BSI Software - Client Presentation 2015

Copyright © 2015 BSI. All rights reserved.

BSI SoftwareBusiness Improvement through TechnologyRoss Wood


AgendaIntroductions and understanding you

Company overview and product features

Demonstration and questions

Next steps and any other business

3Copyright © 2015 BSI. All rights reserved.

01/05/2023

Company• Sites & staff• People & hierarchy• Clients & new business• Strategy & growth plans

Certificates• Current & future• Timescale & resource• Systems & process

Demonstration

• Expectations & priorities• Goals – short, medium,

long

Company The more we understand you, your organisation and what you are looking to achieve; the more we can tailor the demo experience


Company Overview• World’s first National Standards Body• Been around since 1901• 72,000 clients in over 150 countries

worldwide• Offices in over 67 locations around the

world• Working with 54%+ of FTSE500• Royal Charter status, profits reinvested


Capability – What it covers

StandardsBusiness ImprovementNiche

• Standard / Certificate / LegalQuality, Environment, Health & safety, Business continuity, Medical devices, Kitemark, CE, Factory production control, Legal requirement.

• Business ImprovementManual to automated, Excel to online, Automated reminders, Audit trail, Tablet use, Chasing people, Reporting, Trend analysis, Visibility, Collaborative working, Inclusivity culture.

• Niche / Specific AreaSupply chain, Planned risk assessments, data collection, audit management, incident management, action tracking, CAPA management, Complaints.


Product Overview• BSI owned for 8+ years• Used in over 14,000 sites around the world• 5 Modules (purchase “as and when” approach)• Hosting options (BSI or Client)• Multi-lingual (French, Spanish, German etc)• Technical support (Phone and email)• Supports web browsers (IE, Chrome, Firefox, Safari)• Price based on users, modules, hosting and

support level


The ModulesCompliance• Audits• NCRs• CAPAs• Actions

Knowledge• Documents• Training• Meetings• Legal

Register• Assets/

Calibrate

Incident• Accidents• Incidents• Near Misses

Risk• Assessment• Aspects• Impacts• Controls• Risk Register

Performance

• Monitoring• KPIs• Statistics

Mini module – Action Manager

8Copyright © 2015 BSI. All rights reserved.

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Plan

Do

Check

Act

8 Operation

9 Performance evaluation

5 Leadership

6 Planning

10 Improvement

7 Support

4 Context of the organization

7 Support Resources Competence Awareness Communication

s Information

requirements Documented

information

8 Operation Operational planning and

control Management of change Outsourcing

9 Performance Evaluation Monitoring, measurement,

analysis and evaluation Internal audit Management review

4 Context of the organization Understanding the organization and its

context Understanding the needs and expectations

of the stakeholders Determining the scope of the AM System

5 Leadership Leadership and commitment Policy organizational role,

responsibilities and authorities

6 Planning Actions to address risks and

opportunities for the AM system Objectives Planning to achieve AM objectives

10 Improvement Nonconformity and

corrective action Continual improvement

ISO Requirements


Standard FeaturesThese are available regardless of which module(s) you have

Reporting

• Built in reports• Build own

reports• Dashboards• Filtering

Users• Access rights• System context• Set own

language• Business roles

Record• Attach multi

types• Full audit trail• Export to pdf

etc• Workflow rules• Form building

Chasing• Notification

rules• Overdue rules• Escalation rules• Record rules• Calendar rules

Configure

• Colour & Logo• Forms• Workflows• Email rules• Language


Demo• Management perspective• Staff perspective• Configuration perspective• Key Features• Expansion


Conclusion – What you have seen• Flexible and user friendly system• Lots of reporting, dashboard and analysis capability• Ability to use in a lot of different areas of the

business• Highly configurable even though it is “off the shelf”• Modular so can prioritise & grow at your own pace• Pricing options for small, medium and large

companies

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