Kesselfeld Software - Onboarding Plan
Documentfinal Kesselfeld Software · onboarding plan · final · 10 Jan 2026
Eight-week onboarding plan for the Growth tier B-Glass, owned by Laura Penhaligon, starting 7 Jan 2026 and marked Final on 10 Jan 2026. It sets 8 connectors, 40 users and a 07:00 Berlin time nightly refresh as success criteria.
What it says
What this says
As at Fri 9 Oct 2026Eight-week onboarding plan for the Growth tier B-Glass, owned by Laura Penhaligon, starting 7 Jan 2026 and marked Final on 10 Jan 2026. It sets 8 connectors, 40 users and a 07:00 Berlin time nightly refresh as success criteria.
What it is: a BG-Demo implementation plan for Kesselfeld Software's Growth tier, owned by Laura Penhaligon. It runs in three phases: setup (weeks 1-2), integration and testing (weeks 3-5), and training and handover (weeks 6-8).
Commits: success criteria are "All 8 connectors live and loading data on schedule", "40 users provisioned" and a nightly refresh "by 07:00 Berlin time on business days". Core connectors are due live in week 4 and handover in week 8.
Unusual: the plan states a 7 Jan 2026 start but is dated 10 Jan 2026, so it was finalised after kickoff. Weekly check-ins are on Mondays at 10:00 London time.
Not settled: it states no price, no calendar dates for milestones beyond the start, and no named customer contacts. Service levels are only referenced as "Growth tier SLA" without figures. It is a plan, not a contract.
As found in this document
As at Fri 9 Oct 2026- Date start7 Jan 2026Source: the AI read of this record
- Implementation duration8 weeksSource: the AI read of this record
- ConnectorsAll 8 connectors live and loading data on scheduleSource: the AI read of this record
- Users40 users provisioned and able to access the ServiceSource: the AI read of this record
- Nightly refreshcompleting by 07:00 Berlin time on business daysSource: the AI read of this record
- Core connectors liveWeek 4Source: the AI read of this record
- Handover completeWeek 8Source: the AI read of this record
- Weekly check-inevery Monday at 10:00 London timeSource: the AI read of this record
The document
Body
Kesselfeld Software, Onboarding Plan
Project: B-Glass Implementation – Growth Tier
Duration: 8 weeks
Start: 7 Jan 2026
Owner: Laura Penhaligon, Implementation Consultant
1. Objectives
- Deploy B-Glass inside Kesselfeld's Snowflake account
- Configure up to 8 data connectors to CRM, calls, emails, tickets, product usage and finance systems
- Train the customer success team to query the brain and build dashboards
- Establish operational procedures for data refresh and user management
- Deliver a fully operational Growth tier instance
2. Success Criteria
- All 8 connectors live and loading data on schedule
- 40 users provisioned and able to access the Service
- Nightly data refresh completing by 07:00 Berlin time on business days
- Customer team able to run searches and build dashboards independently
- Service performance confirmed as per Growth tier SLA
3. Implementation Timeline
Phase 1: Setup and Discovery (Weeks 1–2)
Read the whole document (3,007 characters)
Activities:
- Kickoff meeting with customer technical and business leads
- Review of data sources and mapping to available connectors
- Snowflake environment assessment and access setup
- Configuration planning for CRM, call system, ticketing and finance integrations
Owner: Laura Penhaligon
Milestones:
- Snowflake account access confirmed (Week 1)
- Integration roadmap approved (Week 2)
Phase 2: Integration and Testing (Weeks 3–5)
Activities:
- Deploy and configure first two connectors (CRM and calls)
- Test data ingestion and quality
- Configure additional connectors (emails, tickets, product, finance)
- Set up nightly refresh schedule
- Performance tuning and refinement
Owner: Laura Penhaligon
Milestones:
- Core connectors live (Week 4)
- All 8 connectors in test (Week 5)
Phase 3: Training and Handover (Weeks 6–8)
Activities:
- Training session for customer success team on search and chat
- Demo of dashboards builder and sample dashboards
- Live data walkthrough and validation
- Handover to customer operations
- Support transition and checkpoint
Owner: Laura Penhaligon
Milestones:
- Training complete (Week 6)
- Handover complete (Week 8)
- Operational support transition (Week 8)
4. Roles and Responsibilities
| Role | Responsibility |
|---|---|
| BG-Demo Implementation | Configure connectors, deploy service, team training, implementation support |
| Customer Project Lead | Coordinate access to systems, attend key meetings, feedback on data quality |
| Customer Technical Team | Configure connector credentials, manage Snowflake environment |
| Customer Success Team | Participate in training, identify use cases, champion adoption |
5. Support and Escalation
- Weekly check-in calls every Monday at 10:00 London time
- Critical issues: escalate to Laura immediately
- Implementation support provided through the eight-week period; ongoing support covered under Growth tier SLA
Status: Final
Date: 10 Jan 2026
Unusual terms
As at Fri 9 Oct 2026- Plan dated 10 Jan 2026, after the 7 Jan 2026 start