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Following up on the QBR

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Merriott Lyle Distribution logo Merriott Lyle Distribution · cs

After the QBR, Daniel Okafor flagged growing use and a contract running to 27 Feb 2026. CFO Malcolm Ridgway wants a written renewal quote on the £116k base for 200 users, and the usage growth valued in board terms.

What was said

What this says

Current to 13 Oct 26

After the QBR, Daniel Okafor flagged growing use and a contract running to 27 Feb 2026. CFO Malcolm Ridgway wants a written renewal quote on the £116k base for 200 users, and the usage growth valued in board terms.

Ask: Malcolm wants the renewal quote on the same base as the order form, with every change shown against it. He wants it in writing from Lewis Kerr, showing what is included and what is extra.

Customer view: He confirmed the summary matched his notes but said a percentage on its own is no use to him. He asked what the usage growth is worth in terms the board will accept.

Next: Lewis owes the written renewal quote, and Daniel needs a value case, with Deepa Chauhan helping on where the numbers come from.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-11-11
Last message2025-11-12

Messages

  1. Daniel Okafor
    Daniel Okafor 11 Nov 2025 15:03
    to Deepa Chauhan, Malcolm Ridgway, Tariq Saleem
    Dear all, Thank you for your time on the quarterly review. I wanted to close the loop in writing while it is fresh, and I have copied Lewis so he has the same picture. A short summary of where we landed: - Use of the brain has grown again this quarter. More people across branch, key-account and credit-control teams are asking it questions, which is the measure we care most about. - Tariq's connectors are loading every night and there are no high priority tickets open. The few tickets we did see were how-to questions and were closed quickly. - Deepa would like to get credit control and the regional teams into the same monthly review, and I am happy to support that with a walk-through of the account view. The contract currently runs to 27 Feb 2026, so over the coming weeks Lewis will come back to you with the renewal terms for the licensed users and the connectors you have in place. Malcolm, I know you will want those in writing, so that is what he will send. Tariq, I'll come back to you by the end of next week on the one mapping question we parked. How is the team finding it generally? Do say if there is anything you would like us to cover next time. Best wishes, Daniel
  2. Malcolm Ridgway
    Malcolm Ridgway 12 Nov 2025 11:27
    to Daniel Okafor
    Daniel, Thanks for the summary. It matches my notes. On renewal: the order form shows £116,500 a year for 200 users. I want the renewal quote on the same base, with every change shown against it. A percentage on its own is no use to me. Put it in writing, Lewis, and show what is included and what is extra. I will read the schedule before anything is signed. And tell me what the usage growth is worth to us in terms the board will accept. Deepa can help with where the numbers come from. Malcolm Ridgway

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