Cramond Trustee Services / BB-Demo – Demo
Callcompleted
Cramond Trustee Services · 2026-10-08 15:15
Theo Gallagher demoed search, scheme pages and dashboards to Eilidh Rutherford, who said she was ready to proceed. The proposal is still to come, with a mid-December close and mid-April go-live planned.
What was said
What this says
Current to 13 Oct 26Theo Gallagher demoed search, scheme pages and dashboards to Eilidh Rutherford, who said she was ready to proceed. The proposal is still to come, with a mid-December close and mid-April go-live planned.
What happened: Theo Gallagher and Harvey Doyle demonstrated the brain on 8 Oct 2026 on a sample of Cramond's data. They covered search, scheme pages shareable with trustees, and Growth dashboards.
Customer view: Eilidh Rutherford asked about search speed, sharing with trustees, refresh and support. She ended by saying she was ready and asked what happens next.
Commercial: Eilidh will discuss the proposal with Niall, who was not on this call. Harvey is aiming to close by mid-December, which is a plan, not a commitment.
Watch: Harvey again said twelve weeks, and Theo described a guaranteed nightly refresh. Both differ from the Growth terms in the price book.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Harvey Doyle to send the proposal, with terms checked against the price book.
- Eilidh Rutherford to review the proposal and discuss it with Niall Sutherland.
Risks
Current to 9 Oct 26- Niall Sutherland, the Chief Executive, was not on the demo and the decision still goes through him.
- The refresh was described as guaranteed, but only Enterprise is credited for data freshness.
- Twelve weeks was repeated for Growth, which the price book shows as 8 weeks.
Opportunities
Current to 9 Oct 26- Eilidh Rutherford said she was ready, so the proposal can move quickly.
- Trustee pages and scheduled emailing to trustees fit the manual compilation problem and could anchor the value case.
Transcript
Harvey Doyle NoneEilidh, hi. Can you hear us okay?
Eilidh Rutherford NoneYes, fine. Hi Harvey, hi Theo.
Theo Gallagher NoneHi Eilidh. So, we're going to walk you through the brain on a sample of your data today. Harvey mentioned on the last call that you're managing multiple schemes and a lot of manual compilation. I'm going to show you how the brain consolidates that. Three key areas: search across your systems, pages for scheme trustees, and dashboards for your team to build their own views. Sound good?- Eilidh Rutherford NoneYes, that's exactly what we need.
- Theo Gallagher NoneGreat. So here we have a brain instance connecting to your scheme administration system, your emails, call logs. I'm searching for a specific trustee question, in this case, what's the current position on member contributions for a particular scheme. The brain searches your database, any emails about this scheme, any call notes, and returns a consolidated answer. No manual trawling.
- Eilidh Rutherford NoneHow long does that search take?
- Theo Gallagher NoneSeconds. It depends on the data volume, but for most queries you get an answer in two to five seconds. Now, pages. Think of it as a scheme page, everything about that scheme in one place. Timeline of events, member count, contribution status, next review date, everything. You can customise which fields appear, the order, the grouping.
- Eilidh Rutherford NoneAnd can we share this with the trustees?
- Theo Gallagher NoneYes. You can export the page, you can build a report, you can even set it up to email to trustees on a schedule. And then dashboards, in Growth, your team can build custom dashboards. I'll build one quickly. Let's say you want a view of all schemes by asset size and member count. I drag in the scheme table, I add a chart showing asset distribution, filter by your selected schemes. Done. Your finance team could see asset trends, your operations team could see member distribution. Each team builds what they need.
- Eilidh Rutherford NoneAnd this all refreshes from our live data?
- Theo Gallagher NoneEvery night. We pull from your scheme system, emails, calls, everything you've connected, and the brain has fresh data every morning.
- Harvey Doyle NoneAnd Eilidh, on the implementation side, we'd work with your team to make sure the connectors are all set up correctly. Twelve weeks, and we're supporting you throughout.
- Theo Gallagher NoneTo be precise, implementation is structured: weeks one and two mapping, weeks three to six building, weeks seven to nine testing, weeks ten and eleven training. By week twelve you're live.
- Eilidh Rutherford NoneAnd after we're live? What's the support like?
- Theo Gallagher NoneQuarterly check-ins, you and Harvey, we review how you're using the brain, what's working, what you might want to expand. Any issues, you contact support, we respond quickly. And the data's always fresh, guaranteed nightly refresh.
- Eilidh Rutherford NoneOkay. I think we're ready. What happens next?
- Harvey Doyle NoneYou'll have the proposal from me. You review it, discuss with Niall, and we'll aim to close by mid-December. Then we kick off in January and you're live by mid-April.
- Eilidh Rutherford NoneSounds good. Thanks both.
- Theo Gallagher NoneGreat. Thanks, Eilidh.
- Harvey Doyle NoneCheers. Speak soon.