Calderbrook proposal after our call

Hi Helen, Thanks for your time on the call. Good to hear how the board pack gets pulled together at the moment, and I can see why the repairs and arrears sections take so much reconciling. As promised, the proposal is attached. It's the Growth tier, with the implementation done inside your own Snowflake account. The total deal value is £56,000. I'll confirm the exact split between the one-off implementation and the subscription in the order form, as I don't want you working from my memory of it. The bit I think matters most for you is the tenant calls, repairs tickets, complaints and arrears landing in one place, so the board numbers can be traced back to source. If it helps, I can walk your team through how that works on a sample of your own data. Could you have a read and tell me what's missing or unclear? No drama if it needs a few passes. Cheers, Tom

Dear Tom, Thank you for the proposal. I have read it through and have a few points before I can take it further. First, the arrears section of the board pack. Our figures there have to reconcile to the housing management system, and at present they don't always. The proposal says the brain will join the data, but it does not say how a figure on a dashboard is traced back to the record it came from. The board will ask, so can you show me the source? Second, I would like to understand what my team is responsible for during implementation, so I can judge the time it needs from us. I do think the approach is right. I just need the detail before I put it in front of anyone. Kind regards, Helen

Hi Helen, Fair questions, and thanks for being straight about them. On the source point: every answer and dashboard figure in the brain links back to the underlying record in the system it came from, so you can click through from a board-pack number to the row behind it. I'd rather show you that live than describe it, so let's get something in the diary where I do it on your arrears data. That should settle whether it reconciles in the way you need. On your team's time: I'll get a proper plan from our delivery side and send it over, rather than guess at it here. Leave that with me. I'm aiming to keep this moving towards the 16 Aug 2024 date we talked about, but only if it works for you. Cheers, Tom