Beyond entity management tech: How managed services bridge the resource gap
Here’s a reality almost every in-house legal professional can attest to. No matter what size organization you work for, or how complex its subsidiary structure is, entity management has become an increasingly high-stakes, high-stress responsibility.
The sheer volume of records required for entities, directors, shares, universal beneficial owners and the increasing regulatory compliance requirements related to this can be completely overwhelming. In response, legal teams have embraced purpose-built technology like entity management software, helping them to drastically improve efficiency, accuracy and security.
But let’s face it — no software, never mind how good it is, is a magic wand. Following any kind of digital transformation, real-world operational obstacles can sometimes stubbornly remain intact, from skill gaps to resource limitations and everything in between.
If you’re one of the many legal professionals finding that tech alone doesn’t solve all the challenges you face, there’s a solution on the table: Managed Services from Diligent Entities.
Overcoming common hurdles
While entity management software is powerful, it requires more than just installation and onboarding to deliver real value. Skilled human operation and high-quality data are the backbone of a successful entity management strategy.
Here are some of the most common obstacles standing in the way of that:
- Data overload: Every entity, director and shareholder carries layers of information that must be up-to-date, accurate and secure. Such volume demands expertise, focus and a well-honed process, and even seasoned professionals with purpose-built technology at their disposal can still find themselves stretched.
- Operational obstacles: From resource shortages and turnover to ongoing training on the nuances of the software, keeping up with demands isn’t always feasible. Even when you have a robust solution like Diligent Entities, integrating it into daily workflows with a lean team can feel like a constant race against the clock.
- Capacity constraints: Sometimes, it’s not about the technology you have but the time and team power you don’t. Even the best entity management platforms require hands-on management. And when competing priorities arise, how often do the “must-dos” crowd out the “should-dos”?
Marketplace Matters: Tracey Brady
Watch Tracey Brady, VP of Corporate Services, talk to the London Stock Exchange (LSE) about the exciting launch of our managed service provision for Diligent customers.
Watch the videoWhere managed services can help close the gap
Managed Services from Diligent Entities offer more than just an extra set of hands — it’s an end-to-end solution for augmenting your entity management. We step in to help you maintain compliance, train your teams and support your directors while getting the most out of your software investment.
Here’s how our Managed Services work to complement and enhance your tech tools:
✅ Tailored assistance, full operation, or both
Whether you need us to operate your entity management software completely on our side or want guidance as your team navigates it on yours, we’ll bring in the expert touch to maximize efficiency. With our specialized support, your legal team can accomplish more without exhausting your resources.
✅ Ensuring compliance doesn’t fall through the cracks
Staying on top of annual compliance requirements is essential — and it’s often one of the first areas to feel the strain when resources are stretched. We help with everything from maintaining statutory registers to securing timely approvals, ensuring no deadlines are missed. We’ll also work with you to fine-tune your compliance calendar so you’re prepared for the year ahead without any last-minute surprises.
✅ Incorporation support and change management
Expanding into new markets or adding subsidiaries demands meticulous oversight. Our Managed Services team will ensure your structuring plans comply with local and global requirements, so every ‘i’ is dotted and ‘t’ crossed. With our support, your new entities can hit the ground running while sidestepping the common legal hurdles.
✅ Director training and advisory
Keeping directors informed of their responsibilities and statutory duties isn’t optional — it’s essential for good governance. Our training and advisory services cover everything from compliance fundamentals to regulatory updates, helping your directors understand their obligations and how best to fulfill them in a fast-evolving landscape. We also support board operations, governance reporting and committee work, making sure everyone has the tools they need to stay ahead.
✅ Health checking your entire entity governance
Sometimes, it’s not just about the tasks ahead but taking stock of where things stand today. Our health check service evaluates your entities’ compliance status, reviews appointments, shareholdings, and corporate records. This snapshot can be a game-changer, providing clarity on where adjustments may be needed, highlighting compliance gaps, and setting you up with actionable insights to stay aligned with market best practices.
✅ Maximizing tech investment with specialized expertise
Entity management software is the foundation, but to truly leverage that technology, you need expert insights and hands-on support. With Managed Services, you can seamlessly combine advanced tech with industry-specific expertise for a powerful, cohesive approach. Think of it as adding a layer of human intelligence on top of your platform — giving your organization the flexibility, continuity, and foresight to respond to evolving legal and regulatory requirements with confidence.
The bottom line: Tech is indispensable, but you are unstoppable...
In today’s resource-constrained environment, even the most advanced tools can’t replace the unique value of experience. We’re here to step in, offering the expertise, guidance and operational support to keep your entity management running smoothly, no matter the challenges. Technology is indispensable, but with the right team behind it, you’re unstoppable.
Ready to make the most of your entity management tech? We’re ready to help. Get in touch for a free consultation.
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