The implementation plan you hand off the moment a customer signs. Eight weeks from contract countersign to first trade, with milestones, parallel workstreams, the data architecture on one page, and a risk register. Edit the timeline and workstream arrays at the bottom of the file to re-skin for any specific customer.
| Risk | Severity | Mitigation | Owner |
|---|---|---|---|
| Custodian SLA for positions feed | High | Establish redundant SFTP + API ingest in Week 2; daily reconciliation report. | Solutions Eng |
| Admin file format mismatch | Medium | Sample files exchanged Week 1; mapping signed off Week 3. | Solutions Eng + Admin |
| Advisor training gaps | Medium | Two cohorts in Week 6 + recorded library; quiz sign-off Week 7. | CSM |
| First-trade reconciliation | High | Mock trade in UAT Week 7; live trade in hyper-care window with both sides watching. | CSM + Trading |
| Brand/UI theming drift | Low | Brand tokens locked Week 3; final review Week 6. | Design |
Self-contained. Edit WEEKS (count + milestone weeks) and WORKSTREAMS at the bottom. Workstream bars are placed by from / to week numbers.
const WEEKS = 8; const MILESTONES = [ { w: 0, name: "Kickoff" }, { w: 3, name: "Stack connected" }, { w: 6, name: "UAT sign-off" }, { w: 8, name: "First trade" }, ]; const WORKSTREAMS = [ { label: "Solutions Eng", bars: [ { from: 0, to: 3, text: "Connect stack", color: "#28020F" }, // ... etc ]}, ];
Hand-off the day a customer signs. Also useful for board updates ("here's where we are on the rollout"). Skip when the project is <3 weeks — use a punch list.
Quarterly product launch plan, internal migration plan (CRM, billing), partner integration rollout, multi-region rollout (use the enterprise variant).