Navigator launched in June 2026, bringing capital works and energy improvement planning into one live environment, and already manages £149M of investment across the platform. We sat down with Sam Lott, Product Owner for Navigator at Infoshare+, to talk about the client challenges that led to development of the product and where it’s headed.

Where does Navigator start for you?

With customers. We have been in energy calculation for more than 40 years, and today we work with more than 240 housing providers across the UK. I have been here almost four years, the last of them as part of Infoshare+ after Sava Technology became part of the group. Before moving into Product, I worked directly with customers, supporting funding applications and building net zero and policy plans. A lot of it was bespoke: costed pathways and tailored reports, the kind of thing you put together for one landlord and then start again from scratch for the next.

What was the problem you kept running into?

Energy planning sat on its own. A landlord would have a capital works programme, a planned maintenance schedule, and then separately own an energy or net zero plan. Same properties, same budgets, different plans. Roofs, windows and heating systems all show up in more than one of those programmes, but the programmes were not talking to each other. That meant duplicated spend, missed chances to do work once instead of twice, and a compliance picture that was hard to pin down at any given moment.

How did that become a product?

Wales brought it to a head. The Welsh Housing Quality Standard 2023 (WHQS 2023) asked social landlords to produce a Target Energy Pathway (TEP) for every property, and most providers we spoke to were unsure how to approach it. We supported them through consultancy, and I started building internal tools to bring capital works and energy planning into the same view, so customers got one joined-up answer instead of two. However, a plan delivered as a report becomes dated the moment a budget moves or a programme changes, so since the tools kept proving their worth, we took them apart and rebuilt them properly. That became Navigator.

What challenges does Navigator actually solve?

Navigator is a product you can use directly rather than a service we deliver for you. The aim is one plan for each property that meets multiple objectives at once, with energy planning and capital works running together. You can see where programmes overlap, so you can avoid paying for the same work twice, can sequence works so you are not replacing a roof one year and coming back to it the next, and hold a compliance position you can defend when asked. Standard Assessment Procedure (SAP) ratings and improvement models feed straight in from Sava Intelligent Energy, with no new surveys to commission. Move a measure to a different year and the SAP, carbon and cost impact recalculates in front of you, with every change logged.

Where is Navigator already making a difference?

Powys County Council is a good example. We first developed Target Energy Pathways for the council as a consultancy project. Powys has since taken a Navigator licence to hold those pathways and keep them live, updating stock data and evidencing WHQS 2023 compliance in-house rather than commissioning a fresh report every time something changes.

Where is Navigator headed?

The vision is simple. Energy planning and wider capital and planned works should be one conversation. One plan per property, working towards several goals at once, with duplicated cost stripped out and a compliance position you can stand behind. That is what we set out to build, and it is what customers are using today.

Plan for your portfolio in Navigator