Notes from our check-in
Email thread Lornefield Pensions Administration · cs
Daniel Okafor's notes from a 15 Oct 2024 check-in with Imogen Hartley: the brain serves trustee preparation, usage is steady, 40 licensed users with fewer active. No customer reply in the thread.
What was said
What this says
Current to 13 Oct 26Daniel Okafor's notes from a 15 Oct 2024 check-in with Imogen Hartley: the brain serves trustee preparation, usage is steady, 40 licensed users with fewer active. No customer reply in the thread.
Ask: Daniel asked Imogen for her honest view of how the team finds the brain day to day before the next check-in. He also offered options for a walkthrough session for the wider team.
Customer view: the notes record that managers lean on the brain most when preparing for trustee meetings. Usage is described as steady rather than growing, with the active group well below the licensed users.
Next: there is no customer response in the thread. Daniel owes Imogen walkthrough options, which could lift adoption among the licensed users.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 15 Oct 2024 10:00Hi Imogen, Thank you for your time on the call today. Just to close the loop, here are the notes as I have them. - The brain is giving the scheme-relationship managers the single view of trustee calls, member-query tickets and fee invoices that we set out to build. You said the managers lean on it most when they prepare for trustee meetings. - Usage is steady rather than growing. You have 40 licensed users, and the active group is a good deal smaller than that, so there is room to bring more of the team in if you want to. - Support has been quiet, with nothing outstanding on our side. - You mentioned wanting to show the wider team what the brain can do. I'll come back to you with a couple of options for a short walkthrough session. If I have missed anything or got something wrong, please say. How is the team finding it, day to day? I'd value your honest view before our next check-in. Best wishes, Daniel