5 min read

What Is A Board Portal?

By Lottie Wright on 17/02/23 16:02

A Board portal is a solution for running seamless meetings in the digital age. Board portals enable digital Board meetings between Boards of directors. 


What Does A Board Portal Do?

Board portal software facilitates a secured environment for sharing confidential documents and information. It enables them to exercise good corporate governance and decision-making responsibilities despite working in remote workplaces.

Choosing to use a Board portal, also known as a Board management software, provides directors and administrators with the necessary communication and collaboration tools that simplify Board material preparation, reports, and Board document sharing, among many other meeting-related tasks.

Designed to elevate transparency, practise corporate compliance, and work efficiency, a Board portal collapses the entire Board meeting process — removing the need for tasks like printing documents, sending emails manually, and physically compiling annotations.

Convene’s management software allows your leadership team to communicate effectively and get the results you deserve. From planning the meeting to creating results, every feature of Convene is conceived with user-experience in mind.

Over 30 years in business, we’ve refined our expertise to create an all-in-one solution to your business needs. Whatever hurdles your organisation faces, our software can help you overcome them. With state-of-the-art features like an agenda builder, video conferencing, and live voting, your organisation can save time and resources with Convene.


The Meeting Process in Board Portal Software

Every Board portal’s core functionality is to solve bottlenecks and redundancies in the Board meeting process while providing a layer of additional security. It provides a streamlined experience for the three segments of a Board meeting — pre-meeting, during meeting, and post-meeting.



A Board portal enables administrators to instantly create and organise agenda packs for Board meetings. It also allows for quicker workflows in circulating the digital Board packs to the Board Members, while automatically notifying them of the latest document revisions.

Administrators can arrange data, post meeting records, evaluate director availability, and modify information in real time. 

Directors can annotate and exchange their notes, analyse former materials, refer to documents, and communicate with their associates.



Board members can conduct interactive presentations during Board meetings while accessing and annotating documents using the Board portal. 

At the same time, secretaries can take meeting minutes and record action items and resolutions.

Convene is now available fully integrated with Microsoft Teams, so you can enjoy all your meeting capabilities on one streamlined platform. 

During the meeting, directors can use the Board portal to sign paperwork, set deadlines, assign tasks, and follow up on outstanding questions, without interrupting the flow of it.



After meetings, Board portal software allows secretaries to instantly generate draft minutes, archive meeting information, and store documents within the portal’s repository — ensuring the security of corporate data.

It is essential to have a system in place to keep track of all activities, attendance records, and uploaded documents in order to stay in compliance with regulations. 

This process, combined with strict security protocols, is the least that can be expected of any software designed to help manage Board operations.


The Benefits of Using a Board Portal

The benefits of using a Board portal are numerous. 

It can streamline your meeting process and management, enable seamless collaboration within your organisation, ensure a secure document system, and establish smart governance processes. 

Simply put, they allow for your meetings to run easily and smoothly, wherever and whenever. 

After deciding that a Board portal is right for you and your organisation, the next big choice is which one on the market to use. This is where Convene comes in.


So, Why Choose Convene?

Software should simplify your meetings, not complicate them. Join hundreds of organisations around the world in embracing a smart, simple and secure future with Convene.

Convene’s Award Winning software allows your leadership team to communicate effectively and efficiently, and get the results you deserve. 

From creating an agenda to establishing a strong admin trail, every step of the process should be as smooth as possible. With the right software, the complex task of management can be much easier. Our Board portal features include:

  • A Document Library, with role-based access to ensure your sensitive documents are protected.
  • A built-in Audit Trail, so you can be sure you are compliant with all regulations.
  • Integrated Video Conferencing, so you can make the switch from remote to hybrid working seamlessly, whilst still viewing your Board Pack all on one screen.
  • Surveys, with the option for anonymity, so you can be sure you are aware of your employees' opinions.
  • Action Items, so you can follow up on any tasks automatically.
  • Accessibility Features, including text-to-voice, which makes us the leading accessible Board Portal.
  • Fully GDPR-compliant security, including AES 256-bit encryption and ISO 27001 accreditation.

To discover how you can benefit from Convene, find out more about our software here, or book a free demo today.

Lottie Wright

Written by Lottie Wright

Subscribe to the Convene blog to get regular tips and updates on Governance and Digital Transformation!