African Export-Import Bank (Afreximbank), a supranational financial institution based in Egypt, was facing challenges in managing documents for its board meetings and investor interactions. The bank was grappling with the cumbersome process of printing large quantities of confidential documents, accommodating last-minute changes, and ensuring the secure disposal of these documents post-meetings. The process was not only time-consuming and costly but also posed significant security risks, especially when the board members had to travel with these documents for meetings abroad. The bank was in dire need of a secure and efficient solution that could streamline their document management and meeting preparations.

The American University in Cairo (AUC), a premier English language institution in higher education, was facing challenges in conducting council meetings due to the shift to remote meetings. The university was in search of a one-stop meeting solution that could help them collate documents conveniently and make them accessible across multiple devices. They were previously conducting paper-based meetings, which were not efficient in a remote working environment. The university had shortlisted several meeting solutions including Convene, Nasdaq, MeetingSense, and MeetingBooster. The decision was to be made based on functionality, cost, and responsiveness of the service providers.

Corporate Secretaries International Association (CSIA) is a global federation of governance bodies with members from five continents. The association conducts most of its meetings virtually due to the geographical dispersion of its members. Prior to the implementation of a board meeting tool, CSIA faced challenges in managing and distributing board packs to their directors. The traditional method of sending these packs via email was inefficient and unreliable, with emails often getting lost or ending up in spam folders. Additionally, the size limit on email attachments often resulted in the need to resend board packs. The association was in dire need of a solution that could streamline their meeting preparation and document approval processes, and facilitate efficient and effective virtual meetings.

The King Hussein Cancer Foundation (KHCF), a non-governmental organization dedicated to cancer care, education, and research, was in search of a user-friendly, customizable, and secure platform for handling their extensive confidential data. The foundation required a tool with a document vault where they could store all sensitive documents with high security yet fully accessible. The need for a secure platform was driven by the nature of their work, which involved handling confidential discussions and files, scientific research, and fundraising. The decision to find a new tool was made after several discussions among the Board of Trustees and other executives of the KHCF.

Onderstepoort Biological Products (OBP), a South Africa-based biopharmaceutical products provider, was facing challenges with its manual board pack processing. The company was struggling with the compilation and distribution of board packs across board and committee meetings. In 2020, the board of directors requested the legal and secretariat departments to find a solution to improve their meeting process and document management. The company, being a National Key Point, was also concerned about the risks of information breaches if they continued to operate manually. The search for a solution involved extensive consultation with the IT and Procurement Departments.