Blazing a trail in annual reporting, the diversity and depth of our business is powered by five strategic imperatives
- Research
- Professional relations
- Training and capacity building
- Technology and platforms, and
- Report preparation
to provide a comprehensive solution tailored to the needs of clients no matter where they are physically located, what their jurisdictional requirements are, or at what level of competency they are in.
Yet, there is an exception
Although not our focus, we sometimes oblige clients by creating supplementary products using our knowledge of their business and operating environment. These products typically include coffee table books, corporate and investor relations collateral and similar.
Such assignments often lead to unexpected discoveries and outcomes that unleash untapped potential and new opportunities for the client.
We call it serendipity!
SmartLabs
Research that creates smart solutions
We explore global developments in corporate reporting, carry out surveys and market research, debate practices and look beyond compliance to experiment, innovate, and foster better communications.
Innovating models fit for purpose
Developing reporting models to serve a specific need even if they seem paradoxical, say, reports that are annual and also continual, complete and yet concise, investor focused but also fulfilling other stakeholder needs, and prepared for local and global reach while retaining cost efficiency; an example being our flagship product the AnnualReportPlus, also known as the Swiss Army Knife of Annual Reports!
Encouraging experimentation and paradigm shifts
Exploring new ideas and pushing the boundaries beyond box-ticking we develop practical solutions, say, as in our Smart Integrated Reporting Methodology (5th ed.) - an interactive e-book which both complements and challenges paradigms to embed integrated thinking through mutually reinforcing reporting cycles and to operationalise the principles-based IFRS Integrated Reporting Framework
Embracing net-zero for the greater good
Leading by example as a net-zero GHG company since 2011, we lever our in-house experience and capability for bigger impact by encouraging and guiding clients to also measure, manage, and report their GHG emissions and climate risks along with their climate-related plans and activities
SmartEvents
Professional relations that engage and inform
As an enabler who helps businesses in their transition to new and emerging reporting norms we too keep abreast of developments and enrich our thinking by participating in relevant events, exchanging views through professional networks, and sharing our expertise with clients.
SmartAcademy
Training that empowers report preparers
Having assessed the level of readiness of the client we jointly develop an on-the-job training program, the methodologies, and learning outcomes, with the broader goal of instilling ownership and building competency.
Sprinting within a marathon
Developing a flexible and customised approach to scale up capacity rapidly across the counterpart team to prepare the current report, while simultaneously working on a longer term plan spanning multiple reporting cycles to refine the processes and embed company-wide learning
Striking trade-offs and reaping synergies
Learning by doing leads to critical thinking, situational decisions, and occasional course corrections to smoothen the rough edges of academic rigour with practical realities and pragmatism, which in turn builds ownership, collaboration, and capacity within the client
Transitioning from financial management to value management
Building competency in integrated reporting at Introductory and Practitioner Levels for different segments within the client organisation, and institutionalising integrated thinking through our IFRS Foundation-accredited Integrated Reporting Training Plan through successive reporting cycles.
SmartDigital
Technology and platforms that unlock the future
Being in the midst of a new and arguably unpredictable era of connectivity, advanced analytics, and intelligent machines – which some allude to the Fourth Industrial Revolution – we too keep pace with change, particularly on how annual reports of the future will be created, conveyed, and consumed.
Pioneering a digital-first mindset
Starting with our first HTML report for a client in 1999 we continue to advocate digital adoption through a choice of device-independent end-to-end online HTML and interactive PDF reports, video executive summaries, and others in any other medium or format to effectively reach multiple stakeholder groups effectively and in a cost-efficient manner
Interfacing digital with AI-powered tools
Using generative artificial intelligence technologies we developed our first AI-powered Annual Report Reader in 2024, and are currently working on refinements and newer applications, such as chatbots that use deep learning and natural language processing to assist readers who are visually or otherwise challenged
Forging new pathways through platform businesses
Adopting a software-as-a-service concept as a parallel business for clients, we are about to roll out a suite of plug-and-play products which will be accessible through an internet browser and enabled by our in-house Annual Reports of the World Library.
SmartWorks
A practice centred on joy!
With growing concerns among customers, investors, and other stakeholders about sustainability and greenwashing, the proof of the pudding lies in our client’s annual report preparation journey and the delivery of a product that people actually want to read and can trust!
Enjoying challenges and pushing our limits
Going beyond boilerplates and the hype we are passionate about what we do in navigating new and emerging regulatory and reporting requirements, crafting designs that are imaginative and functional, drafting content that is informative and relevant, and preparing reports that truly wow and engage
Staying focused and yet agile
Building on our 30-year track record including 15 years in the Middle East we work with empathy across diverse cultures, foster a culture of innovation and adaptability, along with backstopping through our 70 plus team of professionals to reconfigure quickly based on feedback
Learning from the past and planning for the future
Following a successful project completion, we engage our clients yet again to analyse our mutual experiences and learn from the past in a spirit of continuous improvement, and plan ahead for the next reporting cycle to scale even greater heights...while living our mission to make the making and reading of annual reports a joy!
"Yet there is something even more - an inner passion - that drives us. Beyond the nuts and bolts of disclosure and compliance, beyond questions of communications strategy and execution lies the simple, yet far-reaching imperative incorporated in our Mission Statement."
SmartBook 2012
Our flagship product
Born from our research, the AnnualReportPlus is a multi-vehicle perennial product that helps a company to communicate with each stakeholder group clearly and cohesively using the best-suited tool or platform while maintaining continuity beyond the reporting period. It is the Smart Swiss Army Knife of Annual Reports!
The features:
- Designed ground-up without merely adapting a paper copy
- Cost efficient and effective targeting through summaries in print, video, and/or PDF formats
- User-friendly for sharing on social media
- Effective use of a variety of mediums
- Going beyond the report date and release date through an Updater Portal and an Updater App to access a Perennial Compendium which maintains continuity until the next reporting cycle
Take a break...
Most annual report
journeys are rocky.
Watch our two-minute video,
'Annual Report Irony', which captures the report preparer's frustrations all too well.
Here is another, a music video 'The Ideal' which was also produced in-house, to engage clients who are at various points of their annual report journeys.
Help is on hand - be it to overcome the frustrations of report preparation or to strive for the ideal annual report; and having a bit of fun along the way.