CHIMES Lease Solution
Homes NSW · Solution Architecture · 2026

CHIMES Lease
Management Solution

Consolidating governance, document automation, AI agents and real-time visibility across the full property agreement lifecycle — on a single Salesforce platform built to last.

Phase 1 — Core
Options for Discussion
Future Phase
AI / Agentforce
9
Workflow Stages
7
AI Agents
1,400+
PRNs per Agreement
CLM
Platform Included
12 Weeks
Kick-Off to Go-Live

Know the Goal. Build the Path.
Deliver the Change.

Multi-award winning Australian Salesforce partners — Strategy, Empathy, Technology, and Curiosity in everything we do.

Salesforce Partner
Innovation Award
Energy & Utilities · 2024
Salesforce Partner
Innovation Award
Connected Ecosystem · 2022
🏛️
Public Sector Expertise
Deep experience across government housing, regulated environments and complex stakeholder landscapes. We understand what governance and compliance actually mean in practice — not just in a proposal.
☁️
Salesforce-Native Delivery
Multi-cloud specialists across Service Cloud, Platform, Agentforce, Data Cloud, MuleSoft and integration architecture. We make your existing licences work harder — not just add to the stack.
100+ Certifications
🔑
Leasing Transformation
Proven transformation experience across complex lease portfolios — structured workflows, governance controls and automated document generation. We know what a lease lifecycle looks like end-to-end.
🌏
Collaborative by Design
We start every engagement by asking: is this the right problem? Then we build solutions that work for your business, your people and your purpose. Outcome-focused by default — not by chance.
🤝
Trusted Partner Network
Strong established relationships with Conga, DocuSign, MuleSoft and analytics specialists — enabling end-to-end outcomes without compromising platform standards or creating future technical debt.
5-Star Customer Success
Two Salesforce Global Partner Innovation Awards. A 5-star Customer Success Score. And a track record of clients who say we delivered above and beyond — and that the design decisions still make their lives easier today.
Strategy
Empathy
Technology
Curiosity
(SET)c — Our Formula for Transformation

Our Understanding

What we see today — and why the opportunity to build within CHIMES is so significant.

⚠ Current State — What We See Today
Lease renewals tracked across SharePoint, spreadsheets and email — no single source of truth
Workflow milestones manually updated as each step is completed
Internal reviews managed sequentially, often via email with no structured escalation
Follow-ups and reminders dependent on individual officer oversight
Large property schedules compiled manually for lease agreements
Draft circulation and execution status tracked across multiple touchpoints
Dashboards supported by manually maintained trackers — point-in-time only
Leadership visibility gaps require manual consolidation before reporting
✓ Why This Matters — The Opportunity
Operational inefficiency: manual coordination across large property schedules increases officer workload and error risk
Limited scalability: throughput is constrained by manual process as lease volumes grow
Governance risk: fragmented tracking makes consistent audit visibility and delegation enforcement difficult
Execution delays: sequential reviews and manual follow-ups create structural bottlenecks at every stage
The opportunity is not to digitise leasing — but to operationalise it within CHIMES as a governed, scalable platform

From Matter to Executed Agreement

Click any stage to explore what changes from current state to future state — and how Salesforce Flow, Agentforce, and integrations power each step.

9 Stages · Click to Explore
1
PRN Definition
Flow + Data 360
2
Property Use Survey
AI Agent
3
Internal Clearances
Flow
4
Change of Use?
Decision Gate
5
Governance Approval
Flow
6
Legal Drafting
Conga
7
Draft to CHP
AI Agent
8
Briefing Note
AI Agent
9
Execution & Filing
DocuSign
Salesforce Flow Agentforce AI Agent CLM Platform — Decision Pending MuleSoft → TRIM

Core CHIMES Capabilities

The foundational workflow layer — every lease matter managed end-to-end within Salesforce, with full governance controls and audit trail.

Immediate Delivery
🏠
Lease Management
End-to-end lifecycle in CHIMES
🏗️
Property Management
PRN records and encumbrance logic
🏢
Provider (CHP) Records
Community housing provider management
🔄
Lease Renewal Workflow
Automated renewal cycle management
ACG Governance Approvals
Delegated authority and audit trail
📊
Executive Dashboards
Real-time operational oversight

Document Generation, CLM & eSignature

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
Lease templates, property schedules, clause logic
📋
Contract Lifecycle Management
Negotiate, redline, version control, advanced approvals
✍️
eSignature
Counterparty execution and IP audit trail
🔗
MuleSoft → TRIM Integration
Dual-repository filing on execution
⚖️ Platform Decision Pending — Conga and DocuSign are both being evaluated against requirements. This section will be updated once the market scan is complete and a platform is selected.

Why CLM — Not Just Document Generation

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.

Phase 1 — Included
⚠ Without CLM — Current Gap
Negotiation tracked via email — no version control in CHIMES
Redlined drafts managed in Word — shared by email attachment
Legal endorsement sign-off tracked manually — no audit trail in system
Counter-signature by Homes NSW managed as a separate manual step
Document status invisible to Directors until officer manually updates
✓ With CLM — What Changes
Every negotiation iteration version-stamped and stored in Salesforce automatically
Redlining and tracked changes managed within CHIMES — no email trail
Internal Legal endorsement step built into the workflow — approval recorded and traceable
Counter-signature by Homes NSW embedded as a structured signing step
Document stage visible to Directors in real time — no manual update required
📋
Negotiate & Redline
Tracked changes within Salesforce
📝
Version Control & Audit
Every iteration stamped, stored, traceable
⚖️
Advanced Approvals
Legal sign-off embedded in workflow
🔄
Redlining & Versioning
Deviation tracking per clause

Experience Cloud Portal

CHP-facing portal — community housing providers interact without needing a Salesforce licence.

Phase 1
📋
Property Use Survey Tool
CHP-facing survey submission
🗂️
Lease Status View
Provider-facing lease progress visibility

Autonomous AI Agents

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.

Agentforce
📝
Briefing Note Drafting Agent
Triggered: BN approval stage reached

Reads the lease record and auto-drafts the Briefing Note — CHP profile, property list, commercial terms, and negotiation outcomes pulled directly from CHIMES data.

Click to learn more →
💬
Lease Record Summarisation Agent
Triggered: Officer opens record or asks a question

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.

Click to learn more →
📧
CHP Follow-Up Agent
Triggered: 2-week SLA passes with no response

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.

Click to learn more →
🎯
Workflow Triage & Action Agent
Triggered: Officer login or daily schedule

Surfaces a prioritised action list per officer — overdue matters, next required steps, SLA breaches pending. Managers see team-level workload and bottlenecks.

Click to learn more →
📥
Incoming Document Processing Agent
Triggered: Document returned into CHIMES

Reads returned documents, extracts key data fields, populates CHIMES records, and flags non-standard clauses for Legal review before execution.

Click to learn more →
🔍
Property Clearance Intelligence Agent
Triggered: Lease matter initiated

Queries Future Use, PAM/Assets, and SHAS/HPP for every PRN — delivers a clearance summary before the officer manually sends three separate referrals.

Click to learn more →
📈
Lease Portfolio Risk & Expiry Forecasting
Triggered: Scheduled weekly

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.

Click to learn more →

Measures of Success

Success defined not by system changes — but by measurable uplift in how leasing is governed, tracked and delivered in CHIMES.

100%
Leases Managed in CHIMES
Every lease renewal and new agreement initiated, tracked and executed within CHIMES — no parallel spreadsheet, no email chains.
Real-time
Lease Stage Visibility
Real-time visibility of lease stage, ageing and workload across the portfolio — the Director sees what needs action today, not a snapshot from the last manual report run.
Zero
Leases Fall Through Cracks
Embedded SLA monitoring, AI escalation agents, and automated follow-ups ensure no matter stalls silently. Every overdue action is visible and escalated.
Minutes
to Generate a Lease Agreement
The CLM platform generates multi-property agreements with 1,400+ PRN schedules in minutes — replacing days of manual document preparation and version reconciliation.
Embedded
Legal & Governance Checkpoints
Approval checkpoints built into every lease workflow — legal sign-off structured and traceable, delegations clearly enforced, full audit history captured automatically.
Scalable
Foundation for Future Workflows
A workflow architecture ready to expand to handbacks, insurance matters, holdover management, and other CHP interactions — without starting from scratch.

Sustainable Leasing Model

🧱
CHIMES Platform-First Design
Native Salesforce — future upgrades protected
🎯
Value-Led Delivery
Early wins, logically sequenced enhancements
⚖️
Governance Embedded by Design
Approval checkpoints built into every workflow
Workflow Before Documents
Lifecycle model defined first, automation layered
🔮
Future-Ready Architecture
Expandable, integration-ready, AI-enabled
🌱
Sustainable & Manageable
Designed for internal administration and ownership

Intelligence Layer

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.

🗄️
Unified Property & Lease Data Profile
Single source of truth across CHIMES, spreadsheets & TRIM
📅
Lease Expiry & Holdover Predictive Segmentation
30/60/90 day dynamic segments — live in CHIMES
📡
CHP Engagement & Responsiveness Scoring
Per-provider response pattern tracking
⚠️
Lease Portfolio Risk & Expiry Forecasting
3–6 month forward demand view for Directors
📈
Tableau Next Dashboards
Lifecycle, portfolio, expiry & workload reporting
🔐
Salesforce Shield
Enhanced audit, event monitoring & encryption
🤖
Tableau Next — Conversational AI
Semantic layer + proactive insight alerts

Connected Systems

The technology stack underpinning the CHIMES solution — document generation, CLM, eSignature, analytics, and middleware all connected within Salesforce.

📋
CLM Platform
Document generation, contract lifecycle management and eSignature — platform selection pending (Conga vs DocuSign market scan in progress)
Decision Pending
📊
Tableau Next
Lifecycle dashboards, portfolio reporting, expiry segmentation, workload visibility
Partial Phase 1
☁️
Salesforce Data Cloud
Unified data layer — harmonises CHIMES, spreadsheets, and TRIM into a single real-time profile
Partial Phase 1
🔀
MuleSoft
Primary middleware — TRIM filing, data synchronisation, API orchestration
Future Phase
📁
TRIM / OpenText
Official records — executed agreements dual-filed on DocuSign completion via MuleSoft
Future Phase

Full System Overview

Click any component to explore its capabilities. Colour-coded by implementation phase.

Phase 1
Future Phase
Options for Discussion
AI / Agentforce
Salesforce
Experience Cloud
Property Use Survey Tool (CHP-facing)
Property List View (by Provider)
Lease Status View (by Provider)
Document Review & Acknowledge Interface
Existing CHIMES Portal
CHIMES / Service Cloud
Lease Management
Property Management
Provider (CHP) Record Management
Lease Renewal Matter / Workflow Creation (Case)
Bulk Property List Management Interface
Conditional Routing (Crisis vs. Non-Crisis)
TRIM Reference Capture
Audit Trail & Compliance Logging
Holdover / Variation / Change of Use Workflow
Executed Lease Auto-Filing into CHIMES
Lease Renewal Trigger & Initiation Flow
Lease Status and Upcoming Renewals Reporting
Property Use Survey Auto-send and Reminders
Parallel Team Referral Routing (FU / SHAS / PAM)
ACG Governance Approval – Routing & Alert
Salesforce Record Approval Workflows
GIPA Request Workflow
Letter of Comfort Optional Trigger
Lease Management Dashboard
Workload by Officer / Manager
Salesforce Shield
Enhanced Audit & Tamper-Proof Logging
Event Monitoring
Encryption
CLM Platform / DocuSign (Decision Pending)
Lease Agreement Template Library
Auto-Assembly of Property Schedule Appendix
Conditional Clause Logic
Multi-Document Merge (Front Page + Appendix)
Draft Watermark Variant Generation
Dynamic Property Filtering
Briefing Note (BN) Template Generation
Automated eSignature Envelope Dispatch to CHP
CLM – Negotiate and Review
CLM – Redlining & Versioning
CLM – Advanced Approvals
Document Review & Approval Flow
Internal Legal Endorsement Signing Step
Counter-Signature by Homes NSW
Sent / Viewed / Signed / Returned Status Tracking
Executed Document Save to CHIMES & Record Updates
Tableau Next (Partial Phase 1)
Tableau Next Lease Lifecycle Dashboard
Executive Summary Report Generation
Provider Portfolio Drill-Down Analytics
Semantic Layer — Understands Leasing Language & Relationships
30 / 60 / 90 Day Expiry Visual Segmentation
Data Cloud (Data 360) — Required Foundation
Workload & Bottleneck Visibility by Stage
Lease Portfolio Trend Reporting
Proactive Insight Alerts (Pushed to Users)
Conversational AI Reporting via Agent Cindy 🤖
Data Cloud / Agentforce
Unified Property & Lease Data Profile
Lease Expiry & Holdover Predictive Segmentation
AI Lease Briefing Note Drafting Agent 🤖
Incoming Document Processing Agent MVP 🤖
Lease Record Summarisation Agent 🤖
Lease Portfolio Risk & Expiry Forecasting 🤖
CHP Engagement & Responsiveness Scoring
Workflow Triage & Action Recommendation Agent 🤖
Property Clearance Intelligence Agent 🤖
CHP Follow-Up Agent 🤖
MuleSoft
TRIM / OpenText — Executed Lease Filing
Dual Storage: Salesforce + TRIM
TRIM Reference Linking in CHIMES
TRIM Cloud Compatibility Validation
TRIM / OpenText
Executed Lease Filing (Official Records)
Dual Storage Repository

Project Timeline

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.

12 Weeks · End-to-End
KICK
OFF
Discovery
Processes
Discovery
Functional
Define
WK 0
WEEK 1
WEEK 2
WEEK 3
🏛 HNSW Actions
Workshops scheduled with appropriate stakeholders
HNSW SMEs attending workshops
Salesforce access granted to Arcturious
🏛 HNSW Action
HNSW SMEs attending workshops

✓ Milestone
Workshops completed with HNSW SMEs
✓ Milestones
Hi Level Design Artifacts Completed
Solution Playback Presentation

🏛 HNSW Actions
HNSW attending presentation
⭐ At End of Discovery
☐ Personas (employees and customers)
☐ Current state understanding documented
☐ Initial draft user stories
☐ Special Considerations / Constraints
⭐ At End of Define
☐ To-Be User-Journey Map
☐ Epics Documented
☐ First Phase Product Backlog (user stories)
☐ High-Level Implementation Roadmap
☐ Data Design and Requirements
☐ High-level solution architecture and design
☐ Implementation delivery approach
☐ Confirmed project scope & priorities
☐ Defined testing / QA approach
☐ Training and change plan approach
☐ Approved project plan ready for execution
☐ Build — Go/No-Go Decision
Dev
Sprint 1
Dev
Sprint 2
Dev
Sprint 3
UAT 1
UAT 2 +
Training
Deployment
Go-Live
Support
WK 4–5
WK 6–7
WK 8–9
WK 10
WK 11
WK 12
WK 13+
SF Dev
SF Dev
Testing
Data
SF Dev
Testing
Data
UAT
Training
UAT
Training Artifacts
User / External onboarding
Comms
Monitoring
Fix Issues
Transition to IT
Documentation
Support Option
Monitoring
Fix Issues
🏛 Previous Sprint Validation & Feedback
🏛 Previous Sprint Validation & Feedback

🏛 Product Owner Sign off UAT Readiness
🏛 UAT Testers (Includes Training)
🏛 UAT Sign off
⚖️ Governance Go/No-Go Decision
⚖️ Transition to Support
🏛 Project Sign off
⭐ At End of Each Dev Sprint
☐ Developed features in merged dev environment
☐ Previous sprint feedback implemented
☐ System testing (as Admin) in merged dev environment
☐ Sprint Showcase / Demo
⭐ At End of Delivery Sprint 3
☐ Deployment to UAT & post-deployment steps
☐ Partial (test) data setup in UAT environment
☐ Test scripts (as each type of user)
☐ Arcturious testing in UAT environment
☐ System integration testing in UAT (partial copy)
☐ Bugs / Issues logged & fixed
⭐ At End of UAT Sprint
☐ User Acceptance Done (as each type of user)
☐ Bugs / Issues logged & fixed
☐ UAT Sign-off

What's In — and What's Not

Clear boundaries ensure delivery stays focused and expectations are aligned from day one.

✓ In Scope
Workflow Automation — End-to-end lease renewal and new lease workflow in CHIMES, holdover/variation/change-of-use workflows, SLA timers, automated task routing, multi-level approval chain with audit trail
Document Generation, CLM & eSignature — CLM Platform for document generation, redlining, versioning, advanced approvals and eSignature. 10–15+ lease template types with 1–1,400+ PRN property schedules. MuleSoft integration for dual-filing to Salesforce and TRIM
Data Foundation & AI — Data Cloud (Data 360) unified data layer. 7 Agentforce AI Agents. Tableau Next dashboards and 30/60/90-day expiry segmentation
Portal & Security — Experience Cloud Portal for CHP-facing property survey and lease status views. Salesforce Shield for enhanced audit, event monitoring and encryption
Future Phase — Planned — Tableau Next advanced analytics and Conversational AI (Agent Cindy). Handback workflows, insurance matter management and broader CHP interaction automation
✕ Out of Scope
TRIM Cloud infrastructure setup or administration
Financial and rent-roll management systems outside Salesforce
Third-party CHP systems or provider-side platform changes
Legal drafting, clause creation or legal advice services
Process re-engineering outside of the CHIMES platform scope
Salesforce licence procurement (licences are Homes NSW's responsibility)
Migration of historical lease data from legacy systems (available as optional add-on)
⚖️ CLM Platform Note — CLM covers Document Generation, Contract Lifecycle Management, and eSignature in a single platform. Arcturious is conducting a market scan between Conga and DocuSign to confirm platform selection prior to implementation.

Our Methodology & Governance

A hybrid agile delivery approach based on the Double Diamond process model — combining the structure of waterfall with the adaptability of agile.

Discover
Stakeholder interviews, journey mapping, process modelling, problem analysis
Define
To-Be processes, rapid prototyping, solution blueprint, technical feasibility
Develop
Solution backlog, develop features, unit & system testing, sprint showcases
Deliver
Training, SIT, UAT, performance testing, go-live readiness, change review
Warrant
Issue triage, high severity fixes, change closeout, transition to support
Support
Defect logging, first response, ongoing defect fix and platform monitoring
Sprint Planning
Produce and agree sprint backlog and sprint goal. Prior to each sprint, 2–4 hours.
Regular Standups
Progress updates, blockers identified and removed. Periodically for 15–20 minutes.
Sprint Showcase
Work completed demonstrated to stakeholders. End of each sprint, 1–2 hours.
User Validation & Retro
Hands-on time with the solution, feedback captured for next sprint or project. End of each sprint.

Four core principles guide our governance approach: structured decision-making, accurate engagement reporting, transparent communication, and benefits realisation.

🏛
Executive Sponsor
Holds the project mandate. Responsible for overall outcome.
📋
Product Owner
Empowered week-to-week decision maker. Prioritises requirements and business needs.
Arcturious Sponsor
Governance support and escalation point. Ensures agreed outcomes.
⚙️
Engagement Manager
Responsible for week-to-week project management activities.

Homes NSW Roles & Responsibilities

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%
📋 FTE Explanation — Percentages represent the estimated proportion of a standard full-time workday each role is expected to dedicate during each phase. Where multiple individuals hold the same role, the % FTE applies per person.

Proven Results Across Industries

Real outcomes from organisations managing complex assets, leases, field operations and customer engagement at scale.

Leasing Transformation
Waveconn

End-to-end Salesforce-based lease management across the full lifecycle — integrating with Dynamics 365 Business Central, processing thousands of contracts and individual payments at scale.

40%
Faster payments
60%
Fewer manual checks
4 d.p.
Escalation precision
Service MuleSoft Platform
Field Service & Platform Unification
TOMRA Collection Australia

Migrated 25 disconnected systems to a unified Salesforce platform across CRM, call centre (Genesys CTI), and Field Service — supporting a 25% network expansion with no additional service headcount.

96%
System reduction
67%
Work order uplift
99%+
First-time fix
Sales Service Field Service Agentforce Data Cloud
Asset & Field Service at Scale
UDL Group

13,004 assets managed across 1,300 new sites — with council-mandated Brightly Assetic integration, zone-based maintenance, crew management, chemical compliance, and Xero integration for automated invoicing.

13,004
Assets managed
1 hr
Staff onboarding
1 FTE
Saved via integration
Service Field Service MuleSoft Platform
Growth & AI Engagement
RenewCo Solar

Absorbed a 400% rebate-driven surge in leads with zero added headcount — unifying sales and service on Salesforce with Agentforce powering AI across SMS, WhatsApp and Live Chat.

400%
Surge in leads
+10%
Conversion uplift
+5%
EBITDA gain
0
Extra headcount
Sales Service Agentforce Data Cloud Experiences
Arcturious
Confidential · Homes NSW

CHIMES Lease Management Solution

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