Calderbrook Housing Group - Proposal v1

• The business-intelligence team wants to join tenant calls, repairs, complaints and arrears into a single picture.
• The output needs to be board-ready, not just exploratory.
• Data must stay inside Calderbrook's own environment.
• Several teams will want access over time, not only the analysts.

If we have misunderstood any of this, please say so and we will correct the draft.

Proposed solution

BG-Demo would build B-Glass inside Calderbrook's own Snowflake account. It connects the source systems, indexes them nightly and gives people a single place to search, chat and build pages across all of them.

Tier: Growth

Growth suits several teams working from the same data. It includes:

• the Growth user allowance and the Growth connector allowance
• pages, chat and search across connected sources
• the dashboards builder, so the team can build the board view itself
• quarterly business reviews with the customer success lead
• the standard Growth service levels for availability and support response
• a nightly refresh completed before the working day begins on business days

Likely sources

The source list is an open point (see below), but the conversation so far points to:

• the call recorder or telephony platform holding tenant calls
• the repairs and helpdesk ticketing system
• the complaints log
• the rent and arrears data held in the finance or housing system
• the CRM or tenant records system, if one is in use

Each connector named in the order form will carry a commitment to be live within an agreed number of days.

Implementation approach

Implementation is a one-off, fixed-fee engagement. For Growth the standard programme runs for eight weeks and covers:

• Discovery and access: confirm sources, owners and permissions with Calderbrook's IT and data colleagues.
• Connection and indexing: connect each source, check that records arrive completely and agree what counts as fresh.
• Build with the team: work with the business-intelligence team to create the first pages and the board-ready dashboard.
• Training and handover: short sessions for the wider teams, then handover to the customer success lead.

An on-site training day is available as an add-on if Calderbrook would like one.

Pricing

Notes on the figures:

• The annual price of £44k is the recurring subscription. It is the figure that would apply at renewal, subject to the price book in force at that time.
• The deal amount of £56k is the total value of the first year, including the one-off implementation fee. It is not an annual price.
• Payment terms are thirty days from invoice. Quarterly billing is available on request.
• No discount is shown in this draft.

Commercial and contractual framework

• The subscription would be covered by an order form under BG-Demo's MSA.
• The order form, once executed, sets the contracted price, term, connectors and service levels.
• Additional users or connectors beyond the Growth allowances can be added later as add-ons, or by moving to Enterprise if Calderbrook's needs grow.

Open points

These are not yet settled and will be resolved before a v2 of this proposal:

• the final list of connectors and the owner of each source
• who at Calderbrook will act as the day-to-day administrator
• whether Calderbrook's information governance team needs to review the data handling approach
• the preferred start date and the board meeting the first dashboard should support
• whether quarterly or annual billing is preferred

Next steps

• Calderbrook reviews this draft and sends comments to Tom.
• Tom and the business-intelligence team agree the connector list and walk through a demonstration on Calderbrook's own data.
• Tom issues a revised proposal and, if the team is comfortable, an order form for review.
• Daniel Okafor joins the final conversation so that the handover from sales to customer success is clear from the start.

Leave any questions with Tom and he will pick them up directly.

Best, Tom