Rodenkirchen Assekuranzmakler - Onboarding Plan
Documentfinal Rodenkirchen Assekuranzmakler · onboarding plan · final · 9 Mar 2026
Onboarding plan dated 9 Mar 2026 for a Growth subscription: 40 licensed users, contract end 5 Mar 2027, three phases and a hand-over to the Customer Success Manager. It states no service levels, connector dates or fees, and records no open risks.
What it says
What this says
As at Fri 9 Oct 2026Onboarding plan dated 9 Mar 2026 for a Growth subscription: 40 licensed users, contract end 5 Mar 2027, three phases and a hand-over to the Customer Success Manager. It states no service levels, connector dates or fees, and records no open risks.
What it is: an internal-style delivery plan prepared 9 Mar 2026 by BG-Demo for Rodenkirchen Assekuranzmakler. It says the Growth subscription is set up and rolled out for an insurance broker that uses B-Viz "to see each client's programmes, claims and calls together".
Commits: it names owners. Matteo Ricci holds commercial terms, Laura Penhaligon set-up, connectors and training, and Elena Novak adoption. Milestones are connectors live and records indexed, all 40 licensed users able to sign in, and hand-over confirmed in writing.
Unusual: the plan lists £48k as annual recurring revenue, a figure stated in this plan only. The Growth v2 list is £50k, so the order form should be checked for the contracted price.
Not settled: the plan gives no dates for the phases, no connector delivery commitment, no availability or P1 terms, and no signatory. It says "None recorded at the time of writing" for risks, so it is a snapshot from March and not a current health view.
As found in this document
As at Fri 9 Oct 2026- Date end5 Mar 2027Source: the AI read of this record
- Date start6 Mar 2026Source: the AI read of this record
- Price£47,500Source: the AI read of this record
- Licensed users40Source: the AI read of this record
- Contract end5 Mar 2027Source: the AI read of this record
- Phase one milestoneconnectors live and records indexedSource: the AI read of this record
- Phase two milestoneall 40 licensed users able to sign inSource: the AI read of this record
- Hand-overhand-over confirmed with the customer in writingSource: the AI read of this record
The document
Body
Rodenkirchen Assekuranzmakler - Onboarding Plan
Prepared 9 Mar 2026. This plan sets out how the Growth subscription is set up and rolled out for Rodenkirchen Assekuranzmakler in Cologne, an insurance broker that uses B-Viz to see each client's programmes, claims and calls together.
Account summary
- Tier: Growth
- Customer since: 6 Mar 2026
- Licensed users: 40
- Annual recurring revenue: £48k
- Contract end: 5 Mar 2027
Team and owners
- Account Executive, Matteo Ricci: commercial terms and the relationship with the customer's leadership
- Implementation Consultant, Laura Penhaligon: set-up, connectors and training
- Customer Success Manager, Elena Novak: adoption and the move to ongoing account management
Phases and milestones
Phase one: set-up
- Confirm which source systems are in scope with the customer's team
- Connect those systems and check the first nightly refresh
- Milestone: connectors live and records indexed
Phase two: rollout
- Invite licensed users in groups, starting with the account managers
- Milestone: all 40 licensed users able to sign in
Phase three: adoption
Read the whole document (1,584 characters)
- Review questions asked and active users with the customer's team
- Agree which dashboards the team needs
- Milestone: B-Viz used in the team's regular account reviews
Hand-over
Elena Novak takes over day-to-day adoption. Milestone: hand-over confirmed with the customer in writing.
Open risks
None recorded at the time of writing. Any issue with a connector or with sign-in will be raised with the implementation consultant the same day.
Unusual terms
As at Fri 9 Oct 2026- Annual recurring revenue of £47,500 stated in a plan, not an order form