Coaley Peak®

Pre-Engagement Resources

Implementation Roll-In & Roll-Out Plan.

Six phases from first call to monthly verified savings. This document describes Coaley Peak's standard engagement methodology — what happens, in what order, and who is responsible at each stage.

Notice

This document describes Coaley Peak's standard implementation methodology. Actual timelines and deliverables vary by client size, complexity, and agreed scope. This is not a contractual commitment. Specific timelines, responsibilities, and deliverables are agreed exclusively in the signed Engagement Agreement. Nothing in this document creates any obligation on either party. © Coaley Peak Ltd 2026.

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The Six Phases

0Pre-EngagementDays 1–5

Coaley Peak

  • Discovery call
  • NDA execution
  • Scope assessment
  • Initial findings summary

Client

  • Nominated contact
  • Access to key stakeholders (FD/CTO/COO/MD)
1Process AuditWeeks 1–3

Coaley Peak

  • Owlpen platform connection
  • Workflow mapping
  • Full audit report identifying highest-value opportunities, provided at no charge

Client

  • System access credentials
  • Data export permissions
  • IT firewall/access approvals
2KPI AgreementWeeks 3–4

Coaley Peak

  • Draft KPI framework
  • Measurement methodology document
  • Baseline period agreement

Client

  • Review and countersign KPI agreement — this is the only document that creates billing obligations
3DeploymentWeeks 4–8

Coaley Peak

  • Owlpen configuration
  • Integration build
  • Testing
  • UAT support
  • Live dashboard delivery

Client

  • IT approvals
  • UAT sign-off
  • Internal change communications
4Parallel RunningWeeks 6–10

Coaley Peak

  • Real-time monitoring
  • Anomaly flagging
  • Performance tracking against baseline

Client

  • Internal reconciliation check against own finance data
5Full OperationMonth 3 onwards

Coaley Peak

  • 24/7 monitoring
  • Monthly reporting (fixed delivery date)
  • Quarterly strategic review
  • Continuous optimisation

Client

  • Monthly review meeting
  • Escalation contact availability
6Independent Verification & InvoicingMonth-end

Coaley Peak

  • Independent verifier briefing
  • Full verification funding
  • Verifier report shared with client
  • Invoice issued only post-verification

Client

  • Provide verifier with necessary read access

Governance & Communication

Named account lead

Every engagement has a named Coaley Peak account lead as single point of contact.

Named technical lead

Separate technical lead for integration and platform queries.

Escalation path

All escalations go to a named director — not a helpdesk queue.

Communication Cadence

  • WeeklyWritten update during deployment phases.
  • MonthlyFull performance report (fixed delivery date).
  • Always onLive Owlpen dashboard with real-time cost tracking.
  • QuarterlyStrategic review call.

Scope Changes & Change Management

Any change to the agreed scope requires a written change request, countersigned by both parties before implementation. There are no verbal scope changes and no retroactive additions to scope.

There are no activity-based charges. All fees are tied to independently verified outcomes within the agreed scope. Scope creep carries zero financial risk to the client.

Exit & Termination

Notice period: 30 days' written notice from either party, no penalty or break fee.
Data return: All client data returned in machine-readable format (CSV/JSON/equivalent) within 10 business days of termination date.
Data deletion: Coaley Peak deletes all copies of client data within 30 days; deletion certificate provided on request.
Outstanding commission: Any verified savings achieved before the termination date remain invoiceable per the signed Engagement Agreement; post-termination savings are not chargeable.

Related Documents

Performance Monitoring Plan

How KPIs are agreed, measured, and verified each month.

Independent Verification

The full verification process — who does it, how, and when.

Our Guarantee

What happens if agreed targets are missed any month.

Document reference: ISO_webpage_get-started_implementation-plan_v1

Last modified: 29 March 2026

Pre-Engagement Resources·Implementation Plan