BoardMax

Centralized board management for non-profit organizations

About BoardMax

BoardMax is an online software solution with native mobile app support, targeting non-profit organisations seeking board management tools. BoardMax’s board portal meets the needs of every stakeholder including administrative assistants, executives, board members and beyond by centralizing meetings and boardroom materials. Information, documents and member records are stored in one place with anytime access across all devices, making the assembly of up-to-date meeting packets more streamlined. An integrated organizational calendar aids scheduling, automatically syncing meetings to individual member calendars, while invites can be issued from custom email templates alongside reminders and interactive agendas.

In addition to tracking RSVP’s and attendance, centralized storage ensures that all board-related documentation can be managed, archived, collaboratively updated and shared securely. Permissions levels keep access authorized to user role, while built-in features ensuring processes are fully compliant with accreditation requirements, audits and board demands. Extra modules include BoardMax Performance and BoardMax Strategy, adding the storage or key member data within detailed profiles and lists of potential new members when board positions become available. Keep engagement levels high with targeted correspondence, the ability to map personnel to appropriate projects based on skills, plus a range of performance reporting options.

Key benefits of BoardMax

  • BoardMax Portal centralizes board management to streamline the assembly of board packets and information delivery between all authorized members.
  • Schedule meeting times via the integrated calendar, syncing automatically with personal member planners and sending attendance reminders.
  • Send custom email invites from template, share interactive meeting agendas and then track RSVPs and record meeting attendances on the day.
  • Keep detailed profiles with BoardMax Performance, managing committee and staff members individually with skill-based task allocation plus targeted notifications.
  • Drive board actions with BoardMax Strategy, tying multi-year plans and goals to meetings – uploading strategies via rich-text editor and pre-built form fields.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    BoardMax showing main admin panel
    BoardMax shown running on iPhone
    BoardMax iOS app main screen running on iPhone
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    BoardMax screenshot: BoardMax showing main admin panel BoardMax screenshot: BoardMax shown running on iPhone BoardMax screenshot: BoardMax iOS app main screen running on iPhone

    Features

    Total features of BoardMax: 15

    • Attendance Management
    • Calendar Management
    • Compliance Management
    • Document Storage
    • Email Invitations & Reminders
    • Email Templates
    • Event Scheduling
    • Interactive Content
    • Meeting Management
    • Mobile Integration
    • Performance Management
    • Personalized Profiles
    • Rich Text Editor
    • Role-Based Permissions
    • Summary Reports

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    Reviews

    Overall rating

    4,8 /5
    (12)
    Value for Money
    4,2/5
    Features
    4/5
    Ease of Use
    4,1/5
    Customer Support
    4,6/5

    Already have BoardMax?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 12
    Verified Reviewer
    Overall rating
    • Industry: Computer Software
    • Company size: 201-500 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Awesome customer experience

    Reviewed on 2018/03/13

    Pros

    Many people using this have a great customer experience. I've really enjoyed my interactions with customer support. Really excellent.

    Cons

    Could be a lot cheaper. That's always a problem. Also, BoardMax isn't perfect about its UI. It could do with a cleaner UI.

    Marcia H.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    BoardMax - a positive addition to board management

    Reviewed on 2016/08/02

    Since launching BoardMax in 2012, we have been able to streamline the experience of our board...

    Since launching BoardMax in 2012, we have been able to streamline the experience of our board members. The BoardMax team at Streamlink have been extremely supportive and helpful--while improving the product based upon user need and feedback.

    Pros

    BoardMax is user friendly. Members are able to access current and past board information--upcoming and past meeting material, policies, financial reports--everything a member of the board needs to access.

    The ability to organize material for our members results in an engaged and knowledgeable board capable of making informed governance decisions.

    Cons

    There have been many improvements in the software since we launched BoardMax with our board in 2012. The BoardMax team has been extremely attentive to issues we have encountered. As customer needs are identified or change, customer support is important and appreciated.

    Michael H.
    Overall rating
    • Industry: Education Management
    • Company size: 1 001-5 000 Employees
    • Used Other for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Easy to use, but not very customizable

    Reviewed on 2018/12/05

    Our Board Members overall did not like the software and we ended up finding one that was more...

    Our Board Members overall did not like the software and we ended up finding one that was more suited for Education. The board members would frequently get frustrated and just ask for that old "Paper Copy" back. They are content now with our new choice.

    Pros

    It was easy to record our meetings and the approval process was pretty cool. Creating and managing users was a breeze and it was very user friendly.

    Cons

    We were using it with Education, and found out that we couldn't really customize the templates for the meetings to what the Board Members wanted to see. It may work for other districts, but our Board Members did not like it or its functionality.

    June J.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    BoardMax works

    Reviewed on 2016/10/17

    We use BoardMax to manage board and committee meetings. The hardest part of moving to BoardMax was...

    We use BoardMax to manage board and committee meetings. The hardest part of moving to BoardMax was getting board and committee members to sign-in and try it. After that, it was easy! The board and committee members like being able to review meeting documents anytime and anywhere. Past meeting documents can be accessed the same way. Some members still like a hard copy and make them, the others use the device of their choice. Staff saves time and paper.
    Our CEO uses future meeting agendas to keep up with follow-up items so meetings have more continuity and issues get addressed. Because all RSVP emails and reminders are scheduled when the meeting is set-up, they never get overlooked. Staff saves time, and we know if there will be a quorum well before the meeting.
    Anytime we have a question, tech support is very prompt with answers.
    BoardMax has made meeting management much more streamlined for us.

    Beth C.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Boardmax review

    Reviewed on 2016/09/20

    I have found Boardmax easy to use and the board members all agree. The transition from paper to...

    I have found Boardmax easy to use and the board members all agree. The transition from paper to electronic board dockets was seamless since there was great support from the staff at Boardmax.

    Pros

    Being able to update or change the agenda is great. The notification to board members of scheduled meetings and RSVP to meeting saves so much time and effort. When a meeting is changed or cancelled is extremely easy, it just takes minutes, to notify members. The best part of the software though, is the staff support you receive. Any time I have an issue or question they are right there to help and this organization is alway open to suggestions on how to improve the software.

    Cons

    There are some small nuances but well worth putting up with.

    Showing 5 reviews of 12 Read all reviews

    BoardMax FAQs

    Below are some frequently asked questions for BoardMax.

    BoardMax offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Not Available

    Contact BoardMax for demo and full pricing information.

    BoardMax offers the following features:

    • All meeting materials stored securely within the cloud
    • BoardMax Portal centralizes meetings and activities
    • Build and edit custom invites and automatic reminders
    • Central organizational calendar syncs with member planners
    • Companion apps for iOS and Android
    • Create interactive meeting agendas and packets
    • Drive member engagement with BoardMax Performance module
    • Email templates for sending invites quickly
    • Keep detailed member and prospective member profiles
    • Member Directory
    • Minutes Management
    • Reports for gauging overall and individual board performance
    • Schedule meetings and share plans with members
    • Secure authorized access with role-based permissions
    • Tools for complying with IRS, accredition bodies, audits etc
    • Track invite RSVPs and meeting attendance

    BoardMax has the following typical customers:

    Public Administrations, Non Profit

    BoardMax supports the following languages:

    English

    BoardMax supports the following devices:

    iPhone, iPad

    We do not have any information about what integrations BoardMax has

    BoardMax offers the following support options:

    Phone Support, Online Support

    Related categories

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