Calderbrook Housing Group / B-Brain – Onboarding
Callcompleted
Calderbrook Housing Group: documents · 2024-09-17 16:00
First onboarding call with Calderbrook. Paul Rigby showed repairs jobs double-counted in the housing system extract. Helen Marsden wants every figure traceable to its source before the board pack. Wider rollout waits until repairs counts are right.
What was said
What this says
Current to 11 Oct 26First onboarding call with Calderbrook. Paul Rigby showed repairs jobs double-counted in the housing system extract. Helen Marsden wants every figure traceable to its source before the board pack. Wider rollout waits until repairs counts are right.
What happened: Callie Brennan set out connectors, field mapping and ownership. Paul showed a repairs report where every job appeared twice since the housing system upgrade, and agreed to send a sample.
Customer view: Helen's priority is board credibility, especially arrears, which has never reconciled between the finance extract and the housing system. She was reassured that every figure will carry its source.
Commercial: Growth includes forty seats and only Helen and Paul log in. Both said the team will not be added until the repairs count is right, so adoption depends on this fix.
Watch: Written access is still outstanding for several sources, and the call recordings transcript question is open with Helen. Paul and Helen are the only two users, which is a key-person exposure.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Callie to send the one-page access note and map repairs on job reference after testing Paul's sample.
- Helen to introduce the helpdesk owner, confirm call recording transcripts and obtain the arrears definition from finance.
- Callie to book a line-by-line session after the first refresh.
Risks
Current to 9 Oct 26- Doubled repairs counts could damage the brain's credibility with the board if not fixed before wider rollout.
- Only two people use a Growth plan that includes forty seats, so value depends on Helen and Paul.
- Written access for each source and the arrears definition from finance are still outstanding.
Opportunities
Current to 9 Oct 26- Once repairs and arrears reconcile, a small group of BI analysts and repairs team leaders can be added.
- Showing the source of every figure answers Helen's main concern and can anchor the value case.