Information Gathering
Brief > Requirements identified
Research > Review existing estate portfolio
> Evaluate current procedures
> Scope of service outlined
> Current methods and systems evaluated
> Number and type of work orders raised
per annum identified
> Current annual spend analysed
Report > Initial report and recommendations
Establish the System
Communicate > Establish lines of communication
> Develop and agree escalation process
Populate > Establish hierarchy of property data input
> Populate helpdesk with property details
> Populate helpdesk with contractors details
Tender > Contract conditions
> Service level agreements
> Rates of charge
> SoR
> Prepare select list of contractors
> Issue tender documents
> Prepare tender model,
> Analyse results
> Report
> Appoint contractors
Commission > Testing of helpdesk data
Implement the System
Brief > Brief client & contractors staff
> Issue helpdesk number
> Issue aide memoir
> Hold workshops
> Write procedure notes
> Staff training
Operate > Receive calls for work
> Issue work orders
> Manage quotes
> Manage warranty work
> Check applications for payment
> Authorise
> Reports
Control > Chase contractors until work complete
> Record feedback
> Close down orders
> Undertake audits
> Monitor progress
> Experience feedback to fine tune
> Data analysis
Liaise > Regular meetings with client & contractors
> Provide job status reports
> Provide accrual reports
> Regular meetings with client & contractors
> KPI’s
