IDLC Finance Ltd.

IDLC was facing difficulties with their meeting management as they did not have any automations to schedule, conduct and store meeting minutes as required for regulatory submission.​ Our solution helped them to have a centralized system for seamless scheduling, planning and record keeping in compliance with regulatory submissions. 

Business Challenges 

  • Manually generating and storing meeting minutes
  • Need for seamless connectivity with multiple internal systems
  • Difficulty in tracking meeting resolutions and action items

Solutions

  • A centralized meeting management system for seamless scheduling, planning, and follow-ups.​
  • Integration with Odoo ERP for efficient meeting execution and tracking.
  • Automated meeting minutes and simplified regulatory submissions.

BENEFITS AND FEATURES​​​​​

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Meeting Calendar & Planning​  

Zoom Integrated Meeting​ ​

Dashboard with Analytics​

Automated Reporting

Meeting Minutes Generation​  

Poll Creation and Tracking

Real-time Resolution Tracking

Technology