Watch Shield Life’s Testimonial on Convene
Shield Life Limited is a registered life insurance company based in South Africa that offers unique tailor-made products designed for the specific needs within defined member and employer groups.
Johan Delport, the company’s Chief Executive Officer, shares how Convene has helped enhance their business processes, allowing them to save a lot of time.
Increased Efficiency and Security
In this fast-paced and continuously evolving business environment, Shield Life needed a board solution that could simplify the compilation and distribution of board packs. Before they implemented Convene, they sent their board packs through email, which caused them many problems.
“Board packs got lost in between various emails, and they were too large to distribute via email sometimes,” Johan says. “We were also looking for a more secure way to give board members access to confidential documents without attaching them to emails,” he further adds.
With Convene’s Agenda Builder, they were able to simultaneously distribute their board packs to all of their board members. Additionally, enterprise-grade security features such as Document Encryption and Multi-Factor Authentication ensure that all their confidential documents are stored securely in the system.
Faster Circulation of Resolutions
Circulating resolutions used to take a lot of time, given the number of directors who needed to sign and review documents. “Round-robin resolutions took months to get signed by all board members because the documents had to be sent to one director at a time,” Johan notes. With Convene, signing documents is less tedious and time-consuming as the software enables them to distribute important documents to all directors with one click.
Seamless Transition
Despite the pandemic and the lockdown, Shield Life seamlessly transitioned from paper-based to paperless meetings. The Convene team’s full commitment to assist Shield Life by providing 24/7/365 live support also enabled them to effortlessly adopt the board management software.
Johan shares how the transition went, “Considering it was done during the lockdown, it went extremely well. All board members are actively using Convene and becoming more familiar with its features.”
User-Friendly Interface
The use of technology can be intimidating, which was why Shield Life wanted a straightforward and easy-to-use board management software solution. With the implementation of Convene and its intuitive design, Shield Life was able to seamlessly use the software as it streamlined their entire meeting process. The simple step by step solution allowed the management of Shield Life to easily learn how to use the features of Convene, allowing them to transition to digital board meetings with ease.
Johan further described the aspects of Convene he likes best, “I like the user-friendly interface. I like how easy it is to add reports to meeting packs, and to have documents signed quickly and efficiently.” Johan also liked how they were able to customize their agenda and minutes in the system, as well as the ease with which old meeting documentation can be accessed.
Cost-Efficient Solution
Shield Life reviewed various board management software solutions to improve their corporate governance before going with Convene. Convene met Shield Life’s requirements when it came to security, availability of local assistance, and the fact that all documents and board packs could easily be stored and conveniently accessed at any point in time — all at a favorable price compared to other vendors. “I would definitely recommend Convene to other organizations,” says Johan.
The Future with Convene
Answering the question on what’s next for Shield Life and Convene, Johan shared that they plan to use Convene on a wider scale, “Currently, we only implemented it on our board level but we plan to implement it for our entire management in 2021.”