What was said
What this says
Current to 13 Oct 26Deepa Chauhan agreed a half-hour check-in with Daniel Okafor and asked for branch use of the account view on the agenda. Customer tone is warm; a consistency concern is raised.
Ask: Deepa wants the agenda to cover how the account view is used outside head office, and whether branches see the same version of each trade account.
Customer view: regional directors are quoting the view in their own meetings, which she calls lovely, but she keeps being asked which account and which branch.
Next: Deepa will ask Tariq whether anything is open on the connector side.
The thread
Updated 9 Oct 26Messages
- Daniel Okafor 21 Apr 2026 09:54Hello Deepa, I hope the month is treating you well. I wanted to get our next check-in into the diary before things fill up on both sides. From my end it has been a quiet few weeks, which I take to be a good sign. There have been a couple of tickets, both small and both closed, and nothing that needed escalating. Usage looks steady, perhaps a touch up on the last quarter, and I'd like to hear how the team is finding it from your side rather than just from the dashboards. Would you have half an hour sometime in the next couple of weeks? I'm flexible on days. A morning would suit me best, but I'll work around the account-data review if that is where your week is heavy. If there is one thing you'd like me to bring to the call, tell me and I'll come prepared. Otherwise I'll just come with questions. Best wishes, Daniel
- Deepa Chauhan 22 Apr 2026 15:21Hi Daniel, Thanks for this, and sorry for the slow reply. It has been a week of branch managers and credit control, as usual. Thursday morning works for me, or Friday if Thursday slips. Anything after 10:00 is fine. I'll keep the slot to half an hour. The one thing I'd like on the agenda is how the account view is being used outside head office. A few regional directors have said they are quoting it in their own meetings, which is lovely, but I want to be sure the branches see the same version of each trade account. Which account, which branch? That is the question I keep getting asked. I'll ask Tariq whether he has anything open on the connector side so you're not surprised. I don't think so, but he's the one to confirm. Thanks, Deepa