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Smart Board and Agenda Management Software

BoardEffect is the board management platform designed to serve the needs of board members, administrators, secretaries, information technology and governance staff to streamline complex board management processes while saving them time and resources.


Our board management software provides tools that support greater efficiency, consistency, and trackability that help boards execute necessary tasks.


You will get 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 and move along a path of elevated effectiveness.


Your key to enabling collaboration among board members and informed connectivity across the board management processes.

An end-to-end board and agenda management framework at your fingertips

An easy-to-use tool so you can effectively perform board-related duties such as agenda and meeting management and more all through a seamless and secure collaboration anywhere any time with access to 24/7 support at your fingertips.

BoardEffect board management platform delivers the right tools, analytics, and insights to drive more efficient and secure governance by focusing intensely on supporting best practices within and across each board management task.

Flexible, customized, and feature-rich board management platform

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


Modern governance platform for administrators to streamline complex board management processes and meet their most immediate challenges while saving time and money


Real-time communication and collaboration among members, administrators, and volunteers with complete access to agenda, meeting minutes, board books, scheduling, and approvals and archives — anywhere, anytime on any device.


Multi-layered defense to protect sensitive board information through our comprehensive security program coupled with our state-of-the-art dedicated SOC2 certified infrastructure.


BoardEffect is highly configurable, meeting any clients’ needs from the basic to extremely sophisticated as an organizations’ use of technology evolves.


BoardEffect is available on any browser-supported device with 24/7 access and mobility anywhere.


BoardEffect easily integrates with various applications through web services and API’s such as Diligent Minutes and Messenger.

Designed with your role in mind

Above all else, everything we do is with stakeholders in mind, each one with a unique perspective into what would make using a board management platform successful for them. From functionality through delivery, every aspect of what is important in a great board management software solution is thought out.

board member


BoardEffect lets trustees move things forward. Not get dragged into the weeds.



BoardEffect keeps everything humming–smoothly and securely, and lets your IT team breathe easy.



Executives stay focused on performance, potential and value, not ‘where are the minutes and why didn’t people read them?’ With BoardEffect, leaders lead.

Corporate secretary


BoardEffect lets corporate secretaries manage regulatory, fiduciary and compliance obligations.

board administrator


BoardEffect helps administrators manage board governance supporting tasks, while making it look easy, without working overtime.

“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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