What is a board portal?
A board portal is a secure digital platform designed for board directors to conduct meetings, share confidential documents, and fulfill governance responsibilities. It is equipped with collaborative tools that streamline the entire meeting lifecycle, enhancing efficiency, transparency, and informed decision-making.
Optimizing Your Meeting Workflow with Board Portal Software
Investing in a board portal redefines collaboration, enabling faster decisions, better alignment, and more effective governance.
Before the Meeting
During Meeting
After the Meeting
Who are the primary users of a board portal?
Convene is built for everyone on board, seamlessly adapting to the needs of leaders, administrators, and everyone in between. Experience next-level ease of use paired with top-tier security — redefining how your board works together.
Board Directors
Stay updated and make informed decisions with an intuitive platform, made for your leadership needs.
Company Secretaries
Organize meetings while maintaining regulatory compliance with Convene’s world-class security & encryption.
CEOs & Executives
Engage in discussions and manage daily operations with Convene’s flexible and accessible board software.
Board Administrators
Simplify board tasks with a centralized document hub and automated notifications and workflows.
Features That Empower Smarter Board Decisions
Maximize your investment by finding the right tools that address your needs and perform beyond. To experience efficiency, collaboration, and better governance, look for these electronic board portal features — readily available with Convene.
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Meeting Scheduler
Invite participants and schedule one or recurring meetings with just a click. Collect RSVP responses to confirm meeting attendance.
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Agenda Builder
Create your board pack within minutes with its drag-and-drop feature for documents and agenda items.
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Video Conferencing and Integrations
Conduct seamless remote meetings with video conferencing capabilities within the board portal. No need to switch between apps.
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Live Meeting Tools
Present and review documents in meetings with Page Synchronisation, Laser Pointer tool, and Shared Annotations.
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Minutes Taker
Take minutes before, during, and after the meeting. Action items, votes, and meeting notes are synced in real-time.
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Annotations
Collaborate on documents offline or online with annotation tools. Share your ideas with selected people in real-time or create private annotations for your personal notes.
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Voting and Digital Signature
Cast votes in and out of meetings and oversee all decisions in a dashboard. Review and affix your signature and initials on documents instantly.
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Document Library
Access and manage confidential data in a centralized hub within your online board portal. Set permissions on who can access each file and folder.
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Action Item & Task Management
Assign action items, set deadlines, and track their progress to ensure accountability.
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Dashboard
With just a glance, you’ll have a clear overview of your board responsibilities, ensuring you never miss an important deadline or meeting.
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Audit Trail
Enhance transparency and accountability by generating comprehensive audit reports that provide insights into meeting activities and information access.
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Introducing
Convene AI
Generate meeting summaries in real-time, navigate the app more easily, and receive tailored support anytime.
Key Benefits of Choosing Convene for Board Management
Engineered to enhance the overall board meeting experience, Convene empowers efficiency and governance across all sectors, including corporations, government, nonprofits, financial institutions, universities, and healthcare.
Improved Communication
Easily share information, collaborate, and communicate with members and directors in real-time, from any location using any device.
Increased Productivity
Spend less time preparing for meetings and stay focused on the agenda. Create meeting packs in just a few clicks, and instantly send out minutes post-meeting.
Seamless eSignature Capabilities
Eliminate delays and streamline approvals with built-in eSignature functionality. Board members can securely sign documents directly within the platform—anytime, anywhere.
Better Decision-Making
Easily access reports and documents critical for making informed decisions, aligned with your strategic goals.
Enhanced Strategic Planning
Support your planning and monitoring activities by reviewing, collaborating, and voting on operational data, KPIs, and financial reports — all using the same board software.
Stronger Security
Worry less about cybersecurity. Board portals like Convene implement encryption, firewalls, two-factor authentication, and data backup — ensuring confidentiality and compliance with data privacy laws.
Reduced Costs
Say goodbye to unnecessary expenses with board portals. No need for manual paper files and separate apps to conduct voting, document reviews, and meetings. All you need is one platform.
Next-Level Board Management with Board Software
Don’t miss out on the benefits and value propositions of implementing a board portal within your company. Spoiler: It’s worth your investment.
Enhance Efficiency
- Board portal software shortens the administrative work on meeting preparation — one can easily create meetings, attach documents, and send invitations. Spend less time preparing for meetings and dedicate more to actual board discussions.
- Maximise pre-meeting time by ensuring everyone is prepped and ready. Administrators can circulate agenda packs instantly, and board members can access and review documents beforehand.
Centralised Information
- Serving as a secure data repository, board portals let users store, locate, and access documents without compromising security. What’s more, document versioning is also available to keep your directors updated with the latest information.
- Board directors can access everything that they need — documents, meeting materials, messages, and action items — on the go with a board portal.
Maximised Productivity & Convenience
- Powered by today’s advancements, board portals allow users to access the mobile app or web portal anytime and anywhere, using preferred devices. Both administrators and board directors can work with devices they are already most acquainted with — prioritising convenient and smarter user experience.
- Moreover, board portals promote paperless management. No need to use physical board packs and search through email for invitations. Everything is readily available on the board portal — saving costs and time.
Better Governance
- With tools in and out of meetings for collaboration, it allows for informed decision-making and better board engagement, resulting in increased board effectiveness. Directors can seamlessly review, collaborate, and approve plans and strategies. Action items are easily tracked and monitored with audit trails — all for promoting accountability and governance.
Guaranteed Security
- Board portals are made with data security in mind. It is designed with security permissions, high-level encryption, backup policies, and secure data hosting to keep confidentiality and integrity of your data. Highly secure board portals comply with global privacy and security standards, ensuring full system ownership.
Take the Next Move
Frequently Asked Questions About Board Portals
What are your hosting options?
Depending on client needs, Convene can be hosted on the cloud or on-premise. For cloud hosting, we host the system on the AWS data center while managing the IT infrastructure — software and hardware — necessary to run Convene. For on-premise hosting, we install Convene on your own IT infrastructure using your own hardware, network, and other IT resources.
How secure is Convene?
Convene employs industry — leading security measures — from our data hosting down to our application’s security features and security governance. To ensure that client data is protected at all times on all levels, our cloud offering is hosted in AWS enterprise-grade data centers with the following certifications: SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70), ISO (27001, ISO27002, ISO27017 and ISO 27018).
At the same time, the Convene portal and application make use of AES-256 network and document encryption, multi-factor authentication, on-the-fly decryption, fine-grained access control, and have security features such as automatic purge for lost devices and an audit trail.
Convene is a highly secure SOC 2 accredited enterprise solution trusted by central banks, governments, and Fortune 500 companies.
How does Convene save money for organizations?
By digitizing and automating meeting processes, Convene saves organizations thousands of dollars in paper, printing, and delivery costs. At the same time, using Convene saves as much as 90% of the effort and dedicated staff required to facilitate meetings.
Convene has saved its clients 90,000 sheets of paper and upwards of $10,000 annually in administrative expenses while still maintaining a very competitive price point.
How does Convene make meeting processes more efficient?
Convene digitizes and streamlines the entire meeting process, effectively cutting down 90% of the time spent on pre-meeting agenda preparation all the way up to post-meeting minute distribution. With just a few clicks, meeting organizers can easily build meeting packs and instantly send them out to participants, while participants can conveniently and securely view and access their meeting documents wherever they are.
Get Started with Convene
See why organizations worldwide are making the switch to board portal for improved board governance. Convene has been rated the top board management software by several trusted sources of technology reviews.
