Ovenden Software - Onboarding Plan
Documentfinal Ovenden Software · onboarding plan · final · 29 May 2024
A final onboarding plan issued on 29 May 2024 for Ovenden Software joining B-Viz on the Growth tier, with 40 licensed users. It states a contract from 24 May 2024 to 23 May 2025 and an annual recurring revenue of £40k.
What it says
What this says
As at Fri 9 Oct 2026A final onboarding plan issued on 29 May 2024 for Ovenden Software joining B-Viz on the Growth tier, with 40 licensed users. It states a contract from 24 May 2024 to 23 May 2025 and an annual recurring revenue of £40k.
What it is: a BG-Demo onboarding plan, not a contract. It sets out four phases (kickoff, connection and mapping, first refresh, handover) and names Tom Ashdown, Callie Brennan and Marcus Bell.
Commits: the text states the term as "The contract runs from 24 May 2024 to 23 May 2025." Its only milestone is that written connector access is in hand before anything is switched on.
Unusual: the plan quotes an annual recurring revenue of £40k. That is the figure in this plan, not an executed price, and the evidence does not show how it relates to the order form.
Not settled: the plan gives no connector delivery dates, availability, support response times or refresh deadlines. It does not say whether the contract renewed, and it is more than two years old, so it says nothing about the current position.
As found in this document
As at Fri 9 Oct 2026- Date end23 May 2025Source: the AI read of this record
- Date start24 May 2024Source: the AI read of this record
- Price£39,600Source: the AI read of this record
- Contract termThe contract runs from 24 May 2024 to 23 May 2025.Source: the AI read of this record
- Licensed users40 licensed usersSource: the AI read of this record
- Annual recurring revenue£39,600Source: the AI read of this record
- Connector access before switch-onwritten access for each connector is in hand before we switch anything onSource: the AI read of this record
The document
Body
Ovenden Software - Onboarding Plan
Status: Final. Version 1, issued 29 May 2024.
Purpose
This plan sets out how we bring Ovenden Software onto B-Viz on the Growth tier. The subscription covers 40 licensed users and an annual recurring revenue of £40k. The contract runs from 24 May 2024 to 23 May 2025.
Team
| Role | Name | Responsibility |
|---|---|---|
| Account Executive | Tom Ashdown | Commercial terms and the overall relationship |
| Implementation Consultant | Callie Brennan | Connecting sources, mapping fields and the first refresh |
| Customer Success Manager | Marcus Bell | Adoption and the path to renewal |
On your side we need one named admin, plus a colleague in IT to arrange connector access.
Phases
Kickoff
We confirm scope, the named admin and the list of sources to connect. Owner: Callie Brennan. Milestone: written access for each connector is in hand before we switch anything on.
Connection and mapping
We connect each source and map its fields. We check the mapping with your team against how your records are used day to day.
First refresh
Read the whole document (1,742 characters)
We run the first refresh and check that the data lands as expected before any users are invited.
Handover
Your admin receives a setup note and is able to run the refresh on their own. Marcus Bell then arranges the first adoption check-in.
Milestones
| Milestone | Date |
|---|---|
| Contract start and onboarding begins | 24 May 2024 |
| Onboarding plan issued | 29 May 2024 |
| Contract end | 23 May 2025 |
Dependencies and risks
Connector credentials that arrive late will delay the first refresh. If a source system changes during onboarding, we will tell your admin before we re-check the mapping for that source.
Unusual terms
As at Fri 9 Oct 2026- Annual recurring revenue stated in a plan, not an order form