Brindlecote Insurance Brokers - Onboarding Plan
Documentfinal Brindlecote Insurance Brokers: documents · onboarding_plan · final · 2023-06-04
Version 1 onboarding plan for the Company Brain Starter tier: four weeks from contract start on 1 Jun 2023, in four phases ending at go-live. It sets no price, availability figure or P1 response time, and names no customer people.
What it says
What this says
Current to 11 Oct 26Version 1 onboarding plan for the Company Brain Starter tier: four weeks from contract start on 1 Jun 2023, in four phases ending at go-live. It sets no price, availability figure or P1 response time, and names no customer people.
What it is: an implementation plan for Starter tier, filed as final and created 2023-06-04. Contract start is given as "1 Jun 2023", so the plan was written after the start date it describes.
Commits: four phases, each with a named BB-Demo owner and a milestone, ending in "Live in production; adoption tracking begins". Success is defined as "All approved connectors live and syncing; initial user cohort active; no critical incidents".
Unusual: nothing off standard terms. Support is only referred to as "per Starter tier service levels during standard business hours", with no figures stated.
Not settled: no price, connector list, connector dates, named customer sponsor or signatory. Tobias Renwick is the only resolved person, as BB-Demo's Chief Technology Officer and Co-founder, and the text does not show his role in the plan. The document is dated and does not show whether go-live happened.
As found in this document
Current to 9 Oct 26- Date start1 Jun 2023Source: object_read:doc_011_007
- Implementation periodfour weeks from contract start on 1 Jun 2023four weeks from contract start on 1 Jun 2023 · Source: object_read:doc_011_007
- Supportper Starter tier service levels during standard business hoursper Starter tier service levels during standard business hours · Source: object_read:doc_011_007
- Go-liveEnd of Week 4Source: object_read:doc_011_007
The document
Body
Brindlecote Insurance Brokers - Onboarding Plan
Version: 1
Overview
This plan outlines the implementation of the Company Brain – Starter tier for Brindlecote Insurance Brokers. Implementation period: four weeks from contract start on 1 Jun 2023.
Implementation Phases
Phase 1: Setup and Handover
Timeline: Week 1 Owner: BB-Demo Implementation Team
Kick-off meeting with Customer sponsor. Confirm administrator access and primary contact. Document all systems and data sources for connection. Provision initial user accounts. Identify connector priorities.
Milestone: Setup complete; data sources confirmed
Phase 2: Data Connection
Timeline: Week 2–3 Owner: BB-Demo Engineering and Customer IT
Connect customer-approved data systems. Test data flow and nightly indexing. Validate data completeness and quality. Resolve any access or permission issues.
Milestone: All connectors live and indexing
Phase 3: User Training
Timeline: Week 3–4 Owner: BB-Demo Success Team
Read the whole document (1,820 characters)
Deliver product training to initial user group. Establish key search queries and saved views. Validate core use cases from broker operations. Gather customer feedback and adjust configuration.
Milestone: Users trained and confident
Phase 4: Go-Live
Timeline: End of Week 4 Owner: BB-Demo Success Team
Activate full user access across the platform. Monitor early usage and system performance. Address urgent issues. Schedule first monthly check-in.
Milestone: Live in production; adoption tracking begins
Success Measures
All approved connectors live and syncing; initial user cohort active; no critical incidents; clear roadmap for next phase.
Support
Ongoing support available per Starter tier service levels during standard business hours.