What was said
What this says
As at Fri 9 Oct 2026Daniel Okafor arranged the quarterly review with Callum Reid, who asked to see the oversight view on bordereaux queries first and usage numbers second, and to copy Richard on a short version afterwards.
Ask: Callum wants what the brain can show on bordereaux queries without his team rebuilding it by hand. He asked for that before usage numbers.
Customer view: he is steering the agenda toward value and wants Richard to get a short version, which suggests a senior reader is watching.
Next: Daniel agreed to open with the oversight view, write a note for Callum and Richard, and copy Priya Raman for the commercial side.
The thread
Updated 9 Oct 26Messages
- Daniel Okafor 7 Aug 2025 14:49Hello Callum, Thank you for your time on the phone earlier this summer. I wanted to get the quarterly review into the diary while people are still around before the end of the month. The idea is a straightforward hour. I would walk through how the team is using the brain, which of your 40 licensed users are asking the questions, how the connectors have been behaving, and anything you want changed before the autumn. If there is something specific the capacity providers have been pressing you on, I would rather we spend the time there. Could you let me know which days next week suit you best? I can fit around your team's mornings, as I know the early part of the day is when you want the dashboards to be right. I'll come back to you by the end of the week with an invite once I hear from you. Best wishes, Daniel Daniel Okafor Customer Success Manager, BG-Demo
- Callum Reid 8 Aug 2025 14:09Daniel, Monday or Tuesday next week. Afternoon, after two. Not Wednesday, binder renewals. What I need is the oversight view: what the brain can show me on bordereaux queries without my team rebuilding it by hand. Bring that first. Usage numbers second. Can Richard be copied on whatever you send afterwards? He will want the short version. Callum
- Daniel Okafor 11 Aug 2025 08:45Hello Callum, Thank you, that is very clear. Let's take this afternoon, shortly after two, and I'll send the invite straight after this email. If it turns out the afternoon is too tight, Tuesday at the same time works for me. I will open with the oversight view and the bordereaux questions, then usage after that. I will write up a short note for you and Richard afterwards, and I'll copy Priya so the commercial side is in the picture too. Just to close the loop, if there is anyone else on your team you would like on the call, say so and I'll add them. Best wishes, Daniel