Brakkevoort Logistics - Onboarding Plan
Documentfinal Brakkevoort Logistics: documents · onboarding_plan · final · 2025-04-01
Final onboarding plan dated 1 Apr 2025 for getting the Growth tier live in the customer's Snowflake account, with 40 licensed users and £44,000 stated as annual recurring revenue. The subscription runs 1 Apr 2025 to 31 Mar 2026. It is a plan, not a contract.
What it says
What this says
Current to 11 Oct 26Final onboarding plan dated 1 Apr 2025 for getting the Growth tier live in the customer's Snowflake account, with 40 licensed users and £44,000 stated as annual recurring revenue. The subscription runs 1 Apr 2025 to 31 Mar 2026. It is a plan, not a contract.
What it is: a five-phase plan prepared by Laura Penhaligon, Implementation Consultant at BB-Demo, covering kickoff, connect and index, validate, train and launch, then handover. Its stated goal is to let account managers see shipper accounts, exception tickets and calls together.
Commits: BB-Demo owns the connector configuration, validation and training. The customer owns access, naming an administrator and opening the brain to licensed users. The plan states no availability %, response times, refresh deadline, service credits or connector delivery dates.
Unusual: the customer is asked to "Nominate at least two administrators, so the account does not depend on one person." Natalie Eze owns "the renewal conversation ahead of 31 Mar 2026".
Not settled: the plan does not say which connectors were ordered, and it does not show whether the plan was delivered or whether the subscription was renewed. The £44,000 is the figure in this plan, not an invoice or an executed order form amount.
As found in this document
Current to 9 Oct 26- Date end31 Mar 2026Source: object_read:doc_024_008
- Date start1 Apr 2025Source: object_read:doc_024_008
- Price£44,000Source: object_read:doc_024_008
- Licensed users40Source: object_read:doc_024_008
- Subscription start1 Apr 2025Source: object_read:doc_024_008
- Subscription end31 Mar 2026Source: object_read:doc_024_008
- Customer administratorsNominate at least two administratorsNominate at least two administrators · Source: object_read:doc_024_008
- Weekly sponsor check-inLaura Penhaligon will hold a short progress check-in with the customer's sponsor each week during the implementationLaura Penhaligon will hold a short progress check-in with the customer's sponsor each week during the implementation · Source: object_read:doc_024_008
The document
Body
Brakkevoort Logistics - Onboarding Plan
Status: Final Version: 1 Prepared by: Laura Penhaligon, Implementation Consultant, BB-Demo Prepared on: 1 Apr 2025
1. Purpose
Brakkevoort Logistics has bought the company brain so that account managers can see shipper accounts, exception tickets and calls together, in one place, instead of switching between systems. This plan sets out how BB-Demo will get the Growth tier live inside Brakkevoort Logistics' own Snowflake account and into daily use.
2. Contract summary
| Item | Detail |
|---|---|
| Customer | Brakkevoort Logistics, Rotterdam |
| Tier | Growth |
| Licensed users | 40 |
| Annual recurring revenue | £44,000 |
| Subscription start | 1 Apr 2025 |
| Subscription end | 31 Mar 2026 |
| Account owner | Tom Ashdown |
| Customer success manager | Natalie Eze |
| Implementation lead | Laura Penhaligon |
3. Goals
Read the whole document (4,616 characters)
- Connect the systems the account managers rely on, so that records, tickets and calls are indexed together.
- Give account managers a trusted view of each shipper account that they can query in plain language.
- Build a small number of dashboards that the operations and account teams will actually use.
- Hand over to the customer success manager with a clear picture of usage and next steps.
4. Phases
Phase 1: Kickoff and access
| Activity | Owner |
|---|---|
| Kickoff call with the customer's sponsor and account management lead | Laura Penhaligon |
| Confirm the list of connectors in the order form and the order they will be connected | Laura Penhaligon with the customer's IT contact |
| Provision access to the customer's Snowflake account and source systems | Customer's IT contact |
| Name an administrator and a day-to-day contact | Customer's sponsor |
Milestone: access granted and connector order agreed.
Phase 2: Connect and index
| Activity | Owner |
|---|---|
| Configure each connector and run the first load | Laura Penhaligon |
| Check record counts against the source systems | Laura Penhaligon with the customer's IT contact |
| Confirm the nightly refresh runs cleanly | Laura Penhaligon |
Milestone: every ordered connector loading, with records indexed and reconciled.
Phase 3: Shape and validate
| Activity | Owner |
|---|---|
| Set up pages for shipper accounts and exception tickets | Laura Penhaligon |
| Walk through sample questions with account managers and correct gaps | Laura Penhaligon with the account management lead |
| Build the first dashboards | Laura Penhaligon |
Milestone: account managers confirm the answers match what they know about their own accounts.
Phase 4: Train and launch
| Activity | Owner |
|---|---|
| Run training sessions for account managers and team leads | Laura Penhaligon |
| Share a short guide to asking good questions of the brain | Laura Penhaligon |
| Open the brain to all licensed users | Customer's sponsor |
Milestone: users invited and first questions asked across the account management team.
Phase 5: Handover
| Activity | Owner |
|---|---|
| Review usage and open issues with the customer | Laura Penhaligon and Natalie Eze |
| Agree the cadence for quarterly business reviews | Natalie Eze |
| Transfer day-to-day ownership of the account | Natalie Eze |
Milestone: handover complete and the first quarterly business review in the diary.
5. Customer responsibilities
- Make an IT contact available for access and source system questions.
- Tell BB-Demo ahead of any change to a connected system, such as a new CRM instance or a change of helpdesk, so connectors are not broken unexpectedly.
- Release account managers for training and the validation sessions.
- Nominate at least two administrators, so the account does not depend on one person.
6. Risks and how we will manage them
| Risk | Mitigation |
|---|---|
| Delay in granting access to source systems | Raise at kickoff and follow up weekly until resolved |
| Source data is incomplete or inconsistent | Reconcile record counts early and agree fixes with the customer |
| Low adoption after launch | Training sessions, named champions in the account team and an early usage review |
| Reliance on a single administrator | Name a second administrator during Phase 1 |
7. Governance
Laura Penhaligon will hold a short progress check-in with the customer's sponsor each week during the implementation. Tom Ashdown remains the contact for commercial questions. Natalie Eze takes over the relationship at handover and owns adoption, business reviews and the renewal conversation ahead of 31 Mar 2026.
Unusual terms
Current to 9 Oct 26- Two administrators required of the customer
- Customer to notify BB-Demo before changing a connected system