Ellerby Dental Group - Onboarding Plan
Documentfinal Ellerby Dental Group · onboarding plan · final · 23 Apr 2025
Final 8-week onboarding plan for Ellerby Dental Group on the Growth tier, starting 23 Apr 2025. It scopes up to 8 connectors and 40 users, and states Growth support of a 1-hour P1 response and nightly refresh by 07:00 local time. It states no price.
What it says
What this says
As at Fri 9 Oct 2026Final 8-week onboarding plan for Ellerby Dental Group on the Growth tier, starting 23 Apr 2025. It scopes up to 8 connectors and 40 users, and states Growth support of a 1-hour P1 response and nightly refresh by 07:00 local time. It states no price.
What it is: an implementation plan prepared by Laura Penhaligon, Implementation Consultant, dated 23 Apr 2025. It runs in three phases: Discovery (Weeks 1–2), Integration (Weeks 3–5) and Deployment (Weeks 6–8).
Commits: the success metrics are "All 8 connectors live and auto-syncing" and "40 users able to log in and search". From go-live the support handover gives "1-hour P1 response time during UK business hours" and "nightly data refresh by 07:00 local time".
Unusual: nothing off the standard Growth terms. It names no connector delivery dates and no live-within-days commitment.
Not settled: the document states no price, contract date, term or renewal. It does not name the customer's technical contact or any customer signatory, and it does not show whether the plan was delivered. Contracted terms sit in the executed order form, which is not part of this document.
As found in this document
As at Fri 9 Oct 2026- Date start23 Apr 2025Source: the AI read of this record
- Implementation duration8 weeks commencing 23 Apr 2025Source: the AI read of this record
- ConnectorsAll 8 connectors live and auto-syncingSource: the AI read of this record
- Users40 users able to log in and searchSource: the AI read of this record
- P1 response1-hour P1 response time during UK business hoursSource: the AI read of this record
- Data refreshnightly data refresh by 07:00 local timeSource: the AI read of this record
- Reviewsquarterly business reviewsSource: the AI read of this record
Body
Ellerby Dental Group - Onboarding Plan
Version: 1 Status: Final Date: 23 Apr 2025
Overview
This plan outlines the implementation of B-Glass platform for Ellerby Dental Group on the Growth tier. Implementation is scheduled over 8 weeks commencing 23 Apr 2025.
In Scope
- Integration of up to 8 data connectors (practice management, CRM, support ticketing and others)
- User access provisioning for up to 40 users
- Data mapping and validation
- Dashboard configuration
- Staff training
Phased Timeline
Phase 1: Discovery (Weeks 1–2)
Leads: Laura Penhaligon (BG-Demo), Customer's technical contact
- Kick-off and project governance
- System audit and data source inventory
- User access planning
- Success criteria definition
Deliverables: Project plan, connector priority list, user access registry
Phase 2: Integration (Weeks 3–5)
Leads: Laura Penhaligon (BG-Demo), Customer's technical team
- Configure data connectors and test loads
- Data mapping and validation
- Build initial dashboards
- Quality assurance
Deliverables: Live connectors, validated data schema, draft dashboards
Phase 3: Deployment (Weeks 6–8)
Read the whole document (1,971 characters)
Leads: Laura Penhaligon (BG-Demo), Customer's operations team
- Staff training on search, chat and dashboards
- Identify customer champions
- Production go-live
- Handover to support
Deliverables: Trained users, go-live confirmation, support transition
Success Metrics
- All 8 connectors live and auto-syncing
- 40 users able to log in and search
- Operations team able to answer three key business questions using the platform
- Primary and secondary customer contacts identified
Support Handover
From go-live, Ellerby will receive Growth tier support: quarterly business reviews, 1-hour P1 response time during UK business hours, and nightly data refresh by 07:00 local time.
Prepared by: Laura Penhaligon, Implementation Consultant