Onboarding: next working session

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Logistical onboarding thread. Josh Fairburn picks Tuesday morning for the connector session. He expects incident system access but finance approval for the fee invoice connector is uncertain, so he asks to start with incidents.

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As at Fri 9 Oct 2026

Logistical onboarding thread. Josh Fairburn picks Tuesday morning for the connector session. He expects incident system access but finance approval for the fee invoice connector is uncertain, so he asks to start with incidents.

Ask: Hamza proposes an hour on the home-level connectors: family and commissioner contact, incidents and fee invoices.

Customer view: Josh can likely get incident system access, but fee invoices may need finance approval and he will not promise it by Tuesday. He asks to leave invoices to the end.

Next: Hamza to agree the incidents-first order and send the invite.

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

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Updated 9 Oct 26

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First message2026-04-23

Last message2026-04-24

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Hamza Akhtar 23 Apr 2026 08:16
to Josh Fairburn
Hi Josh, Thanks for your time on the call. As promised, here is a proposal for the next working session on the Hollowmere onboarding. I would like to spend it on the connectors for the home-level data: family and commissioner contact, incidents and the fee invoices. If you can have admin access to the source systems to hand, we can check what each one is sending into the brain and sort out any permissions on the day. Would early next week suit, either Monday or Tuesday morning? An hour should be enough, though I would rather over-book than rush it. Let me know what works and I will send the invite. Best, Hamza Implementation Consultant, BG-Demo
Josh Fairburn 24 Apr 2026 17:20
to Hamza Akhtar
Hi Hamza, Tuesday morning is better for me, Monday is full of home visit reports. Anywhere after 09:30 is fine. I should be able to get admin access to the incident system by then. The fee invoice side may need someone from our finance team to approve it, so I will ask them today but I cannot promise it will be sorted by Tuesday. Can we start with incidents and leave invoices to the end if it is not ready? Thanks, Josh

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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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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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.

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