Hartside Student Living - Onboarding Plan
Documentfinal Hartside Student Living · onboarding_plan · final · 2026-04-14
Final onboarding plan prepared 14 Apr 2026 by Hamza Akhtar. It covers a Growth tier subscription for 40 users, running 10 Apr 2026 to 9 Apr 2027, at £45k contracted annual recurring revenue, over an eight-week implementation.
What it says
What this says
Current to 13 Oct 26Final onboarding plan prepared 14 Apr 2026 by Hamza Akhtar. It covers a Growth tier subscription for 40 users, running 10 Apr 2026 to 9 Apr 2027, at £45k contracted annual recurring revenue, over an eight-week implementation.
What it is: an implementation plan from BB-Demo to the customer, not a contract. It sets phases, owners and milestones from kick-off to handover in week eight.
Commits: Hamza Akhtar owns kick-off, connecting sources, validation and training. Hollie Grieve takes handover and runs quarterly business reviews, and Lewis Kerr stays the contact for changes to users or connectors.
Asks of the customer: a named project lead, "At least two administrators", timely access and early warning of system changes. The risk table flags single-person usage and inconsistent nomination agreement formats.
Not settled: no service levels, connector delivery dates or invoicing terms are stated. The £45k is the figure this plan gives, and the executed order form decides the contracted price. The first renewal falls on 9 Apr 2027.
As found in this document
Current to 9 Oct 26- Date end9 Apr 2027Source: object_read:doc_158_009
- Date renewal9 Apr 2027Source: object_read:doc_158_009
- Date start10 Apr 2026Source: object_read:doc_158_009
- Price£45,000Source: object_read:doc_158_009
- Licensed users40Source: object_read:doc_158_009
- Subscription term10 Apr 2026 to 9 Apr 2027Source: object_read:doc_158_009
- HandoverWeek eight: confirm the nightly refresh is running, hand over to customer successWeek eight: confirm the nightly refresh is running, hand over to customer success · Source: object_read:doc_158_009
- Quarterly business reviewsHollie Grieve will run quarterly business reviews, which are part of GrowthHollie Grieve will run quarterly business reviews, which are part of Growth · Source: object_read:doc_158_009
The document
Body
Hartside Student Living - Onboarding Plan
Status: Final. Prepared 14 Apr 2026 by Hamza Akhtar, Implementation Consultant, BB-Demo.
Purpose
Hartside Student Living operates purpose-built student accommodation across eight university cities. The company has bought the Growth tier so that its university partnerships team and its resident services team can see each university's nomination agreements, tickets and invoices together, in one place, inside the company's own Snowflake account.
This plan sets out how we get from signature to a brain that both teams use every day.
Account summary
| Item | Detail |
|---|---|
| Customer | Hartside Student Living, Nottingham |
| Tier | Growth |
| Licensed users | 40 |
| Contracted annual recurring revenue | £45k |
| Subscription start | 10 Apr 2026 |
| Subscription end | 9 Apr 2027 |
| BB-Demo account owner | Lewis Kerr |
| BB-Demo implementation lead | Hamza Akhtar |
| BB-Demo customer success manager | Hollie Grieve |
Goals
Read the whole document (4,060 characters)
- Bring the customer's CRM, helpdesk and accounting data into the brain so each university can be viewed as one account.
- Give the university partnerships team and the resident services team a shared view they trust.
- Reach a point where people ask the brain questions instead of reconciling systems by hand.
Phases and owners
| Phase | Timing | What happens | Owner |
|---|---|---|---|
| Kick-off | Week one | Confirm goals, name the customer's project lead and an administrator, agree the order in which sources are connected | Hamza Akhtar |
| Access and security | Week one to week two | The customer's IT contact grants access inside the Snowflake account and approves each source | Customer IT contact, supported by Hamza Akhtar |
| Connect sources | Week two to week five | Connect the CRM, the helpdesk and the accounting system first, then any remaining sources up to the Growth connector allowance | Hamza Akhtar |
| Validate data | Week five to week six | Check that each university's nomination agreements, tickets and invoices line up, and correct mismatches with the customer's teams | Hamza Akhtar with the customer project lead |
| Training and dashboards | Week six to week seven | Train both teams, build the first dashboards with the dashboards builder | Hamza Akhtar |
| Handover | Week eight | Confirm the nightly refresh is running, hand over to customer success | Hollie Grieve |
The order of connectors may change if a source needs clean-up before it can be loaded.
Milestones
- Kick-off held: project lead and administrator named.
- First source live: the brain answers a question from real Hartside data.
- All agreed sources live: the nomination, ticket and invoice views are available for every university city.
- Teams trained: both teams have used the brain on their own questions.
- Handover complete: customer success owns adoption from this point.
What we need from Hartside
- A named project lead who can make decisions for both teams.
- At least two administrators, so that adoption does not depend on one person.
- Timely access to each source system, and early warning of any planned system changes.
- A short list of the questions each team most wants answered, so the first dashboards reflect real work.
Risks to watch
| Risk | Mitigation |
|---|---|
| A source changes shape part way through the project | Ask the IT contact to flag changes in advance, and re-run the affected load |
| Usage stays with a single person | Train both teams and name more than one administrator |
| Nomination agreements are held in inconsistent formats | Agree a common set of fields with the partnerships team during validation |
After go-live
Hollie Grieve will run quarterly business reviews, which are part of Growth, and will track usage and questions asked. Lewis Kerr remains the contact for any change to users or connectors. The first renewal falls at the end of the subscription term on 9 Apr 2027, and the customer success manager will raise it well ahead of the notice period.