Penwortham Mutual - Onboarding Plan
Documentfinal Penwortham Mutual · onboarding_plan · final · 2026-06-02
Onboarding plan for the Enterprise implementation of the company brain for Penwortham Mutual: 12 weeks from 28 May 2026, contract end 27 May 2027, 150 licensed users, annual revenue of £119k as the document states. Stored status final; it is a plan, not a contract.
What it says
What this says
Current to 11 Oct 26Onboarding plan for the Enterprise implementation of the company brain for Penwortham Mutual: 12 weeks from 28 May 2026, contract end 27 May 2027, 150 licensed users, annual revenue of £119k as the document states. Stored status final; it is a plan, not a contract.
What it is: A five-phase onboarding plan written by Hamza Akhtar's team, covering discovery, connector build, configuration, testing and training, and go-live in week 12. It names Matteo Ricci as the customer project owner and Hollie Grieve as the BB-Demo Customer Success Manager.
Commits: Under Service Commitment it states "Tier: Enterprise with 150 licensed users", a term of 28 May 2026 to 27 May 2027, and a success target of "Go-live within 12 weeks". It also states annual revenue of £119k.
Not settled: It gives no availability figure, P1 response time, refresh deadline, service credits or connector delivery dates. It does not say how £119k relates to the price book, and it does not show whether go-live happened.
Status: It is dated 2 Jun 2026, after the stated start date, and carries no signature. The executed order form should be checked for contracted price and terms.
As found in this document
Current to 9 Oct 26- Date end27 May 2027Source: object_read:doc_097_008
- Date renewal27 May 2027Source: object_read:doc_097_008
- Date start28 May 2026Source: object_read:doc_097_008
- Price£118,750Source: object_read:doc_097_008
- TierEnterprise with 150 licensed usersEnterprise with 150 licensed users · Source: object_read:doc_097_008
- Annual revenue£118,750Source: object_read:doc_097_008
- Term28 May 2026 to 27 May 2027Source: object_read:doc_097_008
- Success targetGo-live within 12 weeksSource: object_read:doc_097_008
- Duration12 weeksSource: object_read:doc_097_008
The document
Body
Penwortham Mutual - Onboarding Plan
Overview
This onboarding plan covers the Enterprise implementation of the Company Brain for Penwortham Mutual, a Lancashire mutual insurer serving member operations and partner management across home, travel and funeral-plan schemes.
Start date: Thursday 28 May 2026 Duration: 12 weeks Contract end: 27 May 2027
Implementation Phases
Phase 1: Discovery & Design (Weeks 1–2)
- Review member operations data architecture
- Map partner management and scheme information flows
- Confirm project owner, stakeholders and success criteria
- Design connector and page strategy
Phase 2: Connector Build (Weeks 3–6)
- Build and test live connectors to member and partner systems
- Enable initial data syncs
- Validate data quality and completeness
Phase 3: Configuration (Weeks 7–9)
- Configure pages and dashboards for partner and member visibility
- Set up access controls and role-based permissions for 150 users
- Establish team collaboration features
Phase 4: Testing & Training (Weeks 10–11)
Read the whole document (1,747 characters)
- Conduct user acceptance testing with member operations team
- Deliver staff training and onboarding
- Complete security review and hardening
Phase 5: Go-Live (Week 12)
- Cutover to production
- Handover to Customer Success Manager
Team and Contact Points
| Role | Name |
|---|---|
| BB-Demo Implementation | Hamza Akhtar, Implementation Consultant |
| BB-Demo Customer Success | Hollie Grieve, Customer Success Manager |
| Penwortham Mutual Project Owner | Matteo Ricci |
Service Commitment
- Tier: Enterprise with 150 licensed users
- Annual revenue: £119k
- Term: 28 May 2026 to 27 May 2027
- Success target: Go-live within 12 weeks