Case Study: Draper Holdings achieves secure, paperless, streamlined board meetings with BoardEffect

Draper Holdings - Customer Case Study

Draper Holdings, a business trust company, had moved toward paperless board meetings by emailing password-protected documents but quickly ran into security and access problems — worried board members might forget passwords, lose or misroute files, or lack equal access to sensitive financial data. After reviewing several board portal options, Draper Holdings selected BoardEffect’s board portal to address those concerns.

BoardEffect implemented a secure, role-based board portal with secure uploading, granular access controls, private annotations, templates, mobile/web access, and recorded training. The result: Draper Holdings eliminated printing and emailing (saving about 15 pages of paper per meeting), simplified meeting preparation, ensured equal and secure access for all board members, sped new-member orientation via one message and hosted videos, and substantially reduced administrative time.

Draper Holdings

Becky Wolf

Director of Finance