Plan

Timeline: Now – December 2025
Owner: Onboarding Specialist (with support from CSM)
Deliverables:

• Standardized onboarding playbook (role-based steps, handoffs)
• Data migration governance templates & checklists
• Integration readiness assessments (AMI, GIS, ERP, CIS)
• Clear onboarding milestone tracker (customer + Bynry)

Support needed from other teams:

• Product/Engineering: Release notes on upcoming changes to be incorporated in document

Review Process:

• Review with Product and Engineering team to make sure no steps were missed
• Weekly onboarding review calls with CSM Lead
• Customer sign-off at each milestone (Kickoff → Data Migration → Training → Go-Live)
• Internal playbook audit monthly

Dependencies: Data readiness from utility, stable product release cycles