# How are you using Convene for structured reviews beyond board governance workflows?

I’ve found Convene helpful for running structured reviews of customer escalations by organizing anonymized case summaries, supporting documents, annotations, and decision tracking in one place. It makes it easier to keep management discussions focused on root causes, recurring service issues, and accountable follow-ups. The challenge is that the workflow feels more geared toward board-level governance, so coordinating multiple branch-level observations can require extra manual effort, and new users may need time to learn the collaboration features. How have you adapted Convene to manage action owners and follow-up priorities in these kinds of reviews?

##### Post Metadata
- Posted at: about 22 hours ago
- Author title: Customer Relations Manager at Kotak Mahindra Bank
- Net upvotes: 1



## Related Product
[Convene](https://www.g2.com/products/azeus-systems-convene/reviews)

## Related Category
[Board Management](https://www.g2.com/categories/board-management)

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