Reads
Evidence and verification
Reads certificates, affidavits and invoices, and files each one against the scorecard claim it supports.
For transformation managers preparing a verification file
Talk to us about it
Transformation runs on data. We automate it, from collection to reporting.
Every B-BBEE, employment equity and skills report depends on figures gathered from payroll, procurement, training and finance. We design and build the systems that collect those figures once, check them and turn them into the dashboards and reports your committee, board and verification agency need. AI does the reading and matching. Your people make the decisions.
- 01Collected onceFigures come straight from the records you already keep, instead of being retyped.
- 02Checked by AIDocuments are read, and gaps, duplicates and expiry dates are flagged.
- 03Confirmed by your peopleA named person reviews and approves every figure before it is used.
- 04Reported without retypingDashboards, packs and verification files come from the same approved figures.
The problem
In transformation, the hard part is the data.
Ask a transformation manager where the month goes, and the answer is seldom strategy. It goes on finding and collating data. Salaries and occupational levels sit in payroll. Supplier spend sits in the procurement system, and the B-BBEE certificates behind it sit in inboxes. Training records are kept by HR, by training providers and sometimes on paper. Enterprise development and socio-economic development contributions sit with finance.
Bringing all of that together, checking it and analysing it takes weeks every month. The same report is rebuilt by hand each time, from spreadsheets that do not quite agree with each other. By the time the figures are ready, there is little time left to act on them.
Then verification arrives, and the gaps show: an expired certificate, a missing attendance register, a learner who cannot be matched to a payment. Points are lost not because the work was not done, but because the evidence could not be found or proved.
Where the data sits today
- Payroll and HRSalaries, occupational levels, race, gender and disability, for employment equity and management control.
- ProcurementSupplier spend, with certificates and affidavits filed in email and shared drives.
- TrainingLearnerships, bursaries, attendance registers and invoices from several providers.
- FinanceESD and SED contributions, the leviable amount and net profit after tax.
The resultOne month-end report, rebuilt by hand, every month.
What we do
We automate transformation systems, from data collection to reporting.
We know how B-BBEE, employment equity and skills development are measured, so we design systems around the Codes rather than around a generic software template. Each system collects the data at the source, keeps the evidence with it and produces the reports without retyping. We use AI where it genuinely helps, mostly for reading, matching and drafting, and we leave judgement with the people who are accountable for it.
Where AI helps
- Reading certificates, affidavits and invoices, so nobody has to retype them.
- Matching each document to the scorecard claim it supports.
- Flagging gaps, expiry dates and sub-minimum risks early in the year.
- Bringing figures from many spreadsheets into one reliable record.
- Drafting the first version of the commentary for committee and board packs.
Where your people decide
- Which figures go to the verification agency.
- Anything that affects a person, such as hiring, pay or EE classification.
- How the Codes and your sector targets apply to your business.
- Ownership structures, and anything that could look like fronting.
- Approving every report before it leaves the business.
- 01Custom dashboardsYour likely level, every month, while the year is still open.
- 02Application systemsBursary, learnership, ESD and supplier applications, decided fairly and on record.
- 03Skills developmentThe training trail, from the attendance register to the WSP and ATR.
- 04ProcurementSupplier certificates, spend and ESD beneficiaries, tracked all year.
The systems
Eleven systems, each one built around your scorecard.
They fall into five families, from getting the records in to keeping them safe. Most clients start with the one that costs them the most hours, and add others as the year shows what is needed. Where nothing fits, we build it for you.
Five families 01 / 05
01 · Capture and evidence
Get the records in once, and keep them in order.
Certificates, affidavits, invoices, payroll and supplier files are read and filed where they belong. Anything missing or about to expire is flagged for a person to check.
Monitors
Supplier intelligence
Tracks each supplier's B-BBEE level, Black ownership and certificate expiry date, and sends renewal reminders.
For procurement teams and supplier development officers
Talk to us about it
Connects
Transformation data hub
Brings payroll, procurement and training data together in one controlled record your teams can rely on.
For companies whose data sits in many spreadsheets and inboxes
Talk to us about it02 · Scorecard and analytics
Know your likely level before the certificate.
These dashboards estimate where you stand during the measurement year, element by element, so decisions are made while there is still time to act.
Projects
Scorecard intelligence
Estimates your B-BBEE level element by element during the year and warns you when a sub-minimum is at risk.
For executives, B-BBEE committees and champions
Talk to us about it
Analyses
Procurement analytics
Shows spend by supplier category, the gap to each target in rand and where redirected spend would count most.
For procurement heads and finance teams
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Analyses
Workforce and EE analytics
Compares workforce representation with the EAP and sector targets, and feeds your EE plan and annual EE reports.
For HR teams, EE committees and EE managers
Talk to us about it03 · Programme trackers
Show what each programme spent, and what it changed.
Each programme is recorded as it runs, with the evidence attached, so both the points and the outcomes can be shown at verification and to your board.
Tracks
ESD programme tracker
Records each beneficiary and the funding and support given, and measures their growth against a starting baseline.
For ESD managers and enterprise development partners
Talk to us about it
Tracks
Skills and learner tracker
Tracks learnerships, bursaries and skills spend against the Codes targets, including how many learners you absorb.
For skills development facilitators and HR teams
Talk to us about it
Measures
SED impact tracker
Records contributions, beneficiaries and outcomes, with the supporting evidence ready for verification.
For CSI and socio-economic development teams
Talk to us about it04 · Reporting studios
Reports drafted from one set of figures.
Committee packs, board reports and disclosures are produced from the figures already collected. Each one can be traced to its source and is approved by a person before it is sent.
Reports
ESG reporting studio
Collects ESG data once and drafts your disclosures, with each figure traceable for your assurance provider.
For sustainability leads and company secretaries
Talk to us about it
Built for you
Custom report systems
A report system designed around the data you already gather, with the simple, repeated reports automated: monthly packs, expiry lists and spend against target.
For any team that rebuilds the same report every month
Talk to us about it05 · Governance and records
Secure records for the matters that must hold up.
Structured records, with access by role and a full history of every change, for the work that verification agencies, auditors and the Master of the High Court review.
Records
Trust administration portal
Keeps beneficiaries, trustee meetings, distributions and filings with the Master of the High Court in one secure record.
For trustees, trust administrators and ownership schemes
Talk to us about it
Built for you
Application and process systems
Systems for a process you run by hand today, such as bursary, learnership, ESD or supplier applications, with every step recorded. See how they work
For teams replacing a paper or email-based process
Talk to us about itCustom dashboards
See the year while it is still open.
Most businesses learn their B-BBEE level only when the verification report arrives, months after the measurement year has closed. A custom dashboard changes that. It reads from the data you already collect and estimates where you stand, element by element, every month, so your executives can see the points at risk and act while there is still time.
- Your scorecardBuilt on your sector code, your enterprise size and the elements that apply to you.
- Your targetsSub-minimums and internal targets are tracked, with a warning when one is at risk.
- Your questionsDesigned around what your committee and board actually ask, in your own words.
Scorecard, financial year 2027, month 7 of 12
Projected B-BBEE level
Projected levelLevel 32.0 points short of Level 2
Points93.0projected at year end
Sub-minimum1 at riskSkills development
Evidence ready92%for verification
Elements against weighting
Skills spend against target
Spend to date, 2.0%On current plans, 3.0%Target, 3.5%
MarSepFeb
Actions this month
- Skills Approve two learnerships before December to clear the sub-minimum
- Procurement Five supplier certificates expire within 60 days
- Evidence Three ESD agreements are still unsigned
Preferential procurement, year to date
Where redirected spend counts most
Spend by supplier B-BBEE level, R million
Scenario
Move R2.5m of non-compliant spend to Level 1 suppliers
Preferential procurement+2.3points, estimated
Projected level3 → 295.3 points
This is an estimate only. Your adviser checks the scenario against the Codes before any budget is moved.
Gap to target, Black-owned EMEs and QSEsR1.2m
Suppliers with certificates expiring in 60 days5
Spend without valid evidenceR0.4m
Records, financial year 2027
One record, its evidence and its history
- Financial year 2027
- Ownership
- Management control
- Skills development
- Learnerships
- Learner 0412
- Learner 0413
- Bursaries
- Enterprise and supplier development
- Socio-economic development
Learner 0412
- ID number
- •••• •••• 0412
- Programme
- Business administration, NQF 4
- Status
- Active, month 7 of 12
- Counts towards
- Skills development, learnerships
Evidence
- Learnership agreement
- Attendance registers, 7 of 7
- Stipend payments, 7 of 7
History
- Capturedby the HR administrator
- Read and matchedby AI to the learnership claim
- Confirmedby the skills development manager
- Viewedby the verification agency, read only
Illustrative, fictional dataEvery dashboard is designed for the client: your elements, your sector code and your own words.
Application process design
Application systems that are fair, quick and easy to audit.
Bursaries, learnerships, ESD support and supplier registration all start with an application. In many businesses those applications arrive by email, are tracked in a spreadsheet and are decided in a meeting that nobody minuted. That is slow for applicants, hard to defend and difficult to verify. We design the whole process with you and build it as one system.
- 01Intake
Applicants complete one online form that asks only for what the decision needs, in line with POPIA.
- 02Criteria
Your criteria are written into the system, so every application is measured against the same rules.
- 03Evidence
Documents are uploaded once. AI reads them and flags anything missing, unclear or out of date.
- 04Decision
Your panel reviews a shortlist with the evidence alongside it, and records each decision and its reasons.
- 05Audit trail
Every step is logged, so you can show a verification agency, an auditor or an applicant exactly how a decision was made.
Bursary applications, 2027 intake
Application 0386
- 214Received
- 168Meet criteria
- 121Evidence complete
- 40Shortlisted
- 12Awarded
Criteria and evidence
- South African citizenID confirmed
- Field of study in the skills planMatches
- Household income below the limitRead by AI, to confirm
- Latest academic resultsRead by AI, to confirm
- Proof of registration for 2027Missing
Decision
Recommended for the shortlist, once proof of registration is received.
Request documentAdd a note
History
- Submittedby the applicant, 3 November
- Documents readby AI, two items to confirm
- Criteria checkedby the bursary administrator
The same design works for
- BursariesFrom application to award, with academic progress tracked after it.
- Learnerships and internshipsRecruitment, agreements and placement, ready for the skills element.
- ESD beneficiariesApplications for funding or support, with the baseline recorded from day one.
- Supplier registrationNew suppliers onboarded with their certificate or affidavit read and confirmed.
Skills development
The skills data trail, kept in order all year.
Skills development is often the element with the weakest evidence. Training happens across the business, records sit with different providers, and the spend has to be measured against the leviable amount. We automate the trail, from the first attendance register to the final report.
- Training recordsEvery course, attendee and attendance register is recorded once, against the employee or learner it belongs to.
- Learnership and bursary registersAgreements, stipends, results and status are kept for each learner, with a reminder when a document falls due.
- WSP and ATR preparationThe workplace skills plan and annual training report are prepared from the same records, ready for your skills development facilitator to review before submission to your SETA.
- Spend against the leviable amountSpend on learning programmes is measured during the year against the current target of 3.5% of the leviable amount, so the gap can be closed in time.
- Absorption evidenceLearners who complete a programme and are employed are recorded with the evidence the Codes require.
- Learner progress dashboardsManagers see who is progressing, who needs support and who is close to completing.
Skills development, month 7 of 12
Learning programme spend
2.9% of the leviable amount so farTarget 3.5%
Learners on programmes46
Completed this year18
Absorbed into jobs12
Learner progress
- Learnership, business administrationOn track, 21 of 24
- Bursaries, engineeringResults due
- Internships, financeOn track, 9 of 10
- WSP and ATRDraft for review
Procurement
Procurement spend that counts, and can be proved.
Preferential procurement carries 27 points on the scorecard, and every rand of it depends on two things: an accurate spend record and a valid certificate or affidavit for each supplier. Both change all the time. We automate the supplier side and the spend side, so the figures hold up at verification.
Spend with an empowering supplier is recognised according to the supplier's B-BBEE level. R100 spent with a Level 1 supplier counts as R135. Working that out by hand for hundreds of suppliers, each with a certificate that expires on a different date, is slow and easy to get wrong.
- Supplier certificate collectionSuppliers upload their certificate or affidavit through one link. AI reads the level, Black ownership and expiry date, and a person confirms them.
- Expiry trackingSuppliers are reminded before a certificate expires, and your team sees which spend is at risk.
- Spend analysisSpend is analysed by recognition level and by supplier category, with the gap to each target shown in rand.
- Empowering and Black-owned spend dashboardsSpend with empowering suppliers, Black-owned suppliers and Black women-owned suppliers is shown as the year runs.
- ESD beneficiary trackingSuppliers you support through enterprise and supplier development are tracked with their funding, support and growth.
- Reports for the committeeThe procurement report for your transformation committee is drafted from the approved figures every month or quarter.
Preferential procurement, year to date
Suppliers and recognised spend
SpendR40.0m
Recognised spendR46.3m
Expiring within 60 days5
Supplier certificates
| Supplier | Level | Recognition | Certificate |
|---|---|---|---|
| Sample Logistics | 1 | 135% | Valid to Mar 2027 |
| Example Cleaning Services | 2 | 125% | Expires in 21 days |
| Demo Office Supplies | 4 | 100% | Read by AI, to confirm |
| Placeholder Engineering | Not supplied | 0% | Missing |
Reporting
The monthly report, drafted from data you already collect.
Most transformation teams rebuild the same reports every month by hand. We design the report once, and the system does the gathering, the checking and the first draft. Your team reviews it, corrects it where needed and approves it.
Gathered from
- Payroll and HR exports
- Supplier certificates and affidavits
- The procurement spend ledger
- Training registers and invoices
- ESD and SED records
- 01Gathered
The system collects the data from the files and systems you already use, on a schedule you set.
- 02Checked
AI flags gaps, duplicates and expired documents, and a person resolves each one.
- 03Drafted
The system builds the tables and charts, and AI writes a first draft of the commentary in plain language.
- 04Approved
A named person in your team edits and signs off. Nothing is sent without that approval.
Produces
- The monthly committee pack
- Quarterly board reports
- Inputs for your EE reports
- Verification schedules
- ESG disclosures
Small reports we automate
The small, repeated reports are often where the most hours go. A few examples of what clients ask for:
- Certificate expiry listSent to procurement every Monday
- Skills spend against targetSent to HR and the committee every month
- Supplier level summarySent to the procurement head every quarter
- Committee pack with draft commentaryReady before every committee meeting
- Workforce profile by level and occupationFor the EE committee and the EE reports
- Missing evidence listSent weekly in the months before verification
The rule we build in: AI drafts, a named person approves, and every figure links back to its source.
Data protection
Your data stays on your systems, under your control.
Transformation data holds salaries, ID numbers, race, gender, disability and ownership details. It is some of the most sensitive information a business keeps. That is why we build local-first systems that run on your own devices and servers, with POPIA designed in from the start.
The internet
Not needed to run. Connected only if you choose.
Inside your organisation
Your server or deviceThe system and its data
Encrypted backupOn media you hold
- ExecutivesDashboards
- HRWorkforce and skills
- ProcurementSuppliers and spend
- Verification agencyRead only, when you allow
- Stays on your devices and serversThe system and its data are installed inside your organisation, not on a provider's servers.
- Works offlineCapture, dashboards and reports keep working without an internet connection.
- Encrypted backupsBackups are encrypted with a passphrase you choose, and a reminder appears when one is due.
- POPIA by designOnly the personal information each measure needs, with names and ID numbers hidden where totals are enough.
- Role-based accessEach team sees only the information it needs.
- Full audit trailEvery change, check and approval is recorded, so your verification agency can follow it.
- Human in the loopAI drafts and flags. A person confirms every figure used for verification or reporting.
Local first and cloud tools, compared fairly
Cloud tools suit some work well, and we will say so. When a client needs one, we help choose the provider and set it up in line with POPIA, including the rules on sending personal information outside South Africa.
| Question | Local-first systems we build | Typical cloud tools |
|---|---|---|
| Where the data lives | On your devices or servers | On the provider's servers, often outside South Africa |
| Without internet | Keeps working | Usually stops |
| Who controls access | Your own administrators | You, and the provider's staff and systems |
| Backups | Encrypted, on media you hold; we set up the routine with you | Handled by the provider |
| Access from anywhere | Within your network, unless you choose otherwise | Easy from any location |
| Updates | Planned and tested with you | Applied by the provider on its schedule |
Proof from our own work
We build our own tools this way.
The systems we use to deliver our own services, ESG Proposal Designer, ESD Measure and ESG Measure, each run as a single file in the browser with every network connection blocked. Client data stays on the device, backups are encrypted with a passphrase the user chooses, and every change is written to a log.
Where AI is used
When a task needs an AI model, we agree with you where it runs: on your own hardware where that is practical, or through a service you approve, with names and ID numbers removed before anything is sent.
AI training, coming soon
AI training for transformation teams, launching in 2027.
We are preparing a programme of practical courses on using AI and data well in B-BBEE, employment equity, skills and ESG work: what AI does well, where a person must decide, and how POPIA applies. The course material is being written now and the first dates are planned. Register your interest and we will tell you when dates and fees are confirmed.
AI news
AI in transformation, in plain language.
News and practical notes on AI, data and POPIA in transformation work, written for the people who do the work, from The Blueprint, our newsletter.
How we work with you
Built around your scorecard, not a template.
There is no off-the-shelf version of your transformation data. Every system we build is designed around your scorecard, your sector code, the data you already collect and the people who will use it. A typical engagement runs in five steps, and you can stop after any of them.
- 01Discover
We look at the data you gather, where it sits, who uses it and which reports take the most time.
You receive a short findings note - 02Design
We design the screens, the records and the reports with your team, before anything is built.
You receive designs to approve - 03Build
We build and test the system on your own devices or servers, with your real data kept inside your organisation.
You receive a working system - 04Train
Your people learn to capture, check and approve, and to read what the dashboards say.
You receive training and short guides - 05Support
We stay on hand through the measurement year, and adjust the system as codes and needs change.
You receive ongoing support
Is your team losing weeks to spreadsheets and reports?
Tell us what your team collects and reports every month. We will show you what could be automated, and what should stay with your people.
The blueprint of change.
Begin here
Start with one report, or one system.
Tell us what your team rebuilds every month, and we will show you what a local system could do for it.
What happens next
- 01A first conversationTell us what you gather and report. One call, no obligation.
- 02A look at your dataWhere it sits and who uses it, before we propose anything.
- 03A clear proposalScope, timing and cost, in plain language.
- sales@bsvision.co.za
- 010 500 0909
- Quadrum Office Park, Constantia Kloof