BoardCloud Full Feature List 2024

BoardCloud Full Feature List

Agenda Builder
Meeting Management
Board Portal
Unlimited Seats and Support
BoardCloud Full Feature List

All Board Portal Features in One Big List


New features added: Jan 2024

Meeting Management


Agenda Creation

  • Production of professional meeting agendas and minutes
  • Drag and drop agenda creation
  • Immediate visualisation of board pack progress
  • Collation of meeting documents
  • Multi-level agenda sections
  • Agenda cloning for standard meeting layouts

Document Handling

  • Upload of large documents
  • Import Microsoft Office (MS-Word, EXEL, PowerPoint) documents
  • Import PDF, image, text and .MSG files
  • Creation of new documents directly from the agenda
  • Secure document repository for storing and sharing board-related documents
  • Version control and document revision history
  • Rotate documents
  • Refresh a loaded document

Meeting Scheduling & Notifications

  • Easy creation and management of meeting schedules
  • Schedule and publish one-day or multiday meetings
  • Efficient dissemination of packs and meeting invites
  • Integration with popular calendar applications
  • Invite integration into board members calendars
  • Update published calendar invites

Tasking & Task Notifications

  • Tasks can be setup against agenda and minute items
  • Full task tracking and follow-up
  • My Tasks dashboard for users and administrators

Meeting Presentation

  • Conduct remote or hybrid meetings
  • Present and collaborate in real-time
  • In-meeting chat

Board Pack & Minutes Generation

  • Lightening quick generation of meeting packs and minutes
  • Build packs in real-time
  • Full versioning and history
  • Distribution of board packs and meeting minutes

Minute Creation and Management

  • Minute taking during or after meetings
  • Minute distribution and versioning
  • Task system integrated into minutes
  • Lists attendance with an attendance register
  • Lists carried motions

Board Pack Review Process

  • Easy to use complete review cycle
  • Reviews can be sent to one or many reviewers
  • Packs and minutes can be sent to selected members for review

Document Signatures

  • Approve documents using e-signature
  • Round-robin signatures during meetings

Annotations

  • Private annotations and editing of documents and packs
  • Shared annotations for reviewers or packs and minutes
  • Allows for text comments, highlighting and drawing

Voting & Resolutions

  • Creation and distribution of resolutions for voting

Meeting Chat

  • Each meeting has its own chat
  • Members can chat before, during and after meetings
  • Chat history is saved permanently

Forms and Surveys

  • User-friendly forms and survey creation
  • Many types of forms and surveys
  • Long-term history of completed forms, such as Directors Interests and Evaluations

Meeting Analytics

  • Full analytics of member engagement
  • Detailed pack reading activity
  • Metrics include individual pack page views and time on page

Guest Members

  • Simple guest invites
  • Guests only see agenda section they are invited to

Full Text Search of Packs and Minutes

  • Google like search functionality for past and present packs

Meeting Resources

  • Store any number of supporting documents for any meeting
  • Committee reading rooms
  • Link YouTube videos

Collaboration Tools

  • Real-time shared meeting surface
  • Shared review of board packs and minutes
  • Real-time voting and decision tracking

Integrations

  • SharePoint integration for published packs and minutes
  • Zoom integration for created meetings
  • Teams integration for created meetings

Calendars

  • Monthly meeting planner
  • Year planner for past, present and upcoming events
  • Events shown based on committee membership

Committee Management

  • Unlimited committees
  • Pack covers per committee
  • Committee resources, can include documents and video material
  • Committee Membership Register

Security

  • Role-based access control
  • Secure accessibility from any location
  • All documents are AES-256 military grade encrypted
  • Remote locking of member accounts
  • No source documents are ever stored on our servers
  • Customizable permissions for data access
  • Full, detailed audit trails

Reports (include the below)

  • Attendance Register
  • Member Activity
  • Document Views by Member
  • Meeting Engagement
  • Boards and Committees Register
  • Resolutions Register
  • Task Reports
  • Meeting Logs
  • System Audit Log Logs

Platform Support

  • Support for desktop and mobile platforms
  • Works on Chrome, Internet Explorer/Edge, Firefox and Safari
  • Does not use mobile apps to enable quick and easy member onboarding

New Customer Onboarding Services

  • Full onboarding of members and committees
  • Loading of pack and minute history

Training

  • End user and administrator training
  • In-person training can be booked via shared calendar
  • Groups can be booked for ah-hoc sessions
  • Unlimited training

Support

  • Office hours
  • Unlimited support for admins and members
  • 7×24 emergency support