Calderbrook Housing Group / BB-Demo – Proposal
Callcompleted
Calderbrook Housing Group: documents · 2024-07-22 13:00
Tom Ashdown walked Helen Marsden through the Growth proposal. She needs the one-off versus yearly split of the fifty-six thousand, a traced board-pack figure as acceptance, and a second admin. Signing is still only an aim for 16 Aug 2024.
What was said
What this says
Current to 11 Oct 26Tom Ashdown walked Helen Marsden through the Growth proposal. She needs the one-off versus yearly split of the fifty-six thousand, a traced board-pack figure as acceptance, and a second admin. Signing is still only an aim for 16 Aug 2024.
What happened: Helen opened by saying the arrears gap is definitions rather than data. Tom then went through scope, the four sources and the review cadence with the customer success lead.
Customer view: Helen wants to see one board-pack figure traced from the housing system to the dashboard before the work is accepted. She also worries a source could quietly stop loading after a system upgrade.
Commercial: The fifty-six thousand total deal value is still unsplit between one-off and yearly, and Tom promised a one-page split in the proposal. Helen called the 16 Aug 2024 signing possible, not certain.
Watch: Paul administers day to day and is one person. Tom suggested a second admin from Helen's BI team.
Themes
Current to 9 Oct 26Theme
Growth proposal and acceptance
Importance
upsell
Sentiment
mixed
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Tom to send the written proposal by Wednesday, with the owner column, the acceptance step and the one-page split.
- Hannah to write up what happens if a source stops loading and how access is set.
- Helen to take the proposal to procurement and her director, aiming for 16 Aug 2024.
Risks
Current to 9 Oct 26- The one-off versus yearly split of the fifty-six thousand is unconfirmed and Helen needs it before taking the proposal to finance and the board.
- A source could stop loading after an upgrade to the housing system, which Helen fears would undermine a board pack.
- Paul is the only day-to-day administrator, so the rules sit with one person until a second admin is named.
Opportunities
Current to 9 Oct 26- Growth tier across several teams, with housing colleagues asking questions of the brain.
- A first-phase acceptance step on a traced board-pack figure could turn Helen's condition into the proof point.
Transcript
Tom Ashdown NoneHelen, hello. Afternoon. Can you hear me alright?
Helen Marsden NoneGood afternoon, Tom. Yes, loud and clear.- Tom Ashdown NoneGrand. Did you have a decent weekend, or was it all board papers?
- Helen Marsden NoneMostly papers, I'm afraid. A bit of gardening in between. Before we start, if I may, I've gone back over the arrears section since the demo, and I think the gap is definitions rather than data. Two teams count a balance differently. These don't reconcile because they're not counting the same thing.
- Tom Ashdown NoneThat's helpful to know. And it's the sort of thing the brain would show up straight away, because the rule sits next to the number. Hannah made that point, didn't she.
- Helen Marsden NoneShe did. It's one of the reasons I'm still here.
- Tom Ashdown NoneGood. Right, so I've got the proposal here and I'll walk you through it, and stop me whenever. Is that alright? We've got thirty minutes.
- Helen Marsden NoneThat's fine. I've got the draft in front of me.
- Tom Ashdown NoneSo the shape of it is Growth. That's the tier for several teams on one brain, with the dashboards builder and a regular review with Natalie, who'd be your customer success lead. Scope on the first page is the same four sources you saw: the housing management system, repairs tickets, the complaints log and the call recorder for tenant calls.
- Helen Marsden NoneYes, and I'd want it clear which team is the owner for each. Paul would administer day to day, but I need the board to see that the owner of each source is the owner of the figure.
- Tom Ashdown NoneFair. I'll put an owner column in. That's easy. Natalie would help you set that out in the early weeks.
- Helen Marsden NoneGood. Next, the price. You said on Friday, last time, you'd confirm it in writing.
- Tom Ashdown NoneI did. So what I've got on my sheet is fifty-six thousand as the total deal value. I want to be careful, because I don't want to say from memory what's one-off and what's yearly. I'll confirm exactly what sits in that figure, implementation and subscription, in the order form, in black and white.
- Helen Marsden NoneI do need that before I can take it anywhere. The board will ask if it's per year. Finance will ask before the board does.
- Tom Ashdown NoneAbsolutely right to. I'll send it with a one-page split, no drama, so you can forward it to your finance colleagues without needing me in the room.
- Helen Marsden NoneThank you. What about the first phase? If I'm saying yes to this, I'd want to see one board-pack figure traced from the housing system to the dashboard, with the source visible, before the work is accepted.
- Tom Ashdown NoneThat's a reasonable ask. Let me take it to Hannah, because she'd be the one who knows what a good acceptance step looks like, and I'll put it in the proposal as a step. I won't promise the exact wording today.
- Helen Marsden NoneThat's fine. I'd rather it was accurate than fast.
- Tom Ashdown NoneMm. Which brings me to timing. What I've pencilled is aiming for a signed order form by Friday 16 August 2024. I know I said it on Friday and I know you said it's an aim.
- Helen Marsden NoneIt's an aim. Procurement will want to read everything, and my director will want to see the reconciliation before it goes up. I'd say it's possible, not certain.
- Tom Ashdown NoneThat's honest and I appreciate it. If it slips, it slips. I'd rather you were comfortable.
- Helen Marsden NoneCan I ask about the bit that scares me, which is what happens when the housing system changes? We had an upgrade not long ago, and it moved things around. I don't want to build a board pack on something that quietly stops loading.
- Tom Ashdown NoneSensible worry. What I'd say is you'd see it. If a source stops bringing in new records, it shows on the connector tile as flat, and Paul or Natalie would spot it. I won't pretend it can't break. I'll ask Hannah to write down what happens in that case, so you've got it on paper.
- Helen Marsden NonePlease. I'll want that alongside the figures.
- Tom Ashdown NoneLeave that with me.
- Helen Marsden NoneAnd the users. Who gets access? I'd like my team and a couple of colleagues in the housing teams to ask questions, but I don't want half the organisation seeing arrears detail.
- Tom Ashdown NoneRight. So Growth covers several teams, and access is set by what you connect and who you give it to, so you decide who sees arrears. I'll get Hannah to confirm how that's set, because it's one of those where I'd rather she said it than me.
- Helen Marsden NoneGood. Sorry, I'm asking a lot.
- Tom Ashdown NoneNot at all. This is what the call's for.
- Helen Marsden NoneThen one more, and then I'll let you go. Paul. He's keen, but he's one person. If he's off, who knows how it works?
- Tom Ashdown NoneThat's a good one, and it's the one I'd flag for you before you flag it for me. Don't let it hang on one person. I'd suggest a second admin from your BI team, so the rules aren't sat in one head. Natalie will say the same in the first review.
- Helen Marsden NoneThat's sensible. I'll think about who. Possibly someone on my own team.
- Tom Ashdown NoneBrilliant. So where have we got to? I'll recap and you tell me if I've got it wrong.
- Tom Ashdown NoneI send you the written proposal by Wednesday. It'll have the owner column, the first-phase acceptance step on the board-pack figure, and a one-page split of the fifty-six thousand between one-off and yearly. Hannah sends the note on what happens if a source stops loading and how access is set. You take it to procurement and your director. And we aim for Friday 16 August 2024, as an aim.
- Helen Marsden NoneThat's right. And I'd like to see the source of the arrears number, once more, when Hannah's note arrives. I'll want the figure in front of me before anyone signs.
- Tom Ashdown NoneUnderstood. I'll make sure she brings it.
- Helen Marsden NoneThank you, Tom.
- Tom Ashdown NoneNo bother. Let's get something in the diary for a follow-up once you've had a look, so it's not drifting. Speak soon, Helen. Cheers.
- Helen Marsden NoneGoodbye.
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