Quaystead Marine Services - Onboarding Plan
Documentfinal Quaystead Marine Services: documents · onboarding_plan · final · 2025-01-01
Four-week onboarding plan for a Starter subscription, effective 1 Jan 2025: 15 licensed users, up to four connectors and a nightly refresh by 07:00 UK time on business days. Led by Callie Brennan, then handed to Marcus Bell. It states no price or availability figure.
What it says
What this says
Current to 11 Oct 26Four-week onboarding plan for a Starter subscription, effective 1 Jan 2025: 15 licensed users, up to four connectors and a nightly refresh by 07:00 UK time on business days. Led by Callie Brennan, then handed to Marcus Bell. It states no price or availability figure.
What it is: a customer-facing onboarding plan, stored as final, version 1, covering three phases over four weeks from 1 Jan 2025. Callie Brennan owns every phase, and Marcus Bell takes over for adoption support and quarterly check-ins.
Commits: "Nightly data refresh by 07:00 UK time on business days" and "Up to four data connectors to your systems" for 15 licensed users. The customer must supply user names and written credentials, and "All credentials must arrive in writing before we can switch on the first refresh."
Unusual: nothing off the standard Starter terms. It is a delivery plan, not a contract, and gives no connector go-live dates.
Not settled: price, availability, support response times, service credits and who at the customer is the designated admin or signatory. The plan does not show whether the four weeks were met. It says quarterly check-ins, whereas the Starter standard is six-monthly, so the cadence should be checked against the order form.
As found in this document
Current to 9 Oct 26- Date start1 Jan 2025Source: object_read:doc_017_007
- Licensed users15 licensed usersSource: object_read:doc_017_007
- Data connectorsUp to four data connectors to your systemsUp to four data connectors to your systems · Source: object_read:doc_017_007
- Nightly refreshNightly data refresh by 07:00 UK time on business daysNightly data refresh by 07:00 UK time on business days · Source: object_read:doc_017_007
- Implementation durationfour weeks, starting 1 January 2025four weeks, starting 1 January 2025 · Source: object_read:doc_017_007
- Customer credentialsAll connector credentials in writing by end of Week 1All connector credentials in writing by end of Week 1 · Source: object_read:doc_017_007
The document
Body
Quaystead Marine Services, Onboarding Plan
Status: Final Version: 1 Effective from: 1 January 2025
Overview
This plan sets out the implementation of the Company Brain for Quaystead Marine Services over four weeks, starting 1 January 2025. The brain will integrate customer contracts and job tickets, giving your team a unified view of client work and obligations.
What We Will Deliver
- Starter subscription: 15 licensed users
- Up to four data connectors to your systems
- Nightly data refresh by 07:00 UK time on business days
- Setup note for your designated admin to run independently
Timeline
| Phase | Duration | Owner | Key Deliverable |
|---|---|---|---|
| Kickoff and discovery | Week 1 | Callie Brennan | Connector checklist; credentials received |
| Connector setup and testing | Weeks 2–3 | Callie Brennan | Live connectors; first data refresh |
| Training and handover | Week 4 | Callie Brennan | Admin trained; setup note; users activated |
Phase 1: Kickoff and Discovery
Read the whole document (2,560 characters)
- When: Week 1
- What happens: Callie will run a one-hour kickoff call and walk through your source systems.
- What we need from you: Names and email addresses of your 15 users; credentials for up to four systems in writing (contracts, tickets, etc.); a data owner to answer schema questions.
- Critical: All credentials must arrive in writing before we can switch on the first refresh.
Phase 2: Connector Setup and Testing
- When: Weeks 2–3
- What happens: Callie connects each system, tests data flow, and checks that records are landing correctly in your brain.
- What we need: Rapid replies if a connector fails or if a data sample looks incomplete. If a system credential changes (e.g. password reset), tell us immediately.
Phase 3: Training and Handover
- When: Week 4
- What happens: Callie trains your designated admin to query the brain, reviews the data structure, and leaves a setup note covering daily checks and common issues.
- After handover: Your Customer Success Manager, Marcus Bell, takes over for adoption support and quarterly check-ins.
Success Criteria
- All connector credentials in writing by end of Week 1
- First data refresh complete with no critical errors
- Your admin can log in and run a test query
- Setup note left with your brain account
- All 15 licensed users added
Contact
Implementation: Callie Brennan (callie.brennan@bb-demo.example) Ongoing Support: Marcus Bell, Customer Success Manager