Portfolio Plus: model, measure and monitor housing retrofit roadmaps

Portfolio Plus将以Parity Projects的市场领先软件Portfolio为基础，生成包含更大范围输入的改造路线图，管理它们在项目规划中的相互作用，并以适合改造数据供应链要求的格式提供这些路线图，包括金融服务、采购服务和承包商。通过17年的住房改造咨询经验，Parity Projects利用数据驱动的方法，将咨询服务范围从现场房主咨询扩大到为房东提供多达12.5万套住房的投资组合，并为伦敦议会、大曼彻斯特联合管理局、公民咨询和气候变化委员会等客户提供100多万套住房的区域分析。在某种程度上，市场是成熟的，因为有许多产品和服务可以为家庭提供实现脱碳目标所需的产品和服务。在投资组合规模上，知识差距是如何、何时以及在何处进行这项工作。这导致Parity Projects的客户和产品用户（包括格林威治皇家自治市和DG Cities）进行了自动化分析，从而使房东、地方当局和居民受益。我们相信答案是通过基于地点的方法，结合时间维度的模型，使绘图和建模能够制定可交付的行动计划。与现有客户合作，包括对Greenwich要求的深入研究和对Parity客户群的更广泛调查，这项研究将评估如何以标准化和可互操作的格式整合整个市场的数据，以便为投资者和采购准备路线图的制定提供信息。

Portfolio Plus will build on Parity Projects' market-leading software, Portfolio, to produce retrofit roadmaps that incorporate a greater range of inputs, manages their interaction in programme planning, and delivers them in a format suited to the retrofit data supply chain requirements including financial services, procurement services and contractors.Through 17 years' experience of housing retrofit advice, Parity Projects has used data driven approaches to scale up advice provision from onsite homeowner advice to portfolios of up to 125,000 homes for landlords, and area-based analyses across 1 million+ homes for clients like London Councils, Greater Manchester Combined Authority, Citizens Advice and the Climate Change Committee. The market is mature, to a certain extent, as there are a number of products and services available that map out what homes require to get to their decarbonisation targets.The gap in knowledge, at the portfolio scale, is how, when and where to do that work.This has resulted in Parity Projects, its clients and product users including Royal Borough of Greenwich and DG Cities undertaking analysis that could be automated to the benefit of landlords, local authorities and residents.We believe the answer is through a place-based approach, with a model that incorporates a time dimension that enables mapping and modelling to develop deliverable action plans. Working with current clients, including in-depth research of Greenwich's requirements and wider surveys of Parity's client base, this research will assess how the incorporation of data from across the market, in standardised and interoperable formats, can inform the development of roadmaps that are investor and procurement ready.