Tidecombe Housing - Onboarding Plan
Documentfinal Tidecombe Housing: documents · onboarding_plan · final · 2024-03-03
BB-Demo's three-phase onboarding plan for Tidecombe Housing's Starter tier, owned by Callie Brennan, covering setup, configuration and go-live. Go-live was scheduled for late March 2024. It states no price, availability or response-time terms.
What it says
What this says
Current to 11 Oct 26BB-Demo's three-phase onboarding plan for Tidecombe Housing's Starter tier, owned by Callie Brennan, covering setup, configuration and go-live. Go-live was scheduled for late March 2024. It states no price, availability or response-time terms.
What it is: an implementation plan prepared on 3 Mar 2024 for the Starter tier, bringing together "tenant contact records, repairs tickets and arrears data". Callie Brennan owns all three phases and Tom Ashdown is the only named customer participant.
Commits: no contractual terms. The success criteria are working targets: "Four connectors identified and credentials in hand before we switch on the refresh" and "All licensed users can log in and run a search."
Unusual: nothing off the standard terms. The plan gives no exact go-live date, only "Late March 2024", and no named connectors.
Not settled: whether go-live happened, since the document is dated at the start of the work. The mid-April check-in outcome is not recorded. The plan is stored as final but is a point-in-time record, not current status.
As found in this document
The document
Body
Tidecombe Housing - Onboarding Plan
Overview
Tidecombe Housing is implementing the Starter tier of the brain to bring together tenant contact records, repairs tickets and arrears data. Go-live is scheduled for late March 2024.
Participants
- BB-Demo: Callie Brennan (Implementation Consultant)
- Tidecombe Housing: Tom Ashdown (account owner)
Phase 1: Setup
Timing: 1 Mar 2024 onwards
Owner: Callie Brennan
Deliverables:
- Kickoff call with Tom and IT team
- System access credentials received and tested
- Network and security review complete
Success criteria: Four connectors identified and credentials in hand before we switch on the refresh.
Phase 2: Configuration
Timing: Early to mid-March 2024
Owner: Callie Brennan
Deliverables:
- Mapping of fields from each system to the brain
- Test refresh completed
- Admin handover documentation prepared
Success criteria: First data load completes with all licensed users indexed and ready.
Phase 3: Go-live and training
Timing: Late March 2024
Owner: Callie Brennan
Read the whole document (1,413 characters)
Deliverables:
- Full data refresh goes live
- Half-day training session for user group
- Support hand-off complete
Success criteria: All licensed users can log in and run a search.
Ongoing
Monthly refresh continues nightly. First check-in call scheduled for mid-April.
Plan prepared 3 Mar 2024