When your entity portfolio grows, the way you manage it may need to change. Explore the pressures on manual processes, six software selection factors and the options for organising subsidiary management.
Free PDF · 6 pages · Practical guide
By Beyond Governance
- Recognise where manual entity management is under strain
- Compare software against six practical considerations
- Consider in-house, outsourced and combined management models
Managing a growing group of entities
More subsidiaries can mean more records to reconcile, deadlines to track and local requirements to understand. A system that worked for a smaller group may become difficult to maintain as the portfolio grows in size or complexity.
Beyond 50 Subsidiaries explores these pressures and how to approach the next stage. The title uses 50 entities as an illustrative reference point. The decision to change your systems depends on your group’s needs, resources and complexity. The guide helps you assess those needs before comparing software and delivery models.
What is inside
The pressures of growth
Look at data overload, compliance tracking, policy consistency, risk and the ability of existing processes to cope with more entities.
Six software selection factors
Consider features, scalability, usability, integration, customisation and support when assessing whether a system will suit the people using it.
Understanding the cost
Explore how user access, entity requirements and the scope of the system affect a comparison of licence costs and practical value.
Choosing a management model
Review the role of internal teams and external providers, including arrangements that combine the two.
Who will find it useful
Group company secretaries, heads of governance and legal entity management teams reviewing their systems, supporting acquisitions or planning for a larger subsidiary portfolio.
Before comparing licence prices
Consider who needs access, the complexity of the entities and the systems the software must work with. These needs provide a more useful basis for selection than entity count alone.
Why download the guide
Use it to structure an early conversation about your requirements. It brings the operational pressures, software questions and delivery choices together so that a discussion about a new platform starts with the work it needs to support.
How to use it
Compare the six selection factors with your current arrangements. Record where information, accountability or capacity is difficult to maintain, then use those gaps to shape your requirements.
Download Beyond 50 Subsidiaries
Assess what your growing group needs from its systems and subsidiary management model.
Button: Download the selection guide
Related resources
A Guide to Subsidiary Governance Frameworks
Central Oversight of Subsidiary Management
Further support
Explore our subsidiary governance support if you need help managing the work across your group.
