Streamline Your SMB Board's Administration

Board Portal for Small & Medium Businesses

Running a small or medium-sized business means juggling employees, finances, marketing, and customer delivery all at once. Business owners and leaders get overwhelmed quickly, so having the right tools matters.

One area that often gets overlooked is managing a board of directors or advisors. A structured approach to board administration helps guide the strategic direction of a growing business. Board software like the Our Cat Herder Board Portal handles the administrative burden so your board can focus on strategy.

“OCH has provided us with better document control and greater transparency by allowing board members easy access to important documents, minutes and agendas. It has also provided better continuity for managing information in the future, particularly when board members change. The agenda, minute taking and action setting function is excellent and allows for timely recording and dispatch of information. We have found OCH to be greatly beneficial to our organisation.”

Photo of Claire Wood
Claire Wood
Treasurer @ Barossa Farmers Market

Small and Medium sized Businesses Boards can benefit from a Board Portal.
Small and Medium sized Businesses Boards can benefit from a Board Portal.

Our Cat Herder handles everything from meeting organisation to board collaboration, so your board spends less time on administration and more time on strategy.

Organise Meetings Seamlessly

Organising board meetings eats up time. Scheduling, building agendas, putting together board packs – these repetitive tasks add up fast. Our Cat Herder automates much of this work.

The Agenda Builder lets you put together professional agendas based on your needs. You can set up sections, choose formatting, and save templates for different meeting types.

Consistent agenda templates mean better meetings. You build the template once, then reuse it each month.

Create a Board Meeting
Create a Board Meeting

Our Cat Herder also simplifies board pack distribution. Whether it’s 5 pages or 500, you can compile, organise, and distribute board packs in a few clicks. Board members then access these documents through the portal before each meeting.

Less time on meeting admin means more time for the discussions that actually move your business forward.

Facilitate Seamless Collaboration

Our Cat Herder also works well for board collaboration. Running a business can feel isolating, and input from a board of advisors brings perspectives you might miss on your own. The portal keeps that communication organised and easy to find.

Features like Discussions and Decision Maker replace back-and-forth email chains with focused, topic-based conversations. Everyone can see the full thread, and you get a record of decisions and guidance.

Board Discussions
Board Discussions

Document storage is centralised too, so board members find what they need in one place instead of digging through email attachments. Documents, discussions, and tasks all live in the portal.

The portal is a single hub for board communication. Business leaders get the support they need, and board members have one place to contribute their guidance.

Run Meetings More Effectively

During the board meeting itself, Our Cat Herder captures discussions and tracks next steps in real time.

The built-in Minute Taker lets you document details as the meeting happens, rather than trying to reconstruct the conversation afterwards from memory.

You can also log action items and assign tasks to board members during the meeting. Responsibilities and follow-ups are documented and tracked, so nothing falls through the cracks.

Meetings that capture actions in real time lead to better follow-through between sessions.

The portal also supports private board pack notes, so you can record your own thoughts on materials and discussions as you go.

Our Cat Herder covers the full meeting cycle: agenda preparation, communication beforehand, and capturing results. That means less wasted time in meetings and more progress between them.

Why Our Cat Herder is Ideal for Small Businesses

Small businesses face different challenges to large enterprises, and those differences shape what you need from board software.

Save Time & Effort

Founders and small business leaders wear multiple hats, and board admin shouldn’t consume hours of their week. Our Cat Herder’s automation and organisation features cut the time spent on meeting logistics. Over months and years, those saved hours add up, and you can redirect them to higher-priority work.

Work Smarter With Limited Resources

Small businesses need to be deliberate about where they spend money and staff time. A purpose-built board management portal pays for itself through time savings compared to the DIY approach of spreadsheets, emails, and shared docs.

Capture Meeting Actions
Capture Meeting Actions

Unlike board software built for large enterprises, Our Cat Herder is designed for small teams. The interface is straightforward, and the pricing reflects that not every organisation has an enterprise budget.

Increase Accountability & Collaboration

When resources are limited, you need your board members pulling in the same direction. Our Cat Herder centralises communication, documents assignments, and tracks action items so nothing gets lost.

Board members collaborate through the portal instead of working in isolation.

Owners and leaders spend less time chasing up tasks or repeating information because everything is logged and tracked. Better accountability leads to better decisions.

Maintain Focus On Goals & Progress

When you’re pulled in many directions, it’s hard to keep sight of your board’s strategic goals. Our Cat Herder’s structured approach helps:

  • Agenda templates keep discussions moving forward each meeting.

  • Centralised documents keep relevant information accessible.

  • Task tracking maintains accountability between meetings.

  • Notes help leaders capture takeaways and reflections.

These features keep board meetings focused and reduce the tangents that derail discussions. Your board stays on track even when daily operations are hectic.

Board Software Features

The main benefits of Our Cat Herder for small and medium sized businesses’ board management:

Agenda Builder

  • Create agendas from templates for consistent structure tailored to your needs

  • Designate sections, choose formatting, add attachments

  • Save agenda templates for quick assembly

Board Pack Distribution

  • Rapidly compile and distribute board document packs

  • Give board members access to documents before meetings

Discussions

  • Host and track topic-based discussions in one place

  • Choose whether to make discussions public or private

  • Email notifications on new posts

Decision Maker

  • Create and vote digitally on “flying minute” proposals

  • Drive consensus and record outcomes between meetings

Document Storage

  • Central repository for board documents and resources

  • Improve document version control and access

Meeting Comments

  • Comment directly on meetings

  • Collaborate on assembling board packs and info

Minute Taker

  • Live document key details during board meetings

  • Record discussions as they happen instead of reconstructing them later

Action Tracker

  • Log and assign tasks/to-dos during or after meetings

  • Maintain visibility on responsibilities between meetings

  • Capture takeaways and next steps from each meeting

Notes

  • Private area to log thoughts on board packs
  • Add comments to meetings

Try It for Your Board

Our Cat Herder handles meeting organisation, board collaboration, and real-time minute-taking in one portal built for smaller teams.

If you’re currently managing your board with email and spreadsheets, the 45-day free trial is a good way to see the difference purpose-built software makes.

Streamline your Small & Medium-sized Businesses’ Governance

Start your 45-day free board portal trial today

Ready to run a better board? Start your free 45-day trial today.