Silverbeck Energy Services - Onboarding Plan
Documentfinal Silverbeck Energy Services: documents · onboarding_plan · final · 2025-12-06
Final onboarding plan for a four-week Starter implementation, dated 6 Dec 2025. It schedules discovery, four connectors, admin training and go-live by the end of December 2025. It states no price, availability figure or P1 response time.
What it says
What this says
Current to 11 Oct 26Final onboarding plan for a four-week Starter implementation, dated 6 Dec 2025. It schedules discovery, four connectors, admin training and go-live by the end of December 2025. It states no price, availability figure or P1 response time.
What it is: a delivery plan, not a contract. Plan date 6 Dec 2025, status Final, written by Laura Penhaligon for the Company Brain Starter plan.
Commits: the plan targets "All four connectors live and loading data" and says "The brain will be ready for production use by the end of December 2025." Support is email and helpdesk in the first month, then a formal six-monthly check-in.
Unusual: the plan is dated 6 Dec 2025 but lists kickoff on 1 Dec 2025 and source review from 1 to 6 Dec 2025, so it records work already under way. Phase 2 timings are loose (mid-December, late December, before year-end), with no fixed connector go-live date.
Not settled: price, billing, availability and P1 response are not stated; it refers only to the Starter tier service level. The customer signatory is not named, and the plan does not show whether go-live was achieved.
As found in this document
Current to 9 Oct 26- Date start1 Dec 2025Source: object_read:doc_019_007
- ConnectorsAll four connectors live and loading dataAll four connectors live and loading data · Source: object_read:doc_019_007
- Go-liveThe brain will be ready for production use by the end of December 2025.The brain will be ready for production use by the end of December 2025. · Source: object_read:doc_019_007
- SupportBB-Demo will provide email and helpdesk support during the first month and a formal six-monthly check-in thereafter, as per the Starter tier service level.BB-Demo will provide email and helpdesk support during the first month and a formal six-monthly check-in thereafter, as per the Starter tier service level. · Source: object_read:doc_019_007
The document
Body
Silverbeck Energy Services - Onboarding Plan
Overview
Silverbeck Energy Services will go live on the Company Brain – Starter plan in early December 2025, with a four-week implementation covering discovery, connector setup, training and go-live support.
Phase 1: Discovery and setup
| Activity | Owner | Date |
|---|---|---|
| Kickoff and environment setup | Laura, Lewis, customer | 1 Dec 2025 |
| Source system review (CRM, comms, finance) | Laura, customer | 1–6 Dec 2025 |
| Connector requirements and scoping | Laura, customer | 6 Dec 2025 |
Objectives: Understand data sources, confirm connectors, provision Snowflake access and the brain instance.
Phase 2: Build and configuration
| Activity | Owner | Timing |
|---|---|---|
| Connector configuration and live data load | Laura, customer | Mid-December 2025 |
| Admin training and access provisioning | Laura, customer admins | Mid-December 2025 |
| Pages and search templates (sample queries) | Laura, customer | Late December 2025 |
| Go-live readiness check | Laura, Lewis | Before year-end |
Read the whole document (1,931 characters)
Objectives: All four connectors live and loading data; admins able to configure users and manage the brain; sample use cases working.
Phase 3: Go-live and support
The brain will be ready for production use by the end of December 2025. Customer teams can begin asking questions and building their own search and chat queries.
BB-Demo will provide email and helpdesk support during the first month and a formal six-monthly check-in thereafter, as per the Starter tier service level.
Roles and contact
- Lewis Kerr (Account Executive), customer relationship and commercial matters
- Laura Penhaligon (Implementation Consultant): technical delivery, training and handover
- Amara Obi (Customer Success Manager): ongoing adoption, check-ins and renewal
Plan date: 6 Dec 2025 Status: Final
Unusual terms
Current to 9 Oct 26- Plan dated after kickoff
- No fixed connector go-live dates