Client onboarding

Onboarding Tracker

Most of what slows a project like this down is not the build. It is getting the right people and the right access lined up. This tracker is how we get ahead of that.

Maintained by Buyer Data · Updated Jun 11

Items closed

14 of 16

1 in process, 1 not applicable

Onboarding clock

Day 11

Of onboarding. Kicked off Jun 1, on track.

Time asked of your team so far

About 3 hours

Minimally invasive. The rest happens in the background.

Client Onboarding Questionnaire

One line per item. Management's written answers, as received.

14 of 16 closed

Section	Item	Status	Response / Comments	Owner
Section 1 · Company and ContactsWho to talk to, and who can grant the access we will need. 5 of 5 resolved
1.1	Primary point of contact for this project	Closed	Sarah Whitman, CFO. swhitman@ironsidesafety.com, (214) 555-0148.	S. Whitman
1.2	Finance lead (CFO or Controller)	Closed	Dale Hutchins, Controller. dhutchins@ironsidesafety.com. Dale owns the general ledger and month-end close.	S. Whitman
1.3	IT / systems administrator	Closed	Priya Nair, Head of IT. pnair@ironsidesafety.com. Day-to-day administration sits with Caprock IT, our outside IT partner.	S. Whitman
1.4	Security / compliance contact (if different)	N/A	Not a separate role here. Security questions route through Priya Nair and Caprock IT.	S. Whitman
1.5	Who administers each major system, and who can grant access	Closed	ERP and file share: Caprock IT, access granted by P. Nair. QuickBooks: D. Hutchins. CRM: sales operations, access granted through Caprock IT.	P. Nair
Section 2 · Source Systems InventoryWe pull your data from wherever it lives today. The clearer this list, the faster we connect. 3 of 4 resolved
2.1	Source systems, one row per system	Closed	Four systems: the legacy ERP (on-premise), QuickBooks, an Excel file share of order and invoice exports, and the sales team CRM. Invoice PDFs live in the file share.	P. Nair
2.2	ERP system(s) and version	Closed	Legacy ERP, on-premise, installed 2009. A second instance came with the SpanGuard acquisition and is being consolidated. Both have export capability.	P. Nair
2.3	CRM system(s)	In Process	Cloud CRM used by the distributed sales force. Access requested Jun 3, awaiting approval from the outside IT partner.Track on Source Systems	Buyer Data
2.4	Accounting / finance system	Closed	QuickBooks, separate from the ERP. The general ledger lives here.	D. Hutchins
Section 3 · Transaction Data Scope and HistoryHow much data we are working with and how far back it goes, so we size the build correctly. 3 of 3 resolved
3.1	Years of transaction history available	Closed	6 years. Invoice-line detail is clean back to January 2019; earlier years are summary only.	D. Hutchins
3.2	Sales orders per month	Closed	About 380 sales orders per month.	D. Hutchins
3.3	Invoice lines per month	Closed	About 1,000 invoice lines per month across both ERP instances.	D. Hutchins
Section 4 · Cloud and InfrastructureYour Datacube is built in your own cloud environment, so you fully own your data. 2 of 2 resolved
4.1	Cloud provider(s) in use	Closed	AWS, one account. Used today for file storage and the nightly ERP backup.	P. Nair
4.2	Who manages the cloud environment	Closed	Caprock IT, our outside IT partner, with P. Nair as the internal owner.	P. Nair
Section 5 · Security, Access, and ComplianceGetting access to systems is the single thing most likely to slow a project like this down. 2 of 2 resolved
5.1	Approval process to grant a new partner access	Closed	Requests go to Caprock IT with CFO sign-off. Typical turnaround is under a week. CRM approvals route through sales operations and take the longest.	S. Whitman
5.2	Security or compliance requirements we must meet	Closed	No certifications required on our side. Occasional customer supplier reviews ask for controls documentation.	S. Whitman

What happens next

The build runs on our side of the table.

In progress, Jun 1 to Jun 22
Data foundation build
We connect each source system and standardize the fields into one cube, built in Ironside's own cloud environment. Your team's part is already done.
Week of Jun 25
First data flowing
Daily syncs begin from the legacy ERP, QuickBooks, and the file share. The Datacube updates every morning from then on.
By Aug 30
First analysis
Your first quarterly analysis and recommendations, delivered within 90 days of kickoff. Focus your efforts on three things, with the data to back each one.

Plug and play

“All we need is access to the information. We can do the rest. We do not need your team’s time.”

The Buyer Data onboarding promise

Time asked of your team

Everything we have needed from management so far.

Kickoff call45 min

Questionnaire working session90 min

Access requests and approvals45 min

TotalAbout 3 hours