BANGS & HAMMERS BHS Data Migration Template Green Retrofit & Investor Core
BHS Data Migration Template: Green Retrofit & Investor Core
This template defines the exact data headers required to transition from legacy spreadsheets into the SaaS ERP Clean Core environment.
This is the ultimate Human-In-The-Loop (HITL) responsibility. Subject Matter Experts (SMEs) must manually validate each field to ensure that 5-year Broad Hybrid Syndication (BHS) projections are built upon verified facts.
Sheet 1: Project & Asset Master (The “Hammers” Data)
Focus: Tracking physical smart-home assets and green retrofit status.
| Project_ID | Project_Name | Property_Address | Retrofit_Status | Target_Green_ROI | Energy_Baselines_Verified | Last_Audit_Date |
|---|---|---|---|---|---|---|
| BH-001 | Oak St. Smart-Home | 123 Oak St. | In-Progress | 18% | YES / NO | YYYY-MM-DD |
Sheet 2: Investor & Cap Table (The “Bangs” Data)
Focus: Managing grassroots capital and syndication distributions.
| Investor_ID | Full_Name | Tax_ID_Encrypted | Total_Contribution | BHS_Share_% | Last_Distribution_Date | Compliance_Docs_On_File |
|---|---|---|---|---|---|---|
| BHS-INV-101 | Jane Doe | *****1234 | 25000 | 0.05% | YYYY-MM-DD | YES / NO |
Sheet 3: Procurement & Vendor (Supply Chain)
Focus: Automating the construction supply chain and ESG tracking.
| Vendor_ID | Vendor_Name | Material_Category | Contract_End_Date | ESG_Rating | Preferred_Vendor_Status | Active_PO_Count |
|---|---|---|---|---|---|---|
| VEN-882 | Eco-Lumber Co. | Framing | YYYY-MM-DD | A / B / C | YES / NO | # |
Scrubbing Instructions for SMEs (Week 4)
- Format Check: Dates must follow YYYY-MM-DD format. Currency fields must not contain symbols.
- The No-Blank Rule: Critical fields (IDs, Share %, Status) cannot be empty. Missing data requires Manual Triage.
- Deduplication: Remove duplicate Project_ID or Investor_ID entries.
- Verification: Every Green ROI target must have supporting documentation saved in the Bangs and Hammers digital archive.
The IT “Gatekeeper” Stipulation
IT will perform a Mock Load during Week 4. Any row containing “NO” in a Verified column will be rejected and returned to the SME for immediate correction prior to Month 1 Close.

Comments
Post a Comment