Consolidating governance, document automation, AI agents and real-time visibility across the full property agreement lifecycle — on a single Salesforce platform built to last.
Multi-award winning Australian Salesforce partners — Strategy, Empathy, Technology, and Curiosity in everything we do.
What we see today — and why the opportunity to build within CHIMES is so significant.
Click any stage to explore what changes from current state to future state — and how Salesforce Flow, Agentforce, and integrations power each step.
The foundational workflow layer — every lease matter managed end-to-end within Salesforce, with full governance controls and audit trail.
A single CLM platform will deliver document generation, eSignature and contract lifecycle management. Platform selection (Conga vs DocuSign) is currently under evaluation — decision pending market scan.
Document generation alone isn't enough — lease negotiations require a governed, version-controlled negotiation layer. Whichever platform is selected, CLM capability closes the gap between draft dispatch and executed agreement.
CHP-facing portal — community housing providers interact without needing a Salesforce licence.
Seven agents that act, not just report — drafting documents, following up with CHPs, triaging overdue matters, forecasting portfolio risk, and surfacing the right action to the right officer.
Reads the lease record and auto-drafts the Briefing Note — CHP profile, property list, commercial terms, and negotiation outcomes pulled directly from CHIMES data.
Officers type a plain-English question — "What's the status of the ANH renewal?" — and get an instant answer from live CHIMES data. No report-building required.
Automatically sends a contextual follow-up to the CHP contact, logs the action and timestamp in CHIMES, escalates to the matter manager if still unresolved.
Surfaces a prioritised action list per officer — overdue matters, next required steps, SLA breaches pending. Managers see team-level workload and bottlenecks.
Reads returned documents, extracts key data fields, populates CHIMES records, and flags non-standard clauses for Legal review before execution.
Queries Future Use, PAM/Assets, and SHAS/HPP for every PRN — delivers a clearance summary before the officer manually sends three separate referrals.
Looks 3–6 months ahead and forecasts renewal demand by month, provider and lease type. Factors in historical CHP response times and flags where resourcing pressure is building — feeding the Director's forward planning dashboard.
Success defined not by system changes — but by measurable uplift in how leasing is governed, tracked and delivered in CHIMES.
Data Cloud and Tableau Next are included in Phase 1 — unified data profiles, predictive segmentation, live portfolio dashboards, and all Agentforce AI agents from day one.
The technology stack underpinning the CHIMES solution — document generation, CLM, eSignature, analytics, and middleware all connected within Salesforce.
Click any component to explore its capabilities. Colour-coded by implementation phase.
12 weeks from Kick-Off to Go-Live — structured across Discovery, Define, Develop, Deliver and Go-Live stages with clear HNSW checkpoints throughout. Support commences from Week 13 onwards.
Clear boundaries ensure delivery stays focused and expectations are aligned from day one.
A hybrid agile delivery approach based on the Double Diamond process model — combining the structure of waterfall with the adaptability of agile.
Four core principles guide our governance approach: structured decision-making, accurate engagement reporting, transparent communication, and benefits realisation.
Active participation and timely decision-making from Homes NSW is essential. These FTE estimates are approximations based on similarly complex projects.
| Role | Purpose | Discovery | Implementation | Launch |
|---|---|---|---|---|
| Executive Sponsor | Executive alignment, strategic decisions, resourcing commitments | 5% | 5% | 5% |
| Project & Change Lead | Coordinates stakeholders, attends governance meetings, tracks actions | 40% | 40% | 40% |
| Product Owner | Defines priorities, validates scope, approves deliverables and solution design | 40% | 40% | 40% |
| SMEs — Internal Use Cases | Workshop participation, detailed requirements, current process insights | 30% | 10% | 20% |
| SMEs — External Use Cases | Customer journey requirements, portal needs, experience expectations | 30% | 10% | 20% |
| System Admin / IT Support | Environment setup, access provisioning, security alignment | 10% | 10% | 10% |
| System Owners (e.g. TRIM) | System documentation, field definitions, integration details | 20% | 10% | 20% |
| Testers (UAT weeks only) | Execute test scripts, validate outcomes, sign off on readiness | — | 40% | 20% |
| Internal Trainers / Champions | Training participation, adoption planning, end-user enablement | — | 30% | 40% |
Real outcomes from organisations managing complex assets, leases, field operations and customer engagement at scale.
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