Activities

Pricing review booked for Thursday, Oct 1 at 2:00 PM with Jordan Hart and Marcus Lee.

MCYou, 1 hour ago

Jordan Hart opened the proposal 3 times and spent 4 minutes on the pricing page.

MCYou, 3 hours ago

Plant analytics rollout: 3 phases, $86,000, 12-month term.

MCYou, 5 hours ago

Walked Chloe and Arjun through the migration plan and a live demo of the pipeline board. They want the revised proposal to include data migration.

MCYou, 6 hours ago

Liability cap and payment terms flagged. Legal to respond by Wednesday.

DODaniel Okafor, 23 hours ago

Nadia moves to a group-wide role in November. Need a second champion before the pilot.

SMSofia Marin, 24 hours ago

Sophie asked for 5% off in exchange for a 24-month term.

DODaniel Okafor, 1 day ago

Mapped the current scoring workflow with the risk team. Four data sources, two of them manual.

DODaniel Okafor, 1 day ago

Covered SOC 2 scope, data residency and SSO. Ben will route to their CISO.

DODaniel Okafor, 1 day ago

Admissions runs on four spreadsheets. Budget decision in the January board meeting.

LWLiam Walsh, 2 days ago

Reviewed embedding options and row-level security for client portals.

LWLiam Walsh, 3 days ago

Sent the lab inventory case study and a sample rollout plan.

MCYou, 3 days ago

Reduced scope to forecasting + pickup reports. $39,000.

DODaniel Okafor, 4 days ago

Legal review, security sign-off, then PO. Target signature Oct 13.

SMSofia Marin, 4 days ago

Following up on the inventory forecasting webinar.

PNPriya Nair, 5 days ago

Adoption is up across both depots. Carlos asked about a driver-facing app.

MCYou, 5 days ago

Checklist for the driver app pilot: devices, depots, training slots.

PNPriya Nair, 6 days ago

Marcus confirmed the analytics rollout is in the Q4 capex plan.

MCYou, 6 days ago

Summary of intake bottlenecks and the OCR accuracy targets we agreed.

DODaniel Okafor, 7 days ago

Victor confirmed the control center is a 2027 priority.

SMSofia Marin, 7 days ago

SAML with their IdP, SCIM provisioning is a nice-to-have.

SMSofia Marin, 8 days ago

Asked which notebook vendor they use today.

SMSofia Marin, 8 days ago

Embedded analytics, 50 client workspaces, $54,000.

LWLiam Walsh, 9 days ago

Amara wants usage-based pricing on the portal.

DODaniel Okafor, 10 days ago

Mapped 14 pipeline stages down to 7. Import of 18k contacts required.

MCYou, 11 days ago

DODaniel Okafor, 12 days ago

Elena's team loses ~6 hours a week to unplanned downtime on line 3.

MCYou, 12 days ago

Henry needs SSO and a data export for their SIS.

LWLiam Walsh, 13 days ago

Reporting cadence agreed: monthly board pack, weekly ops view.

PNPriya Nair, 14 days ago

Fleet tracking dashboard signed. Kickoff next week.

MCYou, 14 days ago

Thanked Isabel and asked to revisit in Q1.

PNPriya Nair, 15 days ago

Offline mode and photo capture are must-haves.

LWLiam Walsh, 16 days ago

Guest messaging AI across 38 properties, $110,000.

DODaniel Okafor, 17 days ago

DODaniel Okafor, 18 days ago

Downtime reduction model based on their line 3 data.

MCYou, 19 days ago

DODaniel Okafor, 20 days ago

Mia's team had capacity after a project was cancelled. Keep warm for embedded analytics.

LWLiam Walsh, 21 days ago

Three freezers per site, barcode labels, no central inventory.

MCYou, 22 days ago

MCYou, 24 days ago

Two depots for the pilot, 60 drivers.

PNPriya Nair, 25 days ago

Two-year renewal with the supplier portal v2 upgrade.

DODaniel Okafor, 27 days ago

Proposed defect-detection accuracy and review-time targets.

SMSofia Marin, 28 days ago

SMSofia Marin, 1 month ago

Stock-outs on seasonal lines cost them their Q2 targets.

PNPriya Nair, 1 month ago

Weekly pickup report takes Mark half a day.

DODaniel Okafor, 1 month ago

LWLiam Walsh, 1 month ago

Pen test report and data flow diagram requested.

SMSofia Marin, 1 month ago

DODaniel Okafor, 1 month ago

Vendor API access still pending on their side.

DODaniel Okafor, 2 months ago

LWLiam Walsh, 2 months ago