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Case Study

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BoardFlow brings agendas, packs, annotations, resolutions, and committees into one secure workspace. Plan the meeting, collaborate live, decide with confidence—and leave a clean audit trail behind.

0+
organizations
0,+
meetings Run
0↓%
avg Pack Build Time

THE |

Boards and committees were juggling email threads, spreadsheets, and scattered PDFs. Agenda packs took hours, last-minute changes were risky, and decisions were hard to track for compliance.

THE |

Why teams choose BoardFlow

Everything in one place: agendas, documents, attendees, and actions live together.

Pack building in minutes: one-click, versioned packs—always the latest copy.

Governance-first: roles, permissions, and audits designed for regulated teams.

Work the way you meet: committees, recurring sessions, and templates.

Decision clarity: resolutions flow from the meeting and track to approval.

Frictionless collaboration: secure annotations right on the digital pack.

BoardFlow Dashboard

KEY |

👤

User Creation

Capture required user info—name, email, department, position, title, and role—to ensure precise identity and role-based access across the platform.

guided
onboarding
role-based
enforcement
🗂️

Agenda Building

Authorized users create structured agendas: title, agenda items, description, chairperson, date, attendees, and linked committee. Generate a clean, branded pack in one click.

↓70%
packTime
auto
versioning
🏛️

Committee Management

Admins create and manage committees, define purpose, and assign members by role. Add and rotate members safely without losing history.

unlimited
committees
granular
roles
📝

Annotation of Digital Pack

Collaborate securely on the meeting pack with highlights, notes, and mentions. Keep commentary tied to context—no more ‘final_v7.pdf’ chaos.

yes
realtime
policy-based
retention
✅

Resolutions

Capture resolutions as outcomes of meetings. Keep them in draft/pending status, route for approval, and lock the final record for audit.

draft→approved
status
optional
eSign
🗓️

Meeting Management

Set up online or physical meetings, send invites, manage RSVPs, and attach the location (address or Teams/Meet link). Keep everyone aligned from invite to minutes.

auto
reminders
tracked
attendance
User Creation
User Creation

PROVEN |

From scramble to structure

Teams report 70% faster agenda-pack creation, fewer email threads, and clearer decision trails. Committees onboard faster with role-based access and standardized templates.

Governance without friction

Resolutions move from draft to approval with full visibility. Annotations reduce pre-read confusion and keep the record of discussion with the documents.

Who it's for

Boards & executive committees
Company secretaries & governance teams
Non-profits and public sector bodies
Regulated industries (finance, healthcare, energy)
BoardFlow Results

TECH |

📱
Progressive Web App
Fast, installable, cross-device
🔐
RBAC & Audit Logs
Granular permissions & compliance history
📄
Document Services
Pack generation and versioning
⚡
Real-time Collab
Live annotations & presence
☁️
Cloud Infrastructure
Scalable and secure hosting

Ready to transform your business like BoardFlow?

Let's discuss how we can build a custom solution that streamlines your operations and drives growth.