Oosterdijk Logistiek - Onboarding Plan
Documentfinal Oosterdijk Logistiek · onboarding_plan · final · 2026-01-03
BB-Demo's onboarding plan for the Growth tier: an 8 week implementation commencing 29 December 2025, led by Hamza Akhtar. It scopes up to 8 connectors and 40 licensed users. It states no price, availability or response times.
What it says
What this says
Current to 13 Oct 26BB-Demo's onboarding plan for the Growth tier: an 8 week implementation commencing 29 December 2025, led by Hamza Akhtar. It scopes up to 8 connectors and 40 licensed users. It states no price, availability or response times.
What it is: an implementation plan in the customer's onboarding folder, stored as final, version 1, created on 3 Jan 2026. It runs three phases: Discovery (Weeks 1–2), Build (Weeks 3–6), and Testing and Launch (Weeks 7–8).
Commits: BB-Demo to build "up to 8 data connectors", provision "40 licensed users" and train them in chat, search and pages. Success criteria include "All contracted connectors live and ingesting data".
Commits (after go-live): Marcus Bell, Customer Success Manager, provides quarterly business reviews and support escalations.
Not settled: the plan names no price, no connector go-live dates, no service levels and no signatory. It is not a contract, so the executed order form governs terms. The evidence does not show whether go-live was reached.
As found in this document
Current to 9 Oct 26- Date start29 Dec 2025Source: object_read:doc_176_009
- Implementation duration8 weeks, commencing 29 December 20258 weeks, commencing 29 December 2025 · Source: object_read:doc_176_009
- ConnectorsBuild up to 8 data connectors to key systems (Salesforce, email, calls, tickets, invoicing)Build up to 8 data connectors to key systems (Salesforce, email, calls, tickets, invoicing) · Source: object_read:doc_176_009
- UsersProvision 40 licensed usersSource: object_read:doc_176_009
- Ongoing supportMarcus Bell (Customer Success Manager) provides quarterly business reviews and support escalationsMarcus Bell (Customer Success Manager) provides quarterly business reviews and support escalations · Source: object_read:doc_176_009
The document
Body
Oosterdijk Logistiek, Onboarding Plan
Service Overview
Implementation of the Company Brain (Growth tier) over 8 weeks, commencing 29 December 2025.
Implementation Lead: Hamza Akhtar, Implementation Consultant, BB-Demo
Customer Success Manager: Marcus Bell
Scope
- Build up to 8 data connectors to key systems (Salesforce, email, calls, tickets, invoicing)
- Configure data model and permissions
- Provision 40 licensed users
- Train users in chat, search and pages
- Go-live readiness review
Timeline
Phase 1: Discovery (Weeks 1–2)
- Kick-off meeting with stakeholders
- Document system access, data sources and APIs
- Confirm connector priorities (up to 8 total)
- Design user groups and permissions model
Phase 2: Build (Weeks 3–6)
- Connector development and testing
- Data schema and transformation
- User provisioning and permission assignment
- Dashboard templates for common use cases
Phase 3: Testing and Launch (Weeks 7–8)
- End-to-end system testing
- User training: chat, search, pages and basic dashboards
- Go-live readiness check
- Production cutover and handover
Success Criteria
Read the whole document (1,549 characters)
- All contracted connectors live and ingesting data
- 40 users provisioned and trained
- Teams able to search orders, exceptions and invoices together
- Support procedures documented and tested
- Post-launch review with CSM scheduled
Ongoing Support
After go-live, Marcus Bell (Customer Success Manager) provides quarterly business reviews and support escalations.
Version: 1 Status: Final