CUSTOMER SUCCESS

Marcil Lavalléee’s teams have significantly improved the entire meeting management process

As well before, during and after meetings

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Marcil Lavallée is an independent accounting firm that offers its services, among others, to the French business community in Canada’s national capital, Ottawa. For more than 35 years, it has been promoting the use of leading-edge technology to better serve its clients. The team is staffed by more than 80 professionals, including 16 partners.

Beenote, for the management of the executive committee

Marcil Lavallée, a provider of a wide range of accounting services, uses Beenote to manage their executive committees. This has allowed them to greatly improve the efficiency of their meetings, to ensure a close follow-up of the tasks assigned and to facilitate the documentation and research of the topics discussed.

meeting challenges

What were their specifications for a good meeting management tool?

Marcil Lavallée’s team had already implemented an internal business practice of secure document management in PDF format.

However, the company wanted to improve the entire meeting management process before, during and after meetings with the implementation of a collaborative solution.

The team then established a list of criteria to evaluate the tools available on the market that would meet their needs.

The most important requirements were:

 

  • The simplicity of the tool
  • The follow-up of the tasks to be carried out
  • Searching for specific information in all documented meetings
  • Integration into email/calendar/tasks of Microsoft 365

“In a matter of seconds, I can retrieve anything that was discussed in my management committee. Both the topics, the decisions and the actions to be taken.” François Fontaine, Director, Projects & Continual Improvement

PROJECT IMPLEMENTATION

The key reasons why Marcil Lavallée chose Beenote

The simplicity of the tool allowed participants to hold and document their meetings without necessarily involving administrative staff.

The integration with the Microsoft 365 suite also allows them to easily plan their meeting and track the completion of action plan items. Above all, it was the ability to search the history of decisions that made Marcil Lavallée choose Beenote.

The implementation and use experience of Beenote

The implementation of Beenote within the team went smoothly. The solution was initially intended for the partners of the accounting office. The solution Beeboard met their needs very well.

In order to meet their growing needs, they greatly appreciate the possibility of eventually adding operational teams through Beenote’s teams.

Beenote allows Marcil Lavallée’s team:

 

  • Consistent meeting management within the team
  • Centralize all documents in a single tool, accessible to all
  • Structure meetings with an easy-to-use template
  • Decrease time spent on report writing
  • Collaborate in writing the agenda
  • Find information easily
  • Document decisions
  • Follow up on actions

“I recommend Beenote for his ability to allow us to be confident that everything that is said and decided during our meetings. Beenote is available in real time and accessible immediately once our meetings have ended.” François Fontaine, Director, Projects & Continual Improvement

Why choose beenote

Why choose Beenote as your executive committee management solution?

How-Beenote-uses-Beenote

How do Beenote teams use Beenote for their meetings?

Organize and structure your meetings with Beenote

All the features your teams need, in one tool.

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