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Board management software features

Looking for board management software that streamlines board meetings and improves board member collaboration? Discover all the features of BoardEffect.

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Make board and governance work easier and faster

Flexible, secure, AI-powered board management technology that streamlines meeting management, empowers real-time collaboration and boosts your board’s efficiency.

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Smarter board meetings

Effortlessly manage agendas, minutes and digital board books with AI-powered tools.

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Secure collaboration

Work confidently with digital workrooms, e-signatures and controlled access.

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Strategic oversight

Track KPIs, run assessments and manage critical documents in one platform.

Make board and governance work easier and faster

Meeting Cycle Tools

Board meetings made easy

Board members can access everything they need from any device, making meetings more productive, efficient and engaging.

Board meetings made easy
AI Board Book Summarization

AI Board Book Summarization

Transform the bulky content of board books into concise, actionable insights.

Agenda Builder

Agenda Builder

Assemble, approve and distribute agendas quickly and easily with drag-and-drop features. 

Anytime, Anywhere Access

Anytime, Anywhere Access

Securely conduct board business and communication from any device. 

Meeting Minutes

Meeting Minutes

Draft, approve and send AI-enhanced minutes and action items with the click of a button. 

Digital Board Books

Digital Board Books

Streamline meeting materials creation, with secure access and collaboration from any device.

Video Conferencing

Video Conferencing

Hold virtual meetings within BoardEffect for secure, seamless collaboration.

Collaboration Tools

Straightforward board collaboration

Board members can access everything they need from any device, making meetings more productive, efficient and engaging.

Straightforward board collaboration
Secure Digital Workrooms

Secure Digital Workrooms

Collaborate on sensitive projects with permissioned users and trusted third parties.

Digital Signatures

Digital Signatures

Keep post-meeting momentum moving with built-in digital approvals and certified signatures.

Surveys, Polls & Voting

Surveys, Polls & Voting

Boost efficiency, compliance and engagement by easily collecting feedback, votes and director sentiment.

Task Management

Task Management

Track action items, assign responsibilities and monitor progress on board and committee projects.

Permission Controls

Permission Controls

Customize access and allow administrators to manage user permissions, so sensitive information is shared only with authorized parties.

Annotations & Notes

Annotations & Notes

Enable all key stakeholders to add private or shared notes directly to meeting minutes, policies, and other important documents.

Development Cycle Tools

Board development

Board members can access everything they need from any device, making meetings more productive, efficient and engaging.

Board development
Archive & Document Management

Archive & Document Management

Store and share board materials securely in a central, easy-to-find location.

Director Dashboard

Director Dashboard

Provide executives with a real-time overview of critical KPIs, empowering them to confidently make strategic, data-led decisions.

Assessments & Reports

Assessments & Reports

Conduct timely board evaluations for advanced insights and to improve your governance practices.

D&O Questionnaires

D&O Questionnaires

Simplify gathering and reviewing directors’ and officers’ info for compliance.

Integrations & APIs

Integrations & APIs

Connect BoardEffect with numerous applications for seamless data transfer, including Google Drive, Microsoft Azure, Salesforce and more.

What our customers say

We use BoardEffect to store and manage all our critical documents so they can be accessed wherever our board members may be. BoardEffect has drastically reduced the number of emails coming from several offices and has streamlined our communication process

Billy Sorochak

CEO and Executive Director

Ronald McDonald House Charities© of the Coastal Empire

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I use BoardEffect every day because there's always something going on with our board and it allows us to keep our board members engaged because they don't have to wait for the material they need.

Susan Bovair

Starfish Family Services

Executive Assistant to the CEO and Board Liaison

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It is good to have everything board-related in one place on one platform. Sending it to everyone once it is completed is easy, and everything is in one document.

Worrelle Blow

Manager

Margaret Tucker Hostel for Girls, Inc.

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