Training session for your BI team
Email thread Calderbrook Housing Group: documents · cs
Helen Marsden agreed to a training session next week, preferably Wednesday. She wants it to start with the repairs completed-jobs figure, which does not reconcile to the housing management system, and an arrears summary joined to complaints data.
What was said
What this says
Current to 11 Oct 26Helen Marsden agreed to a training session next week, preferably Wednesday. She wants it to start with the repairs completed-jobs figure, which does not reconcile to the housing management system, and an arrears summary joined to complaints data.
Ask: Callie Brennan asked for attendee names, real board-pack questions and a preferred week, and noted 40 licensed users leaves room for more people.
Customer view: Helen is engaged. Her first question is the completed jobs figure in the repairs section, and she wants to see the source, not only the answer. The board will ask about it.
Next: Helen will send names and both questions on Monday. The reconciliation question links to the double-counting issue raised elsewhere.
The thread
Updated 9 Oct 26Messages
Callie Brennan 24 Oct 2024 12:07Hi Helen, Now that the first refresh has landed, I would like to book the training session for your team. The plan is to cover how to ask the brain questions across tenant calls, repairs tickets, complaints and rent arrears, and then how your team can build the views you need for the board pack. What I need from your side is: - the names of the people who should attend, ideally the ones who will be asking the questions day to day - one or two real questions from the board pack that you want answered, so we train on your data rather than examples - a preferred week You have 40 licensed users, so there is plenty of room to bring in more people if you would like the wider team to see it. I can do most days next week. Let me know what works and I will send an invite. Thanks, Callie
Helen Marsden 25 Oct 2024 14:11Hi Callie, Thank you, this is helpful. Next week should be fine, and Wednesday would suit my team best. I will confirm the names for you by Monday. For the real questions: the first is the repairs section of the board pack, where the completed jobs figure does not reconcile to the housing management system. The board will ask about it, so I would like the training to start there. Can you show me the source for those numbers during the session, not only the answer? The second is the arrears summary, which I would like to see joined to the complaints data. I will send both of these over properly on Monday. Kind regards, Helen