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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 Relying on outdated reports from past months during quarterly meetings not only hampers productivity but also fails to deliver real value.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 Ideagen Huddle?

Ideagen Huddle is a cloud-based solution that offers a secure and innovative workspace for your team, partners, and outside collaborators. Organizations operating in heavily regulated sectors can assess work, share sensitive data securely, and collaborate effectively, ensuring complete control over documents and consistently achieving project objectives within deadlines and budgets. With Ideagen Huddle, the process of collaborating and co-editing documents becomes simpler, allowing for efficient version control, client engagement, and team task management. The integrated approval workflow guarantees that you will never overlook a deadline again, while the complimentary mobile app ensures you remain connected, even while traveling. Key advantages include: • Top-tier security – Safeguard your sensitive information confidently, minimizing the risk of data loss or theft. • Personalized client portals – Centralize all documents and communications, making them easily accessible. • Regulated teamwork – Maintain version control, enable real-time co-editing, and facilitate comments and revisions. • Smooth external collaboration – Streamline interactions with all stakeholders, reducing friction in the process. As Ideagen Huddle is cloud-based, it integrates seamlessly with your current IT setup, enhancing operational efficiency without disruption. This innovative approach not only supports collaboration but also fosters a culture of continuous improvement within your organization.

Media

Media

Integrations Supported

Bitium
Causal
Desktop.com
Enormail
Google Workspace
Ivanti Neurons for MDM
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Salesforce
Stackreaction
Teamstack
Tray.ai
Upsider
Wazoku

Integrations Supported

Bitium
Causal
Desktop.com
Enormail
Google Workspace
Ivanti Neurons for MDM
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Salesforce
Stackreaction
Teamstack
Tray.ai
Upsider
Wazoku

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

$11.00/month/user
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

Ideagen

Date Founded

1993

Company Location

United Kingdom

Company Website

www.ideagen.com/solutions/document-collaboration/huddle

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

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

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

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Document Collaboration

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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