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Process PA services board and management committees of Associations, Clubs, Non-profits, SME, and Governments. Free 30-day trial available.
Nonprofit organizations that include community foundations, human services, faith based, arts and culture, education, and healthcare organizations.
Our experience with PA Process has been great. We appreciate the assistance whenever we have asked for help.
Sometimes it can be difficult to swap between documents.
The things I like the most: tracking of actions and motions, attachments kept with the minutes. Great customer service - the developer always responds quickly to emails and is happy to help.
No auto-correct for spelling. Size of text font is too small.
We use Process PA for managing the meetings and the business of our Board and subcommittees. It has been a wonderful product for our organisation and one that I would recommend to any SME.
Hard to understand - even those in our organisation trained in it can’t make it easy. Hard to find previous meetings and minutes.
The overall experience has been great and the feedback from our board members has also been on the positive.
The only thing for me would be to be able to drop documents straight into agenda instead of going through the library.
The 360 search tool is a great feature offering fast comprehensive searches with drill through capability. The screening capability is intuitive to use and offers some customization for each batch.
Also can be a little confusing when looking up multiple properties owned - hard to navigate to all.
The customer service is wonderful and very helpful. The library of resources and videos is easy to navigate for quick answers, and the actual product is great.
When you leave a crated profile to verify a fact in search, you have to locate the profile you were working on again from the list and open it.
It aggregates a good deal of information in one place. Information about employment, corporate affiliation and corporate value, home ownership, and philanthropy are all very useful to me.
Frustration and aggravation because the product cannot perform as promised.
Great for estimating prospect capacity, and wonderful resource for building profiles and research.
Difficult to integrate donor lists with foundation grants as the column subjects don't align.
Process PA
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Process PA
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