ALF Cloud Roadmap

 Progress percentages as of April 12, 2024

Q1 2024 – WIP

  • WebFiling Integration in various jurisdictions   IN PROGRESS 

    • Implementations

      • BC – API (REVISED DATE FROM THE BC REGISTRY – None provided – We anticipate this is going to be in 2024) – ​​paused

      • BC – Legacy WebFiling –   DONE 

        • Data Retrival (Form 99) –  DONE 

  • Document Assembly Enhancements ​  IN PROGRESS   – 95% Complete

    • Iterative Assembly for PDF documents –  DONE 

  • French Translation for Full application  IN PROGRESS  – Revised 70% Complete

    • Additional Support for French Translation of the application. – ​ ​ DONE 

  • Implementation – Creation of External Links for File Sharing (Phase 2) – ​ DONE 

    • Shared Document Links Dashboard Widget – ​ ​ DONE 

    • ​Shared Documents Links Consolidated Index in a Corporate Entity –   DONE 

  • Defunct indicator in Entity Summaries – ​ ​ DONE 

  • Defunct indicator in Corporate Entity Summaries – ​ ​ DONE  ​

  • Relaxation of internal Data Entry restrictions for Share Transactions (Phase 2) – ​ ​ DONE 

  • Workflow efficiencies –   IN PROGRESS 

    • Streamline file download process –   DONE 

    • Streamline editing of data –   DONE 

    • Return to legacy individual register format – consolidate issuance and cancellation details on a single row for share certificate redistribution (splits, consolidations) –   DONE  

      • Phase 2 required to account for migrated data. –  IN PROGRESS   75% Complete

    • Return to legacy workflow for Repurchase/Redemption transactions –  DONE 

    • Users can switch between office locations –  DONE 

    • Re-ordering added to the following tables

      • Principals

      • Share Certificates

      • Addresses

      • Telcoms

      • VMB sections

  • Active Directory (SSO) Implementation (login) – ​  DONE 

  • Active Directory (SSO) Implementation (profile changes) – ​  IN PROGRESS 

  • Advanced Searches (Phase 2) –  IN PROGRESS 

  • Import ALF Corporate Export file directly into ALF Cloud –  IN PROGRESS

  • Global Tasks – To do

Progress percentages as of January 18, 2024

Q4 2023 – WIP

  • WebFiling Integration in various jurisdictions  IN PROGRESS

    • Implementations

      • BC – API (REVISED DATE FROM THE BC REGISTRY – None provided – We anticipate this is going to be in 2024) – ​paused

      • BC – Legacy WebFiling –  IN PROGRESS

        • Data Retrival (Form 99) –  IN PROGRESS – paused

  • Document Assembly Enhancements ​ IN PROGRESS   – 95% Complete

  • French Translation for Full application  IN PROGRESS   – Revised 70% Complete

    • Additional Support for French Translation of the application. – ​  DONE 

  • Implementation – Creation of External Links for File Sharing (Phase 2) –  IN PROGRESS   – 50% Complete

    • Shared Document Links Dashboard Widget – ​  DONE 
    • Shared Documents Links Consolidated Index in a Corporate Entity –  IN PROGRESS
  • Defunct indicator in Entity Summaries – ​  DONE 
  • Snooze tickler alerts – ​  DONE 
  • Drag and Drop files within VMB – ​  DONE 
  • Bulk Assembly of Individual Share Registers in a share class – ​  DONE 
  • Relaxation of internal Data Entry restrictions for Share Transactions (Phase 1) – ​  DONE 
  • Additional Support for French Translation of the application – ​  DONE 
  • Workflow efficiencies –  IN PROGRESS
    • Streamline file download process –  IN PROGRESS – 99% Complete
    • Streamline editing of data –  IN PROGRESS – 50% Complete
    • Return to legacy individual register format – consolidate issuance and cancellation details on a single row for share certificate redistribution (splits, consolidations) –  IN PROGRESS 15% Complete
    • Return to legacy workflow for Repurchase/Redemption transactions – To do
    • Relaxation of internal Data Entry restrictions for Share Transactions (Phase 2) – To do

  • Active Directory (SSO) Implementation – ​ To do

  • Global Tasks – To do

 

 

Progress percentages as of October 12, 2023

Q3 2023 – WIP

  • WebFiling Integration in various jurisdictions  IN PROGRESS

    • Implementations

      • BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024) – ​paused

      • BC – Legacy WebFiling –  IN PROGRESS

        • Notice of Change of Address (Form 2) – ​ DONE  

        • Notice of Change of Name (Form 11) –  DONE  

        • Data Retrival (Form 99) –  IN PROGRESS

  • Document Assembly Enhancements ​ IN PROGRESS   – 95% Complete

  • French Translation for Full application  IN PROGRESS   – 95% Complete

  • Custom Fields (Document Assembly) – ​  DONE  

  • Implementation – Creation of External Links for File Sharing – (VMB Documents) – ​  DONE  

  • Shareholding Combine for duplicate Class shareholdings – ​  DONE  

  • Further Share Register support – ​  DONE  

  • Implementation – Creation of External Links for File Sharing (Phase 2) – To do

  • Active Directory (SSO) Investigation – ​  DONE  

  • Active Directory (SSO) Implementation – ​ To do

  • Global Tasks – To do

 

 Progress percentages as of July 17, 2023

Q3 2023 – WIP

  • WebFiling Integration in various jurisdictions In Progress

    • Implementations

      • AB,  DONE  

        • Data Retrieval –  DONE  

      • BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024)  **PAUSED**

      • BC – Legacy WebFiling –   IN PROGRESS

        • Incorporation (Form 1) –  DONE  

        • Annual Maintenance (Form 6) –  DONE  

        • EP Annual Maintenance (Form 35) –  DONE  

        • Notice of Change of Directors (Form 10) –  DONE  

        • Notice of Change of Address (Form 2) –   IN PROGRESS

        • Notice of Change of Name (Form 11) –  IN PROGRESS

        • Data Retrival (Form 99)

  • Document Assembly Enhancements   IN PROGRESS  – 95% Complete

  • French Translation for Full application   IN PROGRESS – 60% Complete

  • Custom Fields (GUI) –  DONE  

  • Custom Fields (Document Assembly) –   IN PROGRESS – 40%

  • Virtual Minute Book Import (Batch upload) –  DONE  

  • DocuSign Integration v2 (PDF Documents)   IN PROGRESS   25% Complete [priority lowered]

Progress percentages as of April 13, 2023

Q2 2023 – WIP

  • WebFiling Integration in various jurisdictions  IN PROGRESS

    • Implementations

      • AB,  IN PROGRESS

        • Incorporation –  DONE  

        • Annual Maintenance –  DONE  

        • Change of Directors –  DONE  

        • Change of Address –  DONE  

        • Data Retrieval –  IN PROGRESS

      • BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024) –  **PAUSED**

      • BC – Legacy WebFiling –  IN PROGRESS – 5% Complete 

  • Document Assembly Enhancements  IN PROGRESS – 95% Complete 

  • Performance Optimization (Phase 3) –  DONE  

  • French Translation of Virtual Minute Book Interface –  DONE  

  • French Translation of Corporate Summary  IN PROGRESS – 99% Complete 

  • Implementation – Creation of External Links for File Sharing (Phase 1) – DONE  

  • Time Picker for Transactions  DONE  

  • Custom Fields –  IN PROGRESS – 5% Complete

  • Virtual Minute Book Import (Single upload) –  DONE  

  • Virtual Minute Book Import (Batch upload) –  IN PROGRESS – 30% Complete

  • DocuSign Integration v2 (PDF Documents)  IN PROGRESS – 25% Complete [priority lowered]

 

Progress percentages as of January 13, 2023

Q1 2023 – WIP

  • WebFiling Integration in various jurisdictions  IN PROGRESS

    • Implementations

      • AB,  IN PROGRESS

        • Incorporation –  IN PROGRESS – 99% Complete  

        • Annual Maintenance –  IN PROGRESS – 99% Complete 

        • Change of Directors –  IN PROGRESS

      • BC (Target Date of Spring 2023. Dependent on BC Registry)  IN PROGRESS

  • Document Assembly Enhancements  IN PROGRESS – 95% Complete 

  • WebFiler – Custom Prompts –  DONE  

  • Batch Share Exchanges – DONE  

  • External Users Uploading documents – DONE  

  • Notifications upon uploading of documents to the VMB by External Users –  DONE  

  • Performance Optimization (Phase 2) – DONE  

  • French Translation of Virtual Minute Book Interface  IN PROGRESS – 95% Complete 

  • French Translation of Corporate Summary  IN PROGRESS – 95% Complete 

  • Implementation – Creation of External Links for File Sharing  IN PROGRESS – 45% Complete 

  • Performance Optimization (Phase 3)  IN PROGRESS 

  • Time Picker  IN PROGRESS 

  • DocuSign Integration v2 (PDF Documents)  IN PROGRESS – 25% Complete [priority lowered] 

Progress percentages as of November 2, 2022

Q4 2022 – WIP

  • WebFiling Integration in various jurisdictions  IN PROGRESS 

    • Implementations

      • AB,  IN PROGRESS 

      • BC (Target Date of Spring 2023. Dependent on BC Registry)  IN PROGRESS 

  • Document Assembly Enhancements  IN PROGRESS – 95% Complete 

  • Document Assembly v2 (Custom Question Prompts)  DONE  -100% Complete

  • DocuSign Integration v2 (PDF Documents)  IN PROGRESS – 25 % Complete 

  • French Translation of Virtual Minute Book Interface  IN PROGRESS – 90 % Complete 

  • French Translation of Corporate Summary  IN PROGRESS  – 90% Complete 

  • Performance Optimization (Phase 1)  DONE   – 100% Complete

  • Test Multi-office Architecture  DONE   – 100% Complete

  • Investigation on External Email integration (e.g. User’s Local version of Outlook/Office 365)  DONE   – 100% Complete

  • Conversion Mode  DONE   – 100% Complete

  • ISC Register  DONE   – 100% Complete

  • Batch Share Exchanges –  IN PROGRESS – 90% Complete 

  • External Users Uploading documents –  IN PROGRESS 

  • Implementation – External Email integration (e.g. User’s Local version of Outlook/Office 365) –  IN PROGRESS 

Progress percentages as of August 2, 2022.

 Q3 2022

  • Virtual Minute Book Export (cont..)  DONE  

  • Corporation Key – Federal Corporate Entities (cont..)  DONE  

  • 2FA – Email support   DONE  

  • WebFiling Integration in various jurisdictions In Progress

    • (Investigations) – Federal, AB, BC (check in on status or Modernization), ON, MB, SK, QC, NS, NB, PEI, NL, YK, NT Done

    • Implementations – AB, BC  IN PROGRESS 

  • Document Assembly Enhancements  IN PROGRESS  – 75% Complete

  • Document Assembly v2 (Custom Question Prompts)  IN PROGRESS  – 50% Complete

  • DocuSign Integration v2 (PDF Documents)  IN PROGRESS  – 25% Complete

  • French Translation of Virtual Minute Book Interface  IN PROGRESS  – 85% Complete

  • French Translation of Corporate Summary  IN PROGRESS  – 85% Complete

  • Performance Optimization  IN PROGRESS  – Ongoing

  • Test Multi-office Architecture

  • Investigation on External Email integration (e.g. User’s Local version of Outlook/Office 365)

 

 Progress percentages as of April 28, 2022.

  Q2 2022

    • Virtual Minute Book Export (cont.)  IN PROGRESS  
    • Corporation Key – Federal Corporate Entities (cont.)  IN PROGRESS  
    • 2FA – Email support
    • WebFiling Integration in various jurisdictions  IN PROGRESS  
      • Federal, AB, BC (check in on status or Modernization), ON, MB, SK, QC, NS, NB, PEI, NL, YK, NT
    • Document Assembly v2 (Custom Question Prompts)
    • DocuSign Integration v2 (PDF Documents)  IN PROGRESS  
    • Test Multi-office Architecture
    • External Email integration (e.g. User’s Local version of Outlook/Office 365)

 

Q1 2022

    • Batch Share Transactions  IN PROGRESS  – 85% Complete
    • Document Assembly Enhancements  IN PROGRESS  – 50% Complete
    • Virtual Minute Book Export  IN PROGRESS  90% Complete
    • Auditing of data fields  IN PROGRESS  80% Complete
      • Who viewed
      • Value changed
    • Performance Optimization  IN PROGRESS  – Ongoing
    • DocuSign Integration (Word Documents)  DONE  
    • French Translation of Virtual Minute Book Interface  IN PROGRESS  – 75% Complete
    • French Translation of Corporate Summary  IN PROGRESS  – 80% Complete
    • Corporation Key – Federal Corporate Entities  IN PROGRESS  – 90% Complete