01Phase 01
Foundation & Operating Model
Discovery, solution blueprint, HubSpot setup, governance and the core scheme-centred data model. Establishes the structure, controls and migration approach needed to replace SSAS Pro confidently.
Project plan
06 / 09
Project Priorities.
No priorities surfaced for this product in the discovery conversation yet.
A phased approach
How the work unfolds
A clear shape to the engagement before the week-by-week journey, each phase is a commitment, not a checkpoint.
02Phase 02
Core Administration & Automation
Build the Service Hub workspace, administration pipelines and core SSAS workflows, including tasks, approvals, mandatory data capture, SLAs and escalation to make day-to-day delivery more consistent and efficient.
03Phase 03
Reporting, Data & Documents
Deliver management dashboards, regulatory reporting support, banking and investment data ingestion, document generation and DMS integration so teams can work from cleaner data with less manual re-keying.
04Phase 04
Adoption, Testing, Go Live & Future Growth Roadmap
Complete UAT, refine the solution, train users and super-admins, support go-live and the first 30 days, then define the next priorities for sales, digital journeys, deeper integrations and further automation.
You're in safe hands
A proven way of delivering successful implementations
Every engagement runs through twelve connected workstreams, a single approach to improving how the business operates, not just how the platform is configured.
01 / 09
Detailed Discovery
Sessions to confirm Nigel Sloam’s future operating model, scheme structure, priority administration processes, regulatory requirements, migration approach and critical integration dependencies.
Objective
Translate Nigel Sloam’s operational and regulatory requirements into a prioritised HubSpot blueprint, ensuring the platform is designed around how SSAS administration should work rather than recreating the limitations of SSAS Pro.
Outcomes
- Agreed scheme-centred operating model and object architecture
- Confirmed priority SSAS processes, pipeline structure and workflow approach
- Agreed migration scope, including active versus historical Delta / SSAS Pro data
- Confirmed reporting, document generation, DMS and external data integration requirements
What we'll cover
- Scheme, member, trustee, employer, asset, loan, bank account and transaction relationships
- Priority SSAS workflows, including stages, ownership, approvals, evidence requirements and escalation
- Delta / SSAS Pro migration, data quality, historical-data handling and relationship mapping
- Pension Savings Statements, Pension Scheme Returns, HMRC Event Reports and management reporting requirements
- Banking and investment data ingestion, document generation, DMS integration, permissions and go-live dependencies
Implementation journey
From day one to live and adopted.
A structured journey across 16 weeks, paced to keep momentum without overwhelming the business.
Senior-led delivery · Structured milestones · Clear accountability · Minimal disruption
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.
