How ER Management runs leadership meetings from one current board book
A management-services firm that prepares its leadership meetings in Konsaro, without a separate PDF trail for every meeting.
One board book
Current materials for every leadership meeting
Every item
On the agenda with a visible owner
Every follow-up
On the record with an owner
- Industry
- Family office
- Company size
- Mid-market
- Use case
- Meetings
ER Management is a management-services firm. Its leadership needed one current set of materials for meetings that draw on several functions at once. With Konsaro, every leadership meeting runs from one current board book, and each follow-up has an owner.
What does ER Management do?
ER Management provides management services. In practice it is a shared operating layer: the people who prepare the board books, coordinate the calendar and make sure decisions leave the room with owners.
What made leadership meetings hard to prepare?
Materials came from several functions, often updated late and sent again by email. Participants asked which PDF was final for this meeting and which belonged to an earlier round. Follow-ups disappeared into side notes until the next scramble.
How does ER Management prepare a leadership meeting now?
ER Management moved its leadership materials into one current board book in Konsaro. Every participant opens the same link. Updates go into the board book instead of a new email. Each agenda item has a visible owner, and every item follows one path from preparation to decision.
How are follow-ups tracked?
Decisions and follow-ups stay on the record with an owner, so the team can act without waiting for a clarifying email. The board book is prepared once and updated in place, instead of being rebuilt from every function's drive.
What changed for the people who run management?
Meetings spend more time on what needs deciding next and less on finding the right version. A firm whose job is to run management cleanly now runs its own meetings the same way.
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