Top board portal case studies for education | Aprio

Top board portal case studies for education: 3 customer stories about Aprio

Educational board members, often volunteers or busy professionals, can find themselves pressed for time as they strive for effective governance. One sure way to save time is to use board technology.

Every year, we’re fortunate to welcome more schools and educational institutions into our community. Choosing the right board portal software is important for educational institutions, and Aprio’s board portal for education has become one of the top choices across North America.

What sets Aprio apart? It’s not just our user-friendly technology—it’s our commitment to personalized service and strong governance that earns the loyalty of schools year after year. Our deep understanding of school board needs, community-focused values, and 24/7 personal support make Aprio the go-to partner for educational institutions.

Explore why more schools are joining the Aprio community.

Case Study: St. George’s School

St. George's School - education customer of Aprio board portal

Established in 1930, St. George’s School is a private university preparatory school for boys from Kindergarten to Grade 12 in Vancouver. The school is managed by a 16-member Board of Directors from the St. George’s School Society, while its endowment funds and assets are overseen by a 10-member Board of Trustees through the St. George’s School Foundation.

The volunteer boards at St. George’s School were experiencing significant frustrations and inefficiencies, particularly in distributing board materials and changing meeting dates. Relying on email for communication and distributing documents led to delivery problems and missed items in large documents and multiple attachments.

The board secretary saw the opportunity to adopt board portal technology to make accessing board materials more convenient for directors as well as make board administration tasks more efficient.

In comparing several board portals, Aprio stood out for offering the right amount of functionality, competitive pricing and personal customer service.

Centralized access to board information allowed the volunteer boards to access materials conveniently and efficiently, reducing director frustration. Aprio also helped simplify board administration tasks like scheduling meetings, creating agendas, and conducting surveys. As a result, board members are more organized and effective in meetings and have easy access to relevant documents and information.

“Aprio is the board portal I recommend to every board. Boards simply function better with it. Every feature in Aprio helps my day in my role as a board secretary. One of the things I appreciate the most about Aprio is how fast I can create agendas and board packages, turning what used to be a 1 to 2-hour task into just 10 to 15 minutes.” – Claudia Ferris, Board Secretary for St. George’s School & Governance Consultant at Governance Matters Consulting Inc.

St. George’s chose Aprio because it provided the right functionality at the right price, along with reliable customer service in their time zone. Read more on how they chose Aprio’s board portal solution.

Case Study: leading post-secondary educator

Aprio Case Study - educator reduces cybersecurity risk with Aprio board portal

A leading practical, applied post-secondary institution in Canada, with multiple campuses, hundreds of programs, and tens of thousands of students enrolled, is governed by a 15-member Board of Governors.

The Board primarily relied on email to send materials and communicate, but growing concerns about the cybersecurity risks associated with email and the need to ensure good governance prompted the board to evaluate how to safeguard their board communications.

The board members were relieved to discover it was simple to shift to Aprio. Now, Aprio’s board portal software safeguards often confidential board communication from cybersecurity risk, and directors enjoy self-serve, anytime access to board documents.

The board calendar also makes scheduling easier. Board members are also notified of upcoming board meetings, with a calendar view and the option to join virtually in one click.

“Aprio is incredibly user-friendly and affordable for our governance needs. We’ve found that both administrators and governors become quickly familiar with Aprio because it is very intuitive to use and requires minimal training, especially for those board members who become easily frustrated and are not technically savvy.” – Executive Assistant, Governance

Aprio’s standout customer service ensures quick and efficient support by answering any questions or requests for help within 10 minutes. Even when the governance members reach out directly, they receive excellent service.

Read more about how this leading post-secondary institution’s board members easily shifted from using email to Aprio.

Case study: Sterling Hall School

Sterling Hall School

Sterling Hall is an elementary school for boys from Kindergarten to Grade 8, currently enrolling over 300 students in Toronto. The 18-member board of directors provides strategic and policy direction for the school and has a fiduciary duty to protect the school’s assets, property, and long­term viability. The board consists mainly of parents or former parents, ensuring that those making decisions have a vested interest in the school’s success.

Sterling Hall has been using Aprio’s board management software since 2007. Aprio has been an essential tool for Sterling Hall’s board of directors, enhancing security, streamlining meeting preparation, and efficiently managing documents and schedules. The convenience of one-click virtual meetings and excellent customer service make Aprio a reliable and continually improving solution that meets the governance needs of Sterling Hall.

Aprio has helped them reduce security risks associated with document sharing and save time on meeting preparation. The centralized document storage helps them efficiently manage historical data and board materials. They also use Aprio to distribute board materials securely and manage board meeting schedules, saving the volunteer board time immense time.

Using Aprio is just good governance. It’s reliable and meets all our needs. Any problems I encounter are resolved quickly by someone I know personally, often within 30 minutes. Aprio offers excellent customer service and is always improving and listening to its customers. Aprio consistently focuses on improving how the product works, which I appreciate.” – Laura Pink, Executive Assistant at Sterling Hall

Read more about how Aprio has been supporting Sterling Hall’s volunteer board since 2007.

See Aprio’s board management software for education in action

Educational institutes choose Aprio to help run efficient meetings, foster collaboration and keep data safe. We can help your school board assess if Aprio is the right fit.

If you’d like a personalized tour of all the features that will make your school board more efficient, connect with our sales team. We’d love to learn more about your education board and your governance needs.

See the Aprio difference.

We’re happy to help assess your needs and the fit with Aprio. Take the first step.

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