Roadmap | Ascenti

ALF Cloud Roadmap

Q2 2024 – WIP (Progress percentages as of August 7, 2024)

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

Q1 2024 – WIP (Progress percentages as of April 12, 2024)

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

Q4 2023 – WIP (Progress percentages as of January 18, 2024)

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) 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

Q3 2023 – WIP (Progress percentages as of October 12, 2023)

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

Q3 2023 – WIP (Progress percentages as of July 17, 2023)

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]

Q2 2023 – WIP (Progress percentages as of April 13, 2023)

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 Retrival 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]

Q1 2023 – WIP (Progress percentages as of January 13, 2023)

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]

Q4 2022 – WIP (Progress percentages as of November 2, 2022)

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
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
Test Multi-office Architecture DONE
Investigation on External Email integration (e.g. User’s Local version of Outlook/Office 365) DONE
Conversion Mode DONE
ISC Register DONE
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

Q3 2022 (Progress percentages as of August 2, 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)

Q2 2022 (Progress percentages as of April 28, 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 (Progress percentages as of April 28, 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