Dunholm Precision - Onboarding Plan
Documentfinal Dunholm Precision: documents · onboarding_plan · final · 2024-12-07
Final onboarding plan dated 7 Dec 2024 for a Growth tier subscription of 40 licensed users, starting 1 Dec 2024 and ending 30 Nov 2025. It sets out five phases from access to handover and states contracted annual recurring revenue of £39,600.
What it says
What this says
Current to 11 Oct 26Final onboarding plan dated 7 Dec 2024 for a Growth tier subscription of 40 licensed users, starting 1 Dec 2024 and ending 30 Nov 2025. It sets out five phases from access to handover and states contracted annual recurring revenue of £39,600.
What it is: an onboarding plan prepared by Callie Brennan, Implementation Consultant, for Dunholm Precision. It runs from access and kickoff through connecting sources, first refresh, adoption and handover.
Commits: Callie runs the plan until handover, then Daniel Okafor takes over adoption and the renewal conversation. The plan states "We do not start a connector until written access is in place."
Unusual: it states contracted annual recurring revenue of £39,600 for the Growth tier, which is a figure in this plan and not a checked order form price. The v1 Growth list price in the brief is £44,000, so the gap is unexplained here.
Not settled: the plan gives no calendar dates for phases, no connector delivery dates and no service levels. It is a 2024 document and does not show what happened after the term ended on 30 Nov 2025.
As found in this document
Current to 9 Oct 26- Date end30 Nov 2025Source: object_read:doc_018_008
- Date start1 Dec 2024Source: object_read:doc_018_008
- Licensed users40Source: object_read:doc_018_008
- Connector startWe do not start a connector until written access is in place.We do not start a connector until written access is in place. · Source: object_read:doc_018_008
- HandoverHandover to the customer success managerHandover to the customer success manager · Source: object_read:doc_018_008
- Renewal conversationDaniel Okafor takes over the relationship after handover and owns adoption and the renewal conversation ahead of the end of the term on 30 Nov 2025.Daniel Okafor takes over the relationship after handover and owns adoption and the renewal conversation ahead of the end of the term on 30 Nov 2025. · Source: object_read:doc_018_008
The document
Body
Dunholm Precision - Onboarding Plan
Status: Final Prepared by: Callie Brennan, Implementation Consultant, BB-Demo Date: 7 Dec 2024
1. Purpose
Dunholm Precision bought the brain to see customer orders, quality tickets and sales-engineer calls in one place. This plan sets out how we get from signed order form to a brain your teams ask questions of every day, and what I need from your side at each step.
2. Account summary
| Item | Detail |
|---|---|
| Customer | Dunholm Precision, Sheffield |
| Tier | Growth |
| Licensed users | 40 |
| Annual recurring revenue (contracted) | £39,600 |
| Subscription start | 1 Dec 2024 |
| Current term ends | 30 Nov 2025 |
| BB-Demo account owner | Tom Ashdown |
| BB-Demo customer success manager | Daniel Okafor |
| Implementation lead | Callie Brennan |
3. Outcomes we are working towards
- Customer orders, quality tickets and sales-engineer calls searchable together in one place.
- A clean first refresh that lands on time every business morning.
- A Dunholm admin who can run the brain without us.
- A first group of regular users asking real questions of the brain.
4. Phases
Phase 1: Access and kickoff
Read the whole document (4,179 characters)
| Step | Owner | Timing |
|---|---|---|
| Confirm the list of sources to connect: the CRM, the helpdesk and the call recorder | Dunholm operations lead, with Callie | Before kickoff |
| Provide written access and credentials for each source | Dunholm IT | Before kickoff |
| Confirm the Snowflake account the brain will run in | Dunholm IT | Before kickoff |
| Kickoff call: plan, roles, success measures | Callie, Tom, Daniel | First week |
We do not start a connector until written access is in place. What I need from your side is the credentials arriving before the kickoff, not after.
Phase 2: Connect and map
| Step | Owner | Timing |
|---|---|---|
| Connect each source and run a test load | Callie | After access is confirmed |
| Map fields for orders, quality tickets and calls | Callie, with Dunholm subject experts | Straight after each connector loads |
| Review the mapping with the Dunholm team and sign it off | Dunholm operations lead | Before the refresh is switched on |
I check each mapping against your data before it is signed off, rather than assuming it is right.
Phase 3: First refresh
| Step | Owner | Timing |
|---|---|---|
| Switch on the nightly refresh | Callie | After mapping sign-off |
| Check the first refreshes land and counts look right | Callie | First few business days |
| Fix any gaps found | Callie | As found |
Phase 4: Adoption
| Step | Owner | Timing |
|---|---|---|
| Walk-through for the first group of users, using your own orders, tickets and calls | Callie | After the refresh is stable |
| Admin training: connectors, users, refresh checks | Callie, Dunholm admin | After the walk-through |
| Agree the first users to invite, within the 40 licensed users | Dunholm operations lead, Daniel | After admin training |
Phase 5: Handover
| Step | Owner | Timing |
|---|---|---|
| Written setup note covering connectors, mappings and refresh checks | Callie | At handover |
| Handover to the customer success manager | Callie, Daniel | At handover |
| First check-in on usage and questions asked | Daniel | After handover |
5. What I need from Dunholm Precision
- A named operations lead as the day-to-day contact.
- A named admin who will own the brain after handover.
- Written access to each source before we start on it.
- A couple of people from sales engineering and quality who can check that the mappings make sense.
6. Risks to watch
- Late access. Credentials arriving after kickoff is the most common cause of delay.
- Changes to a source system. If a source is changed during onboarding, tell us so we can re-check the mapping.
- Single admin. One admin is a risk if that person is away. We suggest a second admin is named.
7. Governance
Callie runs the plan day to day until handover. Tom Ashdown stays the commercial contact. Daniel Okafor takes over the relationship after handover and owns adoption and the renewal conversation ahead of the end of the term on 30 Nov 2025.
Unusual terms
Current to 9 Oct 26- Contracted annual recurring revenue stated as £39,600
- No service levels or connector dates stated