title: Customer brief — Acme Corp project: business-ops-template tags:

• customer
• b2b
• account date: 2026-04-07

Customer brief — Acme Corp

Segment: Mid-market manufacturing | ARR band (internal): Template placeholder

Contacts

Buyer: Jordan Lee, VP Ops (renewal sponsor). Champion: Samira Khan, Director of Process Improvement. IT/security: [email protected] (use CRM for production contacts).

What they need & history

Needs: unified three-plant visibility on delays and supplier SLAs; auditable history for the board; SAML SSO; US-only data residency. History: pilot 2025-11, expanded after Q1 workshop; ERP/MES duplicate part numbers drove reconciliation fire drills.

Health, commercial, risk

Usage up on exception dashboards; exec sponsor attended last QBR. Renewal 2026-09; plant-four expansion tied to SAML spike. Risk: new CIO 2026-05—book executive alignment early.

Next steps

SAML test report + DPA by 2026-04-15; schedule saved-views workshop (two date options); log product asks on the board and link ticket IDs here.