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Boardtrac

Boardtrac

Overview

What is Boardtrac?

Boardtrac is a digital meeting solution that aims to streamline board processes and enhance governance for organizations of all sizes. According to the vendor, Boardtrac offers a user-friendly experience with its intuitive design and easy navigation. Users can conveniently access all the necessary...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Boardtrac?

Boardtrac is a digital meeting solution that aims to streamline board processes and enhance governance for organizations of all sizes. According to the vendor, Boardtrac offers a user-friendly experience with its intuitive design and easy navigation. Users can conveniently access all the necessary information for multiple boards in one place and make private annotations and highlights on documents.

Key Features

Superior User Experience (UX): Boardtrac provides an enjoyable user experience with its user-friendly interface and seamless navigation, enabling users to quickly access the required information.

Anywhere, Anytime Access: Boardtrac allows users to access stored documents, governance materials, and board communications from any location and at any time. Users can refresh and download new content by connecting to the internet. The platform also supports offline access, allowing users to review documents even without an internet connection. According to the vendor, voting functionality is available for "show of hands" or managing circular resolutions.

Reduced Risk of Discoverability: In the event of device loss or theft, Boardtrac enables remote deletion of stored board documents, annotations, and highlights, ensuring the security and confidentiality of sensitive information.

Sustainable Solution: Boardtrac promotes paperless meetings by eliminating the need for physical documents and board packs. Documents are automatically downloaded to directors' devices based on predefined access levels. Chairs can pre-approve meetings and agendas before publishing, contributing to environmentally-friendly board processes.

Secure Login: Individual user access to the Boardtrac app is granted through personalized invitation and requires a username, password, and PIN/fingerprint for enhanced security. Access to the web app is protected by a unique session token. According to the vendor, all documents are encrypted, ensuring secure and confidential storage.

Instant Access: Boardtrac Plus allows administrators to quickly assemble and distribute board packs. Approved documents can be instantly published, providing directors with real-time visibility. Last-minute updates can be efficiently incorporated, streamlining the board pack creation process. Directors can arrive at meetings with all the necessary documents on their devices, as stated by the vendor.

Online WebApp: Boardtrac offers an online WebApp for viewing papers on any device. The WebApp ensures a high level of security, safeguarding documents with a unique session token. Documents accessed through the WebApp are not cached, maintaining confidentiality. Users can securely view documents without the need for the Boardtrac app, according to the vendor.

Add Your Own Branding: Boardtrac allows administrators to customize the platform with their own branding, including logos, colors, and other visual elements. This feature enables organizations to reflect their identity and style, as claimed by the vendor.

Digitally Create and Distribute Board Materials: Boardtrac Plus enables administrators to digitally create and distribute board materials. The platform offers drag and drop functionality for seamless document management. Meeting materials can be efficiently assembled and distributed to board members. Last-minute updates and changes can be easily incorporated, according to the vendor.

Boardtrac Features

  • Supported: Access Controls/Permissions
  • Supported: Collaboration Tools
  • Supported: Content Management
  • Supported: Customizable Branding
  • Supported: Document Management
  • Supported: File Sharing
  • Supported: Search/Filter
  • Supported: Calendar Management
  • Supported: Document Storage
  • Supported: For Nonprofits
  • Supported: Minutes Management
  • Supported: Polls/Voting
  • Supported: Task Management
  • Supported: Action Item Tracking
  • Supported: Agenda Management
  • Supported: Attendee Management
  • Supported: Internal Meetings
  • Supported: Meeting Preparation Tools
  • Supported: Scheduling

Boardtrac Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, iPhone, iPad
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