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eFrame® Content Compiler Easily Create and Publish Internal and Regulatory Reports Combine quantitative and qualitative data from across the organisation to create clear and meaningful reports quickly, easily, accurately and within deadlines. eFrame ® is a powerful data management environment that works with your existing systems to gather data from across the organisation for analytics and reporting purposes. eFrame ® uses automation and workflow to ensure data is timely, accurate, traceable and auditable, whether it’s being used for internal management reporting, statutory reports or regulatory filings. The Challenge: turning quantitative data, commentary and graphics from throughout the organisation into reports that trigger the right dialogue among senior management and with supervisors. For governance, risk and compliance functions, gathering data for reporting purposes is a constant challenge. Most often, the process consists of risk managers emailing people throughout the organisation to request their input, and then manually collating spreadsheets and comments to create the relevant report. The problem is compounded when the report needs to have both quantitative and qualitative elements, i.e. presenting the numbers alongside expert commentary on what the numbers mean. While quantitative elements can be relatively easy to get hold of (although not always accurate or up to date), gathering the qualitative commentary can mean sending lots of reminders to the relevant people, then manually formatting their responses into the right layout for the report. The net result is that skilled staff spends time chasing and formatting information, often with the stress of trying to meet a pressing deadline, instead of using their skills to analyse the data and advice the business on how they can best use it in formulating strategy. Introducing eFrame ® Content Compiler eFrame ® Content Compiler addresses the problems associated with gathering and compiling data, commentary and graphics for reports. It provides an environment in which reports can be easily populated, edited and published. It also ensures that content from a report can easily be re-used for different purposes. Above all it provides control and automation for the person responsible for bringing together all the sections of a report.
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eFrame® Content Compiler Easily Create and Publish Internal and Regulatory Reports

Jun 14, 2015

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Technology

SecondFloor BV

Combine quantitative and qualitative data
from across the organisation to create
clear and meaningful reports quickly,
easily, accurately and within deadlines.
eFrame® is a powerful data management environment that works with your
existing systems to gather data from across the organisation for analytics and
reporting purposes. eFrame® uses automation and workflow to ensure data is
timely, accurate, traceable and auditable, whether it’s being used for internal
management reporting, statutory reports or regulatory filings.
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Page 1: eFrame® Content Compiler Easily Create and Publish Internal and Regulatory Reports

eFrame® Content CompilerEasily Create and Publish Internal and Regulatory ReportsCombine quantitative and qualitative data from across the organisation to create clear and meaningful reports quickly, easily, accurately and within deadlines.eFrame® is a powerful data management environment that works with your existing systems to gather data from across the organisation for analytics and reporting purposes. eFrame® uses automation and workflow to ensure data is timely, accurate, traceable and auditable, whether it’s being used for internal management reporting, statutory reports or regulatory filings.

The Challenge: turning quantitative data, commentary and graphics from throughout the organisation into reports that trigger the right dialogue among senior management and with

supervisors.

For governance, risk and compliance functions, gathering data for reporting purposes is a constant challenge. Most often, the process consists of risk managers emailing people throughout the organisation to request their input, and then manually collating spreadsheets and comments to create the relevant report.

The problem is compounded when the report needs to have both quantitative and qualitative elements, i.e. presenting the numbers alongside expert commentary on what the numbers mean. While quantitative elements can be relatively easy to get hold of (although not always accurate or up to date), gathering the qualitative commentary can mean sending lots of reminders to the relevant people, then manually formatting their responses into the right layout for the report.

The net result is that skilled staff spends time chasing and formatting information, often with the stress of trying to meet a pressing deadline, instead of using their skills to analyse the data and advice the business on how they can best use it in formulating strategy.

Introducing eFrame® Content Compiler

eFrame® Content Compiler addresses the problems associated with gathering and compiling data, commentary and graphics for reports. It provides an environment in which reports can be easily populated, edited and published. It also ensures that content from a report can easily be re-used for different purposes. Above all it provides control and automation for the person responsible for bringing together all the sections of a report.

Page 2: eFrame® Content Compiler Easily Create and Publish Internal and Regulatory Reports

How it works

Content Compiler makes the process of gathering data and populating reports faster, easier, more accurate and more

accountable. With eFrame® Content Manager, governance, risk and compliance professionals can:

• Create report templates: Design and store templates for a wide range of internal and external reports, including statutory reports (e.g. IFRS-IV) and regulatory reports (e.g. Solvency II’s ORSA and Basel self-assessments

• Automatically gather quantitative data: Configure eFrame to automatically gather quantitative data from relevant source systems at a designated time or at the touch of a button, and populate relevant areas of the report template with it

• Easily gather qualitative data: Configure workflows within eFrame® that automatically prompt individuals to upload qualitative data directly into the report template, using the user-friendly eFrame® web interface. No more manual chasing for input

• Track the progress of report creation: See the progress as each report is created, including full audit trails of whom submitted/approved what information, and when

• Publish reports in multiple formats: including Word, PDF, XML and more. Reports can be published to the eFrame® web portal for authorised individuals to view and download

• Store reports in a single repository: so that they can be easily found in future

• Re-use content in other reports: configure Content Compiler to automatically re-use content from one report to populate another report template

• Easily compare versions of reports: Full audit trail makes it easy to compare successive versions of a report in progress, or to compare the same report from different periods

Quantitative Data

Qualitative Data

eFrame®

Input Connectors

Content Manager

Report Connectors PDF XML Doc

eFrame® Content Compiler combines quantitative and qualitative data into pre-defined report templates.

Page 3: eFrame® Content Compiler Easily Create and Publish Internal and Regulatory Reports

Implementation and Training

All implementations are carried out swiftly by experienced SecondFloor consultants on a fixed-price, fixed-term and fixed-content basis. SecondFloor will work with you to design, install and configure the report templates and report population workflow and conduct super-user and end-user training.

Support

SecondFloor provides online, phone and forum-based support through its SecondLine support service.

Keybenefits• Productivity - faster report creation with much less manual effort

• Governance - free up time for checks, clarifications, analysis and advising the business

• Compliance - meet multiple reporting deadlines with ease

• Repeatable - no need to ‘re-invent the wheel’ for each new report

• Scalable - easily add new templates as new reports become needed

Key features• Create dynamic templates for fast and easy report creation

• Reuse of chapters/templates from a content library

• Fetch qualitative data from external databases and include directly into reports, with tracking changes should data feeds get updated

• Automatic gathering of quantitative data

• Workflow-driven process for gathering qualitative & quantitative data

• Users across the organisation can populate reports directly

• Full audit trail of all data gathered and uploaded

• Publish in a range of formats

Page 4: eFrame® Content Compiler Easily Create and Publish Internal and Regulatory Reports

Find out more

To learn more about how eFrame® Content Compiler can accelerate reporting and free up

time for data analysis:

Call SecondFloor on +31 (0)20 6589 700, Email us at [email protected], Or visit our website at www.secondfloor/eframe