How Nationwide saw a 45% time saving with a new board portal

Nationwide is the world’s largest building society with 15 million members. Nationwide society secretary Jason Wright found that the organization’s portal provider wasn’t helping its board or management teams be as member-focused and effective as they could be. He began his search for something more effective.

What made Nationwide move away from its old board portal?

Nationwide had a twofold problem with its previous board management software.

Firstly, it wasn’t empowering the secretariat to operate efficiently. Building and sharing board packs, all within a clunky and unintuitive platform, would take the team around two hours. Support from the customer service team was also required to make changes to users.

How did Nationwide choose board management software that met the board and secretariat’s needs?

After being recommended Board Intelligence by peers, Jason asked to see a demo of our board portal. We then worked with him to build a business case for internal decision-makers, mapping out a migration and onboarding plan to ensure a smooth transition for the board directors and secretariat.

What was the result of switching board portals?

1. More autonomy, more efficiency

The Nationwide team can now create and share packs in minutes rather than hours, and update users and permissions without external support. Notably, Nationwide calculated a 45% time saving when preparing for board meetings using Board Intelligence. The user-friendly and intuitive interface also helps with audits and information requests, reducing the secretariat team’s workload.

2. Improved collaboration, more focused meetings

In meetings, the board can get to the crux of what matters faster because clarification questions have already been asked and answered using our secure in-app annotation and chat functions.

3. Agenda planning made easier

Thanks to our Agenda Planner tool, Nationwide now has a clear view of its forward calendar of agendas for the coming year. The analytics function makes it easy to see whether priority matters are getting enough focus, conversations are balanced, and key stakeholders are being considered.

4. A lasting partnership

Nationwide’s switch to our board portal marks the start of a long-standing, trusting relationship. The team enjoys concierge-level support from our dedicated account manager and 24-hour product specialists, while benefiting from our exclusive client networking events and thought leadership content.