Calderbrook Housing Group / B-Brain – Discovery
Callcompleted
Calderbrook Housing Group: documents · 2024-06-24 14:00
Helen Marsden, Head of Business Intelligence, wants one traceable source for the board pack and tests every claim against it. Tom Ashdown floated the Growth tier at about fifty-six thousand all in. She wants a decision by 16 Aug 2024.
What was said
What this says
Current to 11 Oct 26Helen Marsden, Head of Business Intelligence, wants one traceable source for the board pack and tests every claim against it. Tom Ashdown floated the Growth tier at about fifty-six thousand all in. She wants a decision by 16 Aug 2024.
What happened: Tom ran a discovery call with Helen. She described her team copying figures between the housing system, call recorder, helpdesk and accounting system, and losing most of a week to reconciliation.
Customer view: Helen sees the board pack as the test and wants any figure to click back to its source record. Security of tenant call data and the maintenance burden on a small team are her stated worries.
Commercial: Tom pointed to the Growth tier with implementation included, about fifty-six thousand all in, and said he would confirm it in writing. Helen took it as not a surprise. She wants a decision before the autumn board papers, and Tom noted 16 Aug 2024.
Watch: The Snowflake and call-data security answer sits with Hannah and Calderbrook IT. Helen will not go over her leadership team's heads, so they need to be involved early.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown sends demo options and a written outline of the commercial breakdown.
- Hannah sends the sample data request and the Snowflake security answer for IT.
- Helen Marsden sends the board pack sections with the figures that do not reconcile.
Risks
Current to 9 Oct 26- Tenant call recordings are sensitive, and a weak security answer for IT could stop the deal.
- Helen fears the brain becomes another thing her small team has to maintain.
- The decision date depends on getting her analyst and IT into the same room.
Opportunities
Current to 9 Oct 26- Growth tier with implementation, with a demo on Calderbrook's own board pack data.
- Call recordings that no earlier project covered could become a differentiator.