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What is Surfboard?

Every quarter, there comes a week when workloads surge, stress escalates, and teams race against the clock to get ready for crucial meetings. As a result, board meetings have shifted from being valuable opportunities for insight to mere hurdles to overcome. Surfboard tackles these challenges by simplifying complex processes, enhancing workflows, and optimizing your efficiency to help you sidestep the frantic last-minute preparations. With automated workflows and integrated communication features, tedious tasks are significantly reduced, enabling you to concentrate on important business decisions rather than repetitive duties. Relying on outdated reports from past months during quarterly meetings not only hampers productivity but also fails to deliver real value. Our platform takes the initiative by automatically compiling relevant updates throughout the quarter, allowing your meeting time to be used for more significant discussions and strategic planning sessions. This shift empowers you to direct your focus and resources toward initiatives that genuinely propel your business forward, fostering a culture of proactive engagement rather than reactive scrambling. Ultimately, by embracing this transformation, you can elevate both the quality of your meetings and the effectiveness of your overall organizational strategy.

What is Boardwise?

Boardwise serves as an all-encompassing solution designed to streamline the management of board activities, with the goal of improving the overall efficiency of preparing, conducting, and documenting board meetings for diverse organizations. By integrating all governance-related processes, it provides board offices, corporate secretaries, and executive teams with the tools needed to efficiently organize meetings, share necessary documents, track decisions, and manage follow-up actions from a single, cohesive platform. The system automates a variety of administrative duties associated with board meetings, including the creation of agendas, distribution of materials, scheduling of sessions, and minute-taking, significantly reducing the time required for both meeting preparation and management. Additionally, Boardwise facilitates a structured workflow that allows participants to propose agenda items and upload pertinent documents, while its approval mechanisms and real-time updates ensure that any last-minute changes can be accommodated seamlessly. This platform goes beyond mere meeting management by offering robust features for task tracking, responsibility delegation, and accountability enforcement among team members, ultimately resulting in enhanced productivity and organization in board operations. Moreover, the user-friendly interface and comprehensive support for various governance activities make Boardwise a valuable asset for any organization looking to optimize its board processes.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Word

Integrations Supported

Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Surfboard

Company Location

United States

Company Website

www.surfboard.team/

Company Facts

Organization Name

Boardwise

Date Founded

2019

Company Location

Germany

Company Website

www.boardwise.io

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

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