Coorabell Logistics - Onboarding Plan
Documentfinal Coorabell Logistics · onboarding plan · final · 16 May 2026
Final onboarding plan, version 1, for Coorabell Logistics on the Starter tier, prepared by Laura Penhaligon and dated 16 May 2026. Implementation starts 13 May 2026 and runs four weeks, with up to 4 connectors and 15 users. It states no price or service levels.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan, version 1, for Coorabell Logistics on the Starter tier, prepared by Laura Penhaligon and dated 16 May 2026. Implementation starts 13 May 2026 and runs four weeks, with up to 4 connectors and 15 users. It states no price or service levels.
What it is: an implementation plan prepared by Laura Penhaligon, Implementation Consultant. It says the plan guides onboarding "to B-Glass, Starter tier, from 13 May 2026" and that implementation "shall be completed within four weeks".
Commits: three phases over four weeks, ending in production go-live at the end of week 4. Success is defined as all 4 connectors live and syncing, at least 10 of 15 users active in the first week of go-live, and five or more saved queries created and used.
Not settled: no price, availability, P1 response time, refresh deadline or connector delivery date in days. It names no customer individual, only a Customer Lead role. It is a plan, not an order form, so contracted terms sit elsewhere.
Unusual: the plan is dated 16 May 2026, three days after the stated start of 13 May 2026.
As found in this document
As at Fri 9 Oct 2026- Date start13 May 2026Source: the AI read of this record
- Implementation durationThe implementation shall be completed within four weeks.Source: the AI read of this record
- ConnectorsEstablish live data connectors (up to 4) for customer accounts and delivery systemsSource: the AI read of this record
- Users trainedTrain up to 15 users on search, pages and basic navigationSource: the AI read of this record
- Week 1 milestoneEnd of week 1: Connectors live and initial pages createdSource: the AI read of this record
- Go-liveEnd of week 4: Production go-liveSource: the AI read of this record
Body
Coorabell Logistics - Onboarding Plan
Version: 1
Status: Final
Prepared by: Laura Penhaligon, Implementation Consultant
Date: 16 May 2026
Overview
This plan guides the onboarding of Coorabell Logistics to B-Glass, Starter tier, from 13 May 2026. The implementation shall be completed within four weeks.
Objectives
- Establish live data connectors (up to 4) for customer accounts and delivery systems
- Create initial pages and chat queries
- Train up to 15 users on search, pages and basic navigation
- Establish success metrics and usage monitoring
Phases and Timeline
Phase 1: Discovery and Setup (Week 1)
- Kickoff meeting with customer stakeholders
- Data connector configuration and testing
- Access provisioning for 15 licensed users
Phase 2: Configuration and Training (Weeks 2–3)
- Pages and saved queries created
- User training sessions (on-site or remote)
- User acceptance testing and feedback incorporation
Phase 3: Go-Live and Support (Week 4)
- Production data loading
- Go-live support and monitoring
- Handover to Customer Success
Roles and Responsibilities
Read the whole document (1,775 characters)
| Role | Organisation | Responsibility |
|---|---|---|
| Implementation Lead | BG-Demo | Configuration, support and delivery |
| Customer Lead | Coorabell Logistics | Stakeholder coordination, feedback, access |
| CSM | BG-Demo | Adoption and ongoing success |
Key Milestones
- 13 May 2026: Implementation commences
- End of week 1: Connectors live and initial pages created
- End of week 3: User training complete
- End of week 4: Production go-live
Success Measures
- All 4 connectors live and syncing
- At least 10 of 15 users active within the first week of go-live
- Five or more saved queries created and used