Annual Accounts Digital Publication


Digital, annual reports and design

Jason Searle
We are really happy with the final product that has been produced with See Media’s support. It has been very well received by both internal and external stakeholders who have commented on the user-friendly nature of the product as well as the look and feel of our financial statements.”
Head of Finance & Treasury

settle is a 9,600-home housing association with properties across Hertfordshire and Bedfordshire. Its homes are a mix of tenures, mainly general needs, supported housing for older people and shared ownership. Its purpose is to help people who are struggling to find a place to live and to help customers to live comfortably in their homes so they can live the life they choose. 

settle foleon report
The Challenge

In keeping with its ethos of accessibility, settle wanted to update its approach to its annual accounts publication to ensure its was more modern and user-friendly. settle approached us to discuss options and its finance team liked the idea of exploring how a digital publication produced using our Foleon platform could meet its needs. 

What did we do?

We worked with settle’s communications team and finance team to evaluate the pros and cons of following an updated, interactive PDF approach or creating a digital publication. While an interactive PDF can work very well, settle felt the user experience with a digital publication better met its needs. In particular, settle liked the ease of navigation around the publication, how it can be viewed on any device and the ability to share the URL with any partners or customers.

Once settle had decided it wanted to produce a digital publication for its annual accounts, we held an initial workshop with our designer and project manager to understand the team’s needs and to help us create an initial brand-compliant template for feedback. When the template was signed-off, we proceeded to work on the annual accounts publication, incorporating video, links and other interactive elements that helped make the most of settle’s existing content. This process was all overseen by our Foleon-trained production team, with several feedback rounds to ensure the publication was fully tested and met settle’s needs.

settle annual report - key highlights
settle foleon report

The annual accounts were completed on time and published to a wide range of stakeholders and customers through settle’s website. The digital publication has been very well-received by all target audiences, with several positive comments about the modern design and how much easier it is to access. 

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