B-Glass
Callie Brennan

Stainmore Haulage / BG-Demo – Onboarding

Callcompleted

Stainmore Haulage logo Stainmore Haulage · 27 Dec 2023 10:00

Onboarding call on 2023-12-27: go-live is held up because the customer's IT has not granted Snowflake access after about three weeks. Callie needs it by Friday to keep the go-live date.

What was said

What this says

As at Fri 9 Oct 2026

Onboarding call on 2023-12-27: go-live is held up because the customer's IT has not granted Snowflake access after about three weeks. Callie needs it by Friday to keep the go-live date.

What happened: Callie Brennan checked progress with Aaron Graham and Shirley Bowman. Snowflake access is the only blocker; Xero, Outlook and Roadway are ready.

Customer view: Aaron said IT had been slow despite two chases. Shirley agreed to ring Dave, the Snowflake admin, that afternoon.

Commercial: Time to first value is at risk of slipping, which weakens the start of the subscription. The user list is in: six names plus Aaron and Shirley.

Watch: If access is not granted by Friday, Callie said they would be cutting it close. The evidence does not show whether access was granted.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Snowflake access delay
Importance
neutral
Sentiment
mixed
Voice
user

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Shirley Bowman to ring Dave, the Snowflake admin, that afternoon and stress the end-of-week deadline.
  • Callie Brennan to run the test and full refresh once Snowflake access arrives.

Risks

As at Fri 9 Oct 2026
  • Go-live slips if the customer's IT does not grant Snowflake access by Friday.
  • A delayed start delays the first useful answers from the brain.

Opportunities

As at Fri 9 Oct 2026
  • A smooth go-live with a login walkthrough builds early adoption among the eight named users.

Transcript

  1. Callie Brennan
    Callie Brennan
    Hi all. Just checking in on where we are. Aaron, did you get the Snowflake access sorted?
  2. Aaron Graham
    Aaron Graham
    Not yet. IT's been a bit slow coming back. I've chased them twice.
  3. Callie Brennan
    Callie Brennan
    Okay, that's a bit tight. We're coming up on three weeks now. Shirley, can you give them a push? Dave's the Snowflake admin?
  4. Shirley Bowman
    Shirley Bowman
    Yeah, Dave. I can give him a ring, he might respond faster. What's the message?
  5. Callie Brennan
    Callie Brennan
    Read-only access, no write permissions, pulling specific tables only. It's not a risk. But we need it to go live on schedule. Without Snowflake, we can't refresh the data.
  6. Shirley Bowman
    Shirley Bowman
    I'll ring him this afternoon.
  7. Callie Brennan
    Callie Brennan
    Tell him we're on a deadline and need it by end of week. If there's a problem, he should email me.
  8. Shirley Bowman
    Shirley Bowman
    Will do.
  9. Aaron Graham
    Aaron Graham
    Sorry about this. I've been chasing but IT's slow.
  10. Callie Brennan
    Callie Brennan
    No drama. We're in the window where it needs to happen. Once I get Snowflake, how long until we test?
  11. Aaron Graham
    Aaron Graham
    Xero and Outlook are ready, Roadway's auto-sending. Once Snowflake's plugged in, it should work.
  12. Callie Brennan
    Callie Brennan
    Right. If I get it Friday, we test over the weekend and full refresh Monday. That gets us to go-live end of next week. But be clear, we need Snowflake by Friday. After that, we're cutting it close.
  13. Shirley Bowman
    Shirley Bowman
    I'll make sure Dave knows it's urgent.
  14. Callie Brennan
    Callie Brennan
    Thank you. Did you get the user list to me?
  15. Shirley Bowman
    Shirley Bowman
    Yeah, sent that across. Six names plus Aaron and me.
  16. Callie Brennan
    Callie Brennan
    Good. I'll create accounts once Snowflake's live. Any other concerns?
  17. Aaron Graham
    Aaron Graham
    Just the Snowflake wait, really.
  18. Callie Brennan
    Callie Brennan
    Once I get Snowflake, I'll kick off the full refresh. You don't need to do anything until I tell you the data's live, then we'll do a quick call to show you the login and walk through how to ask questions.
  19. Shirley Bowman
    Shirley Bowman
    Sounds good.
  20. Callie Brennan
    Callie Brennan
    Right, I'll leave you to it. Shirley, give me a ring once you've spoken to Dave. Cheers.
  21. Shirley Bowman
    Shirley Bowman
    Will do. Thanks, Callie.

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Invoices285
Events49
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