Pentreath Cold Chain - Onboarding Plan
Documentfinal Pentreath Cold Chain · onboarding_plan · final · 2024-01-01
BB-Demo onboarding plan issued 1 Jan 2024 by Callie Brennan for a Growth tier brain, contract 28 Dec 2023 to 27 Dec 2024. It states an annual recurring charge of £43k, 50 licensed users, up to eight connectors and an eight-week implementation.
What it says
What this says
Current to 11 Oct 26BB-Demo onboarding plan issued 1 Jan 2024 by Callie Brennan for a Growth tier brain, contract 28 Dec 2023 to 27 Dec 2024. It states an annual recurring charge of £43k, 50 licensed users, up to eight connectors and an eight-week implementation.
What it is: a final onboarding plan from Callie Brennan, Implementation Consultant, setting out phases from kickoff to handover. It is a delivery plan, not an order form, and does not itself bind price or service levels.
Commits: "The implementation runs for eight weeks from the start date and covers up to eight connectors." The first full refresh is planned for week three and training for week six. The plan also quotes a contract start of 28 Dec 2023, an end of 27 Dec 2024 and an annual recurring charge of £43k.
Unusual: the 50 users come from "the Growth user allowance plus one additional ten-user pack". The customer must name an admin and give written connector access before each connector starts.
Not settled: the plan states no availability figure, P1 response time, refresh deadline or service credit. It is dated 2024, so it says nothing about the current term, renewal outcome or price. The executed order form is not in this document.
As found in this document
Current to 9 Oct 26- Date end27 Dec 2024Source: object_read:doc_081_008
- Date start28 Dec 2023Source: object_read:doc_081_008
- Price£43,100Source: object_read:doc_081_008
- Implementation lengthThe implementation runs for eight weeks from the start dateThe implementation runs for eight weeks from the start date · Source: object_read:doc_081_008
- Connectors coveredup to eight connectorsSource: object_read:doc_081_008
- Licensed users50Source: object_read:doc_081_008
- Annual recurring charge£43,100Source: object_read:doc_081_008
- First refreshWeek threeSource: object_read:doc_081_008
- HandoverWeeks seven and eightSource: object_read:doc_081_008
The document
Body
Pentreath Cold Chain - Onboarding Plan
Prepared by: Callie Brennan, Implementation Consultant, BB-Demo Issued: 1 Jan 2024 Status: Final
1. Purpose
This plan sets out how we take Pentreath Cold Chain from contract signature to a working company brain on the Growth tier. The goal is that account managers see each client's temperature-excursion tickets, orders and contract reviews together, and that your own admin can run the brain without us.
2. Key facts
| Item | Detail |
|---|---|
| Customer | Pentreath Cold Chain, Bristol |
| Tier | Growth |
| Contract start | 28 Dec 2023 |
| Contract end | 27 Dec 2024 |
| Annual recurring charge | £43k |
| Licensed users | 50 |
| BB-Demo account owner | Tom Ashdown |
| BB-Demo customer success manager | Daniel Okafor |
| Implementation lead | Callie Brennan |
The implementation runs for eight weeks from the start date and covers up to eight connectors.
3. Phases and milestones
Read the whole document (3,308 characters)
| Phase | Timing | What happens | Owner |
|---|---|---|---|
| Preparation | Before the kickoff | Connector access agreed in writing; source owners identified | Customer admin, Callie |
| Kickoff | Week one | Walk through scope, users and success measures | Callie, Tom |
| Connect | Weeks one to three | Connect the first sources and map fields | Callie |
| First refresh | Week three | Run the first full refresh and check it with your team | Callie, customer admin |
| Extend | Weeks four to six | Add remaining connectors and set up user groups | Callie |
| Training | Week six | Sessions for account managers and the admin | Callie, Daniel |
| Handover | Weeks seven and eight | Setup note issued; admin runs a refresh alone | Callie, Daniel |
4. What I need from your side
- A named admin who will own the brain day to day.
- Written access for each connector before we start it. We do not begin a connector without it.
- A list of the people who will be given the licensed seats, so we can load them in one go.
- A contact for each source system who can answer field questions quickly.
- Agreement on which client views matter most, so we map those fields first.
5. Users
The contract covers the Growth user allowance plus one additional ten-user pack, which gives 50 licensed users in total. We will roll users out by team so that support stays manageable in the first weeks.
6. Before we switch on the refresh
- Credentials for every connector in the first group are received and checked.
- Field mappings have been reviewed together and signed off by your admin.
- The nightly refresh time is confirmed against your working day.
- Both sides agree who is told if a refresh fails.
7. Success measures
| Measure | How we will look at it |
|---|---|
| Sources connected | All agreed connectors loading |
| Records indexed | Rising steadily after first refresh |
| Questions asked | Rising week on week from the account managers |
| Admin confidence | Your admin completes a refresh and a user change unaided |
8. Handover and next steps
At the end of the implementation I will hand over a written setup note covering connectors, mappings and the refresh schedule. Daniel Okafor then takes over adoption and runs the regular reviews with you through the year, up to the renewal conversation ahead of 27 Dec 2024.
Unusual terms
Current to 9 Oct 26- One additional ten-user pack on Growth
- No connector begun without written access