Calderbrook Housing Group / B-Brain – Kickoff
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Calderbrook Housing Group: documents · 2024-09-09 11:15
Kickoff for Calderbrook's Growth subscription. Helen Marsden wants board figures traceable to source. The first board-ready view hinges on finance approval, and Paul Rigby is the only admin so far.
What was said
What this says
Current to 11 Oct 26Kickoff for Calderbrook's Growth subscription. Helen Marsden wants board figures traceable to source. The first board-ready view hinges on finance approval, and Paul Rigby is the only admin so far.
What happened: Callie Brennan and Marcus Bell ran the 9 Sep 2024 kickoff. Marcus restated Growth, with the term running from 2 Sep 2024 to 1 Sep 2025 and forty licensed users.
Customer view: Helen wants one place where figures join and each can be traced. Paul wants repairs dashboards that match job references, and a written job counting rule.
Watch: Helen was disappointed that the board view lands late and made finance sign-off her priority. Paul is the only admin until she names a second, and she said she will be watching the purchase closely.
Commercial: Helen asked how renewal works, and Marcus promised a conversation with evidence. A fifth connector, the repairs contractor file, was floated as a possible later addition.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan sends the setup note with an owner and date against each item, including the job counting rule.
- Helen Marsden confirms the Snowflake role, the call queue list, a finance contact and a second admin name.
- Marcus Bell sends the review calendar invites that week and runs the first short session once data has landed.
Risks
Current to 9 Oct 26- The first board-ready view depends on finance approval of the arrears data, which Helen found later than she hoped.
- Paul Rigby is the only admin until Helen names a second, and the job counting rule lives in his head.
- Helen says she will watch the purchase closely, having considered building it in-house, so early value must be visible.
Opportunities
Current to 9 Oct 26- A fifth source, the repairs contractor job completion file, may come up once the first four connectors are stable.
- The quarterly review with a list of untraceable figures gives a standing chance to show value against Helen's own goal.