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McCoy College of Business Foundation were looking for a board management solution that would allow their board to access information on a secure platform from anywhere and at any time with secure and searchable document storage capabilities.

Their challenges included:

• Changes at the last minute to board documents and the agenda meant reprinting large board packets
• Emailing board documents didn’t work as documents were too large while storage limits and fees for digital storage of historical documents was causing an issue
• Board members in different geographical locations found it tricky to access the documents they needed to prepare for meetings.

BoardEffect turned out to be just what the foundation board needed. Using a single platform that all board members and staff could access eliminated the need for paper binders and overnight shipping charges. Now everything is securely stored online, allowing easy access for board members and staff.

“Using this platform has made the governance of our foundation easier, more transparent and more accessible to our members and staff. I highly recommend this product.” – Cindy Fornash, Foundation Administrator

Since implementation, the Foundation has saved hours of time as well as eliminating printing and mailing costs. They use the workroom features to allow guests to participate and committees to collaborate easily while the secure central document repository delivers accessibility.

Download the full case study now to find out more.