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Project plan

06 / 10

Project Priorities.

No priorities surfaced for this product in the discovery conversation yet.

A phased approach

How the work unfolds

Two delivery phases aligned with the Sales & Contracts MVP investment: Phase 1 live before Christmas, followed by Phase 2 after Christmas.

01Phase 01

Sales & Contracts MVP — Go live before Christmas

Phase 1 goes live before Christmas 2026: Aftercare enquiry management and signed service agreements; shared customers, machines, sites and contracts; Horizon Platforms deals, finance offers and essential order information; initial machine and stock data.

02Phase 02

Automation & Reporting — After Christmas

Phase 2 resumes in January 2027: recurring billing and payment collection; LOLER/service reminders and renewals; complete order-to-invoice automation; the full management reporting suite; advanced finance and exception workflows, followed by testing, training and final sign-off.

Implementation journey

From day one to live and adopted.

Phase 1 goes live before Christmas 2026. Phase 2 resumes after Christmas in January 2027. Each row shows a key component of its phase. Week numbers and overlapping activities are indicative, with the Christmas break between phases; detailed timings will be agreed at kick-off.

Senior-led delivery · Structured milestones · Clear accountability · Minimal disruption

Phase 1 · Before ChristmasPhase 2 · After Christmas
Component
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12

Capture and manage Aftercare enquiries

W1–2

Generate, send and sign service agreements

W2–4

Manage customers, machines, sites and contracts

W1–3

Track Horizon Platforms deals and finance offers

W3–4

Manage essential Horizon Platforms order information

W4–5

Access initial machine and stock data

W4–5

Testing, training & go-live before Christmas

W6

Automate Aftercare recurring billing and payment collection

W7–9

Automate LOLER/service reminders and renewals

W8–10

Run the complete Horizon Platforms order-to-invoice automation

W7–10

Access the full management reporting suite

W10–11

Use advanced finance and exception workflows

W9–11

Testing, training & final sign-off after Christmas

W12

Ensuring a smooth project

Forbidden Customer Portal

All tasks, planned sessions, and supporting materials will be tracked and managed via the Forbidden customer portal, which will serve as the central hub for communication, progress visibility, and documentation throughout the engagement.

  • Plan and Tasks, An overview of all key milestones and tasks. As the project progresses, more will be added.
  • Tasks, Any time we need something from you, you'll be notified by email and the task will appear here. This helps us keep the project moving.
  • Submit a Task, Use this section to submit a specific request or task you'd like us to review and consider.
  • Files, All shared files will be stored here. You can also upload any files you want to share with us.
  • Chat, Send messages or ask questions here. Keeping everything in one place helps us stay organised.
Forbidden customer portal, Plan and Tasks view