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Windmills

Procurement of a New Property & Housing Management System For a Leading UK Charity

The Challenge

  • The charity’s legacy housing and property systems lacked integration, creating manual data entry and compliance risks across residential and commercial portfolios.

  • Procurement required consolidating 200+ functional and non-functional requirements across Finance, Housing, Estates, and Compliance teams.

  • Trustees demanded a data-driven and bias-free process, with evidence for every scoring decision.

  • Tight Board deadlines meant the procurement had to be completed in 12 weeks without compromising quality or transparency.

Team Profile & Methodology

  • FPB deployed a Senior Project Manager and Procurement Lead with deep expertise in social housing systems, property compliance, and supplier evaluation.

  • Led multi-disciplinary workshops to build a comprehensive Requirements Catalogue aligned with the charity’s digital roadmap.

  • Applied FPB’s Procurement Decision Framework to ensure transparent scoring, auditable decisions, and stakeholder confidence.

Delivery Approach

  • Developed a phased procurement plan including requirements validation, ITT issuance, supplier demonstrations, and final evaluation.

  • Implemented FPB’s blind voting methodology, ensuring all evaluation scoring was data-led and sponsor bias was eliminated.

  • Built Power BI dashboards to visualise supplier performance, requirement coverage, and cost-benefit comparisons.

Added Value Delivered

  • Delivered a fully auditable process with traceability of every procurement decision, ensuring full compliance with governance standards.

  • Enabled objective, data-led decision-making through automated evaluation analytics.

  • Reduced procurement delivery time by 25% through structured facilitation, templates, and proactive risk management.

The Result

  • Procurement completed on time and within approved budget, endorsed unanimously by the Board of Trustees.

  • The chosen supplier demonstrated the best alignment to the charity’s future-state data and compliance strategy.

  • FPB awarded the subsequent role of Solution Design and Implementation Partner for the PHMS rollout.

  • “Working with FPB has been brilliant throughout the entire sourcing process—efficient, knowledgeable, and incredibly supportive. Their input has been invaluable to the success of this project, and they have been a pleasure to work with, knowledgeable and responsive” - Becky Reilly (Head of Property)

Want to discuss how FPB Consulting can support you with your project's? Please reach out to us here and we can schedule a chat to see how best FPB can meet your requirements.

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