than before?
- Marcus Bell NoneA little, yes. I've pulled the numbers. On an average day it's about six people active now, so up a touch on where we were. Though against the previous quarter as a whole it's still a little lower, by a small amount.
- Elaine Turvey NoneSix, out of twenty-five seats.
- Marcus Bell NoneYes. I'm not going to tell you that's where we'd want it. But the direction in the last few weeks is better than it was in January, and that's mostly since the refresher sessions with the client-relationship team.
- Elaine Turvey NoneWho is it, though? Is it the same two people as before?
- Marcus Bell NoneSome of the same, yes, Sukhvinder is still the heaviest user. But there are a few new names from the team, which I was pleased to see. I'll put the detail in the summary so you can see it for yourself, without names if you'd prefer.
- Elaine Turvey NoneNames are fine. I'd rather know. It's the sort of thing the board will ask.
- Marcus Bell NoneUnderstood. And on the technical side there's nothing to report. No tickets in the last month, nothing urgent, the connectors are all loading and the nightly refresh has been landing on time.
- Elaine Turvey NoneGood. I don't need the detail on that. I only care whether it's being used enough to justify it.
- Marcus Bell NoneYeah, I get that. Honestly, my view is that you're seeing the start of a recovery rather than the finished article. I'd like another month or two of numbers before I'd say any more than that.
- Elaine Turvey NoneMm. Let's not rush, then. I'm not in a position to say anything about the contract yet. Tom did mention a conversation nearer the time.
- Marcus Bell NoneHe did, and he'll be in touch with you on dates. That side's with Tom, I'd only muddy it. I'm just here to make sure you've got the usage picture.
- Elaine Turvey NoneFine. Can I ask what you'd want from my side? Is there anything we should be doing differently?
- Marcus Bell NoneOne thing, really. If the team leads could mention it in their own meetings, even briefly, that tends to do more than anything we say. People use it when somebody they work with says it's saved them time. Other than that, happy to jump on a call with any of them if they'd rather ask somebody directly.
- Elaine Turvey NoneI can have a word with the client-relationship lead. I won't promise more than a word.
- Marcus Bell NoneA word is plenty. Honestly, thank you.
- Elaine Turvey NoneAnd you'll send me the page you mentioned? Same format as last time?
- Marcus Bell NoneYes, I'll send it by the end of the week. One page. Who's active, how it compares with last quarter, and which seats are untouched. I'll also add a line on what the team have been asking it, so there's some sense of what it's actually doing for them.
- Elaine Turvey NoneThat would be useful. Right, I think that's everything from me. Thank you, Marcus.
- Marcus Bell NoneThanks, Elaine. Speak soon.
- Elaine Turvey NoneGoodbye.