Marsden Vale Recruitment - Onboarding Plan
Documentfinal Marsden Vale Recruitment · onboarding_plan · final · 2024-09-28
Final four-week onboarding plan for the Starter implementation, starting 23 Sep 2024, led by Callie Brennan. It lists 15 licensed users, four connectors and an Annual Contract Value of £20k. It states no availability or P1 response figures.
What it says
What this says
Current to 14 Oct 26Final four-week onboarding plan for the Starter implementation, starting 23 Sep 2024, led by Callie Brennan. It lists 15 licensed users, four connectors and an Annual Contract Value of £20k. It states no availability or P1 response figures.
What it is: an implementation plan in three phases (kickoff and preparation, connector integration, user enablement and go-live). It is a BB-Demo working document, not a contract.
Commits: the success criteria require "All 15 users provisioned and able to log in" and "First nightly refresh completed by 07:00". Marcus Bell will arrange a six-monthly check-in after go-live.
Unusual: nothing off the standard Starter terms. The plan names a contract period of 23 September 2024 to 22 September 2025.
Not settled: it does not say which four connectors, go-live dates, service levels or service credits. It gives no renewal terms and shows no customer signatory. The £20k is the figure in this plan, not an executed order form, and the plan does not say it is current.
As found in this document
Current to 9 Oct 26- Date end22 Sep 2025Source: object_read:doc_169_007
- Date start23 Sep 2024Source: object_read:doc_169_007
- Price£19,500Source: object_read:doc_169_007
- Implementation periodover a four-week periodSource: object_read:doc_169_007
- Licensed users15Source: object_read:doc_169_007
- Connectors to implementfourSource: object_read:doc_169_007
- First nightly refreshcompleted by 07:00Source: object_read:doc_169_007
- Annual Contract Value£19,500Source: object_read:doc_169_007
- Contract Period23 September 2024 to 22 September 202523 September 2024 to 22 September 2025 · Source: object_read:doc_169_007
- Check-insix-monthly check-in following go-livesix-monthly check-in following go-live · Source: object_read:doc_169_007
The document
Body
Marsden Vale Recruitment - Onboarding Plan
Status: Final
Overview
This onboarding plan governs the implementation of the Company Brain Starter service for Marsden Vale Recruitment, commencing 23 September 2024, over a four-week period.
Implementation Lead: Callie Brennan, Implementation Consultant
Account Owner: Tom Ashdown, Account Executive
Customer Success Manager: Marcus Bell
Licensed Users: 15
Annual Contract Value: £20k
Contract Period: 23 September 2024 to 22 September 2025
Phase 1: Kickoff and Preparation
Timeline: Week 1
Owner: Callie Brennan
Objectives:
- Conduct kickoff with customer admin and BB-Demo team
- Review system architecture and data sources
- Collect API credentials and database access details
- Map data fields and entity relationships
- Confirm the four connectors to be implemented
Deliverables:
- Onboarding checklist
- Data mapping document
- Connector implementation sequence
Success Criteria:
- All credentials received and validated
- Data mapping approved by customer
- Connectors sequenced and ready
Phase 2: Connector Integration
Timeline: Weeks 2 and 3
Read the whole document (2,636 characters)
Owner: Callie Brennan
Objectives:
- Configure each of the four connectors in sequence
- Perform test refresh and validate data quality
- Iterate on field mappings as needed
- Review data freshness and performance
Deliverables:
- Connector configuration notes
- Data quality validation report
- User access provisioning
Success Criteria:
- All four connectors returning clean data
- Customer confirms data accuracy in pages, chat and search
- No outstanding data quality issues
Phase 3: User Enablement and Go-Live
Timeline: Weeks 3 and 4
Owner: Callie Brennan
Objectives:
- Set up user accounts and admin access
- Execute live data refresh and final validation
- Train customer admin on ongoing operations
- Prepare handover documentation
- Achieve go-live sign-off
Deliverables:
- Setup and maintenance documentation
- User guides for pages, chat and search
- Support escalation process and contacts
- Go-live readiness sign-off
Success Criteria:
- Customer admin confident in day-to-day operations
- All 15 users provisioned and able to log in
- First nightly refresh completed by 07:00
- Written go-live sign-off from customer
Ongoing Support
- Implementation questions: Callie Brennan
- Commercial and account matters: Tom Ashdown
- Post-implementation support: Marcus Bell
Marcus Bell will arrange a six-monthly check-in following go-live to review usage and plan for future enhancements.