Marchbank Couriers - Onboarding Plan
Documentfinal Marchbank Couriers · onboarding plan · final · 2 Dec 2023
A four-week onboarding plan dated 2 Dec 2023 for the Starter tier, connecting four systems and training 15 users. It is a delivery plan, not a contract, and states no price, service levels or renewal terms.
What it says
What this says
As at Fri 9 Oct 2026A four-week onboarding plan dated 2 Dec 2023 for the Starter tier, connecting four systems and training 15 users. It is a delivery plan, not a contract, and states no price, service levels or renewal terms.
What it is: a BG-Demo onboarding plan written by Callie Brennan, filed as final, dated 2 Dec 2023. It sets out four weekly phases: "Kickoff and audit", "Connector configuration", "Data validation" and "Handover".
Commits: success criteria of "All four connectors live and loading daily", "15 users set up and able to run queries", and an admin "trained and ready to manage the system independently". The plan assumes credentials arrive before week one.
Not settled: the document gives no price, availability, support response time, refresh deadline or connector delivery date in days. It names no customer signatory, so the customer's decision-maker is not shown.
Currency: it is nearly three years old and describes the initial implementation only, so it says nothing about the current contract or usage.
As found in this document
As at Fri 9 Oct 2026- ConnectorsAll four connectors live and loading dailySource: the AI read of this record
- Users15 users set up and able to run queriesSource: the AI read of this record
- AdminYour admin trained and ready to manage the system independentlySource: the AI read of this record
- Implementation durationWeek 1 to Week 4Source: the AI read of this record
Body
Marchbank Couriers - Onboarding Plan
Status: Final Dated: 2 Dec 2023
Overview
This plan covers the implementation of B-Glass for Marchbank Couriers on the Starter tier. We will connect your key business systems, map your data structure and deliver a working brain ready for your team to use.
Implementation phases
| Phase | Duration | Owner | Key activities |
|---|---|---|---|
| Kickoff and audit | Week 1 | Callie Brennan, Tom Ashdown | Review your data sources; collect system access; plan connector setup |
| Connector configuration | Week 2 | Callie Brennan | Connect all four systems; map fields; test credentials |
| Data validation | Week 3 | Callie Brennan, your team | First refresh; validate data quality; test queries |
| Handover | Week 4 | Callie Brennan, Daniel Okafor | Train your team; hand over admin; go-live support |
What we need from your side
Before we switch on the refresh, please provide:
- Read-only credentials for your business systems
- A named admin who can approve field mappings and sign off data
- One conversation with your finance or operations contact about historical data scope
Your team
Read the whole document (1,574 characters)
- Your account owner: Tom Ashdown
- Your Customer Success Manager: Daniel Okafor
- Implementation Consultant: Callie Brennan, BG-Demo
Success criteria
- All four connectors live and loading daily
- 15 users set up and able to run queries
- Your admin trained and ready to manage the system independently
The plan assumes we receive your system credentials before week one begins.
Thanks, Callie