Stainmore Haulage - Onboarding Plan
Documentfinal Stainmore Haulage · onboarding plan · final · 4 Dec 2023
Four-week implementation plan for B-Glass Starter, going live from 28 November 2023, with 15 licensed users and an annual value of £20k. It is marked final and owned by Callie Brennan. It states no availability or P1 response terms.
What it says
What this says
As at Fri 9 Oct 2026Four-week implementation plan for B-Glass Starter, going live from 28 November 2023, with 15 licensed users and an annual value of £20k. It is marked final and owned by Callie Brennan. It states no availability or P1 response terms.
What it is: a BG-Demo implementation plan for Stainmore Haulage, covering "connector setup through user handover" over three phases in four weeks. It is a delivery plan, not a contract.
Commits: up to four connectors, a first data refresh "to complete by 07:00 customer local time", and all 15 licensed users activated by week four. The table shows an annual value of £20k for Starter, which is the figure in this document only.
Unusual: nothing off the standard Starter terms. The plan gates the refresh on customer confirmation that mapped fields are correct.
Not settled: no order form reference, signatory, connector names, live-within-N-days dates, service credits or renewal date. The first quarterly check-in is left to Marcus Bell to schedule "in the new year", and the text does not show whether it happened.
As found in this document
As at Fri 9 Oct 2026- Date start28 Nov 2023Source: the AI read of this record
- Price£19,500Source: the AI read of this record
- Implementation lengthfour-week implementation planSource: the AI read of this record
- Connectorsup to four connectorsSource: the AI read of this record
- Data refreshRun first data refresh to complete by 07:00 customer local timeSource: the AI read of this record
- Licensed usersAll 15 licensed users activated and able to log inSource: the AI read of this record
- Annual value£19,500Source: the AI read of this record
Body
Stainmore Haulage - Onboarding Plan
Status: Final
Overview
Stainmore Haulage goes live on B-Glass – Starter from 28 November 2023. This four-week implementation plan covers connector setup through user handover.
| Tier | Licensed users | Annual value |
|---|---|---|
| Starter | 15 | £20k |
Phase 1: Kickoff (Week 1 of implementation)
Start: 28 November 2023
Owner: Callie Brennan, Implementation Consultant
Deliverables:
- Pre-implementation call with the customer team to confirm timeline
- List of data sources to connect (up to four connectors)
- Customer admin account set up; user list and access credentials received
- Connector specification agreed
Milestone: Credentials received from customer by end of week one.
Phase 2: Connector Build and Mapping (Weeks 2–3)
Owner: Callie Brennan
Deliverables:
- Test connection to each data source
- Map field names and data types with customer
- Run first data refresh to complete by 07:00 customer local time
- Validate record counts against customer's source system
Read the whole document (1,849 characters)
Key point: Before we switch on the refresh, we need customer confirmation that mapped fields are correct and test data acceptable.
Milestone: Refresh in production, data validated.
Phase 3: User Enablement and Go-live (Week 4)
Owner: Callie Brennan
Support: Tom Ashdown, Account Executive
Deliverables:
- Hand over setup guide covering admin functions, user provisioning and credential re-authentication
- All 15 licensed users activated and able to log in
- One live support call to answer first questions from the team
- Escalation contact details confirmed
Next: Marcus Bell (Customer Success Manager) to schedule first quarterly check-in in the new year.
Document finalised: 4 December 2023