Penwortham Mutual - Onboarding Plan
Documentfinal Penwortham Mutual · onboarding plan · final · 2 Jun 2026
Onboarding plan for the Enterprise implementation of B-Glass for Penwortham Mutual: 12 weeks from 28 May 2026, contract end 27 May 2027, 150 licensed users, annual revenue of £119k as the document states. Stored status final; it is a plan, not a contract.
What it says
What this says
As at Fri 9 Oct 2026Onboarding plan for the Enterprise implementation of B-Glass for Penwortham Mutual: 12 weeks from 28 May 2026, contract end 27 May 2027, 150 licensed users, annual revenue of £119k as the document states. Stored status final; it is a plan, not a contract.
What it is: A five-phase onboarding plan written by Hamza Akhtar's team, covering discovery, connector build, configuration, testing and training, and go-live in week 12. It names Matteo Ricci as the customer project owner and Hollie Grieve as the BG-Demo Customer Success Manager.
Commits: Under Service Commitment it states "Tier: Enterprise with 150 licensed users", a term of 28 May 2026 to 27 May 2027, and a success target of "Go-live within 12 weeks". It also states annual revenue of £119k.
Not settled: It gives no availability figure, P1 response time, refresh deadline, service credits or connector delivery dates. It does not say how £119k relates to the price book, and it does not show whether go-live happened.
Status: It is dated 2 Jun 2026, after the stated start date, and carries no signature. The executed order form should be checked for contracted price and terms.
As found in this document
As at Fri 9 Oct 2026- Date end27 May 2027Source: the AI read of this record
- Date renewal27 May 2027Source: the AI read of this record
- Date start28 May 2026Source: the AI read of this record
- Price£118,750Source: the AI read of this record
- TierEnterprise with 150 licensed usersSource: the AI read of this record
- Annual revenue£118,750Source: the AI read of this record
- Term28 May 2026 to 27 May 2027Source: the AI read of this record
- Success targetGo-live within 12 weeksSource: the AI read of this record
- Duration12 weeksSource: the AI read of this record
Body
Penwortham Mutual - Onboarding Plan
Overview
This onboarding plan covers the Enterprise implementation of B-Glass for Penwortham Mutual, a Lancashire mutual insurer serving member operations and partner management across home, travel and funeral-plan schemes.
Start date: Thursday 28 May 2026 Duration: 12 weeks Contract end: 27 May 2027
Implementation Phases
Phase 1: Discovery & Design (Weeks 1–2)
- Review member operations data architecture
- Map partner management and scheme information flows
- Confirm project owner, stakeholders and success criteria
- Design connector and page strategy
Phase 2: Connector Build (Weeks 3–6)
- Build and test live connectors to member and partner systems
- Enable initial data syncs
- Validate data quality and completeness
Phase 3: Configuration (Weeks 7–9)
- Configure pages and dashboards for partner and member visibility
- Set up access controls and role-based permissions for 150 users
- Establish team collaboration features
Phase 4: Testing & Training (Weeks 10–11)
Read the whole document (1,737 characters)
- Conduct user acceptance testing with member operations team
- Deliver staff training and onboarding
- Complete security review and hardening
Phase 5: Go-Live (Week 12)
- Cutover to production
- Handover to Customer Success Manager
Team and Contact Points
| Role | Name |
|---|---|
| BG-Demo Implementation | Hamza Akhtar, Implementation Consultant |
| BG-Demo Customer Success | Hollie Grieve, Customer Success Manager |
| Penwortham Mutual Project Owner | Matteo Ricci |
Service Commitment
- Tier: Enterprise with 150 licensed users
- Annual revenue: £119k
- Term: 28 May 2026 to 27 May 2027
- Success target: Go-live within 12 weeks