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Board Document Management

Boards that still use the print and mail method for board document management see less engaged boards and experience document distribution challenges as well as higher costs. BoardEffect’s board document management software allows for easy-to-use, secure hosting, creation and distribution of board documents for simplified board meeting preparation, increased collaboration,  and lower costs by going paperless.

Benefits Of Paperless Board Meetings

The development of the BoardEffect platform is guided by principles which reflect the values or character we aspire for our solution to embody. These concepts work in concert with each other to deliver a high level of user engagement.

Document Management

Manage all board documents online from electronic board books, minutes, agendas and more. Then easily distribute to your board in one-click.

Simple Framework

BoardEffect provides the structure and framework, complemented by a rich resource library full of sample documents, to assist board members in transcending the meeting-to-meeting responsibilities while elevating organizational effectiveness.


BoardEffect plays a central role in enabling collaboration among board members and improving connectivity across the board cycles.

Structure & Hierarchy

Enable a clear board structure and information hierarchy. Permissions allow for only certain members to see certain information.


A robust search function allows board members to easily find current and past documents and information through simple file descriptions.

Ready To Go Paperless?

See a short demo of how the our paperless board meeting solution will help streamline your board meetings for better results.

“BoardEffect has been a key driver in regards to the execution of our strategic plan which was accomplished quickly and efficiently. BoardEffect is a real boost to our governance processes.”

John Janclaes

President/CEO of Partners FCU

“Our first IHA Board Meeting went great using BoardEffect on their iPads. We had great comments on the product and how quickly we were able to get it implemented. Thanks again for making this an easy implementation process for me and our board members. We really like it!”

Pam Gridley

Director, Corporate Relations & Operations, Iowa Hospital Association

“When looking for a board portal we reviewed several in the industry. BoardEffect met our functionality requirements equal to each of their competitors. Based on the function and price comparison BoardEffect was easily seen as the best solution. We have been pleased with our implementation and our ongoing support by BoardEffect. BoardEffect has a wide install base that gives them the experience to guide implementation decisions for best practice with their portal.”

Joyce Miller Evans

Vice President, Chief Information Officer, Ohio Presbyterian Retirement Services

“BoardEffect is really intuitive – not overwhelming – but what creates additional engagement by the board members is their ability to access not only board meeting materials in “real time” but also supporting documents that are all located in one easy-to-use tool. They are also pleased with the increased efficiency gained from my office that allowed for a decrease in board preparation from 8 to 16 hours per month to 30 minutes to one hour.”

Kelli Ockinga

Executive Assistant to the President and CEO, Mary Lanning HealthCare

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