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Brightcombe Veterinary - Onboarding Plan

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Brightcombe Veterinary logo Brightcombe Veterinary · onboarding plan · final · 22 Sep 2026

BG-Demo's final onboarding plan for a Starter customer, prepared 22 Sep 2026, covering a four-phase build led by Hamza Akhtar. It states no availability percentage, P1 response time or connector dates, and lists £22k as annual recurring revenue.

What it says

What this says

As at Fri 9 Oct 2026

BG-Demo's final onboarding plan for a Starter customer, prepared 22 Sep 2026, covering a four-phase build led by Hamza Akhtar. It states no availability percentage, P1 response time or connector dates, and lists £22k as annual recurring revenue.

What it is: an internal-style delivery plan filed in the customer's onboarding folder, prepared 22 Sep 2026 and marked final. The aim is to get the farm-client team seeing "each farm's visits, queries and invoices together", then hand over to customer success at go-live.

Commits: Hamza Akhtar owns kick-off, connector build and testing, and Hollie Grieve owns handover. The plan lists a term from 21 Sep 2026 to 20 Sep 2027, 15 licensed users and £22k under annual recurring revenue.

Unusual: nothing off the standard Starter terms. The service paragraph points back to the order form rather than stating figures.

Not settled: availability, the P1 response time, connector names or delivery dates, and the go-live date. It is not a contract, and the evidence does not show the order form, a signatory or a renewal clause.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

As found in this document

As at Fri 9 Oct 2026
  • Date end20 Sep 2027Source: the AI read of this record
  • Date start21 Sep 2026Source: the AI read of this record
  • Price£22,000Source: the AI read of this record
  • Availabilityas set out in the order formSource: the AI read of this record
  • P1 first responsewithin the Starter response timeSource: the AI read of this record
  • Nightly refreshcomplete by 07:00 customer local time on business daysSource: the AI read of this record
  • Connector buildWeeks two and three, Connectors loading and records indexedSource: the AI read of this record
  • Testing and trainingWeek four, Team trained and go-live agreedSource: the AI read of this record

Body

Onboarding Plan

Status: final. Prepared 22 Sep 2026.

Summary

ItemDetail
CustomerBrightcombe Veterinary, Exeter
TierStarter
Start date21 Sep 2026
Contract end20 Sep 2027
Annual recurring revenue£22k
Licensed users15
Account ownerSophie Ling
Customer success managerHollie Grieve
Implementation consultantHamza Akhtar

Aim

Get the farm-client team using B-Viz to see each farm's visits, queries and invoices together, and hand over to customer success at go-live.

Phases

PhaseTimingOwnerMilestone
Kick-off and accessWeek oneHamza AkhtarSources and users confirmed
Connector buildWeeks two and threeHamza AkhtarConnectors loading and records indexed
Testing and trainingWeek fourHamza Akhtar, with the customer teamTeam trained and go-live agreed
HandoverAfter go-liveHollie GrieveAdoption check-ins booked

Commercial questions go to Sophie Ling.

Service expectations

Read the whole document (1,461 characters)

The Starter service level applies: availability as set out in the order form, P1 first response within the Starter response time, and the nightly refresh complete by 07:00 customer local time on business days.

Risks

Changes to source systems during the build may stop a connector loading. Hamza Akhtar will flag any connector that stops loading and agree the fix with the customer's systems owner.

Documentsmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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