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Case Study

How MPS transformed board reporting with Board Intelligence

“Board packs were getting out of control and our board was struggling with the amount of information presented.”

~ David Wheeler, General Counsel, MPS

Key takeaways

  • Board Intelligence's Agenda Planner feature allows for more efficient agenda compilation and planning.

     

  • Upskilled report writers create shorter, more insightful reports that enable faster decision-making.

     

  • Powerful collaborative tools and intuitive features that promote better ways of working.

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MPS, creating improved insight through the discipline of focus

The Medical Protection Society (MPS) is the world’s leading member-owned, not-for-profit protection organization for healthcare professionals. It supports 300,000 members globally.

Frustrated by their previous board portal, MPS CEO Simon Kayll wanted a solution that would make it more efficient to share board packs, improve the information in the packs, and drive more strategic conversations in the boardroom.

What was MPS looking to change about its board reporting?

1. Long board reports that buried key messages

After attending a Board Intelligence seminar on best practice CEO Reports, Simon contacted the Board Intelligence team. We reviewed MPS’s board pack, benchmarking it against peers in the industry. With writers unsure about what to include or exclude, reports ran to dozens of pages long, making it difficult for the board to digest the key points and focus on what mattered.

Board packs were getting out of control and our board was struggling with the amount of information presented.

~ David Wheeler, General Counsel, MPS

2. Busy agendas and an inefficient compilation process

Planning agendas for the annual cycle and making the inevitable last-minute amendments was taking up too much time. MPS wanted to spend this time on improving the quality of these agendas instead.

3. A board portal that only offered the basics

With MPS’s previous board portal, preparing and sharing board packs was a manual, time-consuming process. Directors also got frustrated when they needed to access current or previous packs, as the technology was slow and had only basic search functions.

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What was the outcome of working with Board Intelligence?

Switching to Board Intelligence has led to shorter, smarter board packs, better-prepared meetings, and more focused boardroom discussions.

1. Our board portal drives better ways of working

Since switching to our board portal, MPS can build and share packs in minutes, automate notifications for deadlines and pack updates, and add and remove users in a few clicks.

The system is easy to navigate, amendments can be easily updated without the need for reformatting. Briefs can be sent swiftly and uploading papers is quick and easy to do. The software is much more intuitive than our previous portal.

~ Nicola Driver, Executive Assistant to the CEO, MPS

The powerful search feature for keywords within and across board packs, and the ability to share notes and collaborate on packs before the board meeting, have both proved popular with directors.

Board Intelligence is a huge improvement to the software MPS was using beforehand.

~ Simon Kayll, CEO, MPS

2. A unique solution for a more balanced agenda

With Board Intelligence’s Agenda Planner, MPS can see and manage their forward calendar of agendas in one place, with no need to flip between tabs, documents, or files. The company secretariat can easily make changes with drag-and-drop functions, and agenda timings are automatically updated. The secretariat can also tag agenda items by stakeholder group and get instant analytics data about how the board and committees are spending their time. This is a key feature needed to demonstrate Section 172 compliance for the annual report.

Board Intelligence has brought a discipline to paper writing, distribution, and agenda setting.

~ David Wheeler, General Counsel, MPS

3. Shorter, more insightful papers

Thanks to a combination of report writing training, best-practice templates, and paper scoring, MPS’s report writers now have the tools and skills to author papers that contain only the critical information, in a consistent structure. 

The clarity of the papers means that we reach decisions quickly.

~ Simon Kayll, CEO, MPS

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