B-Glass
Daniel Okafor

Calderbrook Housing Group / BG-Demo – Check In

Callcompleted

Calderbrook Housing Group logo Calderbrook Housing Group · 29 Dec 2025 09:30

Helen Marsden says the brain's arrears figure does not reconcile with the housing system and that casual use has fallen. She also disclosed that group technology leadership are looking at an in-house data platform, with no decision known.

What was said

What this says

As at Fri 9 Oct 2026

Helen Marsden says the brain's arrears figure does not reconcile with the housing system and that casual use has fallen. She also disclosed that group technology leadership are looking at an in-house data platform, with no decision known.

What happened: Daniel Okafor held a check-in on 29 Dec 2025 with Helen Marsden. She raised an arrears figure in the board pack that differs from the housing system, then volunteered that fewer people are using the brain.

Customer view: Helen says users are not frustrated, they have stopped investing time because they were told the direction is changing. The in-house platform came from above, and she does not know whether it replaces or sits alongside the brain.

Commercial: The Growth subscription is forty licences at £44k a year, with the term running to 1 Sep 2026 and renewal on 2 Sep 2026. Helen asked where the contract stands and who to ask for a handover of the data model.

Watch: Helen wants the brain judged on traceable figures. If the arrears, repairs and complaints reconciliations do not hold, the renewal has little to stand on.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
In-house platform and usage fall
Importance
renewal
Sentiment
mixed
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Daniel Okafor to trace the brain's arrears figure against the housing system and report back by the end of that week.
  • Daniel to run the same trace on repairs and complaints figures and ask what happened to the complaints figures in the autumn.
  • Helen Marsden to send the two arrears figures and run date, and decide on the manager session after speaking to her director.

Risks

As at Fri 9 Oct 2026
  • Group technology leadership are looking at an in-house data platform that may replace or sit alongside the Growth subscription.
  • Casual users such as repairs managers have drifted away, leaving use concentrated in Helen's team and a couple of analysts.
  • The arrears figure in the board pack does not reconcile with the housing system, which undermines the brain's role in the board pack.

Opportunities

As at Fri 9 Oct 2026
  • A traced reconciliation of arrears, repairs and complaints figures would give Helen evidence to show the in-house team and her director.
  • An optional January session for managers framed around the board pack could bring lapsed users back if Helen agrees.

Transcript

  1. Daniel Okafor
    Daniel Okafor
    Morning, Helen. Can you hear me all right? I think I'm a touch quiet on my side.
  2. Helen Marsden
    Helen Marsden
    I can hear you fine. Morning, Daniel. Sorry, I'm in the quiet corner on the third floor, so if I go a bit echoey just say.
  3. Daniel Okafor
    Daniel Okafor
    No, you're clear. Thank you for making the time, especially this week. I wasn't sure anyone would be in at all between the two bank holidays.
  4. Helen Marsden
    Helen Marsden
    Skeleton staff. Half of the team is off, which is partly why I wanted to talk now, actually, while it's quiet and nobody is asking me for anything.
  5. Daniel Okafor
    Daniel Okafor
    Of course. How was Christmas, did you get away at all?
  6. Helen Marsden
    Helen Marsden
    Two days at my sister's in Harrogate, then back to the washing. It was lovely, thank you. And you?
  7. Daniel Okafor
    Daniel Okafor
    Very quiet. Too much food, a long walk, and my daughter beat me at every board game we own. Right, I know this is a check-in and I'd like to hear how the team is finding it, but you sounded like you had something on your mind in your note.
  8. Helen Marsden
    Helen Marsden
    I did. I'll start with the thing I've been chasing, if that's all right. The arrears figure in the board pack, the section on rent arrears by area, doesn't reconcile with what the housing management system gives us at month end. It's a small gap, but the board will ask.
  9. Daniel Okafor
    Daniel Okafor
    Mm. Is that a gap you're seeing in the brain's answer, or between the brain and the pack your team assembles?
  10. Helen Marsden
    Helen Marsden
    Between the brain and the source. When I ask the question in chat I get one number, and when I run the report out of the housing system I get another. Can you show me the source for the brain's number? That's all I want, really.
  11. Daniel Okafor
    Daniel Okafor
    Yes, that's fair, and I'd want the same. Do you remember roughly which day you ran the report?
  12. Helen Marsden
    Helen Marsden
    It was the Tuesday before Christmas. The report was run mid-morning, and I asked the brain the same afternoon.
  13. Daniel Okafor
    Daniel Okafor
    Right. Then my first thought, and I'm saying it is a thought and not a diagnosis, is timing. The nightly refresh finishes early in the morning, so anything posted in the housing system during the day won't show in the brain until the next morning. If the report was mid-morning and the question was in the afternoon, they could be sitting on different sides of a day's postings.
  14. Helen Marsden
    Helen Marsden
    That's possible. But the arrears postings are mostly batch, they go in overnight. So I wouldn't expect much to move during the day.
  15. Daniel Okafor
    Daniel Okafor
    Okay, then I shouldn't lean on that. What I'll do, just to close the loop, is take both figures, yours and the brain's, and trace the brain's one back to the records it was built from. Then you can see which records are in and which are out.
  16. Helen Marsden
    Helen Marsden
    Thank you. I'll send you the two numbers and the date. The section in the pack is the one headed arrears by neighbourhood, so you can see what the board will be looking at.
  17. Daniel Okafor
    Daniel Okafor
    Perfect. And I'll come back to you by the end of this week with what I find, or tell you if I need longer.
  18. Helen Marsden
    Helen Marsden
    Good. That's the first thing.
  19. Daniel Okafor
    Daniel Okafor
    There's a second one?
  20. Helen Marsden
    Helen Marsden
    There is. And I'd rather be straight about it. Not many people are using the brain at the moment. Fewer than in the autumn, and fewer than when we started. You'll see it on your side, I imagine.
  21. Daniel Okafor
    Daniel Okafor
    I did see it, yes, and thank you for saying it first. It's a good deal fewer active people than last quarter, across the board. We've got forty licences on your Growth subscription, and what I'm seeing is a handful of people in on a typical day.
  22. Helen Marsden
    Helen Marsden
    A handful is about right. Mostly my own team, and a couple of the performance analysts. The wider group of managers who were dipping in to look at repairs, they've drifted away.
  23. Daniel Okafor
    Daniel Okafor
    Do you have a sense of why? I don't want to guess. We haven't had a ticket from you for a while, which is either a good sign or a quiet one, and I'm not sure which.
  24. Helen Marsden
    Helen Marsden
    Quiet, I think. People haven't been frustrated. They've just been told, in so many words, that the longer-term direction is changing, so they've stopped investing time in learning it.
  25. Daniel Okafor
    Daniel Okafor
    Changing in what way, if you can say?
  26. Helen Marsden
    Helen Marsden
    I can say what I know. The group's technology leadership are looking at building an in-house data platform. It's a direction that came from above, it wasn't my plan, I want to be clear about that. I was asked to inform the requirements, and I'm doing that. Whether it replaces what we do with you, or sits alongside it, nobody has told me.
  27. Daniel Okafor
    Daniel Okafor
    Thank you for being so open about it. I appreciate that can't have been a comfortable thing to say to me.
  28. Helen Marsden
    Helen Marsden
    It isn't, particularly. You were at the start of this with us, and you've been very patient with my questions. I'd rather you heard it from me than saw it in the numbers.
  29. Daniel Okafor
    Daniel Okafor
    I'm glad you did. So, to make sure I've understood. There's an internal piece of work looking at a platform of your own. You're feeding into it. There's no decision that you know of. And meanwhile the people who used the brain more casually have stepped back.
  30. Helen Marsden
    Helen Marsden
    That's it exactly.
  31. Daniel Okafor
    Daniel Okafor
    Then can I ask what would make the next few months most useful for you, rather than assuming? Because from where I sit the board pack is the thing the brain was bought for, and if the figures don't reconcile, that's the thing to fix first.
  32. Helen Marsden
    Helen Marsden
    Yes. If the brain's numbers can't be traced and agreed with the housing system, it hasn't got a leg to stand on in that room. And if the in-house team ask me what the brain does well, I'd like my answer to be backed by something I can show them.
  33. Daniel Okafor
    Daniel Okafor
    That seems the right way round to me. Let me suggest something, and tell me if it's too much for January. When I've traced the arrears figure, I could also run the same trace on the repairs and complaints figures in the pack, so you have the full set of reconciliations in one place.
  34. Helen Marsden
    Helen Marsden
    That would be very useful. Particularly the complaints section. We had a wobble there in the autumn and I never got to the bottom of it, I just fixed the pack by hand.
  35. Daniel Okafor
    Daniel Okafor
    Then I'll include it. I'd like to know what the wobble was, as well, because if it's a connector doing something odd I'd rather it were fixed than worked around.
  36. Helen Marsden
    Helen Marsden
    Understood. I'll write down what I remember. Honestly it was a few cases that appeared twice, or didn't appear when I expected.
  37. Daniel Okafor
    Daniel Okafor
    That's helpful already. Duplicates would point somewhere quite specific.
  38. Helen Marsden
    Helen Marsden
    Can I ask you about the contract? I don't want to go over anyone's head, and I know Tom Ashdown looks after that side. But I should understand where we stand if the group decides to do something different.
  39. Daniel Okafor
    Daniel Okafor
    Of course. The subscription is on Growth, forty-four thousand a year, and the current term runs to 1 Sep 2026, with the renewal on 2 Sep 2026. Nothing about that changes because of anything we've said today.
  40. Helen Marsden
    Helen Marsden
    So until then the contract stands, and the licences are ours to use.
  41. Daniel Okafor
    Daniel Okafor
    Yes, that's right. The renewal conversation is something I'd normally begin about three months ahead, and Tom would join for the commercial side. I won't guess at anything beyond that, because it's not mine to decide, and I'd rather you didn't hear a date from me that Tom hasn't confirmed.
  42. Helen Marsden
    Helen Marsden
    That's fine. I just wanted to hear it said plainly.
  43. Daniel Okafor
    Daniel Okafor
    And I'd say, whatever the group decides, the next several months are still worth making good. If the brain earns its place on the board pack, that's a fact your leadership can see for themselves. If it doesn't, you'd want to know that too.
  44. Helen Marsden
    Helen Marsden
    Yes. I'd rather the decision were made on the figures than on a feeling.
  45. Daniel Okafor
    Daniel Okafor
    Agreed. Now, going back to the people side. Would it help if I ran a short session in January for the managers who've stepped away? Not a sales pitch. Just fifteen or twenty minutes on the two or three questions they used to ask, and how quickly they get an answer.
  46. Helen Marsden
    Helen Marsden
    I'm not sure. I don't want to ask people to spend time learning something that might not be here in a year. That wouldn't be fair on them.
  47. Daniel Okafor
    Daniel Okafor
    No, that's a fair point, and I'd take it seriously. What if it were optional, and framed as just getting what they need for the board pack quickly this quarter?
  48. Helen Marsden
    Helen Marsden
    Perhaps. Let me think about it and speak to my director first. I don't want to go round anyone.
  49. Daniel Okafor
    Daniel Okafor
    Of course. Leave it with you, and no pressure.
  50. Helen Marsden
    Helen Marsden
    Thank you. One more thing, and then I'll let you go. If I do need to hand anything over to the in-house team, such as how we modelled the tenant and repairs data, who would I ask?
  51. Daniel Okafor
    Daniel Okafor
    Me, in the first instance. That's your data in your own Snowflake account, so you're not reliant on us to hold it. But I'd happily walk you through how it's laid out, so that whatever you build next, you're not starting from nothing.
  52. Helen Marsden
    Helen Marsden
    That's generous. I'll keep it in mind.
  53. Daniel Okafor
    Daniel Okafor
    So just to close the loop on today. You'll send me the two arrears figures and the date you ran them. I'll trace the brain's number and come back to you by the end of the week. I'll look at repairs and complaints in the same pass. You'll think about whether a short session for the managers is worth it, and talk to your director.
  54. Helen Marsden
    Helen Marsden
    Yes, that's all of it. Thank you, Daniel. I wasn't looking forward to this call, and it's been easier than I thought.
  55. Daniel Okafor
    Daniel Okafor
    I'm glad. And thank you for telling me straight. Enjoy what's left of the break, and say hello to the team from me.
  56. Helen Marsden
    Helen Marsden
    I will. Happy New Year, Daniel.
  57. Daniel Okafor
    Daniel Okafor
    And to you, Helen. Speak soon. Bye for now.

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