Wellbrook Facilities - Onboarding Plan
Documentfinal Wellbrook Facilities · onboarding plan · final · 6 May 2024
A four-week onboarding plan for Wellbrook Facilities' Starter subscription, prepared 6 May 2024 by Callie Brennan. It commits BG-Demo to a nightly refresh complete by 07:00 UK time on business days and a live, queryable brain within four weeks of contract start.
What it says
What this says
As at Fri 9 Oct 2026A four-week onboarding plan for Wellbrook Facilities' Starter subscription, prepared 6 May 2024 by Callie Brennan. It commits BG-Demo to a nightly refresh complete by 07:00 UK time on business days and a live, queryable brain within four weeks of contract start.
What it is: an onboarding plan in four phases, from discovery in week 1 to handover to Marcus Bell, the CSM. It covers up to 4 connectors and 15 licensed users, and was prepared on 6 May 2024 for a contract start of 1 May 2024.
Commits: BG-Demo promises "Connectors will refresh nightly, complete by 07:00 UK time on business days" and "The brain will be live and queryable within four weeks of contract start". The customer must supply credentials and a technical contact by end of week 1 and nominate an admin.
Unusual: nothing off the standard Starter terms. The plan was prepared five days after the contract start.
Not settled: it states no price, availability figure, P1 response time or service credit. It is a plan, not a contract, and it is dated 2024, so it says nothing about the current state of the account.
As found in this document
As at Fri 9 Oct 2026- Date start1 May 2024Source: the AI read of this record
- Nightly refreshConnectors will refresh nightly, complete by 07:00 UK time on business daysSource: the AI read of this record
- Go-liveThe brain will be live and queryable within four weeks of contract startSource: the AI read of this record
- Connector setupSetup of up to 4 connectorsSource: the AI read of this record
- User provisioningUser provisioning for 15 team membersSource: the AI read of this record
Body
Wellbrook Facilities - Onboarding Plan
Customer: Wellbrook Facilities Tier: Starter Licensed Users: 15 Contract Start: 1 May 2024 Plan Prepared: 6 May 2024 Implementation Lead: Callie Brennan, BG-Demo
Phase 1: Discovery and Setup (Week 1)
Objective: Understand your data sources and confirm the connectors before we switch on the refresh
Deliverables:
- Kickoff call with your team
- Systems assessment and credential collection
- Setup of up to 4 connectors
Owner: Callie Brennan Deadline: End of first week
What I need from your side:
- Details of systems to connect (CRM, tickets, finance, HR or others)
- Admin-level credentials for each system
- One named technical contact available during setup
Phase 2: Mapping and Configuration (Weeks 2–3)
Objective: Get your data flowing into the brain
Deliverables:
- Field mapping between your systems and the brain schema
- Connector validation and test refresh
- Admin training on refresh management
Owner: Callie Brennan Deadline: End of week 3
Read the whole document (2,401 characters)
Success Criteria:
- All four connectors configured and that maps cleanly
- Sample data loaded successfully
- Your admin trained and able to run the refresh independently
Phase 3: Go-Live (Week 4)
Objective: Activate the brain for your users
Deliverables:
- User provisioning for 15 team members
- First full data refresh completed
- Setup notes and troubleshooting guide provided
Owner: Callie Brennan Deadline: End of week 4
Phase 4: Handover and Support Transition
Objective: Move to ongoing support
Deliverables:
- Handover meeting with your team and Marcus Bell, your CSM
- Credential transfer to your named admin
- Six-monthly check-in schedule confirmed
Owner: Marcus Bell, BG-Demo CSM Deadline: Within days of go-live
Key Commitments
From BG-Demo:
- Connectors will refresh nightly, complete by 07:00 UK time on business days
- The brain will be live and queryable within four weeks of contract start
From Your Side:
- Provide system access credentials and technical contact by end of week 1
- Nominate an admin to be trained on refresh management
- Return the data source checklist within a few days of receiving it
Next Step: I'll email a short systems checklist. Send it back promptly so we stay on schedule. Thanks, Callie.