Business Records
How accurately do your records reflect the truth?
Build systems that ensure a single immutable record of the truth
Masterfile
What are the essential records that document the compliance, structure, flow and soul of your organisation?
| Cost Centre | Ownership Roles | DOCUMENT/RECORD | Saas Toolkit |
|---|---|---|---|
| Financial Compliance | CFO, Accountant, Financial Controller | Balance Sheets | |
| Financial Compliance | CFO, Accountant, Financial Controller | Income Statements | |
| Financial Compliance | CFO, Accountant, Financial Controller | Cash Flow Statements | |
| Financial Compliance | CFO, Accountant, Financial Controller | Tax Returns | |
| Legal | Legal Counsel, Contracts Manager, CEO | Partnership Agreements | |
| Legal | Legal Counsel, Contracts Manager, CEO | Lease Agreements | |
| Legal | Legal Counsel, Contracts Manager, CEO | Contracts with Suppliers and Customers | |
| Human Resources | HR Manager, Department Managers | Employment Contracts | |
| Human Resources | HR Manager, Department Managers | Performance Evaluations | |
| Human Resources | HR Manager, Department Managers | Payroll Records | |
| Human Resources | HR Manager, Department Managers | Training Logs | |
| Production Operations | Operations Manager, Plant Manager | Production Logs | |
| Production Operations | Operations Manager, Plant Manager | Inventory Records | |
| Production Operations | Operations Manager, Plant Manager | Maintenance Logs | |
| Production Operations | Operations Manager, Plant Manager | Quality Control Records | |
| Management | Secretary, Project Manager, CEO | Board Meeting Minutes | |
| Management | Secretary, Project Manager, CEO | Team Meetings | |
| Management | Secretary, Project Manager, CEO | Decision Logs | |
| Policy and Procedure | Compliance Manager, HR Manager, Operations Manager | Employee Handbook | |
| Policy and Procedure | Compliance Manager, HR Manager, Operations Manager | Operational Guidelines | |
| Policy and Procedure | Compliance Manager, HR Manager, Operations Manager | Safety Procedures | |
| Customer Records | Sales Manager, Customer Service Manager, Account Manager | Customer contracts | |
| Customer Records | Sales Manager, Customer Service Manager, Account Manager | Sales Records | |
| Customer Records | Sales Manager, Customer Service Manager, Account Manager | Correspondence | |
| Customer Records | Sales Manager, Customer Service Manager, Account Manager | Complaints | |
| Customer Records | Sales Manager, Customer Service Manager, Account Manager | Data Agreements (GDPR) | |
| Audit and Compliance Reports | Compliance Manager, Auditor, Risk Manager | Internal Audit Reports | |
| Audit and Compliance Reports | Compliance Manager, Auditor, Risk Manager | Regulatory Compliance Reports | |
| Audit and Compliance Reports | Compliance Manager, Auditor, Risk Manager | Safety Inspections | |
| Marketing Materials | Marketing Manager, CMO, Brand Manager | Market Research Data | |
| Marketing Materials | Marketing Manager, CMO, Brand Manager | Campaign Strategies | |
| Marketing Materials | Marketing Manager, CMO, Brand Manager | Customer Personas | |
| Marketing Materials | Marketing Manager, CMO, Brand Manager | Advertising Materials | |
| Intellectual Property | Legal Counsel, IP Manager, CEO | Patents | |
| Intellectual Property | Legal Counsel, IP Manager, CEO | Trademarks | |
| Intellectual Property | Legal Counsel, IP Manager, CEO | Copyright Registrations | |
| Intellectual Property | Legal Counsel, IP Manager, CEO | Licenses |