Second demo session: preparation

Hello Deepa, Tariq, Happy to be back on this after the break. To make the second session worthwhile, here is what I would like us to cover: - the account view for a handful of your real trade accounts, shown the way a branch manager would see it - how credit control would use disputes and invoices alongside the call history - how duplicate accounts are matched, which Hannah will explain with an example from your own data Tariq, it would help Hannah enormously if you could send a small extract of trade account records, with the duplicates left in. If it can reach us by Friday 3 Jan 2025 she will have time to prepare properly. Kind regards, Lewis

Lewis, That agenda is fine by me. I can pull an extract of trade accounts and leave the duplicates in, so Hannah sees what the matching actually has to cope with. Friday 3 Jan 2025 is tight because most of the team are out this week, but I will aim for the morning. One question: will the session show the branch managers' view as well as the credit control one? Deepa will want to know what the branches see before she takes it to the regions, and I would rather we did not promise them anything the brain does not do yet. Cheers, Tariq

Hello Tariq, Deepa, Thank you for the extract, Tariq. Hannah has started on it and will show the matching with your own records on the day. To answer your question: yes, we will show the branch manager's view as well as credit control's. Hannah will be clear about what is live today and what is not, so nothing gets promised to the regions that does not exist. One practical point. We are still working towards 14 Feb 2025 for the order form, and for Enterprise the security review needs to start soon to leave room for it. Hannah will send the questionnaire next week, and I would suggest Tariq and your IT security colleagues look at it together. I will send the invitation once Deepa confirms the attendees. Kind regards, Lewis