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MOORE STEPHENS INSIGHT LIMITED

Vena – Planning, Budgeting and Forecasting Solution Integrated with Excel

Vena's CPM platform combines deep FP&A planning capabilities, AI-powered reporting and analytics, flexible workflows and robust data governance with the productivity, collaboration, and innovation of your Microsoft applications. Vena's natively integrated with Excel, Microsoft 365 and Open AI technologies to empower Finance teams - complete planning platform with enterprise-level scalability.

Features

  • Integrated software for business planning across the whole organisation
  • Consolidated reporting in real time
  • Workflow automation for key processes
  • Full audit trail of user inputs
  • Native integration with Excel
  • Data and ERP source system agnostic. APIs, native connectors, ETL
  • Ease of use, purpose-built for Finance without expensive third-party support
  • Dashboard reporting with embedded Microsoft Power BI
  • Visibility of financial and non-financial performance
  • Integrated AI agent that automates FP&A, accelerates insights, improves decisions

Benefits

  • Reduce cost of ownership in medium term
  • Increase user adoption and utilisation with familiar native Excel interface
  • Connect multiple data sources into a single source of truth
  • Increase visibility over key financial reporting and planning processes
  • Ensure data integrity and accurate reporting with real-time data refresh
  • Significantly reduce lead times for key processes including monthly closedown
  • Automate spreadsheet-based processes with full auditability and transparency
  • Automate business-wide processes with Vena’s applicability across multiple use cases
  • Lower your upfront investment and see value faster
  • Secure financial data with advanced security features and role-based permissions

Pricing

Service documents

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Framework

G-Cloud 15

Service ID

1 0 0 7 9 0 8 1 5 7 7 7 9 7 0

Contact

MOORE STEPHENS INSIGHT LIMITED Brian Mahon
Telephone: 020 7952 4690
Email: info@moore-insight.com

About your service

Service categories

Applications

Enterprise resource management

Financial

  • Financial and Accounting Applications
Multi cloud support
No

Service scope

Software add-on or extension
No
Cloud deployment model
  • Public cloud
  • Private cloud
Service constraints
N/A
System requirements
N/A - fully cloud-based platform accessed via a web-based application.

User support

Email or online ticketing support
Yes
Support response times
Maximum first response wait of 1 business day for Severity C issues
User can manage status and priority of support tickets
Yes
Online ticketing support accessibility
None or don’t know
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Yes
Web chat support availability
9 to 5 (UK time), Monday to Friday
Web chat support accessibility standard
None or don’t know
How the web chat support is accessible
Via the support pages on our website or via the help feature embedded into our application.
Web chat accessibility testing
Not known
Onsite support
Yes, at extra cost
Support levels
Standard Support Plan
Every customer has access to our Standard Support Plan for online and telephone support, including:
• 24/7 application monitoring
• Help desk phone and email support 24/5 Monday-Friday
• Unlimited case submissions
• Up to 3 Power Users to contact Vena support
• Maximum first response time of 1 business day for Severity C issues
• Access to the Vena Customer Portal, online videos, FAQs, user guides, and a community help forum in our knowledge base
• A dedicated Customer Account Manager to help recommend products, services and processes to help you get the most out of Vena

Extended Support Plan
For after-hours support and accelerated response times, our
Extended Support Plan combines all the services of our Standard Support Plan with:
• 24 Help Desk with on-call telephone support
• Maximum first response time of 5 hours for Severity A issues
Up to 20 Manager or Administrator users to contact Vena support.
Support available to third parties
Yes
AI chatbot
Yes

Onboarding and offboarding

Getting started
Training is provided as well as a range of consulting services to assist with implementation and data import etc.
Service documentation
Yes
Documentation formats
  • HTML
  • PDF
  • Other
Other documentation formats
Online learning portal with Video Tutorials
End-of-contract data extraction
Vena offers multiple methods of data export to our customers, depending on your source systems, available resources and preferences:
1. Manual export via mass or queried export within the application
2. Automated/scheduled export of data via flat file format
3. Automated/scheduled export via Microsoft Power Automate
4. Automated/scheduled export via Vena’s open REST API
5. Automated/scheduled integration via Microsoft Data Factory in Fabric
Vena supports .csv format for data export from the Vena application.
End-of-contract process
Contracts are normally renewed on the contract anniversary. If a customer wishes to terminate the contract, then all customer data is permanently deleted.
Documentation accessibility standard
None or don’t know
How the documentation is accessible
Available to download from the Online Learning Dashboard when users enroll themselves onto a learning course.

Using the service

Web browser interface
Yes
Supported browsers
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
  • Other
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
Same functionality and user experience. Note that Vena does not have a separate mobile application. Rather, Vena users can easily log onto the application via any mobile device through their mobile browser.
Service interface
No
User support accessibility
None or don’t know
API
Yes
What users can and can't do using the API
The Vena API is an open REST API for both data import and export that allows users to:
• Retrieve template information
• Upload files to steps
• Create jobs
• Edit jobs
• Run jobs
• Export Data
API documentation
Yes
API documentation formats
HTML
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
Vena provides a fully configurable set of tools that does not require code customisation. Customisations will not be impacted by product upgrades. Ways in which the Vena application may be customised/configured to meet your business requirements:
• A sophisticated process designer that allows users to drag-and-drop their workflow process, including input steps, review steps, alerts and report access.
• The ability for workflow messages to be customized, including autofill with specific data.
• The ability to require managers to acknowledge receipt/review/approval of reports(s)
• User permissions pertaining to access and security are controlled by the administrator and can be customized as needed.
• The database can be fully configured to support tables and fields as required. Templates and reports are authored in a native Excel interface and can be completely customised by the client.
• Pre-formatted reports that can be leveraged as a starting point. Vena leverages a native Excel interface as the authoring environment, which allows clients to customise their reports as needed.
• The ability to create and customise dynamic validation rules based on user inputs.
• Data visualisation tools to improve visibility into processes and conditions, as well as discerning trends and projections.

Scaling

Independence of resources
As a multi-tenant SaaS platform, auto-scaling enables Vena to support unlimited concurrent users without performance degradation.

Analytics

Service usage metrics
Yes
Metrics types
System performance (e.g. system availability, outages, etc.) is available to customers via public URL. Customer tenant metrics, like usage, is available to share through the customer's designated Vena Account Manager.
Reporting types
  • Regular reports
  • Reports on request
Resource tagging
No
FOCUS resource tagging
No

Resellers

Supplier type
Reseller providing extra features and support
Organisation whose services are being resold
Vena Solutions UK Ltd

Staff security

Staff security clearance
Other security clearance
Government security clearance
Security Clearance (SC)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
  • United Kingdom
  • European Economic Area (EEA)
User control over data storage and processing locations
Yes
Datacentre security standards
Complies with a recognised standard (for example CSA CCM version 4.0)
Penetration testing frequency
At least once a year
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
Other
Other data at rest protection approach
All data in Vena is encrypted at rest using AES-256 bit encryption. Passwords are also securely stored through one-way hashed (bcrypt) with salt.
Data sanitisation process
Yes
Equipment disposal approach
Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
Data sanitisation type
Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

Data export approach
Vena is source system agnostic and supports a full spectrum of data integration capabilities to connect and load data from any source systems, including Extract-Transform-Load (ETL) functionality, native API connectors and an open REST API. Vena offers multiple methods of data export to our customers, depending on your source systems, available resources and preferences:
1. Manual export via mass or queried export within the application
2. Automated/scheduled export of data via flat file format
3. Automated/scheduled export via Microsoft Power Automate
4. Automated/scheduled export via Vena’s open REST API
5. Automated/scheduled integration via Microsoft Data Factory in Fabric
Data export formats
CSV
Data import formats
  • CSV
  • Other
Other data import formats
TDF

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
  • TLS (version 1.2 or above)
  • Other
Other protection within supplier network
All data in Vena is encrypted in transit using TLS 1.2 and at rest using AES 256-bit encryption.

Availability and resilience

Guaranteed availability
As per Vena’s Service Level Agreement:

Vena will use commercially reasonable efforts to make the Service available with a monthly uptime percentage of at least 99.5%, twenty-four hours per day, seven days per week, in each case during any monthly cycle (the “Service Commitment”). Monthly uptime percentage is based on the number of minutes the system is unavailable outside of planned maintenance windows in a calendar month and between the hours of 9:00 AM to 8:00 PM Eastern Time, Monday through Friday, with holidays excepted. For the avoidance of doubt, the Service is considered unavailable when the system/Service cannot be accessed by the Subscriber between the hours of 9:00 AM to 7:00 PM, Eastern Time, Monday through Friday, due to a service provider problem. In the event that Vena does not meet the Service Commitment, Subscriber will be eligible to receive a Service Credit as described below.

Service Credits are calculated as a percentage of the proportional monthly subscription value of the total subscription fees paid by Subscriber for the Service (which was unavailable) in accordance with the schedule below.
• Service unavailable between 90–360 minutes – 10%
• Service unavailable for more than 360 minutes – 40%
Approach to resilience
Each Vena instance is distributed across at least three Availability Zones, which means all live data is replicated and distributed across at least three physical data centres in a different location within a given cloud region, ensuring high availability and resilience. As part of our data backup and DR approach, backups of customer data are replicated and stored in a second cloud region in the event of an entire region becoming unavailable.
Outage reporting
A public dashboard with email alerts can be subscribed to – status.vena.io

Identity and authentication

User authentication needed
Yes
User authentication
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
Access restrictions in management interfaces and support channels
Access is granted based on an employee's role based on principles of least privilege. Only the access that is required for the employee to perform their duties is granted. Only a limited group of Vena employees on the infrastructure team have access to infrastructure/systems hosting customer data, for the purposes of troubleshooting systems issues and performing maintenance. All access is audited and controlled through access management controls, such as API logs, two-factor authentication and VPN access to the environment. All backend operations to access any data (including backups) is logged.
Access restriction testing frequency
At least every 6 months
Management access authentication
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
At least 12 months
Access to supplier activity audit information
No audit information available
How long system logs are stored for
At least 12 months

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
Other
Other security governance standards
Vena has completed SOC 1 & SOC 2 Type II audits. The examination was conducted in accordance with standards by the American Institute of Certified Public Accountants (AICPA). Additionally, Vena is a Provider with the Cloud Security Alliance and has a TRUSTe Privacy certification on the privacy policy and program.
Information security policies and processes
Vena employs a three lines of defence model to govern risk management. This model is widely used in the industry. Each of the three lines plays a distinct role within Vena’s control environment.

The first line of defence lies with the business and process owners, like IT, Finance, HR and Vena’s Cloud Operations teams, which are responsible for maintaining effective controls and for executing agreed upon risk and control procedures on a day-to-day basis.

The second line is performed by our Corporate Security department and overseen by a Security Risk & Compliance committee, which supports management to help ensure risk and controls are effectively managed. This line performs risk management and compliance functions to help build and/or monitor the first line-of defence controls.

The third line of defence provides assurance to senior management and the board that the first and second lines’ efforts are consistent with expectations. Vena employs independent external auditors for our third line of defence. They are solely responsible for providing an independent opinion on the sufficiency of the internal controls with respect to the requirements specified within accepted industry standards such as SOC.
Software Security Code of Practice
No

Operational security

Configuration and change management standard
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Configuration and change management approach
The change management process requires that existing security control mechanisms are not negatively impacted prior to approval – adherence to existing controls is reviewed through automated build testing and manual peer core reviews.
Vulnerability management type
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Vulnerability management approach
Vena Cloud is a fully Infrastructure-as-code production environment deployed across several distributed cloud regions, providing us resiliency, reliability, recoverability and security. We routinely rotate in fresh ephemeral compute instances on a weekly basis to pick up the latest security releases and OS-level patches to ensure continuous compliance with critical OS-level vulnerabilities. All base images are scanned prior to deployment using automated vulnerability scans and release will be blocked if there are any high or critical severity vulnerabilities found.
Additionally, Vena regularly performs external penetration tests by an independent third party on an annual basis.
Protective monitoring type
Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
Protective monitoring approach
Vena employs Endpoint Detection & Response (EDR) on both corporate and infrastructure endpoints to provide advanced threat detection and response, mitigating risks such as malware, ransomware, and other advanced persistent threats. Additionally, Vena utilizes a third-party Managed Detection & Response (MDR) service that covers all assets with EDR agents installed. This service includes managed detection and response, incident investigation, forensics support, and proactive threat hunting.
For cloud infrastructure, logs are continuously monitored and analyzed by anomalous threat detection services like Microsoft Sentinel and AWS GuardDuty. Any alerts generated are promptly investigated, and necessary actions are taken to address potential threats.
Incident management type
Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
Incident management approach
Vena’s incident response framework provides the foundational processes for incident detection, management and recovery. The framework also establishes roles and responsibilities during an incident, including escalation procedures, incident classification criteria and response procedures. The foundations of the incident response framework were designed to meet the requirements laid out in ISO-IEC 27001:2013; specifically, the control objectives specified in A.16.1 Management of Information Security Incidents and Improvements.
Post-quantum cryptography secure
No

Secure development

Approach to secure software development best practice
Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

Connection to public sector networks
No

Pricing

Discount for educational organisations
No
Free trial available
No

Discount percentage by annual call-off contract value (excluding VAT)

Less than £250,000
0%
Between £250,000 and £500,000
0%
Between £500,001 and £1,000,000
0%
Between £1,000,001 and £2,500,000
0%
Between £2,500,001 and £5,000,000
0%
Over £5,000,001
0%

Non-mandatory Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
ISOQAR
ISO/IEC 27001 accreditation date
Wednesday 9 October 2024
What the ISO/IEC 27001 doesn’t cover
N/A
ISO 28000:2022 certification
No
ISO 9001 certification
Yes
Who accredited the ISO 9001 certification
Interface NRM
ISO 9001 accreditation date
Friday 12 April 2019
What the ISO 9001 doesn’t cover
N/A
Quality management systems (QMS)
Yes
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Please provide your Cyber Essentials Certificate Number
256e2e01-0f87-4499-8af9-1fd7354c0676
Cyber essentials plus
Yes
Please provide your Cyber Essentials Plus Certificate Number
2b2d6d43-0bdf-4444-ab17-d80959db0166
Other security certifications
No

Social value

Section B - Commitment for Future: Delivery
  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Activities to cascade good practice on fair working conditions throughout the supply chain
    • Offer a pay and leave entitlement to all eligible staff who become kinship carers, ideally equivalent to statutory adoption pay and leave
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Plans for an appropriate income replacement policy for staff who are required to spend time away from work to care for a sick dependent or close relative
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Volunteering opportunities for staff
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
    • Measures to identify, mitigate and manage modern slavery risks relating to the contract and how these will be implemented
    • Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling
    • How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain
    • How the supplier will work with NGOs, trade unions or other businesses to address modern slavery risk
  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering
  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
    • Ensuring accessibility to contracting and subcontracting opportunities for disabled business owners and employees
    • Structuring of the supply chain selection process to ensure fairness (e.g. anti-corruption) and encourages participation by a diverse range of businesses, including with regard to new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutual
    • Measures to engage users and communities and build relationships to increase community integration build trust and influence how the contract is delivered
    • Support for community-led initiatives relevant to the contract. Illustrative examples: improving transport links; reducing loneliness; helping with English language proficiency; and facilitating social mixing among people with different backgrounds
  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
    • Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
    • Introducing transparency to pay and reward processes
    • Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Other measures to provide equality of opportunity for disabled people and those with health conditions into employment, including becoming a Disability Confident employer and inclusion of supported businesses in the contract supply chain
    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
    • Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition
  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the issues affecting the development of new skills by target cohort
    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Understanding of issues relating to entering the contract workforce
    • Creation of outreach activities to create a pipeline of employees for the future contract delivery
    • Content of the outreach activity is designed to suit the target cohort
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
    • Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
    • Inclusive and accessible recruitment practices, development practices and retention policies that support-focused activities including those provided in the Guide for line managers on recruiting, managing and developing which support people with a disability or health condition
    • Actions to invest in the physical and mental health and wellbeing of the contract workforce

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@moore-insight.com. Tell them what format you need. It will help if you say what assistive technology you use.