Thackwray Logistics - Onboarding Plan
Documentfinal Thackwray Logistics · onboarding_plan · final · 2025-04-09
Final version one onboarding plan, dated 9 Apr 2025, for a Growth subscription running 4 Apr 2025 to 3 Apr 2026 at £44k contracted, with 40 licensed users. It sets phases and owners, not service levels. It is a plan, not a contract.
What it says
What this says
Current to 13 Oct 26Final version one onboarding plan, dated 9 Apr 2025, for a Growth subscription running 4 Apr 2025 to 3 Apr 2026 at £44k contracted, with 40 licensed users. It sets phases and owners, not service levels. It is a plan, not a contract.
What it is: an onboarding plan prepared by Laura Penhaligon, Implementation Consultant, to take client managers from a quiet start to daily use of the brain for brand reviews. It lists four phases: kick-off and access, connect and index, pages, chat and dashboards, and adoption and handover.
Commits: it names owners and milestones, such as "All agreed connectors live" and "Refresh confirmed on a normal business day". Amara Obi owns adoption and the renewal conversation after handover.
Unusual: nothing off the standard terms. The £44k is labelled as contracted annual recurring revenue in this plan, and it matches the Growth v1 list price in the company brief.
Not settled: it gives no dates for individual milestones, no named connectors and no connector delivery days. It does not state availability, response times or service credits. The order form itself is not in this document, so contracted terms must be checked there. The plan is from April 2025 and says nothing on whether it was delivered.
As found in this document
Current to 9 Oct 26- Date end3 Apr 2026Source: object_read:doc_157_008
- Date start4 Apr 2025Source: object_read:doc_157_008
- Price£44,000Source: object_read:doc_157_008
- TierGrowthSource: object_read:doc_157_008
- Licensed users40Source: object_read:doc_157_008
- HostingInside Thackwray's own Snowflake accountInside Thackwray's own Snowflake account · Source: object_read:doc_157_008
- Contract endFriday 3 April 2026Source: object_read:doc_157_008
- Nightly refreshCheck nightly refresh completes before the start of the working dayCheck nightly refresh completes before the start of the working day · Source: object_read:doc_157_008
The document
Body
Thackwray Logistics - Onboarding Plan
Status: Final, version one Prepared by: Laura Penhaligon, Implementation Consultant, BB-Demo Date: Wednesday 9 April 2025 Customer: Thackwray Logistics, Doncaster Account owner: Sophie Ling Customer Success Manager: Amara Obi
Purpose
This plan sets out how BB-Demo will bring Thackwray Logistics live on the company brain. Thackwray provides contract logistics and e-commerce fulfilment for health and beauty brands from two sites near the M18. The Growth subscription was bought so that client managers can see each brand's orders, returns tickets and service reviews together, instead of reconciling them by hand.
Contract summary
| Item | Detail |
|---|---|
| Tier | Growth |
| Contract start | Friday 4 April 2025 |
| Contract end | Friday 3 April 2026 |
| Annual recurring revenue (contracted) | £44k |
| Licensed users | 40 |
| Hosting | Inside Thackwray's own Snowflake account |
Where we are today
Read the whole document (4,165 characters)
The subscription started a few days ago and the brain is only just being switched on. Very few people have signed in so far, which is what we would expect at this stage. There are no open tickets and no overdue invoices. The aim of this plan is to move from that quiet start to client managers using the brain in their daily brand reviews.
Goals
- Connect the source systems that hold orders, returns tickets and service review material, so one question can span all three.
- Give each client manager a brand view they actually open before a service review.
- Build confidence in the data early, so people trust what the brain tells them.
- Hand over to Customer Success with a clear picture of who is using it and who is not.
Phases, owners and milestones
Phase one: kick-off and access
| Activity | Owner | Milestone |
|---|---|---|
| Confirm project team and a day-to-day contact at Thackwray | Laura Penhaligon | Contacts agreed |
| Confirm the Snowflake environment and access rights | Thackwray IT | Access in place |
| Agree the list of brands and the client managers who look after them | Thackwray operations | Brand list agreed |
Phase two: connect and index
| Activity | Owner | Milestone |
|---|---|---|
| Connect the first source systems | Laura Penhaligon | First connector loading |
| Connect the remaining sources named in the order form | Laura Penhaligon | All agreed connectors live |
| Check nightly refresh completes before the start of the working day | Laura Penhaligon | Refresh confirmed on a normal business day |
| Spot-check records against a known brand | Thackwray client manager | Data accepted |
Phase three: pages, chat and dashboards
| Activity | Owner | Milestone |
|---|---|---|
| Set up a page for each brand combining orders, returns and service reviews | Laura Penhaligon | Brand pages published |
| Show client managers chat and search on their own brands | Laura Penhaligon | First group session held |
| Build a first set of dashboards for service reviews | Laura Penhaligon with Thackwray operations | Dashboards in use |
Phase four: adoption and handover
| Activity | Owner | Milestone |
|---|---|---|
| Invite all client managers and confirm sign-ins | Thackwray operations | Everyone invited |
| Review who is asking questions and who is not | Laura Penhaligon | Usage review done |
| Hand over to Customer Success and agree the first quarterly review | Laura Penhaligon and Amara Obi | Handover complete |
Risks and dependencies
- Access to source systems. If permissions are slow to arrive, connectors will slip. Thackwray IT is the dependency here.
- Two sites. Data may be held differently at each site, so we will check both early rather than late.
- Champion time. Client managers are busy around service reviews. Short, practical sessions work better than long training days.
Communication
Laura will send a short written update after each phase. Questions in between go to Laura directly, and anything commercial goes to Sophie Ling. Once the plan is handed over, Amara Obi owns adoption and the renewal conversation ahead of the contract end on Friday 3 April 2026.