Wattlebrook Insurance Services - Onboarding Plan
Documentfinal Wattlebrook Insurance Services: documents · onboarding_plan · final · 2026-04-08
Final four-week onboarding plan for Wattlebrook Insurance Services on the Starter tier, starting 1 Apr 2026. It covers four connectors and up to 15 users, owned throughout by Hamza Akhtar. It states no price, availability or response times.
What it says
What this says
Current to 11 Oct 26Final four-week onboarding plan for Wattlebrook Insurance Services on the Starter tier, starting 1 Apr 2026. It covers four connectors and up to 15 users, owned throughout by Hamza Akhtar. It states no price, availability or response times.
What it is: a delivery plan in three phases, "Discovery and Preparation (Week 1)", "Connector Build and Configuration (Weeks 2–3)" and "User Onboarding and Go-Live (Week 4)". Hamza Akhtar, Implementation Consultant, is named as owner of every phase.
Commits: BB-Demo to build and test "all 4 connectors", provision "up to 15 users" and obtain "Formal go-live sign-off". After go-live the customer receives "six-monthly check-in reviews".
Not settled: the plan gives no connector live-by dates, no named customer contacts and no signatory. It states no price, availability, P1 response or refresh terms, so it is not a contract.
Current: it was created and last modified on 8 Apr 2026, after the stated start date. It does not show whether go-live was achieved.
As found in this document
Current to 9 Oct 26- Date start1 Apr 2026Source: object_read:doc_032_007
- Implementation period4 weeksSource: object_read:doc_032_007
- Connectorsup to 4 connectorsSource: object_read:doc_032_007
- Usersup to 15 usersSource: object_read:doc_032_007
- Post go-live reviewssix-monthly check-in reviews as part of the Starter service levelsix-monthly check-in reviews as part of the Starter service level · Source: object_read:doc_032_007
The document
Body
Wattlebrook Insurance Services - Onboarding Plan
Version: 1 Status: Final Implementation Period: 4 weeks Start Date: 1 April 2026
Overview
This plan outlines the onboarding of Wattlebrook Insurance Services onto the Company Brain platform. The Starter tier implementation includes system setup, up to 4 connectors, and provisioning for up to 15 users, delivered over four weeks.
Phase 1: Discovery and Preparation (Week 1)
Objectives:
- Understand Wattlebrook's business processes and data landscape
- Identify and validate the 4 connectors to be implemented
- Set up administrator access and user list
Key Activities:
- Kickoff call with Wattlebrook stakeholders
- Systems and data audit
- Create connector configuration specifications
- Provision initial admin accounts
Owner: Hamza Akhtar (Implementation Consultant) Deliverables: Discovery document, connector specification, admin access configured
Phase 2: Connector Build and Configuration (Weeks 2–3)
Objectives:
- Build and test all 4 connectors
- Configure data integration pipelines
- Validate data quality and completeness
Read the whole document (2,167 characters)
Key Activities:
- Install and configure connectors for data sources
- Test data sync and validation
- Troubleshoot any data quality issues
- Create user documentation
Owner: Hamza Akhtar (Implementation Consultant) Deliverables: Validated connectors, integration documentation
Phase 3: User Onboarding and Go-Live (Week 4)
Objectives:
- Provision all users and set permissions
- Deliver training and enablement
- Go live with the Company Brain
Key Activities:
- Provision up to 15 users with appropriate roles
- Deliver training to key users and stakeholders
- Support first questions and edge cases
- Monitor system performance during go-live
- Formal go-live sign-off
Owner: Hamza Akhtar (Implementation Consultant) Deliverables: User roster, training materials, go-live sign-off
Support and Next Steps
Following go-live, Wattlebrook will receive six-monthly check-in reviews as part of the Starter service level. Contact Hamza Akhtar for any questions during onboarding.