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Scope of Project: Sustain Group provides a coordination function to engage the Landlords and organise equipment/asset replacements via a Landlord Claim Sustain Group has a database (extract on second...

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Scope of Project:

  • Sustain Group provides a coordination function to engage the Landlords and organise equipment/asset replacements via a Landlord Claim
  • Sustain Group has a database (extract on second tab of excel workbook) detailing the status of all Landlord Claims (note – some items have been redacted/modified).
  • Landlord Claim Status in order are:
    • New
    • In Progress – More Info Required
    • In Progress – Preparing Letter
    • Letter with Property (internal Client contact)
    • Letter With Landlord
  • A Landlord Claim will result in one of two outcomes:
    • Landlord Approved – Landlord approves Sustain Group Client to undertake the works and seek reimbursement via an Invoices
      • Claim Status order
        • Landlord Approved
        • Invoice Raised
        • Invoice Paid
    • Cost Avoidance – Landlord advises Sustain Group that they will undertake the works themselves and then confirm completed
      • Claims Status order
        • Cost Avoidance
        • Cost Avoidance – Evidence Completed

Trial Task

  • Develop a dashboard to display the information – consider PowerBI or Google Data Studio – please consider if you were the Client what information would you want to see.
  • Breakdown of the Claim Status (Column G) and corresponding other status can be found on the Instructions Tab
landlord-capital-works-dashboard-trial-opf3m3st.xlsx
Answered Same Day Jun 27, 2022

Solution

Uhanya answered on Jun 28 2022
102 Votes
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