Wrenfield Property Management - Onboarding Plan
Documentfinal Wrenfield Property Management: documents · onboarding_plan · final · 2026-03-02
Final four-week onboarding plan for a Starter customer with service start 1 Mar 2026, led by Laura Penhaligon. It sets 15 users and up to 4 connectors, then Starter service levels: 99.5% availability, P1 response 4 business hours, nightly refresh by 07:00.
What it says
What this says
Current to 11 Oct 26Final four-week onboarding plan for a Starter customer with service start 1 Mar 2026, led by Laura Penhaligon. It sets 15 users and up to 4 connectors, then Starter service levels: 99.5% availability, P1 response 4 business hours, nightly refresh by 07:00.
What it is: an implementation plan in three phases (discovery, connector configuration, training and cutover), agreed by Laura Penhaligon on 2 Mar 2026. It states "Plan Status: Final" and is a BB-Demo delivery document, not a contract.
Commits: after go-live the customer moves to support under the Starter service level agreement with "99.5% uptime", "P1 Response: 4 business hours" and nightly refresh "Complete by 07:00 UK local time, business days". Success criteria include all 15 users onboarded and all four connectors live.
Unusual: the plan has no per-phase dates and no "live within N days" connector commitment. It also says "Quarterly Check-in", whereas the Starter tier in the company brief has a six-monthly check-in.
Not settled: no price, no order form reference and no customer signatory or sign-off appear. The document does not show whether go-live was achieved.
As found in this document
Current to 9 Oct 26- Date start1 Mar 2026Source: object_read:doc_021_007
- Availability99.5% uptimeSource: object_read:doc_021_007
- P1 response4 business hoursSource: object_read:doc_021_007
- Nightly refreshComplete by 07:00 UK local time, business daysComplete by 07:00 UK local time, business days · Source: object_read:doc_021_007
- Quarterly check-inFirst review scheduled within the following quarterFirst review scheduled within the following quarter · Source: object_read:doc_021_007
- Users onboardedAll 15 users onboarded and able to log inAll 15 users onboarded and able to log in · Source: object_read:doc_021_007
- ConnectorsAll four connectors configured and liveAll four connectors configured and live · Source: object_read:doc_021_007
The document
Body
Wrenfield Property Management, Onboarding Plan
Customer: Wrenfield Property Management Tier: Starter Service Start: 1 Mar 2026 Implementation Lead: Laura Penhaligon Plan Status: Final
Overview
Wrenfield Property Management joined BB-Demo on 1 Mar 2026 as a Starter customer. The plan below sets out the four-week implementation, phased rollout, and transition to business-as-usual support.
Phase 1: Kick-off and Discovery (Week 1)
Owner: Laura Penhaligon, BB-Demo Milestone: Discovery call held; data sources mapped; user roles defined
- Confirm user list (15 users across property and finance teams)
- Map data sources (tickets, invoices, calls)
- Review team structure and use cases
- Provision test environment
Key Outputs: Kick-off notes; source system access confirmed
Phase 2: Connector Configuration (Weeks 2–3)
Owner: Laura Penhaligon, BB-Demo Milestone: Connectors live in test; data validation passed
Read the whole document (2,439 characters)
- Configure up to 4 connectors (tickets, invoices, communications, operational data)
- Validate data extraction and transformation
- Test user access and role mappings
- Run sample queries against test data
Key Outputs: Connector configuration documentation; test run logs
Phase 3: Training and Cutover (Week 4)
Owner: Laura Penhaligon, BB-Demo Milestone: Go-live approved; team trained
- Run live environment setup
- Conduct user training (property managers, finance administrators)
- Verify production data load
- Confirm service levels and support process
Key Outputs: Training records; support handbook; go-live sign-off
Support Transition
Upon completion of the four-week implementation in March 2026, Wrenfield Property Management enters business-as-usual support under the Starter service level agreement:
- Availability: 99.5% uptime
- P1 Response: 4 business hours
- Nightly Refresh: Complete by 07:00 UK local time, business days
- Primary Contact: BB-Demo support team
- Quarterly Check-in: First review scheduled within the following quarter
Success Criteria
- All 15 users onboarded and able to log in
- All four connectors configured and live
- No data quality issues identified in production
- Team conducts at least one query in first week of go-live
Plan Agreed by: Laura Penhaligon, Implementation Consultant, BB-Demo Date: 2 Mar 2026
Unusual terms
Current to 9 Oct 26- Quarterly check-in on a Starter plan
- No connector go-live dates