Ellerby Dental Group - Onboarding Plan
Documentfinal Ellerby Dental Group: documents · onboarding_plan · final · 2025-04-23
Final version 1 onboarding plan for the Growth tier: 8 weeks from 23 Apr 2025 across four phases, led by Laura Penhaligon. Covers 40 licensed users and up to 8 connectors, with a contract period of 23 Apr 2025 to 22 Apr 2026.
What it says
What this says
Current to 11 Oct 26Final version 1 onboarding plan for the Growth tier: 8 weeks from 23 Apr 2025 across four phases, led by Laura Penhaligon. Covers 40 licensed users and up to 8 connectors, with a contract period of 23 Apr 2025 to 22 Apr 2026.
What it is: an implementation plan for the Company Brain, Growth tier. It sets four phases over 8 weeks, each with a named owner and a milestone, ending in handover to the Customer Success Manager.
Commits: the plan states "All connectors live and syncing (end of week 4)" and success criteria of "All 8 connectors live and syncing data daily" and "100% data schema accuracy verified". Implementation and data quality issues get a 1 business hour response; escalations to Natalie Eze get 4 business hours.
Unusual: nothing off the standard Growth terms. It states a contract period but no price, discount or renewal mechanism.
Not settled: it is a delivery plan, not an order form, so it does not fix price, service credits or availability. It also records no outcome, so it does not show whether go-live was achieved or whether the contract period was renewed.
As found in this document
Current to 9 Oct 26- Date end22 Apr 2026Source: object_read:doc_095_008
- Date start23 Apr 2025Source: object_read:doc_095_008
- Implementation duration8 weeksSource: object_read:doc_095_008
- Connector milestoneAll connectors live and syncing (end of week 4)All connectors live and syncing (end of week 4) · Source: object_read:doc_095_008
- Connector success criterionAll 8 connectors live and syncing data dailyAll 8 connectors live and syncing data daily · Source: object_read:doc_095_008
- Data schema accuracy100% data schema accuracy verified100% data schema accuracy verified · Source: object_read:doc_095_008
- Licensed users40 users trained and provisionedSource: object_read:doc_095_008
- Implementation or connector issue response1 business hourSource: object_read:doc_095_008
- Data quality or product support response1 business hourSource: object_read:doc_095_008
- Strategic or escalation response4 business hoursSource: object_read:doc_095_008
The document
Body
Ellerby Dental Group, Onboarding Plan
Customer: Ellerby Dental Group Implementation Lead: Laura Penhaligon, Implementation Consultant, BB-Demo Start date: 23 Apr 2025 Duration: 8 weeks Status: Final Version: 1
Overview
This plan covers the setup, integration and handover of the Company Brain – Growth tier. The engagement runs over 8 weeks across four phases. Your team will have access to a dedicated Slack channel and attend weekly checkpoint calls.
Licensed users: 40 Connectors in scope: Up to 8 Contract period: 23 Apr 2025 to 22 Apr 2026
Phase 1: Kickoff and Architecture (Week 1)
Deliverables:
- Kickoff meeting with your operations and IT teams
- System discovery: data sources, volumes and refresh schedules
- Architecture diagram and integration plan
- Snowflake account provisioning and access setup
Owner: Laura Penhaligon Milestone: Architecture document signed (end of week 1)
Phase 2: Connector Build (Weeks 2–4)
Deliverables:
- Connector configuration for all target systems
- Data schema review and sign-off
- Initial test load and data validation
Read the whole document (2,821 characters)
Owner: Laura Penhaligon Milestone: All connectors live and syncing (end of week 4)
Phase 3: Testing and Tuning (Weeks 5–6)
Deliverables:
- Data accuracy and completeness validation
- Initial dashboards and saved questions (co-created with your team)
- User provisioning for 40 licensed users
- Training on chat, search, pages and dashboards
Owner: Laura Penhaligon with your team Milestone: User acceptance testing sign-off (end of week 6)
Phase 4: Go-Live and Handover (Weeks 7–8)
Deliverables:
- Final data sync and cutover
- Go-live support on your first active day
- Success metrics baseline established
- Handover to your Customer Success Manager
Owner: Laura Penhaligon with support from Natalie Eze Milestone: Go-live complete and knowledge transfer done (end of week 8)
Support During Implementation
| Issue type | Contact | Response time |
|---|---|---|
| Implementation or connector issues | Laura Penhaligon | 1 business hour |
| Data quality or product support | BB-Demo support team | 1 business hour |
| Strategic or escalation | Natalie Eze, Customer Success Manager | 4 business hours |
Success Criteria at Completion
- All 8 connectors live and syncing data daily
- 100% data schema accuracy verified
- 40 users trained and provisioned
- First dashboards and saved questions in production
- Complete handover documentation provided
After go-live, Natalie Eze becomes your primary contact for adoption support, success tracking and your first quarterly business review.
Next step: We will confirm kickoff dates in the week before project start.