Who Are The Primary Users Of A Board Portal?

There are three stages to every meeting process: planning, execution and resolutions. As such, there are also three main users of Convene’s Board management software: those who plan, those who meet, and those who do. 

1. Administrators: 

Your administrative staff may consist of a Corporate Secretary, Board Administrator and even a Governance Manager. They are essential to the smooth running of operations and are responsible for planning your meetings! 

These members of your team will also ensure you are meeting your corporate governance and compliance regulations. They are your team members with the most diverse range of responsibilities, so they require order and user-friendly technology. 

A Board Portal like Convene can make their jobs much easier by streamlining the meeting process. Our useful features like the Agenda Builder and auto-generated Meeting Minutes will simplify their workload. 

2. Board Members: 

Convene’s Board Meeting Software is designed with your Board Members in mind. From your CEO to your Senior Leadership Team, we know that their decisions impact the whole organisation so you need smart, simple and secure meetings.

The pandemic has caused great uncertainty on how we will continue working. For now, it looks like remote or hybrid meetings are the safest option. Convene is equipped with integrated video-conferencing, so you don’t have to adapt your software for every different type of meeting. 

You need to be able to always make the best informed decisions for your organisation. Our Board Packs can be updated until the last minute, so you can have the most accurate information. 

There is also the option to have both shared and private annotations on your Board Documents, so you can focus on having dynamic debates. 

3. IT Managers: 

As we’ve said, the main users of Board Portal software are administrators and directors. But selecting new software is always the responsibility of the IT department.

Our award-winning Board Portal solution meets the highest international security standards including: AICPA SOC 2/3, ISO 27001, 27017 and 27018. Azeus Convene is also a CMMI Level Five company, so we offer some of the best security on the market. 

We also utilise a multi-layered security approach that offers users high levels of data protection, access control, availability, and application security. Granular access controls mean you can set different levels of security clearance through roles and permissions. Learn more about how Convene can facilitate a secure Board and organisation here.  

Beyond the Board?

Board Portals whilst designed for the Board can benefit more than just your Administrators and Board of Directors . Your whole organisation can benefit from the wide range of features on offer from Convene. 

The Action Items allow you to send out specific request to certain team members during the meeting and update them. We saw this and decided to develop Convene in Teams, an opportunity for every member of your organisation to benefit from the features of a Board Portal fully integrated with Microsoft Teams.

Why Choose Convene?

Convene has been developed to make meetings easier. We want to help you to focus on the big picture and not sweat the small stuff. This is why we believe that the future is digital.

Every single one of our features will streamline your meeting process so you can spend your time on more important tasks. In fact, in 2021 we were named Digital Quadrant’s Best Board Portal. With the best data security and features that include:

  •  A user-friendly Agenda Builder to improve the pre-meeting preparation of Board materials.
  • 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.
  • Surveys, with the option for anonymity, so you can be sure you are aware of your employees' opinions in real time.
  • Accessibility Features, including text-to-voice, which makes us the leading accessible Board Portal.
  • Granular access controls and role-based permissions to enhance your Board security.

If you would like to learn more about how Convene can support your governance, please don’t hesitate to contact us today or book your free trial now!



Gabriella Mangham

Written by Gabriella Mangham

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