Fulford Ings Software - Onboarding Plan
Documentfinal Fulford Ings Software · onboarding plan · final · 22 Oct 2025
Four-week onboarding plan for the Starter tier from 20 Oct 2025, led by Laura Penhaligon. It connects ticketing and product analytics for 15 users. It states no price, availability or P1 response time.
What it says
What this says
As at Fri 9 Oct 2026Four-week onboarding plan for the Starter tier from 20 Oct 2025, led by Laura Penhaligon. It connects ticketing and product analytics for 15 users. It states no price, availability or P1 response time.
What it is: an implementation plan prepared by Laura Penhaligon on 22 Oct 2025, stored as final. It covers kick-off, connector build and testing, then training and go-live in week 4.
Commits: success criteria of "All 15 users able to search and build dashboards from go-live", a nightly refresh to 07:00 UK time, and tickets and usage data synchronised "within 24 hours". The contract term is given as Monday 20 October 2025 to 19 October 2026.
Unusual: the plan is dated 22 Oct 2025, two days after the stated kick-off week, and the go-live target of "mid to late October" sits close to that date.
Not settled: it is a plan, not an order form. It gives no price, availability figure, P1 response time, service credits or named customer contact, and the customer sponsor is only a role. The contract term end of 19 Oct 2026 is stated as a term, not a renewal clause.
As found in this document
As at Fri 9 Oct 2026- Date end19 Oct 2026Source: the AI read of this record
- Date start20 Oct 2025Source: the AI read of this record
- Success criterion: usersAll 15 users able to search and build dashboards from go-liveSource: the AI read of this record
- Nightly refreshStandard nightly refresh to 07:00 UK time running dailySource: the AI read of this record
- Data synchronisationSupport tickets and usage data synchronised within 24 hoursSource: the AI read of this record
- Go-liveweek 4 (target mid to late October)Source: the AI read of this record
- Contract termMonday 20 October 2025 to 19 October 2026Source: the AI read of this record
Body
Fulford Ings Software, Onboarding Plan
Overview
This plan sets out the implementation of the BG-Demo B-Glass for Fulford Ings Software from Monday 20 October 2025 over four weeks. The brain will connect the support ticketing system and product analytics, giving the customer success team a unified view of each ticket against user activity and usage trends.
Customer: Fulford Ings Software, York Tier: Starter Licensed users: 15 Implementation lead: Laura Penhaligon Contract term: Monday 20 October 2025 to 19 October 2026
Implementation phases
| Phase | Duration | Activities |
|---|---|---|
| Kick-off and planning | Week 1 | Confirm data sources, admin access, user list |
| Data integration | Weeks 2–3 | Build and test ticket and analytics connectors |
| Training and go-live | Week 4 | User training, data validation, launch support |
Timeline
- Kick-off: week of 20 October 2025
- Implementation: weeks 2–3
- Go-live: week 4 (target mid to late October)
Roles and responsibilities
Read the whole document (1,506 characters)
- Customer sponsor: Customer success manager
- BG-Demo lead: Laura Penhaligon, Implementation Consultant
- Data contact: IT or support systems owner
Success criteria
- All 15 users able to search and build dashboards from go-live
- Standard nightly refresh to 07:00 UK time running daily
- Support tickets and usage data synchronised within 24 hours
Prepared by: Laura Penhaligon Date: 22 October 2025