How ER Management kept leadership meetings on one current pack

When ER Management’s board office reached out, they were not shopping for another project tool. They needed one place where leadership could trust the same materials for decisions that span strategy, organisation, marketing, sales, legal, and finance, the services they provide to the companies they support every week.

The operating layer behind several companies

ER Management AG is a Zürich Aktiengesellschaft. Since 2008 it has delivered management services: strategy and organisation, marketing and sales, plus legal and finance. In practice it is a shared operating layer for the companies it serves, the people who prepare the packs, coordinate the calendar, and make sure decisions leave the room with owners, not another email storm.

The challenge

Before each leadership meeting, materials arrived as a collage from every function: strategy slides, org updates, marketing plans, legal notes, and finance packs, often refreshed late and mailed again to directors sitting on several boards. Versions multiplied. People asked which PDF was final for this meeting versus which file belonged to another company’s cycle. Follow-ups after adjournment vanished into side notes until the next scramble. For a company whose job is to run management cleanly, the meeting process felt anything but managed.

What changed

ER Management moved leadership materials into one current pack in Konsaro. Every participant opened the same link. Updates from strategy, legal, and finance landed without a resend storm. Agenda owners were visible before the meeting; decisions and follow-ups stayed on the record after. Cross-company topics, hiring plans, marketing priorities, financing items, organisational changes, finally shared one spine of preparation, debate, and follow-through.

Productivity that matches the service promise

The pack is no longer rebuilt from every function’s drive: it is prepared once and updated in place. That leaves more of the meeting for substance, which company needs what next, which legal or finance item is locked, and less for “which version are we looking at?” After adjournment, owners of next steps are on the record, so the team can execute for the companies it supports without waiting for a clarifying forward from the last email chain.

One pack for the people who run management

For a management-services AG whose purpose is strategy, organisation, marketing, legal, and finance, Konsaro made leadership meetings work the same way the company does: one clear home, fewer moving parts, and a cadence that serves every company without drowning directors in attachment trails.