Harbrook Utility Services / B-Brain – Discovery
Callcompleted
Harbrook Utility Services: documents · 2026-10-07 12:30
Harbrook Utility Services described manual reconciliation across Salesforce, dispatch, Xero and Gong. Sophie Ling positioned Enterprise for sixty to seventy users and Ofwat compliance. No price was given; a proposal and a follow-up are promised.
What was said
What this says
Current to 11 Oct 26Harbrook Utility Services described manual reconciliation across Salesforce, dispatch, Xero and Gong. Sophie Ling positioned Enterprise for sixty to seventy users and Ofwat compliance. No price was given; a proposal and a follow-up are promised.
What happened: In the 7 Oct 2026 discovery call, Vicky Eccles and Priti Haworth described jobs, calls and invoices spread across several systems. Sophie Ling proposed Enterprise.
Customer view: Priti said the finance team cannot easily see the whole picture and that matching jobs to invoices is manual. Vicky wants access for sixty to seventy operations people, but not finance.
Commercial: Ofwat regulation drives the Enterprise fit and a twelve-week implementation including security review. Pricing was only described as a significant investment.
Watch: The proposal was promised for the next day and a follow-up for next Friday. The record does not show either being sent or held.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send the detailed proposal with timeline and pricing, which she said she would send the day after the call.
- Sophie Ling to hold the follow-up with Vicky and Priti next Friday.
- Sophie Ling to line up the solutions engineer for the security review.
Risks
Current to 9 Oct 26- No price was quoted, so the customer has no figure to react to yet.
- The security review for Ofwat compliance adds weeks and needs the customer's team involved.
- The follow-up call is booked for next Friday and is a plan, not a held call.
Opportunities
Current to 9 Oct 26- Sixty to seventy users and regulated status point to Enterprise with SSO, an executive sponsor and Premium support.
- Salesforce, Xero and Gong all have connectors, so the stated systems are covered.