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business cases

Implementation of a disclosure management tool (CDM)

Background and objectives

Major group, France’s leading software publisher, specializing in 3D design

Following the filing of the 2018 DEU, implementation of a Disclosure Management tool (CDM from IDM Cognos) to make the process of producing its next DEUs and half-yearly reports more reliable and faster.

Our mission

Project scope: DEU 2019, Half-year report 2020, DEU – ESEF 2020

Support for project design (planning, roadmap, governance, etc.)

Organizing kick-offs

Production of training materials (organization, presentation, etc.)

Participation in the preparation of annual and half-yearly reports

Definition of documentation structure for annual and half-yearly reports and integration of tool (CDM)

Co-creation of tags for ESEF

Results

Fast and efficient implementation:

  • Go Live with key contributors in May 2019 and start of CDM implementation
  • Official DEU 2019 Go Live in October 2019
  • ESEF tags to be submitted to the AMF for testing in November 2020

Customer satisfaction with an improved process :

  • Material time savings during periods of heavy time pressure
  • Increased quality of information
  • Enhanced version management: work securely on the most up-to-date version
  • Easy sharing of information/instructions and real-time monitoring processes

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