Skovdal Software - Onboarding Plan
Documentfinal Skovdal Software · onboarding plan · final · 4 Feb 2025
Onboarding plan for a four-week Starter implementation beginning 1 Feb 2025, covering CRM, email, helpdesk and accounting connectors with go-live by the end of week 4. It states no price, availability or P1 response time. Stored status is final.
What it says
What this says
As at Fri 9 Oct 2026Onboarding plan for a four-week Starter implementation beginning 1 Feb 2025, covering CRM, email, helpdesk and accounting connectors with go-live by the end of week 4. It states no price, availability or P1 response time. Stored status is final.
What it is: a customer-facing onboarding plan written by Callie Brennan, Implementation Consultant. It says Skovdal Software "will implement BG-Demo's Starter tier beginning 1 Feb 2025" over four weeks.
Commits: four connectors built in sequence, with the accounting connector last in week 3, then acceptance testing, user training and production go-live in week 4. Connectors are to be live "within a few business days of credentials received".
Unusual: the connector timing is loose, with no fixed day count, unlike the "live within N days" commitment an order form would carry. The document also says "All connectors are now syncing cleanly" in the week 3 section, which reads as template wording written before the work.
Not settled: it is a plan, not a contract. It states no price, service levels, renewal date or signature, and the evidence does not show whether go-live happened on schedule. It is dated 4 Feb 2025 but asks for confirmation "before 1 Feb 2025", which is already past.
As found in this document
As at Fri 9 Oct 2026- Date start1 Feb 2025Source: the AI read of this record
- Implementation lengthThis four-week engagementSource: the AI read of this record
- Go-live targeta target go-live by the end of week 4Source: the AI read of this record
- Connector deliverylive and available for testing within a few business days of credentials receivedSource: the AI read of this record
- Included in StarterUp to 15 users; Four system connectors; Chat and search; Nightly data refreshSource: the AI read of this record
- Check-infirst six-monthly check-in for later in the yearSource: the AI read of this record
The document
Body
Skovdal Software - Onboarding Plan
Overview
Skovdal Software will implement BG-Demo's Starter tier beginning 1 Feb 2025. This four-week engagement covers integration of your CRM, email, helpdesk and accounting systems, with a target go-live by the end of week 4.
Implementation Consultant: Callie Brennan
Your Team: Tom Ashdown (Account Owner), Daniel Okafor (Customer Success Manager)
Included in Starter:
- Up to 15 users
- Four system connectors
- Chat and search
- Nightly data refresh
Kick-off and Planning (Week 1)
| Milestone | Owner | When |
|---|---|---|
| Kickoff meeting and project briefing | BG-Demo | Week 1 |
| Data inventory and requirements review | You | Week 1 |
| Connector architecture sign-off | BG-Demo | Week 1 |
What I need from your side before we switch on the refresh: System access credentials for your CRM, email, helpdesk and accounting system; confirmation of which data fields map to your business needs; names and availability of your testing team.
Connector Build (Weeks 1 and 2)
We will build and test four connectors in sequence:
Read the whole document (2,316 characters)
| Connector | System | Target go-live |
|---|---|---|
| Connector 1 | Customer Relationship Management | Early week 2 |
| Connector 2 | Week 2 | |
| Connector 3 | Helpdesk | Week 2 |
| Connector 4 | Accounting | Week 3 |
Each connector will be live and available for testing within a few business days of credentials received. What I need from your side is credentials well before the kickoff meeting.
Data Validation (Week 3)
All connectors are now syncing cleanly to your Snowflake account. Your testing team will validate that the data is complete and accurate. We will address any mapping issues before acceptance testing.
Acceptance and Launch (Week 4)
| Milestone | Owner | When |
|---|---|---|
| Acceptance testing sign-off | You | Week 4 |
| User training and onboarding | BG-Demo | Week 4 |
| Production go-live | BG-Demo | Week 4 |
Support and Next Steps
Once live, your team will have access to the BG-Demo portal and chat support. Daniel Okafor will be your Customer Success Manager and will schedule your first six-monthly check-in for later in the year.
Please confirm you have received this plan and any questions before 1 Feb 2025.
Thanks, Callie
Unusual terms
As at Fri 9 Oct 2026- connector timing given as a few business days
- week 3 text says connectors already syncing