Calderbrook Housing Group / B-Brain – Training
Callcompleted
Calderbrook Housing Group: documents · 2024-10-31 12:00
Training call on 31 Oct 2024 with Helen Marsden and Paul Rigby. Two data problems surfaced that feed the board pack: arrears do not reconcile and repairs are double-counted. Forty licences are held but about four people are active.
What was said
What this says
Current to 11 Oct 26Training call on 31 Oct 2024 with Helen Marsden and Paul Rigby. Two data problems surfaced that feed the board pack: arrears do not reconcile and repairs are double-counted. Forty licences are held but about four people are active.
What happened: Callie Brennan trained Helen and Paul on pages, search, chat, the dashboards builder and admin. Helen's arrears question became the live example, and Paul showed a repairs report double-counting jobs since the housing system upgrade.
Customer view: Helen trusts the brain only where she can click back to the source. She is holding back wider rollout until she trusts the numbers.
Commercial: Growth headroom is large, with forty licences and about four active users. Helen will return with names for extra users, but the rollout depends on the reconciliation being fixed.
Watch: Both figures go into the board pack under Helen's name. Callie has promised nothing yet on either fix, only checks and a view by Monday.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Helen to send the board pack arrears definition in writing with the section reference today.
- Paul to send a sample of repairs jobs with job references and written approval to change the mapping.
- Callie to compare arrears side by side and give a view on the repairs dedupe by Monday.
Risks
Current to 9 Oct 26- The arrears figure from the brain does not reconcile with the board pack figure, which erodes trust in the Growth subscription.
- The repairs report double-counts jobs since the housing system upgrade, and Paul removes duplicates by hand each Monday.
- Housing system changes are not signalled to B-Brain in advance, so mapping can break unnoticed.
Opportunities
Current to 9 Oct 26- Forty licences are held and about four are active, so team leaders in housing and complaints could be added.
- A shorter search-focused session for new users was offered and Helen will send names.