Robert is the CEO of a venture capital-backed company. His firm is enjoying a significant revenue growth period, and would like to focus his energies on serving his rapidly expanding customer base and capturing more market share. Unfortunately, he is often trapped dealing with issues regarding shareholders, employee retention, and other matters within his financial, accounting, legal, and HR areas. Perhaps most importantly his teams' use of time-consuming, and often error-laden spreadsheets, has slowed his ability to receive accurate financials and hence, his ability to act as quickly and as confidently as he'd like in making decisions.

In addition, Robert would like to provide his board of directors with more secure and efficient means of communication and meeting preparation for their quarterly board meetings. Presently, preparation for these sessions is handled via [discoverable] email and his directors rely on the manual creation and distribution of board books. Sub-committees struggle to find the common time and forums to complete action items prior to the subsequent meeting. Meanwhile, many sensitive documents and conversations are distributed via unsecured email and IM. Robert would like an automated solution for bringing directors together more efficiently between board meetings, thereby, allowing more productive work to occur when the directors attend the meeting.