Converting to Blueprint 2000
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Benefits of using Blueprint 2000 Company Secretary over Blueprint
- Preparing to Convert from Blueprint to Blueprint 2000 Company Secretary
Benefits of using Blueprint 2000 Company Secretary over
Blueprint
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"Wizards" guide you through completing your transactions - there is no need to have detailed knowledge of the software. Master wizards are available throughout the system and specific wizards are available within the appropriate sections e.g. within the Officers screen, you have the Appoint, Resign, Replace, Removal etc of the Officers wizard.
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Ability to make ALL transactions PENDING until confirmed. This unique "Pending facility" on transactions means you can produce paperwork for events in the future, or for events where you may not know all of information prior to meeting a client, then it can be tracked until final completion and commitment to the database.
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The Pending facility also means that you can correct mistakes or make changes to the event before finalising OR delete the transaction from the Pending Spool, if the transaction is no longer relevant.
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Validation checks and reports ensure that you have entered all of the statutory information required (this feature is multi-jurisdictional).
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Speed Searches in ALL main data views, combined with Quick Reference coding make finding information easy.
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The ability to create ‘Sets’ and ‘Batches’ of Companies, Corporates or Individuals also ensure that the production of reports, registers and address labels for Company Officers (Main board etc) and Shareholders, is quick and simple.
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Online Searching of Company Names within the application (connects directly to Companies House)*.
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Online Technical Guidelines for Company Secretaries
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Online Companies House Notes for Guidance booklets.
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Links from within the software to Companies House website and other useful sites*.
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Extensive “Compliance” date checking, both in text and graphic format.
The graphical Calendar planner allows users to organise work that needs to be completed with regard to Accounts, AGMs and Annual Returns, and ensures deadlines are met.
This can be filtered to specific Managers/partners or teams, to indicate responsibility and identify busy periods. -
Pro-active reporting of AGMs, Accounts and Annual Return due or Overdue.
Reminder messages via your email system, can be sent to the people responsible for filing statutory documentation e.g. Manager, Partner or both., This is achieved using the Blueprint AutoReminder module* and is a major safeguard against missing critical dates. -
Address Manager – Utility to organise, group and resolve duplicated address details, allow resolution of typographical errors. Allows users to view entities that use a particular address.
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Move History – Allows Corporates or Individuals to be combined, therefore, resolving duplication.
System Defaults can be set-up in advance to speed-up data entry.
For example you can pre-define for different company types e.g. Limited by Shares, PLC, Dormant or Guarantee companies (Multi-jurisdictional);
- Common addresses to be used when creating companies e.g. Registered, Trading, Presenter, Auditor and Accountants addresses.
- Whether particular Elective resolutions are in force for AGM’s, Appointment of Auditors or Accounts at AGM’s.
- Default standard Accounting dates, AGM’s and Annual Return dates
All documents are produced automatically as you complete the transaction.
Seamless links to your Windows word processor for all document output. As paperwork is produced, it will automatically take you to the document in your word processor where you can add and amend it.
Multiple Minutes are all merged into one document.
Production of the appropriate minutes whether Notice, Minutes and Resolutions or Minutes by Written Resolution, can all quickly be generated.
All document templates can be amended in your Windows word processor, templates can be assigned globally for ALL companies or on a per-jurisdiction or even per-company basis.
Automatic links to your email system. * Produce a document and then Email it.
Design your own reports using your Windows word processor or via Crystal Reports. Existing templates can be easily copied within the database to create “New” reports, which can be amended by the Users or with the help of the Blueprint Support Team.
Data is EASILY and automatically accessible from other programs (eg Microsoft Word/Excel).
The program utilises the Microsoft Office 2000 Animated Wizards - they talk to you and advise on how to do things, or advise when you have tried to do something wrong (however, the speech can be turned off).
Can be Emailed and Edited in true WYSIWYG format via industry-standard editing within Adobe Acrobat.
Far greater range of forms available within the application (UK, Eire, South Africa and Mauritius, Isle of Man, New York), with more planned in the future in other jurisdictions e.g. Channel Islands, Gibraltar and the USA.
Share Certificates are maintained with options to reprint, consolidate and issue Balancing certificates far more effectively.
A Net dividend (usually for Ordinary shares) OR a Gross dividend (usually for Preference shares) can easily be produced.
Electronic Filing
Module available that:
Provides the ‘latest’ method of Electronic Filing with Companies House via Internet Mail.
Allows for multiple presenters within the same organisation, also for Default signatories to be assigned on a per company basis, which is picked up when documents are signed.
Notes
* - Indicate that suitable Email system or Internet connection is required.
Incorporations
Module available that includes:
Pre-Incorporation documents (Forms 10 and 12 also Memorandum & Articles of Association).
Post Incorporation (287, Change of Name, 288a, 288b, Share Certificates, 225 and Stock Transfer forms).
Cloning of Incorporated companies.
Moving newly Incorporated companies to be Live Companies
Electronic Incorporations (Due July 2001).
Module available to produce the key information for group Accounts with the Annual Return.
This feature allows Beneficial Owners of shares to be recorded at share transaction level, alongside the Registered Holder.
Maintain Multiple Group Structures
· Based on Legal or Beneficial ownership (derived from Share categories and transactions) and any User- defined Group structures created by users.
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Graphical display of Group structure within the application, which can be printed, emailed or viewed via Blueprint Charting module, by exporting to the graphical organisation charting package, Visio.
Multiple database support
· Standard database supplied is Jet (MS Access format) but Microsoft SQL
server (v7.0 and 2000) is supported and an Oracle (v8.0i)
version will be available soon.
· MS SQL server and Oracle provide greater flexibility and stability for large databases or databases frequently used by multiple users due to their greater network reliability. These environments also offer more reliable connectivity and a preferred path for IT departments.
Extensive Security
· Easy to assign User Roles within the application (Administrator, Read-Only and Standard users) plus any user-defined roles.
· Security Groups – define which Groups of Companies, Corporates and Individuals a user can access.
· Simple to follow - Integrated backup utility (when utilised on a regular basis gives added piece of mind).
Data Library
· Ability for users to define their own data fields and screens, BP2000 allows for the most common data/field types to be created:
Text – (Text fields can also be defined with drop down select lists, making selecting common text simple).
Numbers (with and without decimals).
Dates.
Tick box (Yes/No).
Memo (large text) fields.
Automatic Postcode lookup
· Module available to check/search address details from partial address or postcodes searches. BP2000 integrates seamlessly with two of the leading Postcode search products, AFD’s Postcode / Postcode Plus software OR QuickAddress Pro from QAS software.
Data Merge and Demerge
· Utilities available to Merge and De-merge information into/from databases on a per company basis or groups of companies.
Safeguarding ‘your’ Investment
Blueprint 2000 Company Secretary is the main development platform for ICSA Software and forms the core building blocks for ALL future advancements, based on the technology we have adopted:
Windows Development platform of C++ (which is widely used in the industry and forms the underlying architecture for MS Windows technology).
Blueprint 2000 integrates seamlessly and utilises many widely used packages such as:
Adobe Acrobat - Statutory Form production
Most Windows based Word processors - Report, Register and minutes production
Microsoft Visio - To produce graphical Group Structures
Communication - Via Email and Internet Connectivity
Blueprint AutoReminder - For Pro-active compliance notification via Email
Multiple database support – Jet (MS Access), MS SQL server and Oracle.
Current and Future Developments
Using this leading-edge technology enables us to provide our clients with the most complete and integrated solution available to perform the Company Secretarial and Corporate Records function.
Our use and implementation of this technology also provides you with the platform to deliver the ‘next generation’ of products required to meet the ever-changing role of the Company Secretary towards a Corporate or Client Information provider and guardian of key Corporate governance on the Web.
Web technologies offer a great medium to deliver and collect information
instantaneously from remote locations, and our products
Blueprint GlobalView and Blueprint OneWorld,
use the core foundation Blueprint 2000 to leverage our knowledge and development
experience into this environment, today.
These are just some of the reasons that you should make the move from Blueprint Company Secretary to the future, that is
Blueprint 2000 Company Secretary… .
Preparing to Convert from Blueprint to Blueprint 2000 Company Secretary?
After the initial demonstration of Blueprint 2000, if you wish to make the conversion:
Contact the Sales Department on +44 (0)20 7497 5511 to order Blueprint 2000.
Read the Overview of Conversion from Blueprint to Blueprint 2000 Company Secretary document, which is sent to you with the software or can be viewed above.
If you have any questions at this stage or prior to installation, please contact the Blueprint Support Team on +44 (0)20 7497 5522 so that a member of the Support Team can help answer any questions you may have.
Installation and Training
Installation and training will be done within four to six weeks of your order being received. During installation, we convert your data ‘on-site’; a conversion log file is produced detailing the processes undertaken. We also confirm that the software is configured properly.
The Installation includes a one-hour overview of the software*. However, if you have decided to purchase other modules to operate with Blueprint 2000, the process will take slightly longer than this.
Note*
We recommend that all new clients have ‘detailed’ training to ensure they get the most that Blueprint 2000 can offer, this type of training can be done just before or after installation or, time allowing, even on the same day.
After a period of approximately one month, we advise that you have a follow-up training session to cover any questions that arise or advanced features available within the product, how to customise templates etc.
The migration from Blueprint to Blueprint 2000 Company Secretary is a ‘smooth transition’.
A process where you have ‘control’ and are ‘working to a plan’.
You ‘gain confidence’ in the product
Finally, and most importantly, you gain confidence in the data conversion
