Plum Grove Staffing - Onboarding Plan
Documentfinal Plum Grove Staffing · onboarding plan · final · 25 Jul 2026
Final onboarding plan for a Starter tier start on 20 Jul 2026, with 15 licensed users and an annual recurring value of £22k, running to 19 Jul 2027. It sets four phases, owners and a nightly refresh target. It states no availability or P1 response time.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan for a Starter tier start on 20 Jul 2026, with 15 licensed users and an annual recurring value of £22k, running to 19 Jul 2027. It sets four phases, owners and a nightly refresh target. It states no availability or P1 response time.
What it is: an internal BG-Demo onboarding plan issued on 25 Jul 2026, not a contract. It names Jordan Pike as account owner, Hamza Akhtar for implementation and Marcus Bell for customer success.
Commits: it says records should refresh "by seven in the morning, Customer local time, on business days". It sets a four-week implementation window from contract start and ninety days' renewal notice, owned by Marcus.
Unusual: nothing departs from the standard Starter terms in the document. It flags that a connector can stop loading after a customer system change, and that one person asking most questions will prompt a talk about wider use.
Not settled: the text names no customer signatory or customer contacts. It gives no availability figure, P1 response time, service credit or connector delivery date, and it does not show whether onboarding finished.
As found in this document
As at Fri 9 Oct 2026- Date end19 Jul 2027Source: the AI read of this record
- Date renewal19 Jul 2027Source: the AI read of this record
- Date start20 Jul 2026Source: the AI read of this record
- Price£22,000Source: the AI read of this record
- TierStarter tier from 20 Jul 2026 with 15 licensed usersSource: the AI read of this record
- Connectorsthe four connectors covered by the Starter tierSource: the AI read of this record
- Nightly refreshCheck that records refresh by seven in the morning, Customer local time, on business days.Source: the AI read of this record
- Implementation windowFour weeks from contract startSource: the AI read of this record
- Renewal noticeNinety days before the end date, owned by Marcus BellSource: the AI read of this record
- Check-insix-monthly check-inSource: the AI read of this record
- Contract end19 Jul 2027Source: the AI read of this record
Body
Plum Grove Staffing - Onboarding Plan
Status: Final
Summary
Plum Grove Staffing starts on the Starter tier from 20 Jul 2026 with 15 licensed users and an annual recurring value of £22k. The contract runs to 19 Jul 2027.
Plum Grove uses B-Viz to see client accounts, open orders and invoices together. The first goal is to connect those three sources and have them refreshing every night.
Owners
| Area | Owner |
|---|---|
| Account owner | Jordan Pike, Account Executive, US |
| Implementation | Hamza Akhtar, Implementation Consultant |
| Customer success | Marcus Bell |
Phases
Phase one: kick-off and access
Owner: Hamza Akhtar. Confirm the named contacts on the Customer side, the source systems in scope and the access each one needs. Agree which sources become the four connectors covered by the Starter tier.
Phase two: connectors and freshness
Owner: Hamza Akhtar. Connect the client account, open order and invoice sources. Check that records refresh by seven in the morning, Customer local time, on business days.
Phase three: users and first questions
Read the whole document (2,003 characters)
Owner: Hamza Akhtar, with Jordan Pike. Bring the 15 licensed users onto B-Viz, run a short walkthrough for the teams who will use it, and log the first questions people ask.
Phase four: handover
Owner: Marcus Bell. Hand the account to customer success, agree the six-monthly check-in and review usage against the Starter allowance.
Milestones
| Milestone | When |
|---|---|
| Contract start | 20 Jul 2026 |
| Implementation window | Four weeks from contract start |
| Onboarding plan issued | 25 Jul 2026 |
| Renewal notice | Ninety days before the end date, owned by Marcus Bell |
| Contract end | 19 Jul 2027 |
Points to watch
- Source changes: if a customer system changes after connection, a connector can stop loading. Flat record counts are the early sign.
- Key-person reliance: if one person asks most of the questions, we will talk to the Customer about wider use.