Spaarnwoude Assurantiën - Onboarding Plan
Documentfinal Spaarnwoude Assurantiën · onboarding plan · final · 18 Apr 2026
Final onboarding plan issued 18 Apr 2026 for a Starter customer with 15 licensed users and up to four connectors. It sets a four-week path from kickoff to handover. It states £22k as annual recurring revenue but no service levels.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan issued 18 Apr 2026 for a Starter customer with 15 licensed users and up to four connectors. It sets a four-week path from kickoff to handover. It states £22k as annual recurring revenue but no service levels.
What it is: a BG-Demo plan written by Laura Penhaligon, Implementation Consultant. It runs three phases: access and kickoff, connectors, then acceptance and handover to Elena Novak.
Commits: connectors are due "Week three" and acceptance and handover "End of week four". The Order Form is said to cover "up to four connectors".
Unusual: the plan labels £22k as "Annual recurring revenue". That is the figure in this document only, and it should be checked against the executed order form and invoices.
Not settled: it gives no availability, P1 response time, refresh deadline, service credit or payment terms. It names no customer signatory, and the week-based targets have no calendar dates.
As found in this document
As at Fri 9 Oct 2026- Date end15 Apr 2027Source: the AI read of this record
- Date start16 Apr 2026Source: the AI read of this record
- Connectors liveWeek threeSource: the AI read of this record
- Acceptance and handoverEnd of week fourSource: the AI read of this record
- Connectors coveredup to four connectorsSource: the AI read of this record
The document
Body
Onboarding Plan
Status: Final
Overview
| Item | Detail |
|---|---|
| Customer | Spaarnwoude Assurantiën |
| Tier | Starter |
| Licensed users | 15 |
| Annual recurring revenue | £22k |
| Contract start | 16 Apr 2026 |
| Contract end | 15 Apr 2027 |
| Plan issued | 18 Apr 2026 |
Owners
- Account owner: Matteo Ricci, Account Executive
- Implementation lead: Laura Penhaligon, Implementation Consultant
- Customer success manager: Elena Novak
Phases
Phase one: Access and kickoff
Confirm the Customer's named contacts, agree access to the source systems and hold the kickoff session. Owner: Laura Penhaligon.
Phase two: Connectors
Configure the connectors agreed in the Order Form, which covers up to four connectors. Check that each connector loads and that records are being indexed. Owner: Laura Penhaligon.
Phase three: Acceptance and handover
Walk the Customer's team through the B-Viz service, confirm the nightly refresh is complete on business days, and agree the handover to customer success. Owner: Laura Penhaligon, with Elena Novak taking over the account.
Milestones
Read the whole document (1,595 characters)
| Milestone | Target |
|---|---|
| Kickoff held and access agreed | Week one |
| Connectors live | Week three |
| Acceptance and handover | End of week four |
Risks and open points
- Any change to a source system during the implementation may affect its connector. The Customer should tell us before making such a change.
- The onboarding plan follows the Starter implementation scope in the Order Form. Any extra work will be agreed separately with Matteo Ricci.
Unusual terms
As at Fri 9 Oct 2026- Labels £22,000 as annual recurring revenue