Hepscott Recruitment - Onboarding Plan
Documentfinal Hepscott Recruitment · onboarding plan · final · 3 Sep 2023
Final version 1 onboarding plan for a Starter tier customer with 15 licensed users, issued 3 Sep 2023. It sets phases, owners and milestones. It states no price, availability, response time or other service term.
What it says
What this says
As at Fri 9 Oct 2026Final version 1 onboarding plan for a Starter tier customer with 15 licensed users, issued 3 Sep 2023. It sets phases, owners and milestones. It states no price, availability, response time or other service term.
What it is: an onboarding plan issued 3 Sep 2023 for Hepscott Recruitment's move onto B-Viz on the Starter tier. It says the aim is for consultants "to be asking B-Viz questions soon after the first refresh lands".
Commits: Callie Brennan owns access, mapping, first refresh and handover. Daniel Okafor (customer success) and Tom Ashdown (account) own the ongoing adoption and renewal conversations. Credentials must be "received in writing before any connector is switched on".
Unusual: nothing off the standard terms. There is no price, no connector delivery date and no service level, so it is not a contract.
Not settled: the plan does not list the agreed sources, give dates for the milestones or show whether handover was signed off. It is a 2023 document, so it says nothing about the account's current state.
As found in this document
As at Fri 9 Oct 2026- AccessCredentials must be received in writing before any connector is switched on.Source: the AI read of this record
- Field mappingNo field mapping is to be marked as checked until it has been reviewed with the customer.Source: the AI read of this record
- Access gapsAny gap in access is raised with the account owner before the next milestone is booked.Source: the AI read of this record
Body
Hepscott Recruitment - Onboarding Plan
Version 1, final. Issued 3 Sep 2023.
1. Purpose
This plan sets out how we will bring Hepscott Recruitment onto B-Viz on the Starter tier. Hepscott recruits for office, finance and HR roles on Tyneside. The aim is for its consultants to be asking B-Viz questions soon after the first refresh lands.
Customer since 30 Aug 2023. Licensed users: 15.
2. Scope
- Starter tier, one team, 15 licensed users.
- Connection of the sources agreed at kickoff. Credentials must be received in writing before any connector is switched on.
- Field mapping for the agreed sources, reviewed with Hepscott before the first refresh.
- First nightly refresh, with results checked against what the customer expects.
- Handover to the customer's administrator, with a written setup note.
3. Phases and owners
Read the whole document (1,744 characters)
| Phase | What happens | Owner |
|---|---|---|
| Access | Credentials received in writing and sources confirmed | Callie Brennan, with the customer's administrator |
| Mapping | Fields mapped and reviewed with the customer | Callie Brennan |
| First refresh | Refresh run and results checked | Callie Brennan |
| Handover | Administrator briefed and setup note delivered | Callie Brennan |
| Ongoing | Adoption and renewal conversations | Daniel Okafor (customer success), Tom Ashdown (account) |
4. Milestones
- Kickoff held and access agreed.
- First refresh complete and checked.
- Customer administrator able to run the platform alone.
- Handover signed off and the account moved to ongoing support.
5. Notes
No field mapping is to be marked as checked until it has been reviewed with the customer. Any gap in access is raised with the account owner before the next milestone is booked.