Kelvinhaugh Pension Services - Onboarding Plan
Documentfinal Kelvinhaugh Pension Services · onboarding plan · final · 14 Feb 2024
Final onboarding plan dated 14 Feb 2024 for a Starter subscription contracted from 9 Feb 2024, 15 licensed users at £18k. It sets phases, owners and customer inputs. It is a plan, not a contract.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan dated 14 Feb 2024 for a Starter subscription contracted from 9 Feb 2024, 15 licensed users at £18k. It sets phases, owners and customer inputs. It is a plan, not a contract.
What it is: an onboarding plan written by Callie Brennan for the scheme-relationship managers, dated 14 Feb 2024. It states the subscription is "the Starter tier, contracted from Friday 9 Feb 2024, for 15 licensed users at £18k annual recurring revenue".
Commits: five phases (Access, Connect, First refresh, Training, Handover) with Callie as owner until handover, then Daniel Okafor. The milestone "nightly refresh complete by 07:00 on business days" matches the standard Starter term.
Unusual: the £18k figure is below the v1 Starter list price in the company brief, so a discount or other basis may sit behind it. The plan does not say.
Not settled: it gives no connector list, no go-live dates, no availability or P1 response terms and no renewal date. The executed order form decides price and terms, and this plan is dated 2024 so it may be stale.
As found in this document
As at Fri 9 Oct 2026- Date start9 Feb 2024Source: the AI read of this record
- Price£17,550Source: the AI read of this record
- First refreshnightly refresh complete by 07:00 on business daysSource: the AI read of this record
- Subscriptionthe Starter tier, contracted from Friday 9 Feb 2024, for 15 licensed users at £17,550 annual recurring revenueSource: the AI read of this record
- Check-inA six-monthly check-in with the customer success manager.Source: the AI read of this record
The document
Body
Kelvinhaugh Pension Services - Onboarding Plan
Status: Final Version: one Date: Wednesday 14 Feb 2024 Author: Callie Brennan, Implementation Consultant, BG-Demo Account owner: Priya Raman Customer success manager: Daniel Okafor
Purpose
This plan sets out how Kelvinhaugh Pension Services moves from signature to a working B-Glass. The subscription is the Starter tier, contracted from Friday 9 Feb 2024, for 15 licensed users at £18k annual recurring revenue. The users are the scheme-relationship managers, who need each scheme's contacts, calls, queries and billing in one place.
Scope
- One team: the scheme-relationship managers.
- The Starter connector allowance, which is a hard limit, so we choose sources with care.
- Pages, chat and search.
- A six-monthly check-in with the customer success manager.
Phases and owners
Read the whole document (2,706 characters)
| Phase | What happens | Owner | Customer input needed |
|---|---|---|---|
| Access | Written access to each chosen source is agreed and received | Callie Brennan | Credentials and an admin who can approve them |
| Connect | Sources connected inside the customer's Snowflake account, fields mapped | Callie Brennan | A named person who knows the source data |
| First refresh | First refresh run and checked against a sample of records | Callie Brennan | Two or three people to spot-check results |
| Training | Short sessions for the scheme-relationship managers | Callie Brennan | Time in the team diary |
| Handover | Setup note issued, admin able to run a refresh and add a user alone | Callie Brennan, then Daniel Okafor | Confirmation the admin is comfortable |
What I need from your side
- Written access to each source before we switch on the refresh.
- One named administrator, with a deputy where possible.
- A short list of the questions the team asks most often, so we can test the brain against real work.
Milestones
- Access received: all source credentials in hand before connection starts.
- First refresh landed: nightly refresh complete by 07:00 on business days.
- Team live: the licensed users invited and able to ask questions.
- Handover signed off: setup note delivered and the administrator confirmed.
Risks to watch
- Credentials arriving late would push every later step back.
- Early adoption is low, with only a handful of people active so far. The training sessions and a clear first use case for each manager are the remedy.
- A single administrator is a key-person risk, so a deputy is part of handover.
After handover
Ongoing contact moves to Daniel Okafor as customer success manager. Priya Raman remains the account owner for commercial questions.
Thanks, Callie
Unusual terms
As at Fri 9 Oct 2026- £17,550 differs from the v1 Starter list price