How to Find the Right Entity Management Provider for You

As we recently discussed in our Top 10 Entity Management Questions You Should Ask Yourself, there are many questions to ask before selecting an entity management provider. But what, exactly, are the correct answers to those questions? Sometimes an expert is the best one to ask.

With that in mind, we talked to David Jefferis, senior sales engineer for Compliance and Governance Services at CSC, a global service provider of entity management solutions. Jefferis answers these questions and discusses best practices for entity management, stressing that security, efficiency, and ease of use are paramount factors in maintaining your data and documents.

What is the key factor in choosing an entity management provider?

Functionality and the features a provider can offer are important, but security is key and really shouldn’t be overlooked. Hackers and cyber criminals are not only creative, but tenacious, and constantly inventing new ways to illegally steal sensitive information. The provider you select should be held to the highest industry standards when it comes to security, and should conduct annual third party security assessments that attest to their ability to keep client data private and secure.

That makes sense, but I’m worried that the specifics might be too complex. Can a provider simplify things for me, while keeping customization, integration, and automation in mind?

What you’re looking for is the right fit for your company and your needs, and your provider should absolutely be able to provide a customized solution that is unique to you. Real-time integration will keep your data and filings up-to-date and compliant, and automation will streamline the process and run reports at your convenience. Demand both, as well as a clear idea of how the solution will allow you to collaborate with others.

Collaborate with others?

Definitely. Even if some of your team – be it tax, finance, whomever – is halfway around the world, your provider should not only be capable of doing business wherever you are, but offer a solution that allows each department to access information on a user-based system.

Does the solution you’re describing take a long time to implement, and will the provider be there to assist our employees during the process?

Entity management isn’t a one-size-fits-all, so each solution requires a certain amount of time to implement based on the nature of your business. That said, the provider should populate all your core data into their system and integrate that data with the functions and features they provide, and offer expert assistance throughout implementation. Providers should offer services to migrate all of your data and documents, whether you’re transitioning away from a former provider, or implementing a system for the first time.

This all sounds very expensive, so I guess I’ll need to shop around.

There are myriad providers around the world who will offer different packages at different price points, but the cost should be catered to your budget and your needs. One aspect to keep an eye on, however, is a provider who charges for services on an a la carte basis, rather than including everything up front. Some providers will charge customers for users, certain components of their platforms, upgrades, and may even charge fees for training or support. You’ll want to make sure all of those services are included.

How do I go about finding an expert provider that encompasses all of this?

When you know your budget and needs, you can begin looking at potential providers. At CSC, we offer everything discussed above at some of the most competitive pricing in the industry. Our company, founded more than a century ago, is devoted to customer service and helping our clients be better off tomorrow than they are today. To learn about CSC Entity Management℠, or to arrange a demonstration of our award-winning solution, call us at 1-800-927-9800 or visit

How to Find the Right Entity Management Provider for You