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

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

Pamwin aims: A single source of data for the development programme

• Collecting data

• Calculating and storing

• Outputting

• Linking to other systems where possible

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

Outputs Data is sent out:• via the front end to MS Excel

• Directly from the database tables

• Via database views

• Through APIs

APIs for MS Dynamics/Salesforce (2 way)

API for Hitachi ERP sends over net rental stream

to the business planning module

Outputs – APIs

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

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

M3 & Stonewater - Our project…

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.

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:

> 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.

> 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:

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.

Previous process:

Impact:

Result:

Seamless integration

Easier to audit and track

Increased accuracy

Reduction in opportunity for things to go wrong.

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

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

Questions?