procuring & implementing a new system...resident satisfaction 98% quality –all services in...
TRANSCRIPT
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Procuring & Implementing a new System
Nasreen Hussain
Steve Bromley
Soha Housing
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Project Sponsor & Manager
Nasreen Hussain
• Soha Director of Corporate Resources
• 17 years as Director in housing
• 4 years at Soha
• Procurement and Implementation Project Sponsor
Steve Bromley
• Independent Consultant
• 30 years in housing
• 25 years consultancy experience
• Soha Implementation Project Manager
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• Operating margin 45%
• Cost per unit £3k
• EBITDA MRI - over200%
Resident satisfaction
98%
Quality – all services in
good performance
quadrant
About Soha
6300
250
0.039683
6,300 homes
GN90% SO
10%
250 new homes per annum
(4%)
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Operating environment
Location, location, location……
South Oxfordshire
•Average house price £350k
•Average market rents £1,200 pcm
High levels of housing demand
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Why we procured a new system
1) Maximising existing system
2) Bespoke databases & spreadsheets
3) What does good look like?
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How we procured• Start - Feb 2015 • Procurement consultant selected – Tony Smith• Systems specification• Pre – qualification questionnaire issues• Initial interest – 6 sector suppliers• PQQ responses and scoring matrix
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How we procured
• 2 suppliers selected for 2 day demo to relevant staff
• Reference site visits by front line colleagues
• More scoring – selected a supplier
• Contract negotiation and signing
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What we implemented
Phase One
• Core Database
• Rent Accounting
• Service Charges
• Rent Arrears
• Allocations
• Void Processing
• Routine Repairs
• Asbestos
• CRM
• Workflows
Phase Two
• Asset Management
• Servicing
• Mobile Working
• Resident Involvement
• Self Service App
• Contractor Portal
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Interfacing with Other Systems
Repairs and Contractor
Rents and Finance
Repairs and Finance
× Joint CBL and Allocations
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Timescales
• Main implementation work started Sept 2016
• But work started on preparing data March 2016
• Phase 1 Live June 2017
• Phase 2 Live April 2018 (some elements earlier)
• Ongoing enhancements and improvements (BAU)
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Project Team
• Members of staff seconded from business for duration
• Responsibilities and tasks allocated based on business area
• Seconded staff posts back filled
• Experienced Project Manager
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Project Board
• Project Sponsor
• Representatives from key business areas
• Provided strategic direction
• Key decisions
• Issues and Risks
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Key Milestones
• Document/Review processes and requirements
• Understand the system
• Configuration
• Testing
• Dummy Go Live
• Training
• Live!
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How did we do?
• We did a lot well
• We delivered improvements
• We went live on time!
• But some things we could have done differently
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People!
• Resource appropriately and correctly
• Relationships
– Project Sponsor / Project Manager
– Project Manager / Team
– Team!
– Supplier(s)
– Third Parties
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Be Prepared for Surprises
• Extra Costs!
• Hidden databases/spreadsheets
• Salesperson “interpretation”
• Assumptions
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Making Changes
• Take the opportunity to make changes
• Some will resist, most will embrace
• Don’t give people a reason to fall back to old ways
• Test Test Test and Test again!
• Communicate
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Be Prepared
• Not everything will go smoothly
• Allow contingency in the plan
• Deal with issues quickly
• Expect stressful times
• But enjoy the experience!
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Finally!
• Commitment from the top table
• Monitored at the Director and Board level
• Be pragmatic
• Fully funded but no blank cheque
• Be curious!!!