Quabbin Clinical Research - Onboarding Plan
Documentfinal Quabbin Clinical Research · onboarding plan · final · 13 Apr 2026
BG-Demo's onboarding plan for the Enterprise subscription running 7 Apr 2026 to 6 Apr 2027, prepared 13 Apr 2026 by Hamza Akhtar. It is a delivery plan, not a contract. It states 150 licensed users and contracted recurring revenue of £119k.
What it says
What this says
As at Fri 9 Oct 2026BG-Demo's onboarding plan for the Enterprise subscription running 7 Apr 2026 to 6 Apr 2027, prepared 13 Apr 2026 by Hamza Akhtar. It is a delivery plan, not a contract. It states 150 licensed users and contracted recurring revenue of £119k.
What it is: a four-phase plan (Foundations, Connect and load, Adopt, Handover) prepared by Hamza Akhtar, Implementation Consultant. It says it "follows the order form" and is stored as final.
Commits: the plan repeats the service point "Confirm the nightly refresh completes by 07:00 customer local time on business days". It also lists a weekly note from Hamza and a handover to Hollie Grieve for adoption, reviews and renewal planning.
Unusual: the figure "Annual recurring revenue (contracted)" of £119k is quoted in an onboarding plan, not an executed order form. Dates for later milestones are open: "We have not fixed dates for the later milestones here."
Not settled: connector counts and go-live dates, availability, P1 response and service credits are not stated. The order form is the source for those. The plan names no customer signatory and no executive sponsor yet.
As found in this document
As at Fri 9 Oct 2026- Date end6 Apr 2027Source: the AI read of this record
- Date start7 Apr 2026Source: the AI read of this record
- Nightly refreshConfirm the nightly refresh completes by 07:00 customer local time on business daysSource: the AI read of this record
- Licensed users150Source: the AI read of this record
- Progress reportingHamza Akhtar will send a short weekly note covering progress, open points and next steps.Source: the AI read of this record
- Security reviewSecurity review complete before any production data is loaded.Source: the AI read of this record
The document
Body
Quabbin Clinical Research - Onboarding Plan
Version: one, final Prepared by: Hamza Akhtar, Implementation Consultant, BG-Demo Date: 13 Apr 2026
Purpose
This plan sets out how BG-Demo and Quabbin Clinical Research will bring B-Viz live. Quabbin Clinical Research bought the Enterprise tier so that its sponsor-relationship, study-management and finance teams can see each sponsor's studies, issues, calls and invoices together in one place. The plan follows the order form, which began on 7 Apr 2026 and runs to 6 Apr 2027.
Account summary
| Customer | Quabbin Clinical Research, Boston |
| Tier | Enterprise |
| Licensed users | 150 |
| Annual recurring revenue (contracted) | £119k |
| Subscription start | 7 Apr 2026 |
| Subscription end | 6 Apr 2027 |
| BG-Demo account owner | Jordan Pike |
| BG-Demo customer success manager | Hollie Grieve |
| BG-Demo implementation lead | Hamza Akhtar |
Goals
Read the whole document (4,741 characters)
- Sponsor-relationship teams can ask B-Viz about any sponsor and see its studies, open issues, recent calls and invoices.
- Study-management teams can see issues and progress across studies without reconciling systems by hand.
- Finance can see what has been invoiced to each sponsor next to the study activity behind it.
- The customer's own people run day-to-day questions, with BG-Demo in support.
Phases
Phase one: Foundations
The Snowflake environment is prepared inside the customer's own account, and access is agreed with the customer's IT team.
| Activity | Owner |
|---|---|
| Kick-off with the customer's project sponsor and leads from each team | Hamza Akhtar |
| Confirm which source systems are in scope and who owns each one | Hamza Akhtar with the customer's IT lead |
| Support the customer's security review | Hamza Akhtar and Jordan Pike |
| Agree single sign-on and user provisioning approach | Customer IT lead |
Phase two: Connect and load
The agreed connectors are configured and the first loads are checked.
| Activity | Owner |
|---|---|
| Configure the connectors named in the order form | Hamza Akhtar |
| Check the first loads against records the customer knows well | Customer team leads |
| Confirm the nightly refresh completes by 07:00 customer local time on business days | Hamza Akhtar |
| Log and resolve any connector issues | Hamza Akhtar |
Phase three: Adopt
People start asking real questions, and the three teams each get a working routine.
| Activity | Owner |
|---|---|
| Training sessions for sponsor-relationship, study-management and finance teams | Hamza Akhtar |
| Name the admins on the customer side | Customer project sponsor |
| Agree a short list of starter questions for each team | Team leads with Hamza Akhtar |
| Roll out access in waves up to the licensed user count | Customer IT lead |
Phase four: Handover
BG-Demo hands the day-to-day running over to the customer's team and to customer success.
| Activity | Owner |
|---|---|
| Review what is live, what is outstanding and what has been learned | Hamza Akhtar |
| Hand over to Hollie Grieve for adoption, reviews and renewal planning | Hamza Akhtar |
| Confirm the executive sponsor and the review rhythm | Hollie Grieve |
Milestones
- Subscription start: 7 Apr 2026.
- This plan agreed: 13 Apr 2026.
- Security review complete before any production data is loaded.
- First nightly refresh passing on every agreed connector.
- Each of the three teams asking questions in B-Viz.
- Handover to customer success.
We have not fixed dates for the later milestones here. They will be agreed with the customer's project sponsor at kick-off and recorded in the weekly note.
What we need from Quabbin Clinical Research
- A named project sponsor and a named lead in each of the three teams.
- Timely access to the source systems and to someone who knows how each is set up.
- A contact in IT for access, single sign-on and provisioning.
- Early warning of any change to a connected system, because a changed system is the most common reason a connector stops loading.
Risks to watch
| Risk | What we will do |
|---|---|
| Source system access is slow to arrive | Raise it at the weekly check-in and escalate through Jordan Pike |
| A connector loads once and then stops | Watch records indexed for flat weeks and fix the source early |
| Only a few people use B-Viz at first | Run team sessions and agree starter questions so use spreads |
| Security review raises questions late | Answer openly and early, with Jordan Pike and Hamza Akhtar |
Communication
Hamza Akhtar will send a short weekly note covering progress, open points and next steps. Hollie Grieve joins the check-ins from phase three so the handover is not a surprise.
Unusual terms
As at Fri 9 Oct 2026- Contracted recurring revenue quoted in a plan
- Later milestone dates not fixed