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A mini guide to online reporting




Emperor Design
Creating targeted, effective
communications for today’s
online reporting world
Introduction




As a design agency with
a 14 year track record in
financial reporting, we’ve
worked with companies
across a wide variety of
sectors and listings on their
printed and online annual
reports – building up a huge
bank of experience on how
to deliver effective, creative
design solutions.
The introduction of the default
             to electronic communications
             with shareholders has generated
             opportunities and challenges. An online
             annual report can provide a lively and
             informative way to bring your annual
             report to life, reducing print runs and
             presenting the expanding volume
             of information required in a more
             accessible format. However, we are
Steve Kemp   still in a period of transition and many
Director     shareholders still want to receive a hard
             copy annual report leaving companies
             with potentially two projects to
             complete – in the same tight timescales
             with the same limited resources. So,
             for many smaller companies, a well
             structured and designed printed
             annual report supported by a PDF
             on the investor website is a sensible
             option. We have a genuine passion for
             interpreting our clients’ business stories
             through clear, engaging design and
             messaging, and we believe that this is
             the most important aspect of financial
             reporting – whatever the medium.

             That said – it’s a fast changing world
             and a strong online presence is
             essential to effective shareholder
             communications, so this booklet is
             a collection of some initial thoughts
             which aim to help you with your
             online reporting. We’d be delighted
             to discuss these further with you.
Top Tips




Our top ten tips                                                   Break down
                                                             long blocks of text
                                                                                                          Plan on making
                                                                                                     the report as clear and
                                                                                               intuitive as possible to navigate by
                                                                                             adding in quick links to other relevant
                                                            into shorter sections           sections. Also add a search facility on
                                                            with sub-headings to            each page to help visitors move around
        To b                                                 make them easier to
               u                                                                               the site quickly to find a specific
       repo ild a n en                                          read on screen.                                                          Make sure there is a
              r             g
       sta n d t tha t m a g in g onl                                                            piece of information or follow         ‘ rinter friendly pages’
                                                                                                                                        p
                          e               in
      th e b a rds, sta ets best e a nnua l                                                             a particular theme.              feature including the
                          r
     pro c eg inn in g o t pla nn in pra ctice                                                                                         option to print sections.
            e                           g
    eigh t ss. You f your a n for this
            w eek       n eed           n
   onlin           s fo       to a l ua l repo a t
          e                           l            r
  en ou a nnua l r r a full H ow a rou t
         g             e                          nd
 a n d t h time fo port to TML
        estin                       g
                g bef r con ten ua ra n tee
                     ore it        t lo a                   Consider including PDF
                              g o es        din g
                                       live.                stitcher functionality to
                                                            allow users to customise                                                        Take full advantage of the
                                                            their own annual report.                     For a more cost
                                                                                                   effective, functional option,            medium - present data in
                                                                                                   consider producing an HTML               multiple formats, consider
                                                                                                     front section, with the                video for commentary on
                                                                                                     financials in PDF form.                the results by the CEO
                                                                                                                                            or Chairman, allow access
                                                             D on                                                                           to a glossary from within
                                                           onl ’ t for                                                                      the text and include a
                                                               i
  Adopt a multi-channel                                   n ee n e a nn g et th                                                             download centre for each
strategy for your reporting                             a cc ds to ua l re a t th e
                                                                       f                                                                    section. Do not provide
 to make sure the content                              as essibil ollow port
                                                           you       i                                                                      over-complex functionality
for your online and printed                                      r m ty sta th e sa
                                                                    a in      n                                                             that has no use to
  versions is consistent.                                                w e b da rds m e       Make sure every section and
                                                                              site              page can be read out of order               your target audience.
     Layout, however,                                                              .
                                                                                                – website visitors will browse
     does not have to
                                                                                                information rather than read
        be identical.
                                                                                                through sequentially, so cross
                                                                                                referencing, use of breadcrumb
                                                                                                trails to highlight location
                                                                                                and a well-thought-out
                                                                                                structure are all important
                                                                                                ways of facilitating this.
Glossary




Understanding
                                                                                       Landing page                                 Website accessibility
                                                                                       The main menu page or introductory           To comply with UK legislation, all
                                                                                       page of a new section. Tracking shows        websites must be fully accessible


the language
                                                                                       that landing pages experience heavy          for equal access to information and
                                                                                       traffic, with users spending the most        services to all users, including those
                                                                                       amount of time on these pages, so make       with visual, hearing, cognitive and
                                                                                       sure that they are particularly impactful.   motor impairments. An example is

of online reporting                                                                    PDF stitcher
                                                                                       A PDF stitcher allows the user to build
                                                                                                                                    providing the transcript to a webcast
                                                                                                                                    presentation to ensure that deaf
                                                                                                                                    people can access the content.
                                                                                       or ‘stitch’ together the sections of the
                                                                                       online annual report that they would         Web analytics
                                                                                       like as a single PDF. Customising            An advantage of having an online HTML
                                                                                       the annual report in this way offers         annual report is that you can track
                                                                                       flexibility and increased usability.         which web pages are looked at most
                                                                                                                                    by using web analytics software.
                                                                                       RSS content feeds
Anchor links                               Browser                                     Really Simple Syndication (RSS)              XBRL
Hyperlinks that go to a specific area      Ensure that your website works              feeds are web feed formats that              XBRL stands for eXtensible Business
in a web page, making it easy for the      for different internet browsers             make it easy for users to keep in            Reporting Language. Rather than treating
user to navigate information quickly.      (especially Firefox, Internet               touch with you by alerting them              financial information as e.g. an internet
                                           Explorer and Google Chrome).                when information is updated.                 page or a printed document, it provides
Audio / video webcasts                                                                                                              an identifying tag for each individual item
‘Broadcasting’ over the internet allows    Intuitive information                       Search engine optimisation                   of data, which is computer readable.
you to provide a wider audience with       architecture / Usability                    Ensure maximum exposure to your              This makes the preparation, analysis and
access to presentations and shareholder    The way the content in your online          online report by optimising the content      communication of business information
meetings. It’s also a useful way to        annual report is ordered and therefore      for search engines so that it appears        far more efficient, accurate and reliable.
communicate with investors outside         searched is imperative to a good online     at top of page rankings. Choose a
the standard financial calendar.           annual report. It is advisable to include   straightforward URL name, such
                                           multiple ways of navigation, such as        as http://www.annualreport2009.
Breadcrumb trail                           the search function, quick links, ‘email    company, which uses a sub-domain of
Including a breadcrumb trail at the        to a friend’, print and download.           the main website; or http://company.
top of each page (e.g. Home > Annual                                                   com/ar_2009/, where it is simply
Report > Corporate Governance>                                                         another section of the website.
Remuneration Report) helps visitors to
navigate your online report more easily.
Information resources




We’ve included some            Excellent ‘best practice’ guides

useful sources of additional   www.ir-soc.org.uk/
information.                   Guidelines on web accessibility
                               www.w3.org/standards
                               webdesign/accessibility
                               Web auditing, benchmarking and certification
                               www.sitemorse.com
                               Measuring website effectiveness
                               www.bowencraggs.com
Projects

Low & Bonar
Extensive internal links make navigating the online
annual report comparable to browsing through a
printed version. Remember you won’t have page
numbers, so replace these with appropriate words
and hyperlinks to aid navigation within the site.

http://annualreport2009.lowandbonar.com/
Spectris
Graphs are a highly effective and engaging
way of communicating key facts and
figures, as well as complex information.

http://ar2009.spectris.com
Projects

CompuGROUP
It is recommended that you sign off
the site map as early as possible when
creating dual language online annual
reports to ensure that enough space is
available to accommodate different word
lengths, e.g. English versus German.

http://report.compugroup.com/german/
http://report.compugroup.com/english/
Vedanta
Imagery is a powerful tool to help
communicate the company’s values.

http://ar2009.vedantaresources.com/
Projects


Moneysupermarket.com
Simple navigation makes the online annual
report as user-friendly as possible.

http://corporate.moneysupermarket.com/ar_2008/
Mecom
A full download centre makes it easy for users
to take away the sections they need.

http://www.mecom.co.uk/annualreport2009
Projects


Northumbrian Water Group
Anchor links make complex
information easily accessible.

http://www.annualreport2009.nwg.co.uk
Cairn Energy
Selective functionality, such as
interactive maps, can really bring
the online annual report to life.

http://ar2009.cairnenergy.com
Emperor Design

London                               Edinburgh
Steve Kemp                           Neil Reynolds
steve.kemp@emperordesign.co.uk       neil.reynolds@emperordesign.co.uk

Zetland House                        32 Castle Street
5-25 Scrutton Street                 Edinburgh
London                               EH2 3HT
EC2A 4HJ
                                     T: +44 (0)131 220 7990
T: +44 (0)20 7729 9090               F: +44 (0)131 220 7999
F: +44 (0)20 7729 9091


Birmingham
Claire Forrest
claire.forrest@emperordesign.co.uk

Studio 11 The Cogent Works
50/54 St Paul’s Square
Birmingham
B3 1QS

T: +44 (0)121 262 3830
F: +44 (0)121 262 3839




 www.emperordesign.co.uk

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Online Reporting Mini Guide

  • 1. A mini guide to online reporting Emperor Design Creating targeted, effective communications for today’s online reporting world
  • 2. Introduction As a design agency with a 14 year track record in financial reporting, we’ve worked with companies across a wide variety of sectors and listings on their printed and online annual reports – building up a huge bank of experience on how to deliver effective, creative design solutions.
  • 3. The introduction of the default to electronic communications with shareholders has generated opportunities and challenges. An online annual report can provide a lively and informative way to bring your annual report to life, reducing print runs and presenting the expanding volume of information required in a more accessible format. However, we are Steve Kemp still in a period of transition and many Director shareholders still want to receive a hard copy annual report leaving companies with potentially two projects to complete – in the same tight timescales with the same limited resources. So, for many smaller companies, a well structured and designed printed annual report supported by a PDF on the investor website is a sensible option. We have a genuine passion for interpreting our clients’ business stories through clear, engaging design and messaging, and we believe that this is the most important aspect of financial reporting – whatever the medium. That said – it’s a fast changing world and a strong online presence is essential to effective shareholder communications, so this booklet is a collection of some initial thoughts which aim to help you with your online reporting. We’d be delighted to discuss these further with you.
  • 4. Top Tips Our top ten tips Break down long blocks of text Plan on making the report as clear and intuitive as possible to navigate by adding in quick links to other relevant into shorter sections sections. Also add a search facility on with sub-headings to each page to help visitors move around To b make them easier to u the site quickly to find a specific repo ild a n en read on screen. Make sure there is a r g sta n d t tha t m a g in g onl piece of information or follow ‘ rinter friendly pages’ p e in th e b a rds, sta ets best e a nnua l a particular theme. feature including the r pro c eg inn in g o t pla nn in pra ctice option to print sections. e g eigh t ss. You f your a n for this w eek n eed n onlin s fo to a l ua l repo a t e l r en ou a nnua l r r a full H ow a rou t g e nd a n d t h time fo port to TML estin g g bef r con ten ua ra n tee ore it t lo a Consider including PDF g o es din g live. stitcher functionality to allow users to customise Take full advantage of the their own annual report. For a more cost effective, functional option, medium - present data in consider producing an HTML multiple formats, consider front section, with the video for commentary on financials in PDF form. the results by the CEO or Chairman, allow access D on to a glossary from within onl ’ t for the text and include a i Adopt a multi-channel n ee n e a nn g et th download centre for each strategy for your reporting a cc ds to ua l re a t th e f section. Do not provide to make sure the content as essibil ollow port you i over-complex functionality for your online and printed r m ty sta th e sa a in n that has no use to versions is consistent. w e b da rds m e Make sure every section and site page can be read out of order your target audience. Layout, however, . – website visitors will browse does not have to information rather than read be identical. through sequentially, so cross referencing, use of breadcrumb trails to highlight location and a well-thought-out structure are all important ways of facilitating this.
  • 5. Glossary Understanding Landing page Website accessibility The main menu page or introductory To comply with UK legislation, all page of a new section. Tracking shows websites must be fully accessible the language that landing pages experience heavy for equal access to information and traffic, with users spending the most services to all users, including those amount of time on these pages, so make with visual, hearing, cognitive and sure that they are particularly impactful. motor impairments. An example is of online reporting PDF stitcher A PDF stitcher allows the user to build providing the transcript to a webcast presentation to ensure that deaf people can access the content. or ‘stitch’ together the sections of the online annual report that they would Web analytics like as a single PDF. Customising An advantage of having an online HTML the annual report in this way offers annual report is that you can track flexibility and increased usability. which web pages are looked at most by using web analytics software. RSS content feeds Anchor links Browser Really Simple Syndication (RSS) XBRL Hyperlinks that go to a specific area Ensure that your website works feeds are web feed formats that XBRL stands for eXtensible Business in a web page, making it easy for the for different internet browsers make it easy for users to keep in Reporting Language. Rather than treating user to navigate information quickly. (especially Firefox, Internet touch with you by alerting them financial information as e.g. an internet Explorer and Google Chrome). when information is updated. page or a printed document, it provides Audio / video webcasts an identifying tag for each individual item ‘Broadcasting’ over the internet allows Intuitive information Search engine optimisation of data, which is computer readable. you to provide a wider audience with architecture / Usability Ensure maximum exposure to your This makes the preparation, analysis and access to presentations and shareholder The way the content in your online online report by optimising the content communication of business information meetings. It’s also a useful way to annual report is ordered and therefore for search engines so that it appears far more efficient, accurate and reliable. communicate with investors outside searched is imperative to a good online at top of page rankings. Choose a the standard financial calendar. annual report. It is advisable to include straightforward URL name, such multiple ways of navigation, such as as http://www.annualreport2009. Breadcrumb trail the search function, quick links, ‘email company, which uses a sub-domain of Including a breadcrumb trail at the to a friend’, print and download. the main website; or http://company. top of each page (e.g. Home > Annual com/ar_2009/, where it is simply Report > Corporate Governance> another section of the website. Remuneration Report) helps visitors to navigate your online report more easily.
  • 6. Information resources We’ve included some Excellent ‘best practice’ guides useful sources of additional www.ir-soc.org.uk/ information. Guidelines on web accessibility www.w3.org/standards webdesign/accessibility Web auditing, benchmarking and certification www.sitemorse.com Measuring website effectiveness www.bowencraggs.com
  • 7. Projects Low & Bonar Extensive internal links make navigating the online annual report comparable to browsing through a printed version. Remember you won’t have page numbers, so replace these with appropriate words and hyperlinks to aid navigation within the site. http://annualreport2009.lowandbonar.com/
  • 8. Spectris Graphs are a highly effective and engaging way of communicating key facts and figures, as well as complex information. http://ar2009.spectris.com
  • 9. Projects CompuGROUP It is recommended that you sign off the site map as early as possible when creating dual language online annual reports to ensure that enough space is available to accommodate different word lengths, e.g. English versus German. http://report.compugroup.com/german/ http://report.compugroup.com/english/
  • 10. Vedanta Imagery is a powerful tool to help communicate the company’s values. http://ar2009.vedantaresources.com/
  • 11. Projects Moneysupermarket.com Simple navigation makes the online annual report as user-friendly as possible. http://corporate.moneysupermarket.com/ar_2008/
  • 12. Mecom A full download centre makes it easy for users to take away the sections they need. http://www.mecom.co.uk/annualreport2009
  • 13. Projects Northumbrian Water Group Anchor links make complex information easily accessible. http://www.annualreport2009.nwg.co.uk
  • 14. Cairn Energy Selective functionality, such as interactive maps, can really bring the online annual report to life. http://ar2009.cairnenergy.com
  • 15. Emperor Design London Edinburgh Steve Kemp Neil Reynolds steve.kemp@emperordesign.co.uk neil.reynolds@emperordesign.co.uk Zetland House 32 Castle Street 5-25 Scrutton Street Edinburgh London EH2 3HT EC2A 4HJ T: +44 (0)131 220 7990 T: +44 (0)20 7729 9090 F: +44 (0)131 220 7999 F: +44 (0)20 7729 9091 Birmingham Claire Forrest claire.forrest@emperordesign.co.uk Studio 11 The Cogent Works 50/54 St Paul’s Square Birmingham B3 1QS T: +44 (0)121 262 3830 F: +44 (0)121 262 3839 www.emperordesign.co.uk