Package 04  ·  Housing & Property Compliance

Property Compliance Visibility Package

A practical Microsoft 365 and Power BI package for small housing associations, almshouses, community-led housing providers and property-owning charities that need clearer visibility of property compliance records, overdue checks and follow-up actions. Many smaller providers hold key property information in spreadsheets, email folders or informal records. This package helps turn that information into a clearer compliance register and dashboard.

At a glance
Best forSmall housing associations, almshouses, community-led housing and property-owning charities
Typical setup investmentfrom £2,500
Optional monthly supportfrom £250/month
Main outcomeA clearer compliance register and Power BI dashboard giving managers, trustees and scrutiny groups reliable oversight
The problem

Who this is for

Smaller housing providers — housing associations, almshouses, community land trusts and property-owning charities — often manage compliance obligations using spreadsheets, shared drives and email chains. Gas safety certificates, electrical checks, fire risk assessments and other statutory requirements are tracked informally, making it difficult to know at a glance what is overdue, what is due soon and what records are missing.

Boards and tenant scrutiny groups are expected to provide assurance, but the information they need is hard to extract and present consistently.

This package helps by giving managers and trustees a structured compliance register and a clear Power BI dashboard that shows what needs attention — without replacing existing systems or requiring a large IT project.

What this package helps with

Compliance visibility across your properties

Use cases
Monitoring gas safety and electrical safety check dates
Identifying overdue, due-soon and missing compliance records
Tracking compliance by property, area, borough or property status
Highlighting properties that need follow-up
Supporting board, management and tenant scrutiny reporting
Reducing reliance on disconnected spreadsheets
Deliverables

What you get

Included in the package
Review of your current property compliance records
Setup or refinement of a structured compliance register
Power BI dashboard showing property-level compliance status
RAG-style indicators — Compliant, Due Soon, Overdue and Missing Record
Filters by property status, area or borough and compliance type
Exception reporting for properties needing action
One handover session
Simple admin guidance
30 days of post-launch correction support
Dashboard views

Three views for different audiences

The dashboard is designed to serve different levels of the organisation — operational, management and governance.

Typical dashboard views
Compliance Overview
A high-level view of total properties, overdue checks, due-soon items and missing records.
Property Exceptions
A property-level list showing which homes need attention and why.
Board and Scrutiny View
A simplified reporting view designed to support oversight, challenge and assurance.
Optional add-ons

Extend the package

Available as additions
Additional compliance categories
SharePoint list setup and permissions
Power Automate reminder workflows
Board reporting template
Data cleansing and import support
Staff training
Wider Microsoft 365 governance review
Delivery

How it works

Adjona reviews your current compliance records, agrees the register structure and dashboard views with your team, builds and tests the dashboard, then provides a handover session so staff can use and maintain it confidently.

Final pricing depends on the number of properties, the condition of existing records, the number of compliance categories required and whether data cleansing or automation is needed. All of this is confirmed after a short introductory conversation.

Governance & important note

Visibility, not compliance advice

This package provides a practical compliance visibility and reporting tool. It does not replace legal, regulatory, building safety or specialist housing compliance advice.

Responsibility for statutory compliance and the accuracy of records remains with the housing provider. The dashboard reflects the data you hold — it is only as reliable as the records it is based on.

Licensing, permissions and information governance requirements are confirmed during scoping.

Optional monthly support

Keep it current

After setup, Adjona can provide monthly support to update the compliance register, adjust dashboard views, add new compliance categories and ensure the reporting remains accurate and useful as your property portfolio changes.

Monthly support
from £250/month
Register updates, dashboard adjustments, new categories and periodic review.
Extended support
quoted separately
Significant additions, automation workflows, additional integrations or wider governance work.
See it in action

Working example

The video below shows a working example of the pattern behind this package.

Pricing shown is a typical setup investment. Final scope and price are confirmed after a short introductory conversation. Data cleansing, larger property portfolios, additional compliance categories, automation workflows and extensive staff training are quoted separately.

Get Started

Discuss the Property Compliance Visibility Package

Book a free introductory conversation to discuss your current compliance records and whether this package is the right fit.

Typical next step
Free · 30 minutes · No obligation
Get in touch
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