Quennell Harte - Onboarding Plan
Documentfinal Quennell Harte · onboarding plan · final · 22 Jul 2026
Four-week onboarding plan for Quennell Harte's Starter tier, 15 licensed users, contract 17 Jul 2026 to 16 Jul 2027. It states no availability, P1 response time or price. Connectors are to be live by week three.
What it says
What this says
As at Fri 9 Oct 2026Four-week onboarding plan for Quennell Harte's Starter tier, 15 licensed users, contract 17 Jul 2026 to 16 Jul 2027. It states no availability, P1 response time or price. Connectors are to be live by week three.
What it is: a BG-Demo onboarding plan for Quennell Harte, owned by Laura Penhaligon with Amara Obi as Customer Success Manager. It covers two phases across four weeks and connects the CRM, finance system and call recorder.
Commits: "All connectors live by week three" and "Customer sign-off on testing by week four". Up to 15 users are provisioned on Starter, and Amara is to run a 30-day check-in after launch.
Unusual: "before that, reasonable-effort support is provided". The published service level applies only from go-live, and the plan does not restate it.
Not settled: price, availability, P1 response, service credits and payment terms are absent. The plan sets no calendar dates for the weekly milestones and names no customer contact, so it is not a contract and does not replace the executed order form.
As found in this document
As at Fri 9 Oct 2026- Date end16 Jul 2027Source: the AI read of this record
- Date start17 Jul 2026Source: the AI read of this record
- Connector go-liveAll connectors live by week threeSource: the AI read of this record
- Testing sign-offCustomer sign-off on testing by week fourSource: the AI read of this record
- Licensed usersUp to 15 users will be provisioned on the Starter tierSource: the AI read of this record
- Support before go-livereasonable-effort support is providedSource: the AI read of this record
- Post-launch check-in30-day check-in after launchSource: the AI read of this record
The document
Body
Quennell Harte - Onboarding Plan
Customer: Quennell Harte Start Date: 17 Jul 2026 Contract End: 16 Jul 2027 Tier: B-Glass – Starter Implementation Consultant: Laura Penhaligon Customer Success Manager: Amara Obi Licensed Users: 15
Programme Overview
Quennell Harte will be onboarded to B-Glass over the following four weeks. The goal is to connect Quennell Harte's CRM, finance system and call recorder so that teams can query client projects, invoices and client interactions in one place.
Implementation Phases
Phase 1: Kickoff and Planning (Weeks 1–2)
Objectives
- Confirm user setup and access requirements
- Map data sources and connectors
- Define success metrics and go-live criteria
Activities
- Kickoff call with customer stakeholders
- Technical audit of source systems
- User and admin provisioning
Owner: Laura Penhaligon
Milestones
- Kickoff completed within the first week
- Technical specification signed off by week two
Phase 2: Configuration and Testing (Weeks 3–4)
Objectives
Read the whole document (2,076 characters)
- Configure all connectors and data mappings
- Test data accuracy and refresh cycles
- Train users on B-Glass
Activities
- Connector setup and initial data load
- User acceptance testing and data validation
- User training session
Owner: Laura Penhaligon
Milestones
- All connectors live by week three
- Customer sign-off on testing by week four
User Provisioning
Up to 15 users will be provisioned on the Starter tier with access to pages, chat, search and reporting. Initial logins and orientation will be covered in the final training session.
Support During Onboarding
All technical questions and issues are prioritised. The published service level applies from go-live; before that, reasonable-effort support is provided.
Next Steps
- Quennell Harte to provide API credentials and system access within the first week
- Laura Penhaligon to schedule the kickoff meeting
- Amara Obi to conduct a 30-day check-in after launch
Unusual terms
As at Fri 9 Oct 2026- reasonable-effort support before go-live