Kittatinny Payments / BG-Demo – Discovery
Callcompleted
Kittatinny Payments · 1 Oct 2025 14:00
Alyssa Romano and Marc Feldstein described partner data split across systems and heavy manual reporting. Lewis Kerr quoted Growth at £12k implementation and £44k subscription. A demo on their own data was agreed.
What was said
What this says
As at Fri 9 Oct 2026Alyssa Romano and Marc Feldstein described partner data split across systems and heavy manual reporting. Lewis Kerr quoted Growth at £12k implementation and £44k subscription. A demo on their own data was agreed.
What happened: On the 1 Oct 2025 discovery call, Alyssa Romano and Marc Feldstein described partner data scattered across Salesforce, payments and accounting. Marc said one or two people spend twenty hours a week on it and the numbers are still unreliable.
Commercial: Lewis Kerr positioned Growth at £12k implementation and £44k subscription, eight weeks to live. Both agreed a demo on their own data would be useful, and Lewis promised material by the end of that week.
Customer view: Marc wants forecasting and board numbers he can trust. He also said data security and ownership matter to them, which the Snowflake-resident design answers.
Watch: They have no Snowflake account today and would have to set one up. Marc and Alyssa said they decide, with the board possibly involved if the spend is big.
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 Growth material by the end of that week and fix a demo date in November.
- Run the demo on the customer's Salesforce and payments data and raise the Snowflake set-up plan.
Risks
As at Fri 9 Oct 2026- The customer has no Snowflake account today, so set-up is a dependency before the brain can run.
- The board may be pulled in if the spend is large, which could slow the decision.
Opportunities
As at Fri 9 Oct 2026- A Growth sale at £12,000 implementation and £44,000 subscription, with a clear value case in forecasting and board reporting.
- Later connector additions or an upgrade to Enterprise if they outgrow Growth.
Transcript
Lewis KerrHi Alyssa, hi Marc, thanks for joining. How are you both?
Alyssa RomanoGood, thanks Lewis.
Marc FeldsteinHi Lewis.- Lewis KerrGreat. So I wanted to understand what you're trying to do with your data and where the pain points are. Alyssa, you're running merchant services?
- Alyssa RomanoYes. So we're a payment facilitator. We work with property-management and HOA software platforms, they use us to process payments for their customers. So we see volume, we see transaction trends, but it's all coming from different sources.
- Lewis KerrSo multiple partners, multiple flows of data?
- Alyssa RomanoExactly. And we're not really seeing the full picture. We know how much volume we're processing, but we don't understand which partners are growing, which ones are risky, what the seasonal patterns are.
- Marc FeldsteinFrom a finance perspective, that's a problem. We need to forecast, we need to understand revenue risk, and we're working from incomplete data.
- Lewis KerrWhat systems do you use today?
- Alyssa RomanoWe've got Salesforce for partner management, we've got our payment processing system, accounting, and a lot of, let's call it manual work. Someone exports data, someone manipulates it, we try to get insight.
- Lewis KerrHow much of that manual work is there?
- Marc FeldsteinI'd say one or two people probably spend twenty hours a week on data. And it's still not reliable. We get asked for numbers and we have to go back and check them.
- Lewis KerrAnd if you could see all that in one place, Salesforce, payments, accounting, what would you do with it?
- Alyssa RomanoWe'd make better decisions about which partners to invest in, which ones to de-risk. We could forecast better. And for operations, we could see if a partner is about to fail before it happens.
- Marc FeldsteinYeah, and for board reporting, we could actually give them real numbers with confidence instead of guesses.
- Lewis KerrWho else would be involved in a decision to implement something like this?
- Marc FeldsteinMe and Alyssa, really. Maybe the board if it's a big spend, but mostly us.
- Lewis KerrAnd do you have Snowflake, or would that be new?
- Alyssa RomanoWe don't have it today, but we've been thinking about it. If you're running inside Snowflake, we'd probably have to set that up.
- Lewis KerrThat's something to factor in, yes. But the brain lives in your Snowflake account, so you'd own the data and you control who sees it. Does that matter to you?
- Marc FeldsteinActually, yes. Data security and ownership are important to us. That helps.
- Lewis KerrOkay. So for an organisation like yours, I'd be looking at Growth tier. That gives you several teams, eight connectors, quarterly business reviews with us. To put a number on it, the implementation is twelve thousand pounds and the annual subscription is forty-four thousand.
- Alyssa RomanoSo fifty-six all-in the first year?
- Lewis KerrThat's right. Then forty-four thereafter unless you want to expand.
- Marc FeldsteinWhat's the timeline?
- Lewis KerrEight weeks implementation. We'd start the week you sign, and you'd be live by the end of the eight weeks.
- Alyssa RomanoSo if we signed in November, we'd be live in January?
- Lewis KerrThat's right. Before the new year rush.
- Marc FeldsteinAnd if we want to add data sources later, if we integrate a new system, can we do that?
- Lewis KerrYes, you can add connectors. Growth comes with eight. If you need more, you can add them. And if you outgrow Growth eventually, you can upgrade to Enterprise.
- Alyssa RomanoOkay. What would the next steps be?
- Lewis KerrI'd like to run a demo on your data, Salesforce, your payments system. Show you what the brain can actually do for you. Would that be useful?
- Alyssa RomanoYes, definitely. We'd see it in practice rather than in theory.
- Lewis KerrExactly. I'll set that up for November, and I'll send over information on Growth so you can brief Marc and anyone else who needs to see it.
- Marc FeldsteinOkay, I think that makes sense. Let's do the demo and see what we think.
- Lewis KerrGreat. I'll send material by end of this week and we'll lock in a demo date. Thanks, both.
- Alyssa RomanoThanks, Lewis.