How RESIG Streamlined Governance and Improved Efficiency with Simbli
Redwood Empire Schools’ Insurance Group (RESIG), a Joint Powers Authority (JPA) providing insurance and risk management services to school districts, faced significant challenges in organizing and accessing critical documents for board meetings. With hundreds of thousands of files stored on a traditional server, finding specific information quickly proved to be inefficient. “If we tried to search for anything in there, it took forever,” shared Mo Lopez, RESIG’s Office Manager. “Once the search was complete, it might yield nothing, given the volume of files we have.”
To address these issues, RESIG implemented Simbli, focusing on optimizing document accessibility, meeting agenda preparation, and strategic alignment. The comprehensive search feature within Simbli allowed RESIG’s team to locate documents and agendas with ease, enabling them to reference past meetings and information efficiently. “The search feature is a lifesaver,” Mo noted. “Now, I can get so granular in my search and instantly find past discussions, whether they were from last month or years ago.”
Enhancing Efficiency and Collaboration
Before adopting Simbli, compiling an agenda was a labor-intensive process. Managers would draft memos in Word documents, upload them to a shared folder, and depend on manual assembly in Adobe to create a finalized PDF. This process required constant reordering, renumbering, and reformatting, leading to inefficiencies. “It was painful and very time-consuming,” Mo shared. “With Simbli, managers can upload memos and supporting documents directly, and everything is automatically organized. This streamlined approach has saved us hours of work for every meeting.”
In addition to simplifying internal processes, RESIG leveraged Simbli’s workflows to assign tasks and set deadlines, ensuring all team members were aligned. The integration of strategic planning tools further enhanced organizational efficiency by tying meeting agendas directly to RESIG’s long-term goals.
Driving Transparency and Accountability
The impact of Simbli extended beyond internal operations. RESIG’s board and executive committee valued the platform’s ability to clearly connect meeting agendas with the organization’s strategic plan. “Our board members can see the direct connection between our agendas and our strategic goals,” Mo explained. “It keeps us on track and accountable to our mission of better serving our members.” The improved transparency and accessibility of information have strengthened stakeholder engagement and trust.
Looking Ahead: Maximizing Simbli’s Potential
RESIG is committed to fully integrating historical documents into Simbli, consolidating years of data for seamless access. Plans are also underway to expand Simbli’s use to include internal policies, employee handbooks, and other resources to further enhance organizational efficiency. “There’s so much potential on the internal side, not just for agenda management,” Mo noted. “Having everything in one place—policies, handbooks, guidelines—will make it easier to stay compliant and focused on our goals.”
For RESIG, Simbli has become a transformative tool, saving time, improving collaboration, and aligning the organization’s efforts with its mission. “Switching to Simbli was a no-brainer,” Mo concluded. “It’s streamlined our workflow, saved us time, and given us more capacity to focus on high-priority tasks that make a real difference for our members.”
