The Challenge

Moving into a retirement village is complex

Multiple parties involved: residents, families, movers, village staff

Move-in delays can impact occupancy

Result: stress for residents and avoidable time pressure for teams

Significant downsizing and item decisions required

High administrative workload

Risks of lost misplaced items

Co-ordinated, digital system for managing every step of the move

• Enables a new client to be setup in the Moving Companion database - a personalised hub for each incoming resident — accessible on phone, tablet or desktop

• Creates a Key Information record that holds essential village information (village contacts, financial information relating to the contract, important dates [application, LTO, confirmation]

• Provides functionality to identify items that exist in existing home, by room, with destination options for each — keep, sell, donate, discard - and put values on each item

• Create transition plans for selling the existing home, auctioning or disposing of unwanted items, moving logistics

• Create checklists for downsizing, photoshoot readiness, moving preparation, change of address

• Creates Items Lists for movers and QR Labels to be used for checking off moved items

• Track and manage valuable collections for security and insurance purposes

The Client

The Role of the client

Planning the move

The client is the person or couple who is making the move - any move like this is led by the client - they are the ones that are driving the move to a new location.

A huge amount of thought and discussion by the folks that are making a change as dramatic as this means that they need to be calling the shots.

The Moving Companion provides the ability to set out a series of projects by allocating tasks to the people who will carry them out and specifying the timelines for them to be completed.

Envisioning the new home's result

How each room will be set up with furniture, artwork, appliances, other household items. The Moving Companion provides the destination of each item on a manifest and QR Coded labels used by the movers.

The QR codes enable the movers to check-in each item so that clients can ensure that all items that are tagged as Kept end up in the planned position in the new home.

Check-in Reports provide a record of the receipt of each item.

The Players:

Gathering the data

This is the most time consuming activity but is a crucial part of the whole moving experience. It involves identifying all the items in the home that are going to the new home and where they will fit. They have to decide what to keep, donate, sell or discard. The dimensions of each item is captured to make sure it will fit and to enable the movers to decide on the volume of packing materials, size of the truck and the number of people involved in the packing, moving and unpacking.

So that the packers and movers can identify each item photos are taken and retained in the database, stipulating where it will go in the new home. Moving Companion contains tools for identifying and labelling every item to be packed, moved and unpacked.

The Moving Specialist

Experienced planning and support for new members includes in-home evaluations to assist with belongings and moving options.

Maintaining detailed plans for owners to understand their work items, assisting with planning the fitting of belongings into the new home.

Collaboration with logistics providers, village operations people, window treatment suppliers.

The Role of the Specialist

The passion and dedication of the village people is an important aspect for residents starting a new lifestyle. Moving Specialists are the trusted guides for new residents to help them navigate the moving process with care and professionalism. They work closely with village teams, realtors and moving businesss to deliver an easy transition to the new home.

The Movers

The logistics team that packs, carries, unpacks

Packing service: Packing items & labelling their destination in the new home.

Removal service: Loading/moving/unloading unpacking, assembling, installing.

Checking all items from old home have arrived in the new home.

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