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Easy-To-Use Board Software

A board portal is a type of secure, paperless software or app that allows you to communicate with board members, share documents, annotate meeting minutes and more without any of the risks or waste that a paper board book provides. Board governance is complex, demanding and high-stakes. It is also cyclical in nature. BoardEffect’s board portal software supports best practices within and across each cycle of board activity.

Click the board portal cycles below to find out more.

Board Meeting Cycle:
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Board governance is oriented around a regular meeting cycle that can be quarterly, bi-monthly, monthly or sporadic in its timing. BoardEffect’s board portal software helps you prepare for and hold the meeting as well as manage follow-up and follow through activities post meeting.

  • Online board books
  • Scheduling
  • Approvals
  • Tasks
  • Archives

Annual Board Cycle

A large number of boards’ responsibilities are annual in nature and carried-out over the course of a yearly cycle. From policy & compliance, budget & audit, appointments and elections, to work plans and evaluations, BoardEffect supports your annual strategic responsibilities simply and elegantly.

  • Surveys
  • Board policy handbooks
  • New board member orientation tools

Board Development Cycle

Boards typically proceed through a development and engagement cycle, lasting (on average) 3-5 years. This tracks with the length of a single board member’s term, and ensures the board’s sustainability and continuity over time. Easily manage recruitment, nominations, on-boarding and board education with BoardEffect (the #1 not-for-profit board portal) to cultivate a high-performing board.

  • Ad hoc groups
  • Collaboration tools
  • Board education
  • Profiles

Additional Benefits

Unlimited Storage

No restrictions on the amount of files you can keep within the platform. Store as many board materials as you like without limitation on file size or volume.


Granular security and control

BoardEffect’s board portal software allows you to manage settings and control the level of access that meets your organisation’s objectives, because we know you want to control how you experience technology.


Intuitive App Experience

BoardEffect offers a strong platform for the on-the-go experience, which we constantly evolve in order to provide you the easiest, most secure access to your board information from your preferred device.


“When looking for a board portal solution 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

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