Kelvinhaugh Pension Services - QBR
Documentfinal Kelvinhaugh Pension Services · QBR deck · final · 5 Jun 2024
Final QBR deck dated 5 Jun 2024 from Daniel Okafor on the Starter tier. It states contracted annual recurring revenue of £18k, 15 licensed users and a term to 8 Feb 2025. Usage is rising with no tickets, but a few users carry most of it.
What it says
What this says
As at Fri 9 Oct 2026Final QBR deck dated 5 Jun 2024 from Daniel Okafor on the Starter tier. It states contracted annual recurring revenue of £18k, 15 licensed users and a term to 8 Feb 2025. Usage is rising with no tickets, but a few users carry most of it.
What it is: a customer-facing QBR deck prepared by Daniel Okafor, Customer Success Manager, with review date 5 Jun 2024. It is a status report, not a contract.
States: "Contracted annual recurring revenue: £18k" and "Current term runs to 8 Feb 2025". Licensed users are 15 and active use is "Around four people a day", roughly double the prior quarter.
Risks: "a small group of active users carries most of the usage", a key-person risk the deck wants to widen. It also says "With so many licences unused, the cost per active person is still high".
Not settled: the deck gives no renewal price, tier recommendation or decision. It is also well out of date against the 9 Oct 2026 as-of date, so it says nothing about the current term or renewal.
As found in this document
As at Fri 9 Oct 2026- Date end8 Feb 2025Source: the AI read of this record
- Date start9 Feb 2024Source: the AI read of this record
Body
Kelvinhaugh Pension Services - QBR
Prepared by: Daniel Okafor, Customer Success Manager, BG-Demo Review date: 5 Jun 2024 Status: Final
1. Where we are
- Customer since 9 Feb 2024, on the Starter tier for your scheme-relationship managers.
- Contracted annual recurring revenue: £18k.
- Licensed users: 15.
- Current term runs to 8 Feb 2025.
- No open tickets and no overdue invoices.
Thank you to everyone at Kelvinhaugh for the time you have given the brain over the first months. This deck closes the loop on how it is going and what we would like to look at together next.
2. Usage
| Measure | Where it stands | Reading |
|---|---|---|
| Active users (30-day average) | Around four people a day | Roughly double the prior quarter |
| Licensed users | 15 | Plenty of headroom within the Starter allowance |
| Tickets, last 30 days | None | Nothing outstanding |
| High priority tickets | None | Nothing outstanding |
The trend matters more than the level here. Active use has roughly doubled since the previous quarter, which tells us the relationship managers are coming back to the brain by habit rather than for a one-off look.
3. Value
Read the whole document (2,668 characters)
- The team is asking the brain questions about schemes and employers instead of reconciling the CRM, emails and call notes by hand.
- Adoption is concentrated in the scheme-relationship team, which is what the Starter tier was bought for.
- With so many licences unused, the cost per active person is still high, so the next step is broader use rather than more licences.
4. Issues and risks
- Support: no tickets raised, no service level misses to report.
- Billing: nothing overdue.
- Key-person risk: a small group of active users carries most of the usage. We would like to widen that circle so the value does not depend on one or two people.
- Freshness: the nightly refresh is working as expected. We have no stale-data reports from your team.
5. Plan for the next quarter
| Action | Owner | Timing |
|---|---|---|
| Short walkthrough for relationship managers who have not yet logged in | Daniel Okafor with the Kelvinhaugh team lead | Over the coming weeks |
| Review which questions are asked most and turn them into saved pages | Daniel Okafor | Before the next check-in |
| Check whether any other team would benefit from access | Daniel Okafor and the Kelvinhaugh sponsor | Before the next check-in |
6. Looking ahead
The contract end of 8 Feb 2025 is some way off, and nothing needs deciding now. I will come back to you well ahead of the renewal notice period with a view on usage and what the right tier looks like for you.
Best wishes, Daniel