“We’re looking at a 20–25% time saving in creating the board packs… the product sells itself!” ~ Adam Jeffries, Group CIO, JTC
The Challenge — mass board pack production demands
JTC, the global financial services firm, assembles between 50–100 board packs a month across its 2,500+ private, institutional and funds clients.
The system JTC used was a legacy product and didn’t interface well with their internal systems. Each month, creating the board packs took a significant amount of time, and clients couldn’t access the board materials directly via an app.
“The system we were using before wasn’t particularly intuitive, and it was difficult to get information from our file shares onto the system.” ~ Adam Jeffries, Group CIO, JTC
The Solution — a streamlined board pack production system and board portal
JTC surveyed the market, and chose to implement Read and Manage, Board Intelligence’s board portal and board pack production system. Read and Manage gave JTC everything they needed:
- A focused board pack creation tool
- A professional client-facing app, building credibility with JTC’s clients
- Superior and optimised functionality for creating and delivering board packs
“The functionality to create packs is now a lot better than what we were using, and the delivery to clients is a lot faster.” ~ Adam Jeffries, Group CIO, JTC
The Outcome — 25% time saving on 100 board packs a month
Read and Manage have delivered a 20–25% time saving in creating JTC’s board packs, freeing up a significant amount of time across their creation of 50–100 board packs a month.
Read and Manage have made a material impact at JTC, with client relationships teams calling for it to be used more widely in the business. JTC received universally positive feedback from its client relationships teams, and clients have contacted JTC to request use of Read and Manage.
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