Convene Customer Success

Hospiscare

We spoke to Jo Oman - Executive PA to Chief Executive, Director of Finance and Governance, Director of Retail, Director of Fundraising and Marketing, Head of Governance/Company Secretary at Hospiscare - about how implementing Convene helped to streamline their meeting process.

PLEASE OUTLINE YOUR ORIGINAL REASONS FOR IMPLEMENTING A BOARD SOLUTION.

Hospiscare is based in Exeter in Devon and has been providing end of life care for over forty years. Up until recently, like many organisations we compiled hard copy meetings packs. This involved a long, drawn-out process, from printing the Board and Committee meeting papers, compiling, and sending them out by post. We were also incurring costs, printing, postage and also the cost of time to carry out this process.

In recent times it was recognised that there needed to be a more streamlined and cost-effective way of distributing meeting papers. Due to the pressures of the pandemic, we knew we had to find a better solution. As a charity, we are always mindful of how we spend money which we receive through donations and that it is put to best use.

Data protection was another key driver for considering a Board solution. Hard copy packs brought their own challenges in terms of document security and storage. We needed a failsafe solution that provided secure access to meeting papers both for our own use and also for the Trustees. During the pandemic we had used email to distribute papers but had found this to be an unsatisfactory method when considering data protection.. The Convene system gives us confidence in our data protection processes and enables us to control access to documents.

We began to research Board solutions and after a lengthy research process, considering usability and cost, it became apparent that Convene would be the solution for our future meeting processes.


PLEASE TELL ME ABOUT THE LEVEL OF SUPPORT YOU RECEIVE FROM CONVENE. DID IT MEET YOUR EXPECTATIONS?

The support from Convene has been excellent. Throughout the process of identifying our initial requirements at the beginning, to tailoring the system to our specific needs, the expertise and support has been first class. The support team are available twenty-four hours a day, seven days a week, and any issues are dealt with promptly. Information relating to how the system works, and how to problem solve in the event of any concerns that may arise is highly accessible and a great resource to be able to call upon. There is also the option to have group or one on one training sessions on any aspect of the system which has been invaluable.

We also had the option to have a free trial of Convene, which was been a key element in our decision-making process. This gave us the opportunity to see how the system performed for us in a real life setting before we made the commitment to implement the system. We needed to be certain that Convene would work for us before going ahead. The free trial gave us this security.


WHICH CONVENE FEATURES DO YOU FIND THE MOST USEFUL?

We have found that there are so many features of Convene which have helped to streamline our processes, resulting in an easier user experience. Overall, it is not easy to pinpoint individual features that add the most significant value.

The feedback we have received from Trustees has been excellent and they have found the system easy to navigate. We are continuing to consider what features will progress our meeting processes and to ensure we get the best out of Convene.

 

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