Moggill Creek Distributors - Onboarding Plan
Documentfinal Moggill Creek Distributors · onboarding plan · final · 31 Jan 2026
Final onboarding plan for the Starter implementation, term 26 Jan 2026 to 25 Jan 2027, 15 licensed users. It names owners for four phases and states £22k as annual recurring revenue. It states no availability, P1 response or refresh figures.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan for the Starter implementation, term 26 Jan 2026 to 25 Jan 2027, 15 licensed users. It names owners for four phases and states £22k as annual recurring revenue. It states no availability, P1 response or refresh figures.
What it is: a BG-Demo delivery plan for the Starter implementation, authored by Hamza Akhtar. It covers kick-off, plan review, build and connect, and handover.
Commits: "The Starter service commitments in the Order Form apply from the start date." Build runs across four weeks after kick-off, and plan review completes by 31 Jan 2026.
Unusual: nothing off the standard Starter terms. The £22k is labelled annual recurring revenue in this plan only, so it is not a price confirmed by an order form.
Not settled: service levels, connector dates and billing are not stated; the executed order form decides them. The evidence does not show whether kick-off, build or handover happened, or who signed for the customer.
As found in this document
As at Fri 9 Oct 2026- Date end25 Jan 2027Source: the AI read of this record
- Date start26 Jan 2026Source: the AI read of this record
- Price£22,000Source: the AI read of this record
- Service commitmentsThe Starter service commitments in the Order Form apply from the start date.Source: the AI read of this record
- Scope changesAny change to scope must be agreed in writing with the Account Executive.Source: the AI read of this record
- Build phaseRuns across the four weeks after kick-off.Source: the AI read of this record
- Plan reviewComplete by 31 Jan 2026.Source: the AI read of this record
Body
Onboarding Plan: Moggill Creek Distributors
Status: Final Customer: Moggill Creek Distributors, Brisbane (wholesale distribution) Tier: Starter, 15 licensed users Annual recurring revenue: £22k Term: 26 Jan 2026 to 25 Jan 2027
Purpose
This plan sets out how the Starter implementation will be delivered, who owns each phase and what done looks like at each milestone. The Customer's aim is to see store accounts, delivery queries and credit together.
Team
| Role | Name | Responsibility |
|---|---|---|
| Implementation Consultant | Hamza Akhtar | Delivers the implementation and connectors |
| Account Executive | Lewis Kerr | Owns commercial terms and the order form |
| Customer Success Manager | Amara Obi | Owns adoption after handover |
| Customer | Operations lead and IT contact | Provide access, data owners and sign-off |
Phases
Phase one: Kick-off
Owner: Hamza Akhtar. Starts 26 Jan 2026.
Milestone: kick-off held with the Customer's operations lead, data sources listed and access requests raised.
Phase two: Plan review
Owners: Hamza Akhtar and Lewis Kerr. Complete by 31 Jan 2026.
Read the whole document (2,164 characters)
Milestone: connector scope agreed against the Starter allowance and any gaps logged.
Phase three: Build and connect
Owner: Hamza Akhtar. Runs across the four weeks after kick-off.
Milestone: connectors loaded, nightly refresh confirmed and first questions tested by the Customer's team.
Phase four: Handover
Owner: Amara Obi. Starts once the build milestone is met.
Milestone: Customer users trained on search and chat, and a first adoption check agreed for the following month.
Service commitments
The Starter service commitments in the Order Form apply from the start date. Any change to scope must be agreed in writing with the Account Executive.
Risks
- Access to the operations and credit systems may be slower than planned. Hamza will flag this at plan review.
- A change to any connected system during the build may stop a connector loading. Hamza will check record counts each week.
Review
This plan will be reviewed at the end of handover, and any change will be recorded here.