ALF Cloud Roadmap

Progress percentages as of August 7, 2024

Q2 2024 – WIP

• WebFiling Integration in various jurisdictions   IN PROGRESS 
  

  • Implementations

    • BC – API (REVISED DATE FROM THE BC REGISTRY – January 2025) – ​​paused

• Finalization of Federal ISC Component to match filing requirements of Corporation Canada’s Online Filing Center –  DONE  
• Active Directory (SSO) Implementation (profile changes) – ​  DONE 

• Document Assembly Enhancements ​  IN PROGRESS   – 95% Complete

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

• Workflow efficiencies –   IN PROGRESS
  

  • Enhancements for editing of data –   IN PROGRESS 

  • Return to legacy individual register format  Phase 2 required to account for migrated data. –  IN PROGRESS   99% Complete

  • New permissions
    • Limited Document Assembly for Internal Read Only users – ​  DONE 
    • Restrict Template editing for junior administrator – ​  DONE 
      

• Advanced Searches (Phase 2) –  IN PROGRESS 

• Import ALF Corporate Export file directly into ALF Cloud –  IN PROGRESS   99% Complete
  

• Import ALF Cloud Export file directly into ALF Corporate –  IN PROGRESS   25% Complete
• Virtual Minute Book Enhancements
  • Batch move documents in a VMB –  IN PROGRESS
  • Add Watermarks to Exported VMB –  IN PROGRESS
• Warrants and Options

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

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