Copyright © 2015 BSI. All rights reserved.
BSI Software
Business Improvement through Technology
Ross Wood
Copyright © 2015 BSI. All rights reserved.
Agenda
Introductions and understanding you
Company overview and product features
Demonstration and questions
Next steps and any other business
3Copyright © 2015 BSI. All rights reserved. 08/04/2015
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
Copyright © 2015 BSI. All rights reserved.
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
Copyright © 2015 BSI. All rights reserved.
Capability – What it covers
• Standard / Certificate / Legal
Quality, Environment, Health & safety, Business continuity, Medical devices, Kitemark,
CE, Factory production control, Legal requirement.
• Business Improvement
Manual to automated, Excel to online, Automated reminders, Audit trail, Tablet use,
Chasing people, Reporting, Trend analysis, Visibility, Collaborative working, Inclusivity
culture.
• Niche / Specific Area
Supply chain, Planned risk assessments, data collection, audit management,
incident management, action tracking, CAPA management, Complaints.
Copyright © 2015 BSI. All rights reserved.
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
Copyright © 2015 BSI. All rights reserved.
The Modules
Compliance
• 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.
-
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
 Communications
 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
Copyright © 2015 BSI. All rights reserved.
Standard Features
These 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
Copyright © 2015 BSI. All rights reserved.
Demo
• Management perspective
• Staff perspective
• Configuration perspective
• Key Features
• Expansion
Copyright © 2015 BSI. All rights reserved.
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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BSI Software - Client Presentation 2015

  • 1. Copyright © 2015 BSI. All rights reserved. BSI Software Business Improvement through Technology Ross Wood
  • 2. Copyright © 2015 BSI. All rights reserved. Agenda Introductions and understanding you Company overview and product features Demonstration and questions Next steps and any other business
  • 3. 3Copyright © 2015 BSI. All rights reserved. 08/04/2015 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
  • 4. Copyright © 2015 BSI. All rights reserved. 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
  • 5. Copyright © 2015 BSI. All rights reserved. Capability – What it covers • Standard / Certificate / Legal Quality, Environment, Health & safety, Business continuity, Medical devices, Kitemark, CE, Factory production control, Legal requirement. • Business Improvement Manual to automated, Excel to online, Automated reminders, Audit trail, Tablet use, Chasing people, Reporting, Trend analysis, Visibility, Collaborative working, Inclusivity culture. • Niche / Specific Area Supply chain, Planned risk assessments, data collection, audit management, incident management, action tracking, CAPA management, Complaints.
  • 6. Copyright © 2015 BSI. All rights reserved. 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
  • 7. Copyright © 2015 BSI. All rights reserved. The Modules Compliance • 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
  • 8. 8Copyright © 2015 BSI. All rights reserved. - 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  Communications  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
  • 9. Copyright © 2015 BSI. All rights reserved. Standard Features These 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
  • 10. Copyright © 2015 BSI. All rights reserved. Demo • Management perspective • Staff perspective • Configuration perspective • Key Features • Expansion
  • 11. Copyright © 2015 BSI. All rights reserved. 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