Calderbrook Housing Group / B-Brain – Demo
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Calderbrook Housing Group: documents · 2024-07-12 14:30
Helen Marsden wants a source-traceable arrears figure for the board pack. The Growth tier demo on Calderbrook's extracts landed well, but she needs figures, IT answers and director sight of the reconciliation before saying yes.
What was said
What this says
Current to 11 Oct 26Helen Marsden wants a source-traceable arrears figure for the board pack. The Growth tier demo on Calderbrook's extracts landed well, but she needs figures, IT answers and director sight of the reconciliation before saying yes.
What happened: Hannah Lowe ran the brain on extracts Paul Rigby sent, covering arrears, duplicate repairs jobs and complaints joined to repairs. Helen said the board will ask about an arrears figure that does not reconcile.
Customer view: Helen found Hannah's honesty about limits reassuring and wanted the join method in writing. Paul liked that the duplicate-job rule would be written down once rather than held in his head.
Commercial: Tom Ashdown framed the offer as the Growth tier with fifty-six thousand as the working figure, and promised the one-off versus subscription split in writing. His aim to sign by Friday 16 August 2024 was not accepted by Helen.
Watch: Procurement is slow and her director must see the reconciliation first. IT has not yet been involved on data location and access.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to confirm in writing how the working figure splits between implementation and subscription.
- Hannah Lowe to send the complaints and repairs matching rule, an architecture diagram and answers on duplicate jobs.
- Tom to hold a proposal conversation with Helen on Monday week, afternoon, including the reconciliation step.
Risks
Current to 9 Oct 26- Procurement is slow and Helen's director must see the reconciliation working before approval.
- The one-off versus recurring split is not yet confirmed and finance will ask first.
- IT has not yet been involved on data location, access and controls.
Opportunities
Current to 9 Oct 26- Growth tier sale covering arrears, repairs and complaints, with the dashboards builder for Paul's repairs view.
- A written matching rule and reconciliation step could give Helen the proof she needs for her director.