DX Board Portal Professional

Run board and committee governance inside Odoo: plan meetings, structure agendas, assemble board books, give members a focused Reading Room, record resolutions and votes, approve minutes, track follow-up actions, and preserve the governance archive.

Built for company secretaries, board members, chairpersons, and governance offices that need one accountable workflow instead of scattered email threads, disconnected PDFs, and manual action trackers.

Watch the Full Product Walkthrough

See the complete DX Board Portal Professional workflow, from meeting planning and agenda preparation to the member Reading Room, resolutions, minutes, actions, and governance archive.

Watch DX Board Portal Professional on YouTube
https://youtu.be/7EUebuxxKnQ

From meeting planning to accountable execution

Meeting Planning → Agenda → Board Pack → Reading Room → Voting → Minutes → Actions → Archive

DX Board Portal connects the complete lifecycle. Decisions remain linked to the meeting where they were made, while action items carry owners, deadlines, status, and execution context.

Why DX Board Portal

Dedicated board-portal platforms deliver governance workflows — at enterprise SaaS prices and outside the systems you already run. Generic meeting add-ons are cheaper, but stop at calendar invites. DX Board Portal sits in between, on purpose: governance-grade board management — meetings, board packs, a secure Reading Room, resolutions, minutes, and decision tracking — inside the Odoo you already use.

• One accountable system — decisions stay linked to the meeting and flow into tracked actions.
• A one-time module license — not an annual per-director subscription.
• Your data in your Odoo — Community or Enterprise, Odoo.sh or on-premise.
• Bilingual by default — full English and Arabic (RTL) for boards across MENA.

Purpose-built for every governance role

Company Secretary

Coordinate meetings, invite members, build hierarchical agendas, assemble board books, manage minutes review, and maintain a traceable governance record.

Board Member

Use the member portal to see upcoming sessions, enter the Reading Room, review agenda context and documents, respond to attendance, and participate in resolutions.

Chairperson

Keep the session focused with clear agenda progression, resolution visibility, quorum context, and optional Follow-the-Chair live mode.

Governance Office

Manage multiple boards and committees, preserve institutional records, monitor decisions, and follow execution after the meeting closes.

See it by role

The same governance workflow, experienced by each role on real screens.

Board meeting lifecycle

A dedicated governance workspace organizes meetings into Draft, Under Review, Approved, and Distributed lanes. Each card exposes committee, date, attendance, quorum, and lifecycle status at a glance.

Agenda management

Build timed, presenter-led agendas with parent items, sub-items, discussion status, notes, and supporting documents. The same structure guides the secretary in Odoo and the member in the Reading Room.

Board pack generation

Sequence meeting documents, assemble the board book, distribute the current pack, and keep the downloadable PDF connected to its source meeting. Per-document restrictions and private annotations are supported in the workflow.

Secure member Reading Room

The focused member workspace presents the meeting agenda, selected item context, sub-items, documents, attendance response, resolutions, private notes, and optional offline controls in one place.

Voting and resolutions

Record formal resolutions and individual approve, reject, or abstain votes. Results remain attached to the meeting and feed the decision and execution record.

Minutes management

Move minutes through draft, review, approval, and distribution with named reviewers, controlled transitions, official PDF output, and governance locking after approval.

Follow-up actions and decision execution

Governance does not stop at the vote. Link decisions to accountable actions, responsible members, delegates, deadlines, project tasks, and execution status.

Governance archive

Keep completed and distributed meetings available as an institutional record. Search the meeting workspace, review prior board books and minutes, and trace decisions back to their originating session.

Calendar integration and portal access

Board meetings extend native Odoo Calendar events, retaining familiar scheduling, attendees, invitations, and reminders while adding governance-specific controls. External members use the portal without needing the full backend.

Responsive member experience

The member portal adapts for narrow screens so directors can review the next meeting, upcoming sessions, and archive from a phone or tablet.

Arabic & RTL supported

DX Board Portal ships with a Modern Standard Arabic translation and a right-to-left layout across the governance workspace and the member Reading Room, so bilingual boards across MENA can run governance in Arabic or English. Available for both Odoo 18 and Odoo 19.

Multiple boards and committees

Manage a principal board alongside audit, risk, investment, remuneration, or institution-specific committees. Each board has its own membership, approvers, quorum requirement, meetings, and archive.

Designed for real governance use cases

• Corporate boards — strategy, performance, investment, and oversight meetings.
• Universities — trustees, councils, academic committees, and institutional governance.
• Government entities — formal committees, approvals, action accountability, and archives.
• Audit committees — findings, assurance, risk review, and remediation follow-up.
• Risk committees — risk registers, mitigation decisions, and accountable actions.
• Investment committees — proposals, supporting packs, votes, decisions, and execution tracking.

Documentation and onboarding

• Documentation portal: apps.dxreadyhub.com/applications/board-portal/
• Governance manual: meeting lifecycle, quorum, board books, audit trail, and operating procedures.
• Deployment notes: worker sizing, database connections, reverse proxy, and bus configuration.
• SSO / SAML and MFA runbook: optional identity and access hardening guidance.
• Walkthrough storyboard: a production-ready 5–8 minute product demonstration plan.

Frequently asked questions

Does it replace Odoo Calendar?
No. Board meetings extend native Calendar events with governance-specific lifecycle, agenda, board book, minutes, resolutions, and action controls.

Can external board members use it?
Yes. Invited members use the Board Portal and Reading Room without needing the full internal backend.

Can we manage more than one committee?
Yes. Boards and committees have their own members, approvers, quorum requirements, meetings, and archives.

Are actions tracked after a decision?
Yes. Decisions link to action items with responsible people, accountable members, deadlines, task links, and execution state.

Can directors annotate documents?
Yes. The Reading Room supports private notes and annotations associated with board pack documents.

Does it support PDF board books?
Yes. The module assembles and distributes board books from sequenced PDF documents. The server requires pypdf and reportlab.

Is optional electronic signature supported?
The module includes an optional signature workflow that can integrate with Odoo Sign when available, with manual confirmation fallback. Validate the optional Enterprise path in your deployment before production use.

Which Odoo editions and deployment environments are supported?
DX Board Portal is available for Odoo 18 and 19, compatible with Odoo Community and Enterprise editions, and supports Odoo.sh and On-Premise deployments. The Odoo 18 and 19 Community builds were validated; Enterprise environments remain subject to standard customer environment validation.

Compatibility and scope

Target: Odoo 18.0 and 19.0. Compatible with Odoo Community Edition and Odoo Enterprise Edition. The Odoo 18 and 19 Community builds were validated through isolated install, upgrade, uninstall, and runtime smoke tests. Enterprise environments are supported when running the same Odoo major version, subject to standard customer environment validation.

Dependencies: stock Odoo Calendar, Mail, Project, Website/Portal, Bus, and Base Setup modules. Python packages pypdf and reportlab are required for PDF workflows.

Deployment: supports Odoo.sh and On-Premise deployments. Production worker, proxy, database connection, mail, and bus settings remain the responsibility of the Odoo operator. Review the included deployment notes before rollout.

Also available for Odoo 18: View DX Board Portal on the Odoo 18 store.

See it in action

Watch the 8-minute walkthrough, or contact us for a governance demo tailored to your board: sales@dxreadyhub.com.

Install and support

Install DX Board Portal Professional, assign governance roles, configure boards and committees, invite members, and begin with a controlled pilot meeting.

Support covers Odoo Community and Enterprise editions on Odoo.sh and On-Premise deployments running the supported Odoo major version. Customer-specific infrastructure, Enterprise addons, and third-party integrations remain subject to environment validation.

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Support: sales@dxreadyhub.com · dxreadyhub.com