Kronfeld Assekuranz - Onboarding Plan
Documentfinal Kronfeld Assekuranz · onboarding_plan · final · 2026-04-07
Final version 1 onboarding plan for the Growth tier: an eight-week implementation led by Hamza Akhtar, with up to 8 connectors and 40 licensed users. Contract period runs 7 Apr 2026 to 6 Apr 2027. It states no price, availability or response times.
What it says
What this says
Current to 13 Oct 26Final version 1 onboarding plan for the Growth tier: an eight-week implementation led by Hamza Akhtar, with up to 8 connectors and 40 licensed users. Contract period runs 7 Apr 2026 to 6 Apr 2027. It states no price, availability or response times.
What it is: a delivery plan for the Growth tier implementation, filed under the customer's Onboarding folder. It runs four phases over eight weeks, all owned by Hamza Akhtar, from kick-off and discovery to go-live and handover to support.
Commits: "Up to 8 connectors configured and data syncing nightly" and "All 40 licensed users provisioned and able to log in". Phase 2 ends with "First data refresh complete; all connectors live" in weeks 2 to 4.
Unusual: nothing off the standard terms. The plan names no customer-side owner and gives no calendar dates for the phases.
Not settled: price, service levels, connector delivery in days and named Kronfeld Assekuranz contacts. The plan does not record whether the phases were completed, so it shows intent only, not delivery.
As found in this document
Current to 9 Oct 26- Date end6 Apr 2027Source: object_read:doc_177_008
- Date start7 Apr 2026Source: object_read:doc_177_008
- Implementation durationeight-week implementationSource: object_read:doc_177_008
- ConnectorsUp to 8 connectors configured and data syncing nightlyUp to 8 connectors configured and data syncing nightly · Source: object_read:doc_177_008
- Licensed usersAll 40 licensed users provisioned and able to log inAll 40 licensed users provisioned and able to log in · Source: object_read:doc_177_008
- HypercareHypercare support during first two weeksHypercare support during first two weeks · Source: object_read:doc_177_008
The document
Body
Kronfeld Assekuranz - Onboarding Plan
Version: 1 Status: Final Customer: Kronfeld Assekuranz Tier: Growth Licensed Users: 40 Implementation Lead: Hamza Akhtar Contract Period: 7 Apr 2026 to 6 Apr 2027
Overview
This plan outlines the eight-week implementation of the Company Brain – Growth tier for Kronfeld Assekuranz. The customer will connect up to 8 data sources, integrate their CRM and helpdesk systems, and enable broker management and claims teams to see submissions, calls and complaints together.
Phase 1: Kick-off and Discovery (Week 1–2)
Owner: Hamza Akhtar
Activities:
- Kickoff meeting with Kronfeld stakeholders
- Discovery of current data systems and integration needs
- Definition of core use cases and success metrics
- User access provisioning (target: 40 Growth users)
Deliverables:
- Confirmed data source list
- Integration roadmap
- Success criteria
Milestone: Discovery sign-off
Phase 2: Connector Configuration (Week 2–4)
Owner: Hamza Akhtar
Read the whole document (2,364 characters)
Activities:
- Configure up to 8 connectors to source systems
- Map data models and business logic
- Validate data quality and completeness
- Initial testing of connector sync and refresh
Deliverables:
- Connectors live and syncing
- Data validation report
Milestone: First data refresh complete; all connectors live
Phase 3: Customisation and Pages (Week 4–6)
Owner: Hamza Akhtar
Activities:
- Design and build pages for broker and claims workflows
- Configure search and filters
- Test user experience
- Training content preparation
Deliverables:
- Live pages for broker and claims teams
- Training materials
Milestone: Core pages signed off by customer
Phase 4: User Training and Go-live (Week 6–8)
Owner: Hamza Akhtar
Activities:
- Conduct training sessions for user groups
- Soft launch for early adopters
- Monitor usage and resolve initial issues
- Hypercare support during first two weeks
Deliverables:
- Trained user base
- Go-live confirmation
Milestone: Go-live and handover to support
Success Criteria
- All 40 licensed users provisioned and able to log in
- Up to 8 connectors configured and data syncing nightly
- Core pages operational and tested
- Users trained and first questions answered
- Customer satisfaction confirmed