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What is BoardWorks

Learn about the Key Benefits of Using Boardworks and what different users of the platform can do.

Updated over a year ago

BoardWorks board portal software enables critical access to board materials, allowing directors to advise executives and make decisions faster on strategic business matters. It does this by:

Improving Productivity

  • Directors can advance their workflow by reviewing, annotating, and approving documents whether on or off-line

Optimizing Time

  • Directors gain time efficiencies with single sign-on and consolidated views when serving on multiple boards

Sharing Securely

  • Documents are shared securely through SSAE16 and AT 101 audited data facilities in North America, the United Kingdom, and Australia.

  • The use of Multi-factor Authentication during the log-in process.

Please note: BoardWorks uses a meeting or event format to provide easy access to both Administrators and Directors.

Summary

Software Application Information

This is a short list of general information about the software.

  • Preferred access for Administrators = laptop/desktop using a web browser

  • The preferred access method for all others = BoardWorks Mobile Apps (iPad, Windows, Android tablet, iPhone & Android Phone)

  • 24/7 Availability

Administrators can:

  • Create and publish Meetings, Events, Votings, Evaluations quickly and accurately.

  • Apply security to individual meetings, agendas, and documents based on specific committee membership or manual selection.

  • Upload and manage documents and reference materials

  • Easily adjust who receives the information by managing committee membership and users’ roles.

  • Make updates and edits to the agenda and Board Book quickly to compensate for evolving issues.

  • Send documents out for signature

  • Add and disable accounts

  • Reset user passwords

  • Enable/disable Multi-factor Authentication for individual users.

Directors can:

  • Access current and past board and committee material securely.

  • Receive alerts of upcoming Meetings, Events, and other important changes and information

  • Access reference material such as corporate information, Directors’ guides, and general Board information

  • Provide approval and signoff on resolutions and other documentation

  • Respond to Evaluations, Surveys, and Voting to sign off, provide consent on proposed resolutions, or respond to evaluations.

  • Privately annotate documents

  • Access external links

  • Update their user profile and access another user profile

  • Chat with other board members and administrators

  • Use multiple devices to access their board book

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