Haddon Rook Logistics - Onboarding Plan
Documentfinal Haddon Rook Logistics · onboarding plan · final · 13 Jan 2026
A four-week Starter onboarding plan dated 13 Jan 2026 for 15 users and four connectors. Post-launch support is under the Starter terms: 4 business hours P1 response and 99.5% availability. It states no price and no connector delivery dates.
What it says
What this says
As at Fri 9 Oct 2026A four-week Starter onboarding plan dated 13 Jan 2026 for 15 users and four connectors. Post-launch support is under the Starter terms: 4 business hours P1 response and 99.5% availability. It states no price and no connector delivery dates.
What it is: a BG-Demo implementation plan written by Laura Penhaligon, Implementation Consultant, in three phases over four weeks. It is stored as final, version 1, and is not a contract.
Commits: Starter service level after launch, "4 business hours P1 response, 99.5% availability", and a six-monthly check-in. Success metrics are 15 users logging in, four connectors loading data and at least one question in the first week.
Unusual: nothing off the standard Starter terms. The phases overlap in weeks (Week 1-2, Week 2-3, Week 4), which is loose scheduling rather than a commitment.
Not settled: no customer contacts, kick-off date, go-live date or per-connector deadline is given. It does not state a price, order form reference or renewal date, and does not show whether the plan was delivered.
As found in this document
As at Fri 9 Oct 2026- Implementation duration4 weeksSource: the AI read of this record
- Service tierStarterSource: the AI read of this record
- Licensed users15Source: the AI read of this record
- Maximum connectors4Source: the AI read of this record
- P1 response4 business hoursSource: the AI read of this record
- Availability99.5%Source: the AI read of this record
- Check-insix-monthly check-inSource: the AI read of this record
Body
Haddon Rook Logistics, Onboarding Plan
Overview
B-Glass implementation at Haddon Rook Logistics will enable the team to query customer accounts, delivery exceptions and calls data together in a unified interface.
Implementation Duration: 4 weeks Service Tier: Starter Licensed Users: 15 Maximum Connectors: 4
Phase 1: Discovery and Planning (Week 1–2)
Owner: Implementation team at BG-Demo
Objectives:
- Schedule kick-off meeting with the customer team
- Document system landscape: CRM, finance system, call recorder, email platform
- Identify the four connectors to be configured
- Map data access and authentication requirements
- Confirm data residency and compliance requirements
Deliverables:
- Connector specification document
- Data mapping spreadsheet
Phase 2: Build and Integration (Week 2–3)
Owner: Implementation team at BG-Demo
Objectives:
- Provision Snowflake account and BG-Demo deployment
- Configure the four connectors and test data flow
- Index records from each source system
- Set up user accounts for 15 licensed users
- Create initial pages and saved searches
Deliverables:
Read the whole document (2,218 characters)
- Live Snowflake environment
- Configured connectors with initial data load
- User access configured
Phase 3: Training and Launch (Week 4)
Owner: Implementation team at BG-Demo
Objectives:
- Run training session for key users
- Validate that each user can log in and run basic queries
- Publish the brain to production
- Establish support escalation process
Deliverables:
- Live production brain
- User access verified
- Handover to support team
Success Metrics
- All 15 users able to authenticate and log in
- All four connectors loading data
- At least one question asked in the first week of launch
- Baseline established for active users and questions per month
Support Handover
Following launch, Haddon Rook Logistics will be supported under the Starter service level agreement (4 business hours P1 response, 99.5% availability).
A six-monthly check-in will be scheduled during the contract period.
Implementation Consultant: Laura Penhaligon
Plan Date: 13 Jan 2026