Auerhain Industrietechnik - Onboarding Plan
Documentfinal Auerhain Industrietechnik: documents · onboarding_plan · final · 2026-05-09
Final version 1 onboarding plan for an eight-week Growth tier implementation, led by Ollie Pearson, with a contract period of 1 May 2026 to 30 Apr 2027. It lists 40 licensed users, eight live connectors and a figure of £47,500 labelled Annual Recurring Revenue.
What it says
What this says
Current to 11 Oct 26Final version 1 onboarding plan for an eight-week Growth tier implementation, led by Ollie Pearson, with a contract period of 1 May 2026 to 30 Apr 2027. It lists 40 licensed users, eight live connectors and a figure of £47,500 labelled Annual Recurring Revenue.
What it is: an onboarding plan with four phases, from discovery and setup through data onboarding and testing to go-live. It names Ollie Pearson as implementation lead and says the deliverables include "Eight live connectors".
Commits: it states no service levels, connector delivery dates or billing terms. Go-live is described only as "by the end of the opening weeks", and the first check-in is "three months into your contract".
Unusual: the plan labels £47,500 as Annual Recurring Revenue. This is not the v2 Growth list price in the company brief, and the plan does not say whether it is a discount or a negotiated figure. It is not an executed order form, so the order form decides price.
Not settled: no signed date, no customer signatory and no detailed timings. The document also does not say whether the dates match the executed paper.
As found in this document
Current to 9 Oct 26- Date end30 Apr 2027Source: object_read:doc_029_008
- Date start1 May 2026Source: object_read:doc_029_008
- Implementation lengtheight-week implementation on the Growth tiereight-week implementation on the Growth tier · Source: object_read:doc_029_008
- Licensed users40Source: object_read:doc_029_008
- ConnectorsEight live connectorsSource: object_read:doc_029_008
- Go-liveWe aim to go live by the end of the opening weeks and will confirm detailed timings with you.We aim to go live by the end of the opening weeks and will confirm detailed timings with you. · Source: object_read:doc_029_008
- First check-inthree months into your contractSource: object_read:doc_029_008
- Contract period1 May 2026 to 30 Apr 2027Source: object_read:doc_029_008
The document
Body
Auerhain Industrietechnik - Onboarding Plan
Status: Final Version: 1 Created: 9 May 2026
Overview
Welcome to BB-Demo. This onboarding plan covers your eight-week implementation on the Growth tier, starting 1 May 2026 and running through 30 Apr 2027.
| Detail | Value |
|---|---|
| Tier | Growth |
| Licensed Users | 40 |
| Annual Recurring Revenue | £47,500 |
| Implementation Lead | Ollie Pearson |
| Contract Period | 1 May 2026 to 30 Apr 2027 |
Implementation Phases
Phase 1: Discovery and Setup
Map your data landscape (CRM, ticketing, call recording, finance systems) and identify required connectors. Confirm access to your Snowflake environment.
Deliverables: Data audit, connector roadmap.
Phase 2: Data Onboarding
Deploy connectors to your key systems and establish data refresh schedules. We will configure transformations to ensure clean, queryable data.
Deliverables: Eight live connectors, initial data validation.
Phase 3: Configuration and Testing
Read the whole document (1,816 characters)
Build search, chat and pages experiences. Work with your service team on acceptance testing to ensure the brain answers questions about field-service tickets and customer accounts.
Deliverables: Tested interfaces, user documentation.
Phase 4: Go-Live
Deploy to production, run final checks and hand over to your team.
Deliverables: Live environment, support contact details, first quarterly check-in scheduled.
Support and Next Steps
Ollie Pearson is your implementation lead. We aim to go live by the end of the opening weeks and will confirm detailed timings with you.
Your first formal check-in will occur three months into your contract. We will review adoption, answer questions, and discuss any expansions to users or connectors.
Unusual terms
Current to 9 Oct 26- £47,500 labelled Annual Recurring Revenue
- go-live timing not dated