Migration Services

Seamlessly Transition from Any System to BoardSite

Moving to a new board portal shouldn’t disrupt your governance processes or require starting over with historical records. BoardSite’s Migration Services help boards transition smoothly from existing systems while preserving important organizational history and maintaining governance continuity.

Migrate from other board portal solutions professionally.

Already using another board portal platform? Our migration experts handle the technical complexity of transferring your meeting histories, member information, documents, and voting records to BoardSite. We work with your existing provider to ensure complete data transfer with minimal disruption to ongoing board activities.

Organize manual systems into professional governance.

Many boards currently manage their governance through scattered systems like static websites, Dropbox folders, Google Drive shares, or email-based processes. Our migration team helps consolidate these disparate resources into BoardSite’s organized structure, creating coherent governance archives from previously fragmented materials.

Preserve institutional knowledge and historical context.

Years of meeting minutes, strategic decisions, and governance documents represent valuable organizational history that shouldn’t be lost during system transitions. BoardSite’s migration process ensures this institutional knowledge remains accessible and searchable in your new platform.

Receive hands-on support throughout the transition.

Migration isn’t just about moving files—it’s about helping boards adapt their processes to take advantage of BoardSite’s capabilities. Our migration specialists provide training and guidance to help your board maximize the benefits of professional governance tools from day one.

Migration Process:

  1. Assessment: We evaluate your current systems and create a customized migration plan
  2. Data Transfer: Our team handles the technical aspects of moving your information securely
  3. Organization: We help structure your historical materials within BoardSite’s framework
  4. Training: Your board receives personalized training on using BoardSite effectively
  5. Support: Ongoing assistance ensures smooth adoption of your new governance platform

Migration services are available at no additional cost for annual BoardSite subscriptions. Contact our team to discuss your specific migration needs and timeline.