Vantrell Software - Onboarding Plan
Documentfinal Vantrell Software: documents · onboarding_plan · final · 2024-07-02
Final onboarding plan for a Starter tier start on 1 Jul 2024, 15 licensed users, twelve-month term ending 30 Jun 2025. It sets four implementation phases with up to four data sources. It states no price, availability or response times.
What it says
What this says
Current to 11 Oct 26Final onboarding plan for a Starter tier start on 1 Jul 2024, 15 licensed users, twelve-month term ending 30 Jun 2025. It sets four implementation phases with up to four data sources. It states no price, availability or response times.
What it is: an implementation plan owned by Callie Brennan, Implementation Consultant at BB-Demo. It covers scope, four phases and escalation, filed under the customer's Onboarding folder.
Commits: it states "Connect to up to four data sources" and sets phases across the first week, first two weeks, second and third weeks, and final week. It lists administrator training, setup documentation and go-live support.
Unusual: nothing off standard terms. The twelve-month term ending 30 Jun 2025 is stated as a fact of the customer overview, not as a renewal trigger.
Not settled: price, service levels, connector go-live dates and billing are not in this document. It is not a contract, so the executed order form decides terms. It is also dated 2024 and says nothing about what happened after 30 Jun 2025.
As found in this document
Current to 9 Oct 26- Date end30 Jun 2025Source: object_read:doc_015_007
- Date start1 Jul 2024Source: object_read:doc_015_007
- Data sources connectedConnect to up to four data sourcesConnect to up to four data sources · Source: object_read:doc_015_007
- Licensed users15Source: object_read:doc_015_007
- Contract termTwelve months (ending 30 Jun 2025)Twelve months (ending 30 Jun 2025) · Source: object_read:doc_015_007
The document
Body
Vantrell Software - Onboarding Plan
Status: Final
Customer Overview
Customer: Vantrell Software
Start Date: 1 Jul 2024
Contract Term: Twelve months (ending 30 Jun 2025)
Tier: Starter
Licensed Users: 15
Implementation Consultant: Callie Brennan
Scope
The implementation will establish the BB-Demo instance with the following:
- Connection to key data sources (call records, support tickets, CRM)
- Initial data refresh and validation
- User access and authentication setup
- Introductory training for administrators
- Knowledge transfer and handover
Implementation Timeline
Phase 1: Preparation and Kickoff (First week)
- Confirm data source credentials and access
- Review field mappings and data structure
- Schedule subsequent phases
Phase 2: Data Connection (First two weeks)
- Connect to up to four data sources
- Validate data ingestion
- Initial test refresh
Phase 3: Testing and Refinement (Second and third weeks)
- Test user access and interface
- Validate data completeness
- Address any schema mismatches
Phase 4: Training and Handover (Final week)
Read the whole document (1,417 characters)
- Administrator training session
- Setup documentation provided
- Go-live support
Support and Escalation
For queries during onboarding, contact the implementation team. Escalations to CSM support available as needed.
Owner: Callie Brennan, BB-Demo