Lindqvarn Retail - Onboarding Plan
Documentfinal Lindqvarn Retail · onboarding_plan · final · 2025-06-04
Final v1 onboarding plan dated 4 Jun 2025, prepared by Hamza Akhtar. It sets a twelve-week, five-phase rollout of the Enterprise brain for 150 licensed users, with contracted ARR stated as £99k. It is a plan, not a contract.
What it says
What this says
Current to 13 Oct 26Final v1 onboarding plan dated 4 Jun 2025, prepared by Hamza Akhtar. It sets a twelve-week, five-phase rollout of the Enterprise brain for 150 licensed users, with contracted ARR stated as £99k. It is a plan, not a contract.
What it is: a BB-Demo implementation plan for Lindqvarn Retail, covering roles, five phases, risks and success measures. It states the subscription ran 1 Jun 2025 to 31 May 2026.
Commits: BB-Demo to a twelve-week implementation including security review support, and a nightly refresh "by 07:00 local time on business days". Hamza Akhtar sends a written update after each phase.
Unusual: the plan quotes contracted ARR of £99k, which is below the v1 Enterprise list of £110k in the brief; the document does not say why. It defers to the order form where the two differ.
Not settled: connector names, counts and live-by dates are not stated. The plan does not show the renewal outcome, and the subscription end date is long past the as-of date.
As found in this document
Current to 9 Oct 26- Date end31 May 2026Source: object_read:doc_026_008
- Date start1 Jun 2025Source: object_read:doc_026_008
- Implementation lengthtwelve weeks and includes support for the customer's security reviewtwelve weeks and includes support for the customer's security review · Source: object_read:doc_026_008
- Nightly refreshConfirm the nightly refresh completes by 07:00 local time on business daysConfirm the nightly refresh completes by 07:00 local time on business days · Source: object_read:doc_026_008
- Licensed users150Source: object_read:doc_026_008
- Progress updatesa short written update after each phasea short written update after each phase · Source: object_read:doc_026_008
The document
Body
Lindqvarn Retail - Onboarding Plan
Status: Final Version: 1 Prepared by: Hamza Akhtar, Implementation Consultant, BB-Demo Date: 4 Jun 2025
1. Purpose
This plan sets out how BB-Demo and Lindqvarn Retail will bring the company brain live. Lindqvarn Retail is a homeware and furniture retailer with stores across the Nordics. It has bought the brain to join customer service, e-commerce and store feedback into one view of each customer segment.
2. Contract context
| Item | Detail |
|---|---|
| Tier | Enterprise |
| Subscription start | 1 Jun 2025 |
| Subscription end | 31 May 2026 |
| Annual recurring revenue (contracted) | £99k |
| Licensed users | 150 |
| Account owner | Tom Ashdown |
| Customer success manager | Marcus Bell |
| Implementation lead | Hamza Akhtar |
The executed order form decides the connectors, service levels and commercial terms. Where this plan and the order form differ, the order form applies.
3. Roles
Read the whole document (4,666 characters)
| Role | Who | Responsibility |
|---|---|---|
| Implementation lead | Hamza Akhtar | Delivers the plan, builds and tests connectors, runs training |
| Account owner | Tom Ashdown | Commercial questions and scope changes |
| Customer success manager | Marcus Bell | Adoption, quarterly reviews and the handover after go-live |
| Customer sponsor | Senior leader at Lindqvarn Retail | Removes blockers, confirms priorities |
| Customer IT contact | Colleague in Lindqvarn Retail IT | Snowflake access, single sign-on and security review answers |
| Customer data owners | Leads in customer service, e-commerce and store operations | Confirm which sources and fields matter |
4. Phases
The implementation runs for twelve weeks and includes support for the customer's security review. The phases below overlap where sensible.
Phase 1: Kick-off and access
- Hold the kick-off with the sponsor, IT contact and data owners.
- Agree the first questions the business wants the brain to answer.
- Confirm access to the customer's Snowflake account and the source systems.
- Milestone: access confirmed and priorities agreed.
Phase 2: Security review and design
- Answer the customer's security questionnaire and support follow-up questions.
- Agree the single sign-on and user provisioning approach.
- Agree the connector order, starting with customer service and e-commerce.
- Milestone: security review closed and connector order signed off by the sponsor.
Phase 3: Connectors and data load
- Build and test each connector in the agreed order.
- Check records indexed against what the data owners expect.
- Confirm the nightly refresh completes by 07:00 local time on business days.
- Milestone: all contracted connectors live and loading.
Phase 4: Training and first use
- Run role-based sessions for customer service, e-commerce and store feedback teams.
- Help each team build its first pages and ask its first questions.
- Name champions in each team who will support colleagues.
- Milestone: each team has asked real questions of the brain and has a named champion.
Phase 5: Go-live and handover
- Confirm the live checklist with the sponsor.
- Hand over to Marcus Bell for adoption tracking and the first review.
- Record open items and who owns them.
- Milestone: handover meeting held and the implementation closed.
5. What we need from Lindqvarn Retail
- A sponsor who can make decisions quickly.
- Named people for IT, security and each data source.
- Prompt access to the Snowflake account and source systems.
- Notice of any system changes during the build, so connectors are not broken by surprise.
6. Risks to watch
| Risk | Mitigation | Owner |
|---|---|---|
| Source systems change during the build | Share the connector list early and ask for change notice | Hamza Akhtar |
| Security review takes longer than planned | Start questionnaire answers in the first phase | Hamza Akhtar |
| Only a few people use the brain at first | Name champions and run team sessions | Marcus Bell |
| Scope grows beyond the order form | Raise with the account owner before work starts | Tom Ashdown |
7. Success measures
By the end of the first term, we expect to see:
- Every contracted connector live and loading.
- Users across all three teams asking questions each week.
- Growth in questions asked from month to month.
- A clear story, agreed with the sponsor, of what the brain is worth to the business before the renewal conversation.
8. Communication
Hamza Akhtar will send a short written update after each phase. Marcus Bell takes over the regular review rhythm after go-live. Commercial questions go to Tom Ashdown.
Unusual terms
Current to 9 Oct 26- Contracted ARR of £99,000 stated in a plan, not an order form
- Order form prevails over this plan