Entity Life Cycle Management

Accessing accurate information about a company and its consolidated entities can be an intricate process. Deciphering who has made changes, when these changes were made, and their relevance today necessitates the coordination of people and information across time zones and jurisdictions.

So how can you keep track of changes made to entities and ensure that a cohesive approach to governance is being taken across the business?

ICSA Software’s entity life cycle management solutions will help you put in place mechanisms that:

• Provide an auditable record for all transactions relating to parent and subsidiary companies
• Manage internal business processes – task tracking and report automation
• Provide visibility and transparency of group compliance activities
• Give you confidence in your entity data

Blueprint Change Manager

Improved process control and risk mitigation
In a global environment, maintaining current and accurate information from subsidiaries across jurisdictions is a difficult task. Blueprint Change Manager is a workflow tool that provides you with process automation as it manages, tracks, reviews and promptly reports entity changes.

Why choose Blueprint Change Manager?
The Blueprint Change Manager workflow tool provides you with:

• Process automation
• Improved control
• Risk mitigation
• Auditable change management, with tracking, reviewing and reporting

Blueprint Change Manager manages the change process of your entity information and provides a complete record of the approval process for all transactions. For example, creating a new entity may require input from departments such as tax, finance, treasury and legal. Major changes to an existing entity, such as a company name change or change of company type may require different approval processes. Similarly, entity dissolution may require actions from tax, contracts, intellectual property or other groups. The result improves your controls and guarantees the accuracy and auditability of your Blueprint data.

The benefits of Blueprint Change Manager include:

• Standardisation and centralisation of change request and approval
• Automatic notification of changes to those who "need to know"
• Assurance that each change is tracked, reviewed and reportable
• An auditable record of the documents generated and change approval process
• Risk mitigation with tightly controlled change management and reports

Blueprint Review Manager

Harmonising governance and entity management
Blueprint Review Manager is designed to assure the accuracy and timeliness of your entity data beginning with an automated review process. Run centrally from head office by a "Blueprint administrator," the review process enables you to create a single authoritative source for obtaining the latest entity data, delegating the responsibility to those who know the information.

Why choose Blueprint Review Manager?
This internal audit system ensures that the policies and internal governance systems are being adhered to by:

• Providing periodic review and validation of all entity information
• Sending periodic email reminders to notify reviewers to check the data to verify and assure completeness and accuracy
• Permitting custom rules to be created to show users what areas of the database should be reviewed and validated
• Accurately overseeing the activities of subsidiaries

Blueprint Review Manager will benefit your company by:

• Making users accountable for the data they are required to maintain
• Creating a central collation of responses for reporting, facilitating management reporting
• Providing an illustration of entity compliance with a range of optional charts available
• Retaining an auditable record of the review, presenting a transparent, measurable chain of accountability

Blueprint Change Report

Providing fast, reliable, audit-ready company information
Blueprint Change Report is designed to help you track and rapidly report on changes made to an entity or a group of entities for a selected time period.

Why choose Blueprint Change Report?
This tracking and reporting tool will enable you to:

• Report on significant changes to an entity or a group of entities
• Produce reports based on event date
• Produce reports for a selected time period
• Customize your reports

You can specify what changes you deem to be significant, for example, a tax user may want ownership and company type changes but not appointment changes, for the last calendar year for all active companies.

Time saving
No more time-consuming and frustrating computer and database searches, just fast, reliable, audit ready information.