m3pamwin m3pamwin & stonewater
TRANSCRIPT
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M3Pamwin & Stonewater –.
A success story of transforming development data management
processes
Technical Director | M3
Presented by:
m3h.co.uk 020 8274 4000 linkedin.com/company/m3housing
Jonny Sweetman Paul FlowersMatthew Crucefix
Director of Development | Stonewater Managing Director| M3
M3Pamwin
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Introduction to M3
A team of experienced practitioners offering a range of
consultancy and training services.Consultancy and Training
Appraise and manage development
programmes efficiently.
For Development
Procure and manage maintenance
services more efficiently.
For Maintenance
Diagnose repairs online.
For Repairs and Reporting
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Pamwin aims: A single source of data for the development programme
• Collecting data
• Calculating and storing
• Outputting
• Linking to other systems where possible
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One version of the truth in
Project Gateway approvals
Programme Monitoring
Live Investment performance
BoardPipeline and offer schedules
Pre-contract checklists
Budget Monitoring
Delivery schedules
Operational Meetings
Property Information
Cash flow Forecasts
Handovers and asset attributes
Development
Forecast and actual sales dates
Latest sales values
Sales
Financial Returns
Bid monitoring
Programme reporting
Regulator/Funders
Actuals from ledger
Finance
One version of the truth out
M3Pamwin Plus
Business Planning / Treasury
Group cash flow
Intercompany and Private
subsidiary movements
Brixx Business Plan
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Outputs Data is sent out:• via the front end to MS Excel
• Directly from the database tables
• Via database views
• Through APIs
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APIs for MS Dynamics/Salesforce (2 way)
API for Hitachi ERP sends over net rental stream
to the business planning module
Outputs – APIs
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API link with MS Dynamics, Salesforce
Updates sales forecasts in Pamwin and reforecasts cash flows
Flows both ways (handover date changes in Pamwin are seen in CRM)
Inputs – APIs
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APIs that link to CRM could link to the
housing system. Various providers have
expressed interest then lost interest –
new property set up is a fraction of
their business
Discussed many times – housing system
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M3 & Stonewater - Our project…
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Stonewater is a strong, agile business, which is
ambitious and efficient.
We’re a social housing provider, with a mission to deliver
good quality affordable homes to people who need them most.
Our homes include affordable properties for general rent, shared
ownership and sale, alongside specialist accommodation such as
retirement and supported living schemes for older and vulnerable
people, young people’s foyers and women’s refuges.
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Stonewater is an ambitious social housing provider, with a mission to
deliver good quality affordable homes to people who need them most.
We cover three geographical areas across England,
structured as follows:
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> We are committed to delivering new homes
across a range of tenures to meet the
challenges of the housing crisis and the
changing needs of the market.
> We also offer attractive, affordable home
ownership through Stonewater Homes.
> Stonewater is proud to be part of the largest
Homes England strategic partnership
alongside Guinness Partnership to deliver
4,500 additional high-quality affordable
homes by 2022.
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> Doing the right things.
> Doing things economically.
> Maximising the return from our staff.
> Maximising the return from our assets.
> Achieving the right outcomes.
Stonewater is committed
to our customers, our aim is:
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Project Scope: • Born from an innovation pitch to a team of
board members.
• Development team desire to improve the way data is handed and eliminate opportunity for error.
• Think plasticine
• Key process identified – Development Scheme Handover Memo.
• Important document containing all data relating to a new home.
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Previous process:
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Impact:
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Result:
Seamless integration
Easier to audit and track
Increased accuracy
Reduction in opportunity for things to go wrong.
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Challenges to overcome:
Matching entities from one system to another
What data needs transferring?
How often does the data need to be synced?
Each client is unique – no 2 systems are alike
• What happens if the unit mix changes?
• What system will be the ‘master’ version of the data?
Making sure calculations are up to date
How do we know what data has changed?
Performance implications
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The solution:
A bespoke ‘view’ of the unit data
An API for pushing data into M3Pamwin
Automated report running and KPI calculation
• Can be queried at any time by the Stonewater systems and compared to the existing data sets
• Reporting – PowerBI etc.
• Application Programming Interface• Any dependencies can be updated• Forecasts can be re-evaluated on the fly
• Outturn handovers, costs and viability for whole programme• Delivered to inboxes every morning
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Questions?