Managing board resolutions is crucial for any organisation, but it can become overwhelming in large organisations with numerous resolutions to track. If manual processes are utilised, they can be time-consuming, and create room for errors, from drafting resolutions to tracking approvals and securing signatures. But what if there was a way to simplify and automate this entire workflow?
With today’s technology, there is. By leveraging tools like Microsoft 365 and DocuSign, you can completely automate your board resolution process—saving time, reducing manual tasks, and ensuring everything runs smoothly. In this post, we’ll walk you through how automation can revolutionise the way you handle board resolutions and introduce you to an easy-to-implement solution that does just that.
The Challenges of Manual Board Resolution Management
Organisations often rely on manual processes to handle board resolutions, which can involve countless back-and-forth emails, scattered documents, and manual tracking of signatures and approvals. These challenges lead to inefficiencies, delayed approvals, and potential compliance risks.
Some common pain points include:
- Time-consuming approvals: Approvals often involve multiple parties, which can result in bottlenecks and delays.
- Difficulty tracking document status: When documents pass through multiple hands, it’s easy to lose track of where they are and who still needs to review or sign them.
- Inconsistent document storage: Without a centralised and secure system, locating signed resolutions or ensuring compliance can be difficult.
Fortunately, with automation, these challenges can be easily addressed.
How Automation Can Transform Your Board Resolution Workflow
Automation can take the hassle out of managing board resolutions by streamlining each phase of the process. By integrating Microsoft 365 and DocuSign, you can create a seamless flow from submission to approval, signature, and storage.
Here’s how an automated system can help:
- Simple Submission
With Microsoft Forms, anyone in your team can submit a resolution draft in minutes, attaching key documents and capturing important information like initiator name, resolution type, and more. - Automated Approvals
Power Automate handles the approval process, sending the resolution to the right people at the right time. It automatically routes the document for review, eliminating the need for manual follow-ups. - Efficient Signature Collection
Once approved, the document is sent directly to board members for digital signatures via DocuSign. The system ensures signatures are obtained in the correct order, without the hassle of physically tracking down directors. - Secure Document Storage
Signed resolutions are automatically stored in SharePoint, providing secure, centralised access. All documents are easy to find and track, ensuring compliance and readiness for audits. - Real-Time Tracking and Notifications
You’ll be able to monitor the status of each resolution in real-time, with automatic updates and notifications at every stage—keeping all stakeholders informed and ensuring nothing falls through the cracks.
Introducing Our Step-by-Step Guide to Automating Your Board Resolution Process
Ready to put these benefits into action? We’ve developed a comprehensive Step-by-Step Guide that will walk you through the process of setting up an automated Board Resolution Management System. Whether you’re experienced with Microsoft 365 or new to these tools, our guide makes it easy to create a seamless, efficient workflow for your team.
Here’s what you’ll get:
- Detailed Setup Instructions: Simple, clear steps to help you build an automated system using Microsoft Forms, Power Automate, SharePoint, and DocuSign.
- Video Walkthroughs: Visual tutorials that guide you through the entire process, ensuring you can follow along with ease.
- Customisation Tips: Ideas for tailoring the system to meet your organisation’s specific needs.
With this guide, you’ll be able to reduce manual processes, ensure smoother approvals, and save valuable time—while improving the overall efficiency of your board resolution management.
Need a Custom Solution? We Can Help!
If you’re looking for a tailored solution or need help implementing the system, we also offer consulting services to customise the Board Resolution Management System to your organisation’s unique requirements. Our team can work with you to build or fine-tune the automation, ensuring it fits seamlessly into your existing workflow and scales as your organisation grows.
Don’t let manual board resolution processes slow you down. Automation is the key to a faster, more efficient, and more secure workflow. With the right tools, you can streamline everything from resolution submission to signature collection and storage, freeing time for more strategic work.
Ready to transform your board resolution process?
👉 Purchase our Step-by-Step Guide with Video Walkthroughs here to get started.
Or, if you’d like to explore a custom solution, schedule a consultation session to discuss your needs.