Kilcolgan Payments - Onboarding Plan
Documentfinal Kilcolgan Payments · onboarding_plan · final · 2025-09-06
Onboarding plan for the Starter tier Company Brain, approved 6 Sep 2025. Four-week implementation led by Laura Penhaligon, 15 licensed users, contract period 29 Aug 2025-28 Aug 2026. It states no price, availability or P1 response figures.
What it says
What this says
Current to 14 Oct 26Onboarding plan for the Starter tier Company Brain, approved 6 Sep 2025. Four-week implementation led by Laura Penhaligon, 15 licensed users, contract period 29 Aug 2025-28 Aug 2026. It states no price, availability or P1 response figures.
What it is: A BB-Demo onboarding plan for Kilcolgan Payments, covering collections data, client account information and support interactions for the client services team. It is marked approved on 6 Sep 2025 and stored as final.
Commits: Phases run over four weeks, with Laura Penhaligon owning setup, connector build and go-live. Success criteria are "Data connectors live and refreshing nightly by end of September 2025" and 15 users onboarded and active.
Unusual: Nothing off the standard Starter terms. The contract period ends 28 Aug 2026, before the as-of date, and the plan states no renewal trigger.
Not settled: The document gives no price, no connector count beyond "Starter tier allowance", no service levels, and no customer signatory or customer-side contact. It does not show whether go-live was achieved.
As found in this document
Current to 9 Oct 26- Date end28 Aug 2026Source: object_read:doc_178_007
- Date start29 Aug 2025Source: object_read:doc_178_007
- Implementation duration4 weeksSource: object_read:doc_178_007
- Target go-liveSeptember 2025Source: object_read:doc_178_007
- Licensed users15Source: object_read:doc_178_007
- Connectors and nightly refreshData connectors live and refreshing nightly by end of September 2025Data connectors live and refreshing nightly by end of September 2025 · Source: object_read:doc_178_007
- Ongoing supportAdoption tracking, support response, six-monthly business reviewAdoption tracking, support response, six-monthly business review · Source: object_read:doc_178_007
The document
Body
Kilcolgan Payments - Onboarding Plan
1. Executive Summary
Kilcolgan Payments is implementing the Company Brain (Starter tier) to unify collections data, client account information and support interactions for the client services team.
| Element | Value |
|---|---|
| Engagement Start | 29 Aug 2025 |
| Target Go-Live | September 2025 |
| Contract Period | 29 Aug 2025-28 Aug 2026 |
| Implementation Duration | 4 weeks |
| Licensed Users | 15 |
| Data Connectors | Starter tier allowance |
2. Implementation Phases
| Phase | Owner | Timeline | Deliverables |
|---|---|---|---|
| Setup and Discovery | Laura Penhaligon | Week 1 | System access, integration scope, discovery calls, admin configuration |
| Connector Build and Integration | Laura Penhaligon | Weeks 2–3 | Data connectors configured, data mapping confirmed, initial load tested, reconciliation completed |
| Go-Live and Training | Laura Penhaligon | Week 4 | Full historical data loaded, nightly refresh live, user training delivered, production sign-off |
| Ongoing Support | Daniel Okafor | Beyond | Adoption tracking, support response, six-monthly business review |
3. Key Contacts
Read the whole document (1,589 characters)
| Role | Name |
|---|---|
| Customer Success Manager | Daniel Okafor |
| Implementation Consultant | Laura Penhaligon |
4. Success Criteria
- Data connectors live and refreshing nightly by end of September 2025
- 15 users onboarded and active
- Customer validation of data accuracy and completeness
- First quarterly business review scheduled for late 2025
Approved: 6 Sep 2025