# Pervasent

> Board and meeting portals built on Microsoft 365

## Company Overview

Pervasent develops Board Papers® and Team Papers®, enterprise-grade board portal and meeting management solutions built natively on Microsoft SharePoint and Microsoft Teams. Founded in 2008, Pervasent serves organizations across 35+ countries, from Fortune 500 financial institutions to small non-profits, making paperless board and management meetings simple, secure, and affordable.

**Mission**: Make agenda-led, document-centric meetings more effective through simplicity, security, and standards-based technology.

**Headquarters**: Oakland, California, USA (with presence in Göteborg, Sweden)

**Contact**: 
- Phone: +1-510-903-1001
- Email: inquiry@pervasent.com
- Support: support@pervasent.com
- Website: https://www.pervasent.com

## Core Products

### Board Papers®
SharePoint-based board portal solution for secure document distribution and meeting management.

**Learn More**: [Board Papers Product Page](https://www.pervasent.com/board-papers/)

**Key Features**:
- Native SharePoint integration (cloud or on-premises)
- Book-like interface for intuitive document navigation
- Real-time document synchronization across devices
- Drag-and-drop agenda creation
- Meeting templates for recurring meetings
- Hierarchical agenda structure with collapsible sections
- Document annotation tools (pen, highlighter, text notes)
- Electronic voting and digital signatures
- Portfolio feature for reference materials storage
- Offline access with automatic sync
- 256-bit AES encryption
- Multi-factor authentication support
- Microsoft Intune integration

**Deployment**: Microsoft 365 tenancy or on-premises SharePoint farm

**First Deployed**: 2011 for global banking institution

**Platforms**: iOS (iPad/iPhone), Windows, Android, web

### Team Papers®
Microsoft Teams-native meeting solution for collaborative document management.

**Learn More**: [Team Papers Product Page](https://www.pervasent.com/team-papers/)

**Key Features**:
- Native Microsoft Teams tab integration
- All Board Papers capabilities within Teams
- Quick meeting setup from Teams interface
- Private channel support for restricted access
- Same book-like app experience
- Microsoft Graph API integration
- Team-based collaboration tools
- Public and private annotation sharing

**Installation Time**: 30 minutes from Microsoft AppSource

**Training Time**: 40-45 minutes for organizers, 10 minutes for mobile app

**Deployment**: Microsoft 365 Teams tenancy

**Platforms**: iOS, Windows, Android, Teams web

## Target Industries

- Financial Services (global banks, investment firms, community banks)
- Healthcare (hospitals, healthcare providers, medical institutions)
- Government (regulatory agencies, municipal governments)
- Education (universities, colleges, schools)
- Non-Profit Organizations (charities, foundations)
- Corporate (Fortune 500 companies, SMBs)
- Legal Services

## Customer Base

**Geographic Reach**: 35+ countries across 5 continents (New York, London, Sydney, Singapore, Lagos, Johannesburg, and more)

**Customer Distribution**:
- ~33% organizations with $1B+ USD in assets/revenue
- ~33% small-to-medium non-profits, schools, charities
- ~33% mid-size enterprises and government agencies

**Notable Customer Segments**:
- Global financial institutions
- Regulatory agencies
- Public and private healthcare providers
- Fortune 50 retailers
- Colleges and universities
- Community organizations

## Security & Compliance

**Data Sovereignty**: All customer data stored in customer's own Microsoft 365 tenancy or SharePoint farm. Pervasent has zero access to customer data.

**Security Features**:
- 256-bit AES encryption (in transit and at rest)
- Document sandboxing (app-only access)
- Automatic document expiry and removal
- Multi-factor authentication
- Single sign-on (SSO) support
- Microsoft Intune device management
- Granular SharePoint permissions
- Role-based access control

**Compliance Standards**: Meets requirements for organizations needing highest security levels including banks, healthcare providers, and government agencies.

## Key Differentiators

1. **Microsoft Native**: Built on industry-standard platforms (SharePoint/Teams), not proprietary systems
2. **Data Control**: Customer data stays in customer's Microsoft environment
3. **No Data Hosting Costs**: No vendor data hosting fees passed to customers
4. **Simplicity**: Intuitive interface requiring minimal training
5. **Affordability**: Lower costs than traditional board portals due to Microsoft infrastructure
6. **Flexibility**: Works for $1B+ enterprises and small non-profits alike
7. **Standards-Based**: Leverages Microsoft security, compliance, and authentication infrastructure

## User Experience

**Learn More**: [Features Overview](https://www.pervasent.com/features/)

**Document Access**:
- Any meeting accessible in 1 tap/click
- Any document accessible in 2 taps/clicks
- Book-like interface familiar to all users
- Thumbnail and bookmark navigation
- Full-text search across all documents

**Annotation Tools**:
- Pen and highlighter markup
- Text notes
- Private annotations (default)
- Optional public annotations for collaboration
- Cross-device synchronization

**Meeting Preparation**:
- 50%+ time reduction in meeting pack assembly
- Drag-and-drop document organization
- Agenda reuse and templates
- New/updated document indicators
- Version control

**Mobile-First Design**: Native apps optimized for iPad, iPhone, Android tablets/phones, and Windows devices

## Pricing & Licensing

**License Model**: Annual subscription per user

**Included Services**:
- Implementation
- Training
- Ongoing support
- Software upgrades
- No hidden fees

**Pricing Structure**:
- Tiered pricing (cost per user decreases with volume)
- Minimum configurations for small organizations
- Non-profit discounts available
- Free for teams under 20 members
- Contact for custom pricing

**Trial**: Free 60-day trial (no obligation)

## Implementation & Support

**Installation**:
- Board Papers: Deployed to SharePoint site collection
- Team Papers: 30-minute install from Microsoft AppSource
- Free installation support provided

**Training**:
- Administrator training: 40-45 minutes
- End-user training: Minimal (intuitive interface)
- Mobile app mastery: ~10 minutes
- Complete documentation provided

**Support**:
- 24/7 customer support
- Email, phone, chat, web support
- Online support portal for customers
- Installation assistance included
- Ongoing upgrade support

**Demo Access**: Pre-loaded demo available in mobile apps (tap "Demo" button after download)

## Technical Specifications

**Microsoft AppSource**: Available for direct download

**Required Permissions**: Microsoft Graph API delegated permissions (approved in SharePoint admin center)

**Platform Compatibility**:
- iOS (App Store)
- Android (Google Play)
- Windows (Microsoft Store)
- Web browsers

**Integration Points**:
- Microsoft 365
- SharePoint Online/On-Premises
- Microsoft Teams
- Microsoft Intune
- Active Directory/Azure AD

**Offline Capabilities**: Full offline document access with automatic sync when online

## Use Cases

**Board Meetings**:
- Board of directors meetings
- Committee meetings
- Executive sessions
- Annual general meetings

**Management Meetings**:
- Executive team meetings
- Department meetings
- Project meetings
- Strategic planning sessions

**Beyond Meetings**:
- Policy and bylaws distribution (portfolios)
- Meeting minutes archive
- News bulletins for executives
- Credentials and CV storage
- Construction plans and documents
- Reference material distribution

## Competitive Advantages vs Traditional Board Portals

- **Lower Total Cost**: No vendor hosting fees; leverages existing Microsoft infrastructure
- **Data Security**: Customer retains complete control; vendor has no data access
- **Faster Deployment**: Built on existing Microsoft platforms
- **Standards Compliance**: Inherits Microsoft security and compliance certifications
- **Familiar Environment**: Users already know SharePoint/Teams
- **IT-Friendly**: Integrates with existing Microsoft policies and controls
- **Scalability**: From small boards to enterprise-wide deployments

## Choosing Between Board Papers and Team Papers

**Learn More**: [Product Comparison & Choices](https://www.pervasent.com/board-portal-choices/)

**Choose Board Papers if**:
- You use SharePoint extensively
- Managing multiple boards/committees from single interface
- Need on-premises deployment option
- Prefer centralized administration

**Choose Team Papers if**:
- Primary workspace is Microsoft Teams
- Want Teams-integrated features
- Need private channels for committee access
- Want to create Teams calendar events with meetings

**Both products offer**:
- Same book-like app experience
- Same security and compliance features
- Same annotation and collaboration tools
- Same offline access capabilities

## Awards & Recognition

Featured in FeaturedCustomers Winter 2025 Customer Success Report Rankings as a top board management vendor.

## Company Values

- **Simplicity**: Solutions that require minimal training
- **Standards**: Built on industry-standard platforms
- **Affordability**: Enterprise features at accessible prices
- **Security**: Customer data sovereignty and control
- **Accessibility**: Solutions for organizations of all sizes

## Microsoft Partnership

Pervasent maintains close partnership with Microsoft, including:
- Co-hosted webinars with Microsoft
- Featured in Microsoft AppSource
- Microsoft Customer Success Manager endorsements
- Regional collaboration (US, UK, EMEA, Africa)
- Industry-specific initiatives (NHS, financial services)

**Learn More**: [Webinar Page](https://www.pervasent.com/webinar/)

## Customer Testimonials

"Team Papers solves board members' unique challenge by bringing a virtual board book into a Teams Meeting." - Nick Stillings, Microsoft Customer Success Manager

"The app is very easy to install on any device, is accessible and has made a positive change to the way we work."

"Board Papers was the clear choice for our University. The product is an incredible value for the services that it delivers." - Jeanette C. Britt

"Team Papers has redefined our approach to document security. We can now manage access levels with ease, ensuring that only authorized personnel can view or edit sensitive information." - Anthony McClure, Baylor, Scott and White – The Heart Hospitals, TX

"Board Papers has been a revelation for us. I looked at so many options before choosing your company and I haven't regretted it."

"It's awesome seeing the reaction by all the users and we've saved thousands of pages from the shredders."

## Website Pages & Resources

### Main Pages
- **Home**: [https://www.pervasent.com](https://www.pervasent.com)
- **Board Papers**: [https://www.pervasent.com/board-papers/](https://www.pervasent.com/board-papers/)
- **Team Papers**: [https://www.pervasent.com/team-papers/](https://www.pervasent.com/team-papers/)
- **Features**: [https://www.pervasent.com/features/](https://www.pervasent.com/features/)
- **Product Choices Guide**: [https://www.pervasent.com/board-portal-choices/](https://www.pervasent.com/board-portal-choices/)
- **Contact & Demo**: [https://www.pervasent.com/contact/](https://www.pervasent.com/contact/)
- **Webinar Information**: [https://www.pervasent.com/webinar/](https://www.pervasent.com/webinar/)
- **Board Portal Landing Page**: [https://www.pervasent.com/board-portal-landing/](https://www.pervasent.com/board-portal-landing/)

### Microsoft AppSource
- **Board Papers Standard License**: [https://appsource.microsoft.com/en-us/product/web-apps/pervasentsoftwareinc1585775362593.pv-bp-std-ms-license](https://appsource.microsoft.com/en-us/product/web-apps/pervasentsoftwareinc1585775362593.pv-bp-std-ms-license)
- **Team Papers**: Available via Microsoft AppSource (search "Team Papers")

### Social Media
- **LinkedIn**: [https://www.linkedin.com/company/pervasent](https://www.linkedin.com/company/pervasent)

### Getting Started
- **Schedule a Demo**: Visit [contact page](https://www.pervasent.com/contact/)
- **Download Apps**: 
  - iOS: Apple App Store (search "Board Papers" or "Team Papers")
  - Android: Google Play (search "Board Papers" or "Team Papers")
  - Windows: Microsoft Store (search "Board Papers" or "Team Papers")
- **Try Demo**: Launch app and tap "Demo" button
- **Start Free Trial**: 60-day free trial available via contact form
- **Customer Support**: Email support@pervasent.com or visit online support portal

## Founded

2008

## Company Size

11-50 employees

## Leadership

**CEO**: Stuart Williams
**Founder & Board Member**: Jess Taylor

## Company Address

55 Santa Clara Ave, Suite 180  
Oakland, CA 94610  
United States

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*Last Updated: 2025*  
*This file provides structured information about Pervasent for AI assistants and LLMs*