Coastline Housing is a community-based housing association with over 4,000 homes across Cornwall, and around 250 staff.
David Wingham, Director of Corporate Services at Coastline Housing, explains why his organization chose Convene, after a competing board meeting software had let them down.
“Our organization is currently going through a digital transformation. We expect our customers to do more online, and expect our staff to take advantage of existing technology too,” David started.
“Before using Convene we’d tried a different product, but it hadn’t worked out. The board meeting software didn’t do what we needed it to do. It wasn’t very user friendly and we were constantly frustrated. If there was a system update, it lost all the historical files. It also didn’t work across all platforms either. Our organization uses Windows and the first part of a meeting would be spent faffing about with the technology, instead of getting on with the agenda,” he recounts when talking about their previous difficulties with another board meeting software.
An Easy Transition from Paper to Digital
“So we looked around for a better option. Our governance administrator and myself had both come across Convene and liked what we saw, so we compared notes and decided to give it a try,” David narrates when looking for a new board meeting software.
They found Convene really quick and intuitive to use. It was the functionality that swayed them as it did exactly what they wanted.
He notes that they, “Started using Convene for our weekly executive team meetings about a year ago, and it’s gone really well. There used to be a thick set of papers for each meeting, but with Convene it’s all on the tablet. You can do everything you need to, without the need for hard copies.”
Make Changes or Add Notes to Documents in the App
“You can make notes on documents and share your notes with others in the team. I can sit at my desk or at home and add a comment, and my colleagues will see it when they next log in. It means I can give them a ‘heads up’ about something we need to look at before we meet, so we can go away and do some homework before the meeting. It’s a really efficient way of working. Before, I’d have had to send round a separate email or go and find them. Now I can do it all quite naturally through Convene,” David narrates regarding some of the usefulness of the board meeting software.
Coastline’s now started using Convene for board meetings and most members have taken to it very readily. David added that, “Some members were a little reluctant, but that’s to do with using tablets rather than with Convene. Once they get the hang of swiping and using a tablet, Convene is very intuitive. They can use sticky notes and highlight things if they wish, just as they would with paper. It works really well.”
The administrators found it easy to use too. David said that, “They can put the files together for the meeting really quickly so there are savings in terms of time, photocopying and posting big fat agenda packs. And if one or two board members still want hard copies we can print them out from Convene with no problem.”
Keep a Record of Previous Meetings and Documents
“In the old days I’d have a cabinet full of board papers, and if I wanted to refer to my notes on an old document I’d have to flip through the filing cabinet. However, with Convene, all the past papers are there with my notes (and those shared by others) saved on the documents too,” David recounts on his previous experience without a digital solution.
David ends that, “There’s the potential to use Convene for their monthly management meetings, with the next tier of management. They already all have tablets so it would make sense that we go that extra step, in due course.”