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BoardEffect

Name: BoardEffect
Rating: 4.5 (2 reviews)

By BoardEffect

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Highlights : About BoardEffect

Role-Based Permissions

Minutes Management

For Nonprofits

Document Management

Polls / Voting

Member Directory

Electronic Signature

Collaboration

Approval Process Management

About BoardEffect

BoardEffect is a cloud-based board management and portal solution designed to manage regular meeting cycles, annual board cycles, and longer-term board development cycles. The software is suitable for all organizations with governing bodies, whether they are in healthcare, education, corporate, or nonprofit. BoardEffect allows users to manage their regular board meeting cycle, whether meetings are monthly, bi-monthly, quarterly, or sporadic. The integrated book builder can be used to create board books, and the archives preserve a clean copy of each book which users can access at any time. Through the scheduler, users can arrange upcoming meetings, allowing members to RSVP with a click. New members, policies, and meeting minutes can all be approved electronically in BoardEffect, using the voting tool, and the task tool allows board members to set task reminders and check off completed tasks. BoardEffect’s tools for managing annual board meetings include policy handbooks which can be annotated by board members, and an onboarding system for new members. The survey creation tool allows users to create a range of forms to solicit feedback, assess conflicts of interest, provide self-assessments for board members, and more. The board development cycle can also be managed through BoardEffect, using the board education resource library, ad hoc group creation, customizable board member profile fields, and collaboration tools including discussion groups, surveys, and polls.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Document sharing

Meeting minute annotation

Online board books

Meeting scheduling

Approvals

Task reminders

Survey templates

Board policy handbooks

New member orientation tools

Collaboration tools

Resource library

Member profiles

Electronic voting

User access controls

Customizable fields

Benefits

Easy-to-use board portal software

Board governance is complex, demanding, and cyclical in nature. BoardEffect supports best practices within and across each cycle of board activity.

Board meeting cycle

Board governance is oriented around a regular meeting cycle that can be quarterly, bi-monthly, monthly, or sporadic in its timing. BoardEffect helps you prepare for and conduct the meeting as well as manage follow-up and follow through activities post meeting. Features include online board books, scheduling, approvals, tasks, and 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 and compliance, appointments and elections, work plans and evaluations, to budget and audit, BoardEffect supports your annual strategic responsibilities. Features include surveys, board policy handbooks, and 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 continuity and sustainability over time. With BoardEffect, you can easily manage recruitment, onboarding, nominations, and board education to create a high-performing board. Features include ad hoc groups, collaboration tools, board education, and profiles.

Unlimited storage

There are no restrictions on the amount of files you can store within the platform. You can store an unlimited amount of board materials without limitation on file size or volume.

Granular security and control

BoardEffect allows you to manage settings and control the level of access that meets your company’s objectives and enables you to control how your employees experience technology.

Intuitive mobile experience

BoardEffect offers a robust platform for the mobile experience and the vendor constantly improves it to offer you easy and secure access to your board information from your preferred device.

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