Following up on our quarterly review

Email thread

After the review, Douglas Baird, the Chief Operating Officer, said it was the first time he had seen usage in terms he could take to the trustees. He is open to other teams benefiting but wants Imogen Hartley's view first.

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What was said

What this says

As at Fri 9 Oct 2026

After the review, Douglas Baird, the Chief Operating Officer, said it was the first time he had seen usage in terms he could take to the trustees. He is open to other teams benefiting but wants Imogen Hartley's view first.

Ask: Daniel Okafor recapped the review, noted room within the 15 licensed users on the Starter plan, and promised a change window agreed with Craig Paterson before connector changes.

Customer view: Douglas found the review very useful and is content for Craig to agree the window directly.

Next: a conversation about other teams, with Imogen's view sought before any widening.

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

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The thread

Updated 9 Oct 26

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Messages2

First message2023-08-07

Last message2023-08-08

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Messages

Daniel Okafor 7 Aug 2023 08:52
to Imogen Hartley, Douglas Baird, Craig Paterson
Dear all, Thank you for your time this morning. Just to close the loop on what we covered: - More of the team is using the brain each week, and the relationship managers are asking about trustee calls and member-query tickets in one place. - You are well inside the 15 licensed users on the Starter plan, so there is room for more colleagues to join. - Craig and I will agree a change window before anything on the connector side moves, so he hears about it beforehand and not afterwards. Douglas, if there is anything you would like to see in a future review, please say. How is the team finding it day to day? I'd be glad to hear anything you think we could do better. Best wishes, Daniel
Douglas Baird 8 Aug 2023 13:32
to Daniel Okafor
Dear Daniel, Thank you for the summary, and for the clear way in which the review was presented yesterday. In fairness, it was the first time I had seen the usage laid out in terms I could take to the trustees, and I found that very useful. I would be content for Craig to agree the change window with you directly. I'd welcome a conversation in due course about which other teams might benefit, though I would want Imogen's view before we widen it. Kind regards, Douglas Baird

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Open as a page

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B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

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Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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