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September 2013 - Bron Afon

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the needs of <strong>Bron</strong> <strong>Afon</strong> and our tenants particularly in the light of welfare<br />

reform. We have taken into account the experience we have had in the Direct<br />

Payments Demonstration Project and also have many conversations with<br />

other organisations about the systems they use. At a recent conference of<br />

welfare reform attended by the Chief Executive, there were senior managers<br />

there from over thirty Housing Associations in England who were scathing<br />

about the systems available, some of which have been in use in England for<br />

some time, and their lack of functionality in terms of coping with the<br />

complexity of welfare reform and Universal Credit in particular. We are<br />

working with a company called Mobysoft who provide a tool called Rentsense<br />

to analyse rent arrears cases and they have acknowledged that we are ahead<br />

of the field in terms of the level of analysis we are asking for about rent cases<br />

so that we can assess the risk posed to tenants on the sustainability of their<br />

tenancies.<br />

6.3 So when we have looked at the housing systems we haven’t found one that is<br />

suitable to meet the current needs including the need for flexibility and the<br />

ability to redesign quite easily as circumstances change or the needs of the<br />

business alter. As a result of the review, the best option was to design<br />

modules ourselves for a Customer Relationship Management system based<br />

on software known as Microsoft Dynamics. The resources and change<br />

management required to develop the systems we required have been<br />

targeted at the priority area of under occupation in the early part of this year<br />

and that module is now operational.<br />

6.4 A major corporate project has been in progress and will continue (probably<br />

indefinitely) to design and deliver the changes required. There has been a<br />

huge amount of input from across the business in terms of the data we need<br />

to capture to deliver services particularly in the light of welfare reform and our<br />

experience of the Demonstration Project. You will also recall that in April,<br />

Cath Stenson reported on the development of the new support service and<br />

the intention to use a triage system to identify the level of needs of individual<br />

tenants. This will also require data to enable us to assess the level of contact<br />

that different tenants require and have with us.<br />

6.5 Members of the Board or Membership Committee who would like to have a<br />

demonstration of the CRM and its operations within Supported Living or in<br />

under occupation cases are very welcome to do so and we can set up a<br />

session for the Board before a Board meeting if that would be convenient.<br />

6.6 The current development stage for the CRM will see its use by everyone in<br />

the business to record all customer contact and a system that can record key<br />

data we require for all tenants and leaseholders. We have just finalised the<br />

data requirements to enable the software programming to be started and we<br />

aim to have a system ready for implementation in January in phases. Over<br />

200 staff will need training before this system is in use everywhere.<br />

6.7 Choices will need to be made about how we collect data from our<br />

tenants and record their willingness for us to use the data to populate<br />

the system once it is designed. We also need to decide how<br />

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