Tallowfield Health Partners - Onboarding Plan
Documentfinal Tallowfield Health Partners: documents · onboarding_plan · final · 2026-07-07
Onboarding plan for a Starter-tier customer in New York, contract term 1 July 2026 to 30 June 2027, led by Hamza Akhtar. Five phases cover kickoff, connectors (up to 4), 15 users, go-live in week 4 and a check-in. It states no price or service levels.
What it says
What this says
Current to 11 Oct 26Onboarding plan for a Starter-tier customer in New York, contract term 1 July 2026 to 30 June 2027, led by Hamza Akhtar. Five phases cover kickoff, connectors (up to 4), 15 users, go-live in week 4 and a check-in. It states no price or service levels.
What it is: a BB-Demo onboarding plan for the Starter tier, filed as final, version 1, created and modified 7 Jul 2026. It sets owners and targets for five phases, with Hamza Akhtar leading kickoff, connectors and go-live.
Commits: connector targets of "up to 4" and user provisioning of "up to 15 users". Go-live is targeted for "Week 4 (end of July)", and the check-in is "30 days after go-live", targeted for early September.
Unusual: nothing off the standard terms. Phase 3 is owned by the customer team with BB-Demo support, so user setup depends on the customer.
Not settled: the document names no customer contact, no signatory, no price and no service levels. It does not show whether go-live or the September check-in happened, and the kickoff target of 7 July 2026 is the same date the file was created.
As found in this document
Current to 9 Oct 26- Date end30 Jun 2027Source: object_read:doc_031_007
- Date start1 Jul 2026Source: object_read:doc_031_007
- Connector targetsup to 4Source: object_read:doc_031_007
- Licensed users15Source: object_read:doc_031_007
- Kickoff targetWeek 1 (by 7 July 2026)Source: object_read:doc_031_007
- Go-live targetWeek 4 (end of July)Source: object_read:doc_031_007
- Check-in30 days after go-live, target early September30 days after go-live, target early September · Source: object_read:doc_031_007
The document
Body
Onboarding Plan
Customer: Tallowfield Health Partners, New York
Service Tier: Starter
Contract Term: 1 July 2026 to 30 June 2027
Implementation Lead: Hamza Akhtar
Licensed Users: 15
Phase 1: Kickoff and Discovery
Owner: Hamza Akhtar (BB-Demo)
Milestones:
- Kickoff call with Customer stakeholders
- Review of data sources and systems to connect
- Confirmation of connector targets (up to 4)
Target: Week 1 (by 7 July 2026)
Phase 2: Connector Configuration
Owner: Hamza Akhtar (BB-Demo)
Milestones:
- CRM connector live and syncing
- Email and call-record sources configured
- Data ingestion monitoring confirmed
Target: Weeks 2 to 3 of implementation
Phase 3: User Setup and Training
Owner: Customer team with BB-Demo support
Milestones:
- User accounts provisioned (up to 15 users)
- Role-based access configured
- In-app walk-through and chat training completed
Target: Week 3 of implementation
Phase 4: Go-Live and Handoff
Owner: Hamza Akhtar (BB-Demo)
Milestones:
- All connectors live and receiving data
- First queries running and validated
- Handoff to BB-Demo Support team
Read the whole document (1,441 characters)
Target: Week 4 (end of July)
Phase 5: Check-In
A scheduled check-in call 30 days after go-live to review early usage patterns, resolve any issues, and confirm the team's confidence with the service.
Target: Early September