---
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:** contracts@acme.example (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.