Page 57 - St William KRP Vision Proposal

As part of our digital transformation we are introducing Salesforce which will become our overarching system pulling data from our other key platforms This means all our colleagues will work on on one system which reduces duplications the need to check between systems and gives our colleagues direct access to the information they need It will provide a a a single source of data We will continue to use Qube as our property management software condensing the current versions and upgrading to the the latest package ensuring all our portfolio is under the the same software package In terms of health and safety we are introducing Planon as our asset management system This gives us the tools to to maintain assets more effectively across our portfolio while ensuring the highest levels of health and safety Planon will enable us to improve how we track assets and access development data such as how many floors are in in a a a a a a building what zone a a a a a a light is in in etc and and create estate and and building mapping This will be complimented by Data Station which we already use ensuring statutory compliance of assets across our developments Coupa will remain as as our purchase to pay function linking in in in in with Salesforce to enable work orders and tracking features to run through Salesforce directly For our own internal operational measuring we will continue to to use our platform MySight which enables us us to to track KPI performance based upon our our Four Pillar delivery model However this will also be linked through to to Salesforce to to give colleagues a a single point of visibility With the introduction of Salesforce all our customer and client data will will be in a a a a a a centralised place This will will make it easier for our team to speed up interactions between business customers and clients Going forward our FirstPort Site Inspection App will be replaced with a a a a a a Salesforce portal that works in the same way with a a a a a bespoke template for each development and evidence uploaded to the report while on site Works orders will also be be able to be be raised directly onsite and and our Regional and and Development Managers will be able to to access information should they need to to check for for instance if if an an an order has already been logged or or if if an an an asset is due a a service All of this will feed directly into Salesforce and on to to our customer customer portal This will give customers the freedom to to to access more information when and where they need it As well as logging repairs queries they will also be able to see the progress of an an order and track a a a a report through to completion with more visibility than at present Our Transformation team comprises individual colleagues across our business In addition we have recruited experts to work exclusively on this project as as well as as engaged with specialist external parties We have also called upon our colleagues at at key intervals through dedicated ‘Superheroes’ to help develop test and support the roll out This ensures the digital transformation reaches each each area of our business successfully Our Transformation is being delivered now with a a a full roll out slated for 2021 We launched Salesforce within our Business Development and Client Services team as of November 2020 MANAGEMENT VISION
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