Wexmoor Property Group - Onboarding Plan
Documentfinal Wexmoor Property Group: documents · onboarding_plan · final · 2026-02-03
Version one onboarding plan for a Growth-tier customer, prepared by Hamza Akhtar on 3 Feb 2026. It sets four phases, owners and milestones, and states the contract summary as £50,000 contracted annual recurring revenue, 40 licensed users, contract end 1 Feb 2027.
What it says
What this says
Current to 11 Oct 26Version one onboarding plan for a Growth-tier customer, prepared by Hamza Akhtar on 3 Feb 2026. It sets four phases, owners and milestones, and states the contract summary as £50,000 contracted annual recurring revenue, 40 licensed users, contract end 1 Feb 2027.
What it is: an onboarding plan that sets out how BB-Demo brings Wexmoor live on the brain inside its own Snowflake account. It runs in four phases: kick-off and access, connect sources, prove it on real questions, roll out and hand over.
Commits: it states that "This plan does not change any commercial term" and that the executed order form is the reference. BB-Demo stays inside the Growth connector allowance, and any extra source goes to Jordan Pike as a commercial conversation.
Unusual: no service levels, connector delivery dates or billing terms are stated. The only figures are the contract summary table, which restates the order form and is not itself the contract.
Not settled: the Wexmoor sponsor, operations lead and IT contact are unnamed, and the sign-off table has no named customer signatory. The plan has no dates for the phases, and the evidence does not show whether they were met.
As found in this document
Current to 9 Oct 26- Date end1 Feb 2027Source: object_read:doc_010_008
- Date start2 Feb 2026Source: object_read:doc_010_008
- Connector allowanceWe will stay inside the Growth connector allowance.We will stay inside the Growth connector allowance. · Source: object_read:doc_010_008
- Commercial termsThis plan does not change any commercial term.This plan does not change any commercial term. · Source: object_read:doc_010_008
- Licensed users40Source: object_read:doc_010_008
- Contract end1 Feb 2027Source: object_read:doc_010_008
The document
Body
Wexmoor Property Group - Onboarding Plan
Version: 1 (Final) Prepared: Tuesday 3 February 2026 Prepared by: Hamza Akhtar, Implementation Consultant, BB-Demo Account owner: Jordan Pike Customer Success Manager: Elena Novak
1. Purpose
This plan sets out how BB-Demo will bring Wexmoor Property Group live on the company brain, built and run inside Wexmoor's own Snowflake account. It covers the phases, the owners, the milestones and the way we will judge that the onboarding has worked.
Wexmoor manages office and light-industrial portfolios across the Midwest. The reason for buying the brain is simple: operations teams should see tenant tickets, lease-renewal calls and service contracts in one place, instead of reconciling them by hand across separate systems.
2. Contract summary
| Item | Detail |
|---|---|
| Customer | Wexmoor Property Group, Chicago |
| Tier | Growth |
| Customer since | Monday 2 February 2026 |
| Contract end | 1 Feb 2027 |
| Annual recurring revenue (contracted) | £50,000 |
| Licensed users | 40 |
| Status | Onboarding |
The executed order form is the reference for price and terms. This plan does not change any commercial term.
Read the whole document (6,795 characters)
3. Goals
- Connect the sources that matter most to property operations: the helpdesk holding tenant tickets, the call recorder holding lease-renewal calls, and the place where service contracts are stored.
- Give the operations team a working brain on their own data within the Growth implementation window.
- Move from a single active user today to a regular group of users across the teams that handle tenants and contracts.
- Agree early what "value" looks like, so the first quarterly review has something concrete to measure.
4. Where we are today
The account is in its first days. Usage so far is one active user, which is what we would expect before connectors are loaded and invitations go out. There are no open tickets and no overdue invoices. Nothing here is a concern; it is simply the starting line.
5. Phases and milestones
Phase one: Kick-off and access
| Activity | Owner | Milestone |
|---|---|---|
| Hold the kick-off call and confirm goals and success measures | Hamza Akhtar with Wexmoor operations lead | Goals agreed in writing |
| Confirm the Snowflake account, roles and who administers it at Wexmoor | Wexmoor IT contact | Access confirmed |
| Name the Wexmoor sponsor and the day-to-day administrators | Wexmoor operations lead | Named contacts recorded |
| Introduce the customer success manager and agree the review rhythm | Elena Novak | Review dates set |
Phase two: Connect the sources
| Activity | Owner | Milestone |
|---|---|---|
| Connect the helpdesk so tenant tickets flow into the brain | Hamza Akhtar | First tickets indexed |
| Connect the call recorder for lease-renewal calls | Hamza Akhtar | First calls indexed |
| Connect the service contract store | Hamza Akhtar with Wexmoor IT contact | Contracts searchable |
| Check the nightly refresh finishes ahead of the working day | Hamza Akhtar | Refresh confirmed on a business day |
We will stay inside the Growth connector allowance. If Wexmoor wants a source beyond it, we will raise that with Jordan Pike as a commercial conversation, not fold it in quietly.
Phase three: Prove it on real questions
| Activity | Owner | Milestone |
|---|---|---|
| Run a working session with the operations team on their own data | Hamza Akhtar | Team asks live questions |
| Collect the ten or so questions the team most wants answered and test each | Wexmoor operations lead with Hamza Akhtar | Question list tested |
| Build the first dashboards with the Growth dashboards builder | Hamza Akhtar with Wexmoor administrators | First dashboards shared |
| Fix any gaps in the data found during testing | Hamza Akhtar | Gaps closed or logged |
Phase four: Roll out and hand over
| Activity | Owner | Milestone |
|---|---|---|
| Invite users across the teams, up to the licensed users | Wexmoor administrators | Invitations sent |
| Run short how-to sessions for new users | Hamza Akhtar | Sessions held |
| Hand over to the customer success manager with a written summary | Hamza Akhtar to Elena Novak | Handover note accepted |
| Plan the first quarterly business review | Elena Novak | Review date agreed |
6. Roles
| Role | Name or title | Responsibility |
|---|---|---|
| Implementation Consultant | Hamza Akhtar | Delivers the build, connectors and training |
| Account owner | Jordan Pike | Owns commercial terms and any change to scope |
| Customer Success Manager | Elena Novak | Owns adoption, reviews and the renewal conversation |
| Executive sponsor | Wexmoor senior leader, to be named at kick-off | Removes blockers and backs adoption |
| Operations lead | Wexmoor operations lead | Sets priorities and owns the question list |
| IT contact | Wexmoor IT contact | Looks after Snowflake access and source systems |
7. What we need from Wexmoor
- A named sponsor and a named operations lead before the kick-off call.
- Timely access to the source systems and to the Snowflake account.
- A short list of the questions the business most wants answered.
- Prompt notice if any source system is changed or replaced during onboarding, because a changed source is the most common reason a connector stops loading.
8. Risks and how we will handle them
| Risk | What we will do |
|---|---|
| Access to source systems is slow | Raise it at the first check-in and agree an owner on the Wexmoor side |
| Only one person uses the brain | Invite the wider team early and name champions in each function |
| Data in a source is messy | Log it, show the team what the brain can and cannot say, and fix at source where possible |
| The sponsor is not engaged | Elena Novak and Jordan Pike will keep the sponsor informed of progress and value |
9. How we will know it is working
- All agreed sources are connected and refreshing each night.
- The operations team is asking questions weekly, from more than one person.
- At least one dashboard is in regular use.
- The sponsor can say in a sentence what the brain has saved the team.
These measures will be reviewed at the first quarterly business review.
10. Communication
Hamza Akhtar will send a short written update after each phase. Elena Novak will take over day-to-day contact at handover. Questions about scope or price go to Jordan Pike.
11. Sign-off
This plan is final at version one and was issued on Tuesday 3 February 2026.
| Name | Title | Organisation |
|---|---|---|
| Hamza Akhtar | Implementation Consultant | BB-Demo |
| Jordan Pike | Account Owner | BB-Demo |
| Elena Novak | Customer Success Manager | BB-Demo |
| Operations lead | Wexmoor Property Group | Wexmoor Property Group |
Unusual terms
Current to 9 Oct 26- Extra sources handled as a commercial conversation