Kaltenbrunn Medizintechnik - Onboarding Plan
Documentfinal Kaltenbrunn Medizintechnik · onboarding_plan · final · 2026-05-10
Final version 1 onboarding plan, dated 10 May 2026, for bringing the company brain live on the Enterprise tier with EU data. It states a subscription from 1 May 2026 to 30 Apr 2027, 150 licensed users and £125k contracted annual recurring revenue.
What it says
What this says
Current to 13 Oct 26Final version 1 onboarding plan, dated 10 May 2026, for bringing the company brain live on the Enterprise tier with EU data. It states a subscription from 1 May 2026 to 30 Apr 2027, 150 licensed users and £125k contracted annual recurring revenue.
What it is: a five-phase plan prepared by Laura Penhaligon, covering kick-off, security review and connectors, validation, training and handover to customer success. It names Matteo Ricci as account owner and Elena Novak as customer success manager.
Commits: it sets no service levels or connector dates itself. It says "The executed order form remains the reference for price, connectors and service levels."
Unusual: the contract table gives "Annual recurring revenue (contracted)" of £125k, a figure the plan quotes from the order form and which cannot be checked here.
Not settled: the plan names no connectors, no go-live dates for each phase and no customer individuals. It flags that "only a small number of people are active at the start" against 150 licensed users.
As found in this document
Current to 9 Oct 26- Date end30 Apr 2027Source: object_read:doc_161_008
- Date start1 May 2026Source: object_read:doc_161_008
- Licensed users150Source: object_read:doc_161_008
- Subscription start1 May 2026Source: object_read:doc_161_008
- Subscription end30 Apr 2027Source: object_read:doc_161_008
- Data regionEU regionSource: object_read:doc_161_008
The document
Body
Kaltenbrunn Medizintechnik - Onboarding Plan
Status: Final, version 1 Prepared by: Laura Penhaligon, Implementation Consultant, BB-Demo Date: 10 May 2026
Purpose
This plan sets out how BB-Demo and Kaltenbrunn Medizintechnik will bring the company brain live on the Enterprise tier. Kaltenbrunn makes patient-monitoring equipment for hospitals in Germany, Austria and the Nordics. The aim is that field service, key accounts and complaints see each hospital's devices, service tickets and contracts together, with the data held in an EU region.
Contract position
| Item | Detail |
|---|---|
| Tier | Enterprise |
| Subscription start | 1 May 2026 |
| Subscription end | 30 Apr 2027 |
| Annual recurring revenue (contracted) | £125k |
| Licensed users | 150 |
| BB-Demo account owner | Matteo Ricci |
| BB-Demo customer success manager | Elena Novak |
| Implementation lead | Laura Penhaligon |
The executed order form remains the reference for price, connectors and service levels. If anything in this plan appears to differ from it, the order form decides.
Goals
Read the whole document (4,860 characters)
- Connect the sources that hold device, service ticket and contract information so that one question can span all three.
- Complete the customer's security review with BB-Demo's support.
- Give field service, key accounts and complaints a working view they use in their daily routine.
- Hand over to customer success with a clear picture of usage and next steps.
Phases and owners
Phase one: kick-off and access
| Activity | Owner |
|---|---|
| Confirm project team and decision makers on both sides | Laura Penhaligon with the Kaltenbrunn project sponsor |
| Agree the working rhythm and a weekly check-in | Laura Penhaligon |
| Confirm the EU data region and the Snowflake environment | Kaltenbrunn IT lead with Laura Penhaligon |
| Grant access to the source systems | Kaltenbrunn system owners |
Milestone: access confirmed and the project team named.
Phase two: security review and connectors
| Activity | Owner |
|---|---|
| Answer the security questionnaire and supply supporting evidence | Laura Penhaligon with Matteo Ricci |
| Review findings with Kaltenbrunn's information security contact | Kaltenbrunn information security |
| Configure the connectors named in the order form, in priority order | Laura Penhaligon |
| Confirm each connector is loading records | Laura Penhaligon with Kaltenbrunn system owners |
Milestone: security review closed and the agreed connectors loading on the nightly refresh.
Phase three: validation
| Activity | Owner |
|---|---|
| Check a sample of hospitals, devices and contracts against the source systems | Kaltenbrunn key accounts and field service leads |
| Resolve mismatches in account naming and contract references | Laura Penhaligon |
| Agree the first set of pages and questions each team will use | Laura Penhaligon with team leads |
Milestone: the customer confirms the data is accurate enough to rely on.
Phase four: training and rollout
| Activity | Owner |
|---|---|
| Run short sessions for field service, key accounts and complaints | Laura Penhaligon |
| Set up users, including single sign-on and provisioning with the customer's IT team | Kaltenbrunn IT lead |
| Name an internal champion in each team | Kaltenbrunn project sponsor |
Milestone: each team has trained users asking real questions.
Phase five: handover
| Activity | Owner |
|---|---|
| Review usage, open points and any connector requests | Laura Penhaligon with Elena Novak |
| Transfer ownership of the relationship to customer success | Elena Novak |
| Agree the first review date with Kaltenbrunn | Elena Novak |
Milestone: handover completed and the first review booked.
Risks and watch points
- Adoption: only a small number of people are active at the start. The licensed allowance is far larger, so rollout to each team is the main measure of success.
- Connector readiness: a source system changing during the project can stop a connector loading. System owners should tell Laura Penhaligon before any change.
- Security review: delay in answers from either side moves every later phase.
- Key person: each team should have more than one confident user so that value does not rest on a single champion.
Communication
- A weekly check-in between Laura Penhaligon and the Kaltenbrunn project sponsor.
- Matteo Ricci is the contact for any commercial question.
- Elena Novak joins from the training phase so that the handover is not a surprise.
Success measures
- Agreed connectors loading every business day.
- Teams asking questions on their own, across more than one person in each team.
- The security review closed without open items.
- The customer able to say what the brain is worth to field service, key accounts and complaints.
Unusual terms
Current to 9 Oct 26- Contracted annual recurring revenue of £125,000 quoted in plan
- Order form overrides plan on any difference