Bayard Lane Payments - Onboarding Plan
Documentfinal Bayard Lane Payments · onboarding plan · final · 17 Mar 2026
An eight-week onboarding plan for the Growth tier with 40 licensed users, starting 13 Mar 2026 and owned by Hamza Akhtar. It sets four phases and success criteria, including nightly refresh by 07:00 customer local time. It states no price or service levels.
What it says
What this says
As at Fri 9 Oct 2026An eight-week onboarding plan for the Growth tier with 40 licensed users, starting 13 Mar 2026 and owned by Hamza Akhtar. It sets four phases and success criteria, including nightly refresh by 07:00 customer local time. It states no price or service levels.
What it is: a delivery plan for Bayard Lane Payments, filed under the customer's Onboarding folder. It covers four phases across eight weeks, from discovery to go-live, each owned by Hamza Akhtar.
Commits: the success criteria say "Data refreshes nightly and is available by 07:00 customer local time" and "No open P1 tickets at go-live". Connectors are due live and loading data by the end of Phase 2, in weeks two to five.
Unusual: nothing off the standard Growth terms. The plan gives no connector delivery dates in days, no price and no availability or P1 response figures.
Not settled: "Customer implementation lead: to be confirmed", so no customer owner is named. The plan does not say whether go-live happened, and it is not an executed contract.
As found in this document
As at Fri 9 Oct 2026- Date start13 Mar 2026Source: the AI read of this record
- Implementation durationEight weeksSource: the AI read of this record
- Licensed users40Source: the AI read of this record
- Nightly refreshData refreshes nightly and is available by 07:00 customer local timeSource: the AI read of this record
- Connector syncAll configured connectors remain in syncSource: the AI read of this record
- P1 tickets at go-liveNo open P1 tickets at go-liveSource: the AI read of this record
Body
Bayard Lane Payments - Onboarding Plan
Start date: 13 March 2026 Implementation duration: Eight weeks Tier: Growth Licensed users: 40
Overview
This plan outlines the implementation of B-Glass for Bayard Lane Payments, enabling merchant success teams to access tickets, calls and volumes across all supported platforms in a single interface.
Phase 1: Discovery and Planning
Weeks one to two
Owner: Hamza Akhtar (Implementation Consultant, BG-Demo)
- Schedule discovery call with customer stakeholders
- Document current systems and data sources
- Confirm connector requirements and schema
- Define reporting and dashboard priorities
- Establish user groups and access model
Milestone: Signed discovery document and connector list
Phase 2: Connector Setup
Weeks two to five
Owner: Hamza Akhtar
- Build and test connectors to customer's CRM, helpdesk and call recorder
- Validate data ingestion and record volumes
- Resolve any source-system permissions or API issues
- Test incremental sync and refresh frequency
Milestone: All connectors live and loading data
Phase 3: Configuration and Testing
Weeks five to seven
Read the whole document (2,113 characters)
Owner: Hamza Akhtar with customer IT team
- Configure the data model for merchant and platform views
- Build initial dashboards and saved searches
- Conduct user acceptance testing with customer stakeholders
- Document custom configurations and access rules
Milestone: UAT sign-off from customer
Phase 4: Training and Go-Live
Week eight
Owner: Hamza Akhtar
- Conduct admin and user training sessions
- Deploy to production
- Monitor early usage and respond to support queries
Milestone: Go-live and handoff to support
Success Criteria
- All 40 licensed users can log in and view dashboards
- Data refreshes nightly and is available by 07:00 customer local time
- All configured connectors remain in sync
- No open P1 tickets at go-live
Support and Escalation
Customer CSM: Amara Obi BG-Demo support contact: Hamza Akhtar Customer implementation lead: to be confirmed