Tilden Marsh Logistics - Onboarding Plan
Documentfinal Tilden Marsh Logistics · onboarding plan · final · 25 Feb 2026
Onboarding plan for Tilden Marsh Logistics on the Growth tier: 40 licensed users, up to eight connectors, three phases within eight weeks of a 25 Feb 2026 start. Post-go-live support is the standard Growth one-hour P1 response. The customer signatory is blank.
What it says
What this says
As at Fri 9 Oct 2026Onboarding plan for Tilden Marsh Logistics on the Growth tier: 40 licensed users, up to eight connectors, three phases within eight weeks of a 25 Feb 2026 start. Post-go-live support is the standard Growth one-hour P1 response. The customer signatory is blank.
What it is: an implementation plan owned by Hamza Akhtar, with phases for discovery, connector build and go-live. It says the Customer will integrate "up to eight systems" into one queryable layer, and hands over to Marcus Bell (CSM) at go-live.
Commits: target completion "Within eight weeks" of the 25 Feb 2026 start, a first QBR "Within four months of go-live", and support moving to "standard Growth tier service levels (one-hour P1 response)".
Unusual: nothing off the standard Growth terms. There is no price, no connector-live date and no availability figure.
Not settled: the customer signature and name are blank, so the text does not show acceptance, although the stored status is final. The Project Sponsor is not named, and the plan does not say whether go-live was reached.
As found in this document
As at Fri 9 Oct 2026- Date start25 Feb 2026Source: the AI read of this record
- Target completionWithin eight weeks of startSource: the AI read of this record
- First QBRWithin four months of go-liveSource: the AI read of this record
- Post-go-live supportstandard Growth tier service levels (one-hour P1 response)Source: the AI read of this record
- Licensed users40Source: the AI read of this record
Body
Tilden Marsh Logistics
Onboarding Plan
Account: Tilden Marsh Logistics Tier: Growth Licensed Users: 40 Implementation Owner: Hamza Akhtar (BG-Demo) Service Start: 25 February 2026 Target Completion: Within eight weeks
1. Executive Summary
This plan describes the onboarding of Tilden Marsh Logistics onto B-Glass – Growth tier. The Customer's customer service and operations teams will integrate up to eight systems (CRM, call recordings, email, tickets, product usage, finance, HR and supporting tools) into a single queryable analytics layer.
2. Phasing
Phase 1: Discovery and Architecture (Weeks 1–2)
- Kickoff meeting with Customer stakeholders
- System access provisioning (Snowflake, CRM, call recorder, helpdesk, email archive)
- Data mapping and connector design
- Customer admin account setup and user access templates
Owner: Hamza Akhtar Milestone: Snowflake account live and discovery document signed off
Phase 2: Connector Build (Weeks 3–6)
Read the whole document (2,408 characters)
- Deployment of up to eight connectors in the Customer's Snowflake account
- Initial data load and indexing
- UAT environment validation
- Customer team training (one session per connector)
Owner: Hamza Akhtar Milestone: All connectors indexing; UAT sign-off
Phase 3: Go-Live and Handover (Weeks 7–8)
- Move to production
- Final user access provisioning
- Superuser training for the Customer's admins
- Knowledge transfer and support transition
Owner: Hamza Akhtar, then Marcus Bell (CSM) Milestone: Connectors live; customer can query independently
3. Key Dates
- Project Start: 25 February 2026
- Target Completion: Within eight weeks of start
- First QBR: Within four months of go-live
4. Support
During onboarding, the customer has access to Hamza Akhtar and the BG-Demo support team for questions and troubleshooting. Post-go-live, support transitions to the standard Growth tier service levels (one-hour P1 response).
Sign-Off
By signature below, the Customer confirms it has received and accepted this plan.
For BG-Demo
Signature: _________________________ Name: Hamza Akhtar Title: Implementation Consultant Date: 25 February 2026
For Tilden Marsh Logistics
Signature: _________________________ Name: _______________________ Title: Project Sponsor Date: 25 February 2026