Calderbrook Housing Group / B-Brain – Demo
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Calderbrook Housing Group: documents · 2024-07-08 15:45
Demo on Calderbrook's own sample data. Helen Marsden and Paul Rigby saw traceable answers and the double-counted repairs job exposed. Helen still needs security and counting-rule write-ups and a written proposal before going to leadership.
What was said
What this says
Current to 11 Oct 26Demo on Calderbrook's own sample data. Helen Marsden and Paul Rigby saw traceable answers and the double-counted repairs job exposed. Helen still needs security and counting-rule write-ups and a written proposal before going to leadership.
What happened: Hannah Lowe showed the chat answering from Calderbrook's sample extract, with links back to source records. It surfaced the same repairs job twice, which Paul confirmed as his double-count.
Customer view: Helen said she came in sceptical and found the behaviour when the data cannot answer more reassuring than a clever answer. Paul needs the nightly refresh ready before the morning stand-up.
Commercial: Helen listed three gaps: a written security answer, an agreed counting rule and a written proposal. Tom repeated the fifty-six thousand all in figure for Growth and kept 16 Aug 2024 as the target.
Watch: The access controls answer was deferred to a written follow-up. Ticket and call matching to job references is partial, and Hannah promised real match rates.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Hannah Lowe sends the security and access write-up and the counting rule note, in an attachable document.
- Tom Ashdown sends the written proposal with what is included, ahead of 16 Aug 2024.
- Helen Marsden asks her IT colleague about a short follow-up call.
Risks
Current to 9 Oct 26- The security and access answer for tenant call data is outstanding and Helen says it would stop the deal if it goes wrong.
- The counting rule for repairs jobs must be agreed with Paul's team before anything goes to the board.
- Calls and tickets without a job reference will not match, which could weaken the board-facing answer.
Opportunities
Current to 9 Oct 26- A lighter leadership view of two board pack sections using the Growth tier dashboards builder.
- Paul showed interest in building his own dashboards, which suggests wider team adoption.