Aareon QL integration with SDS Sequel
13th September 2019
Aareon QL integration with SDS Sequel Shelton Development Services and Aareon are pleased to announce the release of the integration
Sequel
Project-manage your development using cashflow, workflow, and people from the first appraisal to property handover.
Sequel
Project-manage your development using cashflow, workflow, and people from the first appraisal to property handover.
Project Overview
See all projects or just view your own (depending on security settings).
See the status (by traffic lights) of all your projects at a glance.
View all current and overdue project notes.
View unbalanced cashflows and the percentage of variance.
View overdue and current tasks that require attention.
Cashflow
Import the development cashflow from your appraisal.
Import actual results from your accounting system.
Forecast future income and costs using a variety of tools.
Track actual vs budgeted results.
Export outturn appraisal.
Integrates with SDS HomeMatch.
Property
Import unit type details from the appraisal.
Create individual properties.
Arrange properties in user-defined folders/hierarchies.
Export/import properties to/from Excel.
Copy information across all properties or folders of properties.
Provide property information for the entire organisation.
Workflow
Import workflow templates from user-defined library.
Keep track of task starts, completions & reactivations.
View cashflow budget, forecast and actual spend for each task.
Check over/under spend for each task.
See overall progress over time for your project.
Use Office add-ins to link scheme documents to tasks.
Project Overview
See all projects or just view your own (depending on security settings).
See the status (by traffic lights) of all your projects at a glance.
View all current and overdue project notes.
View unbalanced cashflows and the percentage of variance.
View overdue and current tasks that require attention.
Property
Import unit type details from the appraisal.
Create individual properties.
Arrange properties in user-defined folders/hierarchies.
Export/import properties to/from Excel.
Copy information across all properties or folders of properties.
Provide property information for the entire organisation.
Workflow
Import workflow templates from user-defined library.
Keep track of task starts, completions & reactivations.
View cashflow budget, forecast and actual spend for each task.
Check over/under spend for each task.
See overall progress over time for your project.
Use Office add-ins to link scheme documents to tasks.
Project Overview
See all projects or just view your own (depending on security settings).
See the status (by traffic lights) of all your projects at a glance.
View all current and overdue project notes.
View unbalanced cashflows and the percentage of variance.
View overdue and current tasks that require attention.
Property
Import unit type details from the appraisal.
Create individual properties.
Arrange properties in user-defined folders/hierarchies.
Export/import properties to/from Excel.
Copy information across all properties or folders of properties.
Provide property information for the entire organisation.
Workflow
Import workflow templates from user-defined library.
Keep track of task starts, completions & reactivations.
View cashflow budget, forecast and actual spend for each task.
Check over/under spend for each task.
See overall progress over time for your project.
Use Office add-ins to link scheme documents to tasks.
Project Management Software
Project Management Software
Project-manage development workflow, cashflow and people from first appraisal to property handover.
Compare budgets and estimates with actual spend for accurate forecasting and monitor the performance and cost exposure of suppliers.
Cashflow/Appraisal
Data from your appraisal model is imported to create cashflows in Sequel. This can be as a single cashflow or separate cashflows per tenure if required. Users can monitor in the cashflow the current Latest Estimate against the approved Budget and view live cashflow status when transactions are imported from the Finance System. Tools within the cashflow allow for easy re-forecasting of the future expenses. Information on the Outturn Loan, NPV and Interest is displayed.
A consolidated view of multiple cashflows within a project can be viewed with a simple view selection.
Workflow
Workflow lists can be created and imported into each project from a user-defined library, which users can view and update to help keep track of when tasks should start and complete. Workflows make it easy to view progress for the projects. Links to documentation and supporting information can be created using the Office Add-in.
Workflow
Workflow lists can be created and imported into each project from a user-defined library, which users can view and update to help keep track of when tasks should start and complete. Workflows make it easy to view progress for the projects. Links to documentation and supporting information can be created using the Office Add-in.
People
Information on Consultants, Contractors and other organisations involved with the project can be stored in this area. Each organisation can be imported, and discrete information stored in the attributes record how they are performing on schemes. Each organisation has a traffic light status so users can easily track key metrics eg. insurance dates are valid, contractors are within user-defined financial viability limits. Users can also create and send documents/emails to contacts and input details of Purchase Orders which link to the Cashflows.
People
Information on Consultants, Contractors and other organisations involved with the project can be stored in this area. Each organisation can be imported, and discrete information stored in the attributes record how they are performing on schemes. Each organisation has a traffic light status so users can easily track key metrics eg. insurance dates are valid, contractors are within user-defined financial viability limits. Users can also create and send documents/emails to contacts and input details of Purchase Orders which link to the Cashflows.
Property
Unit data can be imported from the Appraisal into the Property section. Individual property attributes are updated with live scheme information. Users can arrange properties in folders/hierarchies to assist with managing attributes, as well as importing and exporting information from/to Excel. Data from these attributes can also be exported to QL and Orchard housing management systems using our integration tools.
Property
Unit data can be imported from the Appraisal into the Property section. Individual property attributes are updated with live scheme information. Users can arrange properties in folders/hierarchies to assist with managing attributes, as well as importing and exporting information from/to Excel. Data from these attributes can also be exported to QL and Orchard housing management systems using our integration tools.
Projects
The Project page is used to monitor key aspects of your project using the built-in traffic lights. Users can capture discrete information in the user-defined attributes (which can be tailored to each organisation within the system settings). Detailed information can be stored within the notes system allowing links to documents and emails as well as online sources. Key project dates can be seen at a glance and timesheets can be used to track work completed.
Projects
The Project page is used to monitor key aspects of your project using the built-in traffic lights. Users can capture discrete information in the user-defined attributes (which can be tailored to each organisation within the system settings). Detailed information can be stored within the notes system allowing links to documents and emails as well as online sources. Key project dates can be seen at a glance and timesheets can be used to track work completed.
Reports
Sequel is provided with pre-configured standard reporting however users can create any type of report using the Report Designer application included. Information can be exported to other programmes such as Excel, Word and PDF. Reports can be run on any information in the database and users can Batch/Combine reports together or even schedule reports to run at certain times.
Reports
Sequel is provided with pre-configured standard reporting however users can create any type of report using the Report Designer application included. Information can be exported to other programmes such as Excel, Word and PDF. Reports can be run on any information in the database and users can Batch/Combine reports together or even schedule reports to run at certain times.
How well are you managing your ongoing schemes?
Live scheme project monitoring
Imagine being able to have all of your project information, development cash flow, high-level workflows, audit trails and key property attributes delivered to your door on a regular basis.
We’ve been helping our clients manage their housing projects for the last 25 years. Our monitoring service will deliver financial reports and regular updates to your door so that you can stay on time and on the budget, keeping all stakeholders fully informed.
It's a simple process
It's a simple process
Sign up to our monitoring service
Share your key scheme data with us
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