exeGesIS Spatial Data Management

Historic Buildings, Sites and Monuments Record system (HBSMR)

The Historic Buildings, Sites and Monuments Record system (HBSMR) is a comprehensive database and GIS solution for the management of Historic Environment Records, developed in partnership with English Heritage and the Association of Local Government Archaeological Officers. HBSMR is used by the majority of HERs and SMRs in the UK.


  • Record monuments, events, sources, finds, Historic Landscape Character and designations
  • Document and manage casework on historic features
  • Features to increase your productivity, including tasks, history and bookmarks
  • MIDAS Heritage data standards compliant and incorporates INSCRIPTION terminology
  • Data indexed using English Heritage and FISH/INSCRIPTION thesauri
  • Integrated digital mapping (GIS) using ArcGIS, MapInfo or QGIS
  • Powerful filtering interfaces, including spatial searching with the GIS module
  • Comprehensive report generation and data export tools
  • Integral web browser access to help, forums, documentation and archives
  • Modules to publish data, maps and images on the web


  • The most comprehensive and popular HER/SMR software on the market
  • Record and manage heritage asset data to national standards
  • Extensible system allows for managing enquiries, casework, research and outreach
  • Intuitive Main Menu tree and easily understood links between forms
  • Fully mature product with a large active user group
  • Benefit from a user driven development trajectory
  • Highly customisable, allowing bespoke solutions for initiatives of all kinds
  • Experienced support staff with technical, heritage, archaeology and HER knowledge
  • Expert consultancy support available for complex data processing and migration
  • Flexible scalable hosting arrangements, including Azure; secure backup and recovery


£41.23 to £66.75 per user per month

Service documents


G-Cloud 11

Service ID

9 5 5 9 3 1 7 3 3 4 7 4 8 2 5


exeGesIS Spatial Data Management

Jon Young

01874 711145


Service scope

Software add-on or extension
Cloud deployment model
  • Private cloud
  • Hybrid cloud
Service constraints
System requirements
  • Remote Desktop Client
  • Internet connectivity
  • 1024x768 or greater screen
  • Keyboard recommended
  • Mouse recommended

User support

Email or online ticketing support
Phone support
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Onsite support
Yes, at extra cost
Support levels
MATS (Maintenance and Technical Support) is provided for all clients at a single level, and includes direct access to our technical consultants and engineers. Technical Support constitutes assistance in solving any problems encountered by users in operating or configuring the supplied software. Costs depend on number of licences and which modules are licensed.
Support available to third parties

Onboarding and offboarding

Getting started
User documentation, plus training in our suite or client office
Service documentation
Documentation formats
End-of-contract data extraction
Data is supplied as SQL Server database backup plus zipped folders/files.
End-of-contract process
Decommissioning infrastructure and systems is undertaken for no charge within the contract. Preparation and supply of data may be subject to additional charges for time and materials.

Using the service

Web browser interface
Supported browsers
  • Internet Explorer 9
  • Internet Explorer 10
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari 9+
  • Opera
Application to install
Compatible operating systems
Designed for use on mobile devices
Service interface
Description of service interface
MS Access forms linking to GIS platforms and SQL database.
Accessibility standards
None or don’t know
Description of accessibility
Works with screen readers.
Accessibility testing
What users can and can't do using the API
The API is primarily used for fetching filtered data from HBSMR into other applications such as the Heritage Gateway portal or other websites. The API has a method for submission of new data, which is retained in a holding area until retrieved into the HBSMR application by a System Administrator for review and possible acceptance.
API documentation
API documentation formats
API sandbox or test environment
Customisation available
Description of customisation
The HBSMR application can be customised in so many ways that it is not possible to cover them here, ranging from minor configuration options, to the roles and permissions of all users, through to extending the application with custom forms and querying/reporting. Customisation can be undertaken only by System Administrators (controlled by login).


Independence of resources
Generally, we only run one user on a Virtual Machine which allows us to ring fence appropriate resources for the Virtual Machine. We also have a number of monitoring systems in place to monitor both the response times of the systems (e.g a web request) and also the performance of the hardware - both virual and phsyical. These systems send out alerts if they detect a problem.


Service usage metrics
Metrics types
User actions within HBSMR are comprehensively logged and the logs are visible to System Administrators (and to a lesser extent to all users), and from these logs it is possible to see levels of usage of the overall system and its modules, plus activity of each user. Uses of the API are also logged and visible.
Reporting types
  • API access
  • Real-time dashboards
  • Reports on request


Supplier type
Reseller providing extra features and support
Organisation whose services are being resold
Hosting may be provided by us or Microsoft Azure

Staff security

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

Asset protection

Knowledge of data storage and processing locations
Data storage and processing locations
  • United Kingdom
  • European Economic Area (EEA)
User control over data storage and processing locations
Datacentre security standards
Managed by a third party
Penetration testing frequency
Less than once a year
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
Physical access control, complying with another standard
Data sanitisation process
Data sanitisation type
Deleted data can’t be directly accessed
Equipment disposal approach
In-house destruction process

Data importing and exporting

Data export approach
There are several ways of exporting data. All modules permit advanced filtering of subsets of records, and filtered sets can be exported to CSV, XML or GIS formats where the schema and content of the exports can be extended/configured by the System Administrator. Reports can be exported to HTML, Word, PDF. Spatial data can be exported from the GIS interfaces as (for example) shapefiles, MapInfo TAB files, or ESRI geodatabases. System Administrators can also export data directly from database tables to a wide range of formats include XML, CSV, and MS Access/Excel.
Data export formats
  • CSV
  • Other
Other data export formats
  • XML
  • ESRI Shapefile
Data import formats
  • CSV
  • Other
Other data import formats
  • XML
  • ESRI Shapefile
  • MapInfo TAB
  • ESRI geodatabases
  • Excel
  • DBF

Data-in-transit protection

Data protection between buyer and supplier networks
  • Legacy SSL and TLS (under version 1.2)
  • Other
Other protection between networks
We generally don't allow clients networks to connect to ours. Access is either via web browsers or SSL gateway. New client server setups would all support TLS 1.2 providing the client was capable. We also lock to client IPs wherever possible.
Data protection within supplier network
  • Legacy SSL and TLS (under version 1.2)
  • Other
Other protection within supplier network
Access is also restriced to known company IP addresses.

Availability and resilience

Guaranteed availability
Availability (other than for scheduled maintenance) is guaranteed to be better than 99.9%. In the event of a failure to meet availability standards then we re-pay 1 days hosting fee for every 1 hour the system is unavailable beyond standard – without limit.
Approach to resilience
Power and internet feeds are duplicated provided to us by the datacentre. We run dual firewalls in an Active / Passive setup. We have duplicate HyperV servers so a Virtual Machine could quickly be started on another server in the event of hardware failure of the Hyper V server. Virtual Machine storage is backed up to separated storage.
Outage reporting
We report on an (independently hosted!) status page also available as RSS feed. We can also arrange for emails from our various monioring systems to be sent direct to clients if they wish.

Identity and authentication

User authentication needed
User authentication
  • Public key authentication (including by TLS client certificate)
  • Limited access network (for example PSN)
  • Dedicated link (for example VPN)
  • Username or password
Access restrictions in management interfaces and support channels
Management interfaces and support channels are restricted to authenticated users (username and password over https).
Access restriction testing frequency
At least every 6 months
Management access authentication
  • 2-factor authentication
  • Username or password
  • Other
Description of management access authentication
Restricted IP addresses.

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
Access to supplier activity audit information
Users receive audit information on a regular basis
How long supplier audit data is stored for
At least 12 months
How long system logs are stored for
At least 12 months

Standards and certifications

ISO/IEC 27001 certification
Who accredited the ISO/IEC 27001
SGS United Kingdom Ltd
ISO/IEC 27001 accreditation date
What the ISO/IEC 27001 doesn’t cover
The certificate covers our hosting infrastructure, not HBSMR itself or any operations undertaken by us outside of the hosting infrastructure, such as data preparation, etc.
ISO 28000:2007 certification
CSA STAR certification
PCI certification
Other security certifications

Security governance

Named board-level person responsible for service security
Security governance certified
Security governance approach
All new staff are made aware of company polices relating to security governance. Checks are made on systems and processes to ensure these are being adhered to.
Information security policies and processes
We have an individual hosting manager who is responsible for security of our hosting infrastructure, who reports to the board. Internal policy documents ensure staff can reference required procedures. Policies are set by discussion with board and hosting manager.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
Changes to production systems are made by Product Consultants with the necessary expertise. All changes on production systems are documented in advance with details of what is to be changed, assessment of impact/downtime, assessments of risk and mitigation measures, communications plan, and roll-back plan, reviewed and signed off by the relevant Server/Service Manager before proceeding. Following implementation, all changes are stored in the change log. Changes with significant impact and/or risk are generally made in a test environment first, subject to contract and agreement with the client.
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
Firewall monitors intrusion attempts / suspicious activity. Our systems are patched with all MS security patches normally within a few days of their release. Potential threat information is from the web and email subscription to various relevant industry websites.
Protective monitoring type
Supplier-defined controls
Protective monitoring approach
Firewall monitors and logs intrusion attempts / suspicious activity. Alerts set if detected. Depending on service provided, customer logons can be reported on. We would aim to act on any suspicious activity within 24 hrs
Incident management type
Supplier-defined controls
Incident management approach
Internally defined process allows for preventative measures (such as blocking IP ranges if suspicious activity detected), our provider can provide additional DDOS filtering. If users have an issue they can alert their company contact who will escalate it to our infrastructure manager if they can't deal with it themselves. Any incidents would be reported on our server hosting status page. If the incident was significant for a particular user we would contact them directly.

Secure development

Approach to secure software development best practice
Supplier-defined process

Public sector networks

Connection to public sector networks


£41.23 to £66.75 per user per month
Discount for educational organisations
Free trial available

Service documents

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