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					ICSA Software International

BLUEPRINT Case Study
GlobalView

BLUEPRINT
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BLUEPRINT
Hosted Services

Harvest’s company secretarial department also saves time in other areas. “Overall, many of the tasks that used to take a few days to complete, such as preparing AGM notices or completing and checking statutory forms, now take just hours using Blueprint,” explains Vicky. To further minimise the risk of human error resulting in the failure to meet important statutory deadlines, Blueprint Hosted Services incorporates a Compliance Diary, which it automatically updates with forthcoming compliance dates and other important reminders. Automatic email alerts to key personnel, act as a further safety net to ensure all deadlines are met. “Blueprint clearly highlights which deadlines we need to meet and when. So we no longer run the risk of overlooking important tasks or not remembering to consult a paperbased diary,” says Vicky. With a new member of staff recently joining the team, Vicky is pleased to have a system that not only checks data, but is also highly user-friendly. “From the outset I was surprised to find how easy it was to set up our shareholder information. We had one training day, which was very helpful, but even without training, Blueprint is very self-explanatory and takes you through different transactions step-bystep. It’s equally well geared for new users and users such as myself, who may not use the system for a few weeks and, thus, appreciate being reminded of the steps required when re-entering it.” Nevertheless, there are times when help is required. So it’s reassuring to find it when you need it. “Your Helpline is fantastic,” volunteers Vicky. “Your Support Staff are very knowledgeable and friendly.” Indeed, at a time when many helpline providers are slated for poor service, ICSA Software is proud to consistently receive similar, positive comments from other users.

“Overall, many of the tasks that used to take a few days to complete now take just hours using Blueprint”
Vicky Parr Assistant Company Secretary Harvest Housing Group

Benefits
•	 •	 •	 •	 •	 •	 Realise	aim	to	increase	efficiency	of	entity	 management Minimise	human	error	and	increase	accuracy	of	data Speed	up	time	required	to	complete	tasks	from	days	 to hours Provide	remote	access	to	authorised	users,	 via the internet Backed	by	excellent	training	and	technical	support Extensive	opportunities	to	expand	use	of	software	to		 meet wide-ranging, future requirements

Moving Forward
One of the key advantages of Blueprint software is the potential to expand its use far beyond the management of basic company secretarial data. A unique Corporate Data Library allows users to record, store and report on any data they wish to maintain for their entities. By defining sections, sub-sections and fields and by categorising the data to meet their own requirements, users can store an unlimited amount of data and place the information precisely where required throughout the application. Harvest Housing Group has already taken advantage of this feature, by configuring a contract management section with contracts linked to relevant entities, which are easily located using key words. Now, as Vicky explains, the organisation is looking to exploit this capability yet further: “We’re currently looking at the option of placing Board Reports onto the system.” With the capability to select information within Blueprint Hosted Services and make it accessible to authorised users over the internet, this would allow Board members to view material from various off-site locations. “Giving our Board members read-only access to reports…” concludes Vicky, “would both be convenient for the Board members and save us time.”

“Blueprint clearly highlights which deadlines we need to meet and when”
Vicky Parr Assistant Company Secretary Harvest Housing Group

www.icsasoftware.com
Australia • Ireland • Malaysia • Mauritius (Offshore Division) • South Africa • Belgium • UK • USA The software company of The Institute of Chartered Secretaries and Administrators

ICSA Software International

Case Study

BLUEPRINT
Online

BLUEPRINT
2000 Harvest Housing Group reaps efficiency savings with Blueprint Hosted U E P R I N T B L Services OneWorld Challenge
Harvest Housing Group is a group of housing associations and companies which provide over 15,000 good quality, affordable homes throughout the North West and beyond.

B L U E P R With	400	staff	and	main	offices	in	Manchester,	Preston	and	Cumbria,	 INT
the not-for-profit GlobalVieworganisation delivers a wide range of services in support of new-build, refurbishment, major repairs and conversion work. Motivated by a renewed focus on efficiency savings, the imminent decided to invest in a solution that would significantly enhance the speed and effectiveness of its company secretarial records management. Act 2006 and the need to B L U E P R implementation ofofthe Companiescompromising compliance, Harvest INT minimise the risk human error

Server

BLUEPRINT
Hosted Services
Solution
After consulting colleagues in the industry, Harvest selected Blueprint Hosted Services, the always-on, web-based entity management solution provided and hosted by ICSA Software International. A powerful database with the capability to store, report on and ensure statutory compliance for its entities, Blueprint Hosted Services has delivered significant improvements. Assistant Company	Secretary	with	Harvest,	Vicky	Parr,	explains:	“We	now	 have immediate access to high quality information that we know is accurate and up-to-date”. Blueprint’s ability to automatically check recorded data against UK compliance requirements and identify any omissions, safeguards the accuracy of information used in forms and other statutory documents. Vicky also comments that Blueprint Hosted Services significantly speeds up the process of preparing up-to-date reports. “Previously	it	would	take	hours	for	me	to	transfer	and	check	 shareholder information manually. Now I can instantly retrieve accurate shareholder lists, for example, and email, or simply make them available to, our off-site project managers over the internet. It saves a great deal of time and is particularly helpful as the information inevitably needs to be used urgently, in time for an imminent bid.”

“Previously it would take hours to transfer and check shareholder information manually. Now I can instantly retrieve accurate shareholder lists. It saves a great deal of time.”
Vicky Parr Assistant Company Secretary Harvest Housing Group

Australia • Ireland • Malaysia • Mauritius (Offshore Division) • South Africa • Belgium • UK • USA The software company of The Institute of Chartered Secretaries and Administrators


				
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