Whitlingham Wealth - Onboarding Plan
Documentfinal Whitlingham Wealth · onboarding plan · final · 27 Nov 2024
Version 1 onboarding plan from Callie Brennan for the Growth tier, covering an eight-week go-live in three phases. It states Growth support of one business hour P1 first response and nightly refresh complete by 07:00 each business day.
What it says
What this says
As at Fri 9 Oct 2026Version 1 onboarding plan from Callie Brennan for the Growth tier, covering an eight-week go-live in three phases. It states Growth support of one business hour P1 first response and nightly refresh complete by 07:00 each business day.
What it is: an implementation plan prepared by Callie Brennan, filed as final, dated 27 Nov 2024. It sets three phases over eight weeks: discovery, connector setup and testing, then training and go-live.
Commits: BG-Demo to "live and asking the brain in eight weeks", with Growth support of "one business hour first response for priority issues" and "nightly data refresh complete by 07:00 each business day".
Unusual: the Phase 1 start of 22 Nov 2024 is earlier than the document date of 27 Nov 2024. The plan asks for the access list and user roster by end of November.
Not settled: it is not a contract, states no price, and gives no connector count or per-connector delivery dates. It does not show whether go-live happened on time, and it gives no dates for Phases 2 and 3.
As found in this document
As at Fri 9 Oct 2026- Date start22 Nov 2024Source: the AI read of this record
- Time to go-livelive and asking the brain in eight weeksSource: the AI read of this record
- P1 first response (Growth tier)one business hour first response for priority issuesSource: the AI read of this record
- Nightly data refreshcomplete by 07:00 each business daySource: the AI read of this record
- Licensed users40 licensed usersSource: the AI read of this record
The document
Body
Whitlingham Wealth - Onboarding Plan
Version: 1 (Final) Prepared by: Callie Brennan, Implementation Consultant, BG-Demo Date: 27 Nov 2024
Welcome
Whitlingham Wealth has chosen the Growth tier. We'll have you live and asking the brain in eight weeks. This plan shows what happens, who owns each phase, and what we need from your side.
Timeline and Phases
Phase 1: Discovery (Week 1 and 2)
Dates: Starting 22 Nov 2024 Owner: Callie Brennan (BG-Demo)
We'll map your data sources and understand how your teams work. What I need from your side is:
- Access credentials for your CRM, call system and email
- Introduction to your systems admin
- List of the teams who will use the brain
- Your 40 licensed users and their roles
Deliverables: data inventory, connector specification, user role mapping.
Phase 2: Connector Setup and Testing (Week 3 and 4)
Owner: Callie Brennan (BG-Demo)
We configure your connectors, test credentials, and run a test refresh. Before we switch on the refresh for real, your data must map cleanly and pass our checks.
Deliverables: connectors live and tested, field mapping sign-off.
Read the whole document (1,869 characters)
Phase 3: Training and Go-Live (Week 5 through 8)
Owner: Callie Brennan (BG-Demo), with Daniel Okafor, your CSM
Your admins train first, then roll out to your user base. You'll learn how to ask the brain, build dashboards and run your own day-to-day work.
Deliverables: training materials, admin handover notes, go-live checklist.
Support from Go-Live
Daniel Okafor is your CSM and will hold your first quarterly check-in. You'll have Growth tier support: one business hour first response for priority issues, and nightly data refresh complete by 07:00 each business day.
Next Steps
Please send the access list and user roster by end of November so we stay on track.
Thanks, Callie
Unusual terms
As at Fri 9 Oct 2026- Phase 1 start 22 Nov 2024 precedes document date 27 Nov 2024