Rufforth Bakeries - Onboarding Plan
Documentfinal Rufforth Bakeries · onboarding plan · final · 14 Feb 2026
Final onboarding plan issued 14 Feb 2026 for Growth tier with 40 licensed users. It sets phases from kick-off to go-live, names owners and gives a contract end of 5 Feb 2027. It states no price, availability or P1 response time.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan issued 14 Feb 2026 for Growth tier with 40 licensed users. It sets phases from kick-off to go-live, names owners and gives a contract end of 5 Feb 2027. It states no price, availability or P1 response time.
What it is: a BG-Demo onboarding plan for the customer's Growth tier rollout. It says "The aim is for customer service and key accounts to see each retailer's orders, complaints and credit together."
Commits: the only service-like term is the overnight refresh: "Records should refresh overnight and be complete by 07:00 on business days." Hamza Akhtar leads implementation, Lewis Kerr owns the account and Elena Novak is customer success manager.
Unusual: the customer lead is left open ("a nominated sponsor on your side, confirmed at kick-off"), so no customer contact is named. The plan is not a contract and sets no connector delivery dates.
Not settled: price, availability, support response times and credits are not stated. The renewal date is not given as such, only a contract end of 5 Feb 2027, with the renewal conversation led by Elena "well before the contract end".
As found in this document
As at Fri 9 Oct 2026- Date end5 Feb 2027Source: the AI read of this record
- Date start6 Feb 2026Source: the AI read of this record
- Nightly refreshRecords should refresh overnight and be complete by 07:00 on business days.Source: the AI read of this record
The document
Body
Rufforth Bakeries - Onboarding Plan
Status: Final. Version 1, issued 14 Feb 2026.
Purpose
This plan sets out how B-Viz goes live for Rufforth Bakeries, York, on the Growth tier with 40 licensed users. The aim is for customer service and key accounts to see each retailer's orders, complaints and credit together.
Owners
- Implementation: Hamza Akhtar, Implementation Consultant, BG-Demo
- Account owner: Lewis Kerr, BG-Demo
- Customer success manager: Elena Novak, BG-Demo
- Customer lead: a nominated sponsor on your side, confirmed at kick-off
Phases
Kick-off
Confirm scope, the people who will use B-Viz and the systems to connect. Agree who signs off go-live.
Connections
Connect the order, complaint and credit systems. Check that each source loads on schedule. Records should refresh overnight and be complete by 07:00 on business days.
Pages, search and chat
Set up pages for customer service and key accounts. Walk a small group through search and chat before wider roll-out.
Training and roll-out
Run training for the 40 licensed users in sessions split by team, with follow-up questions collected in one place.
Go-live and review
Read the whole document (1,764 characters)
Confirm both teams are asking B-Viz questions in their day-to-day work. Elena Novak reviews usage with the customer at the first check-in.
Milestones
| Milestone | Date |
|---|---|
| Customer since | 6 Feb 2026 |
| Onboarding plan issued | 14 Feb 2026 |
| Contract end | 5 Feb 2027 |
Risks
- A source system changed after connection. Watch each connector for records that stop updating.
- Teams stop using B-Viz after go-live. Elena Novak follows up with the team leads.
- The renewal conversation is led by the customer success manager well before the contract end.
Unusual terms
As at Fri 9 Oct 2026- Customer sponsor not yet named
- Contract end 5 Feb 2027