Board Management Software
Board Management Software (BMS) is a secure, digital platform (often called a board portal) that centralizes and streamlines all aspects of board operations, from preparing agendas and sharing confidential documents to taking minutes and tracking action items, replacing paper-based processes, enhancing security, and improving efficiency for directors and governance teams before, during, and after meetings.
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BoardEffect is a secure, cloud-based board management software, part of Diligent, centralizes board operations like meeting management (agendas, minutes, digital books), secure communication, document sharing, and strategic oversight (KPIs, assessments) in one platform, using AI to streamline tasks and boost board efficiency and engagement. BoardEffect serves more than 5,000 customers, and more than 260,000 users in managing their governance and board meetings, particularly in non-profit, education, and healthcare sectors.
Benefits & Insights:
Streamlined Meeting Management: The platform simplifies the entire meeting lifecycle, from scheduling and distributing agendas to tracking RSVPs and managing meeting minutes. Enhanced Collaboration and Communication: Board members can securely communicate, make annotations on documents (including shared notes and drawings), participate in discussions/polls, and manage tasks within the platform, eliminating the need for insecure personal email. Secure Document Management: BoardEffect provides a highly secure, centralized digital repository with robust security measures (ISO 27001-certified, HIPAA-compliant) and granular access controls to protect sensitive information. Improved Accessibility and Engagement: With mobile apps offering offline access, members can access all board materials anytime, anywhere, increasing engagement and ensuring everyone is working with the most current information. Increased Accountability and Compliance: Features like attendance tracking, digital voting with audit trails, and integrated evaluation/survey tools help foster greater accountability and support regulatory compliance. Administrative Efficiency: Automating time-consuming processes, such as compiling board books and managing document versions, significantly reduces administrative burden, freeing up staff for more strategic work. Dedicated Support and Training: The service includes 24/7 customer support and extensive training resources to ensure smooth adoption and use, even for less tech-savvy users.
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