Notes and next steps from the QBR

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Daniel Okafor's QBR notes: usage steady rather than grown, repairs double-counting is the item that matters most for the board pack, and Tom will raise renewal, with the term running to 1 Sep 2025. No customer reply.

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As at Fri 9 Oct 2026

Daniel Okafor's QBR notes: usage steady rather than grown, repairs double-counting is the item that matters most for the board pack, and Tom will raise renewal, with the term running to 1 Sep 2025. No customer reply.

Ask: Helen wants the source behind each repairs and arrears figure. Paul raised the double-counting, which Daniel agreed to chase with engineers and answer by Friday.

Customer view: the thread holds no customer response, so the notes show BG-Demo's reading only. Usage is steady and well inside the 40 licensed users.

Next: Daniel owes a plain answer and a source walk-through, and Tom will contact the customer about renewal.

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

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Updated 9 Oct 26

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First message2025-04-29

Last message2025-04-29

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Daniel Okafor 29 Apr 2025 12:42
to Helen Marsden, Paul Rigby
Hello Helen, hello Paul, Thank you both for your time this morning. I wanted to get the notes to you while they are fresh, and I have copied Tom so he has the same picture. Where we got to: - Usage has held steady rather than grown this quarter. You remain well inside the 40 licensed users, so there is headroom if more of the organisation wants to come on. - The repairs double-counting that Paul raised is the item that matters most for the board pack. We agreed I would find out where that stands with our engineers and come back to you by Friday with a plain answer. - Helen, you asked to see the source behind each figure in the repairs and arrears sections. I will send a short walk-through of where each one comes from, so you can answer the board with confidence. - Paul, if the same jobs appear twice again before then, please send the job refs as you have been doing and I will chase it straight away. Tom will be in touch in due course about the renewal, as the current term runs to 1 Sep 2025. There is nothing you need to do on that for now. Please tell me if I have missed or misunderstood anything. Best wishes, Daniel

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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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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.

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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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