Best Board Management Software
Board management software provides a workspace for board members, chief executives, C-level executives, corporate secretaries, committee chairs, and other professionals in charge to stay organized, make timely decisions, and collaborate cohesively.
Board members can annotate documents, review materials beforehand, and attend the virtual meeting while accessing all materials in a centralized location. These tools allow access to agendas, documents, notes, calendars, and contacts that can be used to inform and fortify the corporate meeting process. Files can be uploaded within the workspaces, and users can then be assigned access according to their roles and clearance levels.
These tools are most commonly used by leadership teams, such as a parent committee or board of a large corporation. Executive leaders use board management software to track the progress of strategic initiatives, assign responsibilities, and review updates during monthly meetings.
Board management software can be used alongside other team collaboration tools that facilitate collaboration among employees or participants at varying levels of authority.
To qualify for inclusion in the Board Management category, a product must:
Best Board Management Software At A Glance
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- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Diligent Boards is the most comprehensive and secure board portal on the market, relied on by more than 700,000 directors and 25,000 organizations worldwide. It supports and enhances the full board cy
- Executive Assistant
- Assistant Corporate Secretary
- Banking
- Financial Services
- 40% Mid-Market
- 36% Enterprise
4,536 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
BoardEffect, a Diligent solution, is the leader in providing innovative boardroom technology to nonprofit organizations. Serving more than 14,000 mission-driven organizations, we empower volunteer boa
- Executive Assistant
- Executive Director
- Non-Profit Organization Management
- Hospital & Health Care
- 46% Mid-Market
- 42% Small-Business
4,536 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
NOW AVAILABLE: OnBoard AI - The Most Advanced Boardroom AI Available Today OnBoard is the leading board management platform purpose built for today’s boardrooms to simplify governance, enhance tra
- Executive Assistant
- Executive Director
- Non-Profit Organization Management
- Higher Education
- 48% Mid-Market
- 45% Small-Business
1,070 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Nasdaq Boardvantage® enhances board effectiveness by integrating advanced technologies, AI-driven workflows, and key insights into a unified and efficient board management platform. Our award-winning
- Executive Assistant
- Hospital & Health Care
- Banking
- 42% Mid-Market
- 37% Enterprise
147,050 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
RECENTLY LAUNCHED: Convene 8.0 — Breaking Boardroom Barriers Fostering Seamless Meetings Convene is the multi-awarded board management software developed by Azeus, a CMMI Level 5 company. As the le
- Business Analyst
- Information Technology and Services
- Financial Services
- 47% Mid-Market
- 32% Enterprise
1,196 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Board Intelligence is the UK and Sweden’s largest board technology and advisory firm. Trusted by more than 75,000 leaders across the Fortune 500, FTSE 100, and OMX 30, Board Intelligence supercharges
- Financial Services
- Education Management
- 60% Mid-Market
- 21% Enterprise
3,039 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
BoardPAC is the leading provider of Digital Board Meeting Automation, recognized for driving simple, secure, sustainable and experiential communications for Board and Executive members. BoardPAC serve
- Company Secretary
- Assistant Company Secretary
- Banking
- Financial Services
- 44% Enterprise
- 40% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Boardable is a type of board management software solution designed to help nonprofit organizations enhance their operational efficiency and foster collaboration among board members. By streamlining va
- Executive Director
- Administrator
- Non-Profit Organization Management
- Education Management
- 60% Small-Business
- 38% Mid-Market
976 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
BoardPro is a board management software solution designed to help small enterprises, small caps, and nonprofit organizations streamline their board meeting processes. This innovative platform simplifi
- CEO
- Board Member
- Non-Profit Organization Management
- Civic & Social Organization
- 62% Small-Business
- 35% Mid-Market
115 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Zeck is a cloud-based software platform that is transforming the board meeting. Zeck creates both time efficiency and qualitative improvement of board dynamics. Basically, after living through miserab
- CEO
- Executive Director
- Non-Profit Organization Management
- Financial Services
- 62% Small-Business
- 38% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Enhance your board's effectiveness with our intuitive and budget-friendly platform. Leading with cutting-edge security measures and seamless document management, iBabs empowers informed decision-makin
- 44% Enterprise
- 38% Small-Business
570 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Transform the way you manage meetings with Stellar, the world-class solution for enterprises, councils, and both commercial and not-for-profit boards looking to streamline governance and document mana
- Director
- Sports
- 73% Small-Business
- 9% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Decisions is an AI-driven meeting management solution built for enterprise teams that rely on Microsoft Teams and Office 365. Designed to transform the way organizations meet, Decisions brings structu
- Executive Assistant
- Project Manager
- Hospital & Health Care
- Information Technology and Services
- 40% Small-Business
- 39% Mid-Market
377 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Aprio is an easy-to-use board portal software to streamline board meeting preparation and communication, improve board engagement, and facilitate decision-making outside the boardroom. Our secure clou
- Financial Services
- 54% Mid-Market
- 39% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
BoardDocs allows organizations to significantly improve the way they create and manage board packets, access information, and conduct meetings. We developed BoardDocs for the specific needs of K-12 sc
- Education Management
- Primary/Secondary Education
- 54% Mid-Market
- 26% Enterprise
4,536 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Boardlogic is a secure board management collaboration platform purpose-built for boards of pre-IPO, small-cap and mid-cap companies, as well as regulated private businesses. With Boardlogic, board me
- 60% Mid-Market
- 35% Small-Business
66 Twitter followers
- Overview
- User Satisfaction
- Seller Details
BoardSpot is an online board portal built to facilitate the management of nonprofit committees, meetings and documents in a single location. Take BoardSpot for an instant test drive. https://demo.boa
- Non-Profit Organization Management
- 78% Small-Business
- 22% Mid-Market
1 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Govrn is an AI-First Board Portal tool, taking the menial tasks out of board management so you can focus on what really matters. Our mission is to transform how boards operate in this digital, data-le
- 79% Small-Business
- 14% Mid-Market
17 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
eScribe is a cloud-based meeting management software that makes public meetings hassle-free for everyone involved—from city clerks to meeting participants to the public. With simple navigation and a s
- Government Administration
- 48% Small-Business
- 43% Mid-Market
543 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Board Success Platform™ for Corporate Governance. Governance is changing rapidly, and Govenda is the board success platform to help accelerate your boards' transition to stakeholder governance and a
- Non-Profit Organization Management
- Hospital & Health Care
- 54% Small-Business
- 35% Mid-Market
1,776 Twitter followers
- Overview
- User Satisfaction
- Seller Details
The all-in-one governance suite you can use instantly without costly consulting or time-consuming training. Elevate your organization's resilience, transparency, and value, while ensuring robust Gover
- 62% Small-Business
- 38% Mid-Market
555 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Diskus is a board and meetings management solution helping directors, committees and leadership teams be better prepared, engaged, and aligned in their collaboration and decision making process. Its b
- Financial Services
- 69% Small-Business
- 31% Mid-Market
8 Twitter followers
- Overview
- User Satisfaction
- Seller Details
(Formerly Easy2Meet) Easy and Efficient Board Meetings on Microsoft 365. Incl. templates, agendas, minutes, annotations, and features for tasks & decision making. Looking for a board meeting too
- 40% Mid-Market
- 40% Enterprise
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
We are enabling better Corporate Governance with AI. Fides is your one-stop-shop platform for Legal Entity Management and Board Management, automating Corporate Housekeeping workflows with built-in
- 75% Enterprise
- 17% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Managing your board can be a lot of work, and we've been in your shoes. Lots of effort to prepare for, too much to keep track of, and not enough payoff. Surfboard is the easiest way to work with your
- 67% Small-Business
- 33% Mid-Market
65 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
AdvisoryCloud is the leading platform connecting professionals and companies through advisory boards. Our all-in-one platform allows companies and teams to recruit, build, and operate an advisory boa
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
BoardWorks is a board management software that provides document approvals, integrated document annotation, electronic signatures, survey and voting modules.
- 80% Small-Business
- 20% Enterprise
- Overview
- User Satisfaction
- Seller Details
Sherpany is the leading Swiss meeting management solution, designed to meet the unique needs of Board, Board Committee, and Executive meetings. Trusted by Europe’s top companies, Sherpany boosts meeti
- 100% Mid-Market
630 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Software for boards, management and key stakeholders providing secure and efficient access to information, discussions and processes. We deliver a smart and secure digital collaboration platform for
- 50% Enterprise
- 50% Mid-Market
252 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Diligent Community is the next-generation board management and governance software designed specifically for public and elected boards, by the trusted team who brought you BoardDocs and iCompass. With
- 75% Mid-Market
- 25% Enterprise
4,536 Twitter followers
- Overview
- User Satisfaction
- Seller Details
BoardMaps drives board processes before, during, and after meetings. BoardMaps is the only issue-centric software on the market that allows managers to raise issues and include them in meetings. Decis
- 100% Small-Business
15 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Run better board or committee meetings. Get your board of directors or committee in shape today with BoardShape. Aimed at startups, BoardShape is a Software as a Service product that provides just en
- 100% Small-Business
452 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
BoardSpace is a solution helps boards of directors and managers of condos, HOAs, and non-profits automate and simplify the board management.
- 60% Small-Business
- 40% Enterprise
- Overview
- User Satisfaction
- Seller Details
eMeetings is a Digital Board Meeting solution that makes the experience of organising, conducting and following up on Board Meetings, simple and convenient. Trusted by 100+ Companies across Asia, eMee
- 33% Enterprise
- 33% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Hippoly is a smooth and secure collaboration platform built for the cloud and built for decision makers. Our primary user group is the organisation's Board Of Directors, but Hippoly is also used amon
- 100% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
StartupTools is a platform to manage corporate actions and legal for your company. It handles: - Share Register - Board Portal - Stock Option Programs - Investments - Document Templates - E--Signi
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
DiliTrust offers a secure SaaS platform dedicated to legal and corporate governance activities. With over 2,400 clients in 64+ countries, DiliTrust helps legal departments, executive teams, and boards
- 50% Mid-Market
- 50% Small-Business
- Overview
- User Satisfaction
- Seller Details
Streamline board meeting preparation with Directors Desk, used to compile board books, store documents and distribute them, as well as conduct votes, surveys and discussions. You can access Directors
- 50% Mid-Market
- 50% Enterprise
147,050 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
- Overview
- User Satisfaction
- Seller Details
Let people who share the same goals collaborate together. Streamline your processes across the company, or ditch the organisational chart. Not everything can be planned so allow yourself to adapt to t
- 100% Mid-Market
128 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Vectis is a company secretarial software that enables entities registration and online filling.
- 80% Enterprise
- 20% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
adam.ai is the next-gen meeting management platform that empowers enterprises and governments to capture, manage, and share meeting knowledge, powering decision-making to achieve business goals — perf
- Computer Software
- Information Technology and Services
- 82% Small-Business
- 14% Mid-Market
161 Twitter followers
- Overview
- User Satisfaction
- Seller Details
BlueSky Meeting Software is a board management software for creating, coordinating and conducting board meetings.
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Board Director is a board portal designed to make communication between the Management team and the Board easier and more efficient, a central location for all vital financial, legal, policy, and gove
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Cureo is a nonprofit technology that helps boards, committees and communities work better together.
511 Twitter followers
- Overview
- User Satisfaction
- Seller Details
DigiCompany offers advanced digital solutions for simplified corporate compliance. Our expertise in UPSI, compliance management software, and regulations like MCA, LODR, IRDA, and the Companies Act em
- 100% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Easy Board is an award-winning board management software solution designed to help your entire board and committees streamline organization and boost engagement. This platform is specifically tailored
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Foresight BoardOps brings much needed agility to your board planning and decision-making - using advanced SaaS technology. Foresight BoardOps enables you to: 1. Set your Board's and committees' prio
- 100% Mid-Market
- Overview
- User Satisfaction
- Seller Details
NovusAGENDA is electronic meeting management software designed to help create, approve and track items for past and future board meetings.
- 100% Mid-Market
34 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
iDeals Board is a robust board meeting management and portal software that’s a product of iDeals - an international company based in Montreal, Canada and comprises over 400 employees. The solution re
- 100% Mid-Market
131 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Inform Direct will help you complete a Confirmation Statement.
- 200% Small-Business
- Overview
- User Satisfaction
- Seller Details
IntelligenceBank Boards streamlines the board meeting process. From publishing a meeting agenda to collecting papers and allowing directors to make personal annotations either online or offline.
- 100% Small-Business
347 Twitter followers
- Overview
- User Satisfaction
- Seller Details
AI powered governance, connecting everything your Board needs to govern. Future proof your Board with Knowa's plug-and-play governance platform, delivering AI enabled knowledge discovery, meetings
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Since 2001, thousands of happy customers agree that MyBoardPacket is secure, simple and easy to use. An online board meeting management tool that provides document management, online voting, online d
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Decision Time Meetings is the paperless meeting solution that simplifies formal meeting management for organisers, makes participants more effective and reduces costs.
- 100% Mid-Market
540 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Discover the benefits of our complete, certified cloud-based board support solution. Develop ideas into proposals, communicate with all relevant stakeholders, streamline all of your meetings and archi
- 100% Enterprise
- Overview
- User Satisfaction
- Seller Details
SkyBoard is our incredible virtual advisory board platform that enables you to combine synchronous and asynchronous elements in any combination — live video, surveys, co-creation, breakout rooms, poll
- 100% Small-Business
52,925 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
The AGORA Trust Room is Swiss-made virtual data room software + Swiss hosting from a Swiss ISO 27001-certified and GDPR-compliant data centre. Highly trusted by 400+ customers worldwide and is specif
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Beenote is the first governance meeting management solution for board, executive and team. Beenote is an easy, accessible and efficient tool. From start to end of the meeting process, Beenote helps
- 67% Small-Business
- 33% Mid-Market
- Overview
- User Satisfaction
- Seller Details
BLISS (Board Leaders Integrated Software Solution) is a cloud hosted software for company secretaries and is designed to be an e-repository for secretarial records and provide timely alerts to ensure
323 Twitter followers
- Overview
- User Satisfaction
- Seller Details
BoardCloud is a premier board portal and board packet management platform. It has been in use since 2016. The new release builds on user feedback and experience as well as the latest, most secure Micr
- Overview
- User Satisfaction
- Seller Details
Access and improve performance of your board, committees and Directors’ using Talentonic’s discreet platform. Board evaluation is a survey based discreet platform which enables directors to evaluate
- Overview
- User Satisfaction
- Seller Details
Axar Digital provides paperless board meeting software for simplifying board meetings and routine tasks associated with meeting development.
- Overview
- User Satisfaction
- Seller Details
Boardly is the easiest and most affordable board management platform for startups and small and medium businesses. The smart choice for small and medium governance teams. Ditch the complicated enterp
- Overview
- User Satisfaction
- Seller Details
Board Management is a Software designed for board of directors and board members.
68 Twitter followers
- Overview
- User Satisfaction
- Seller Details
BoardOnTrack helps charter school boards deliver exceptional results. We're the only online governance management platform built for charter school governance. BoardOnTrack membership provides expert
- Overview
- User Satisfaction
- Seller Details
Board Papers is a board management software designed to create agendas, control, annotate, and sign documents using touchscreen devices.
- Overview
- User Satisfaction
- Seller Details
BoardPortal Plus is a board management software that is an easy-to-use, comprehensive portal for boards with signatures, email, board books, governance assessments, communication and learning resource
- Overview
- User Satisfaction
- Seller Details
BoardSite is a board management platform to boards of directors to engage with their directors in a secure central location. BoardSite enables effortless meeting management with integrated agendas, mi
- Overview
- User Satisfaction
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BoardTRAC offers secure online board portal software with customised applications to conduct meetings with full access to board documents.
- Overview
- User Satisfaction
- Seller Details
Board.Vision™ by Trusted Services is a leading Board Management software and portal (SaaS) with built-in electronic signature feature, enhanced with inputs from Corporate Secretaries and Board Members
- Overview
- User Satisfaction
- Seller Details
Managing board processes is time-consuming, fragmented, and often insecure — especially for stock corporations dealing with sensitive data and strict compliance. CEOs and their offices waste hours on
- Overview
- User Satisfaction
- Seller Details
Brainloop BoardRoom - the digital platform for the professionalization of board and committee communication in a demanding compliance environment.
685 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Brainloop BoardSuite - The all-in-one platform for all board and committee communication, ensuring not only the creation and distribution of meeting records, but also their secure and compliant delive
685 Twitter followers
- Overview
- User Satisfaction
- Seller Details
CivicPlus and Agenda and Meeting Management is an easy-to-use software from CivicPlus that helps local government clerks to automate and manage meeting agendas and packets with a simple, consistent pr
2,909 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Convene in Teams is built for organisations using Microsoft architecture for their meeting processes. Simplify your Microsoft workflows within MS Teams—no need to use multiple MS Apps. Maximise your M
1,196 Twitter followers
- Overview
- User Satisfaction
- Seller Details
CUBoardMembers provides online Board Packets, built-in video conferencing, private discussion boards, online Board voting, automatic tracking of Credit Union Policies, compliance monitoring, and many
4 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Dess Board Portal is asoftware solution that allows the boards of companies to collaborate with ease and leads to effective and efficient board meetings.
- Overview
- User Satisfaction
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Secure and compliant software solution for DSMBs, DMCs & Steering Committees Collect Board Member CVs, schedule meetings, review agenda, send invites, manage authorizations and signatures, file de
- Overview
- User Satisfaction
- Seller Details
eHorizon eBoard simplifies the entire process. eHorizon eBoard has a comprehensive security infrastructure based on managing a multitude of tactics, from preventing unauthorized access and virus contr
- Overview
- User Satisfaction
- Seller Details
ERIYADA is a Saudi-based company operating in Riyadh, the central province and the capital city of Saudi Arabia. ERIYADA has a diverse and experienced team in requirement gathering, software design, a
54 Twitter followers
- Overview
- User Satisfaction
- Seller Details
GlobalBoards is a meeting-centric software portal for board meeting management.
- Overview
- User Satisfaction
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In HETIKUS Boards & Committees you can accomplish everything from creating your governance body to signing meeting minutes with a fully customizable structure, integrated task management, real-tim
- Overview
- User Satisfaction
- Seller Details
Events and competitions, angel networks, accelerators and incubators, funds and investors
- Overview
- User Satisfaction
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Loomion makes your Board communication and meetings efficient and secure - wherever you are. Accessing business-related information anytime and anywhere in a safe manner is essential for members of th
- Overview
- User Satisfaction
- Seller Details
1,760 Twitter followers
- Overview
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- Overview
- User Satisfaction
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schoolboard.net is a paperless meeting solution that works like you do. It allows you to be fully operational in 24 hours where training takes 30 minutes.
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The world's most cost-effective and powerful board portal. All the functionality for a fraction of the price. Manage before, during and after board meetings with our agenda buildder, board pack build
- Overview
- User Satisfaction
- Seller Details
With TeamEngine you can easily and securely distribute the board material. Improve your meetings by adding an agenda with attached documents to each meeting item. The board book in TeamEngine makes ev
Learn More About Board Management Software
What is Board Management Software?
Board management tools, also called board portals, are used to organize board meetings and crowdsource executive opinions and ideas on financial, directional, and product decisions within a company. Tools with survey features make it simple to gather various types of feedback without the pressure of delivering it in front of a crowd or within the timeline of the meetings. These surveys can help gather thoughts on how a meeting was run, gauge unanimity on decisions that were made, and allow employees an outlet where their input will be heard.
Board management tools simplify aspects of managerial meetings, the planning of which requires communication. Some tools will integrate with a team’s calendar, email, and contact settings to make this planning process easier. The solution can ensure those required at a meeting receive email notifications about possible meeting times and automatically send out calendar events reflecting the final decision.
Key Benefits of Board Management Software
- Spend less time working around schedules by integrating work calendars
- Conduct better-organized meetings
- Notify users of document, meeting, or agenda changes
- Send users summaries and other meeting notes
- Search through content to locate former agendas, documents, comments, etc.
Why Use Board Management Software?
Company leadership can make or break a company. One of the most straightforward methods to achieve strong company leadership is to guarantee that the top of a company is efficient with their time and has relevant materials exactly when they need them, including content like briefings and internal data.
Centralized Information Hub — Searching for documents across disparate content management systems is frustrating for anyone. The cost of the time spent looking for shareable documents is much higher in the context of executive board meetings. Board management software offers a singular, integrated portal where directors can find all the materials they need.
Meeting Management — Meetings without direction waste valuable time and energy. Executives don’t have time to spare, so ensuring that meetings are efficient and informative is imperative to the success of an organization or company. Board management tools provide features available before, during, and after meetings that keep everyone on track and on topic. This can include features such as meeting agendas, note-taking, and document viewers and editors that can be accessed from one board portal.
Remote Collaboration — Board members cannot always be in the same place at the same time and are sometimes dispersed into locations that do not have quality internet connections. For this reason, a team of executives might prefer a board management tool that allows users to view documents, agendas, notes, and more offline. In this way, a CEO who cannot physically attend a meeting could still look at the meeting’s agenda on their tablet on an airplane.
Preparedness — Many board management tools allot storage space for the various documents and board materials that teams require in meetings. These meeting documents can be uploaded prior to meetings so team members are able to consult them in advance to prepare questions or comments. Many tools also offer version control for these files and documents so there’s no confusion as to the most recently updated version.
Which is the Best Software for Managing Board Documents Efficiently?
- Boardable: Provides a clean, easy-to-navigate platform for organizing board materials, scheduling meetings, and securely sharing documents—ideal for small teams needing streamlined board collaboration.
- Govenda: Offers centralized document management, real-time board book updates, and secure access controls, helping small businesses keep board operations organized and compliant.
- Nasdaq Boardvantage: Delivers secure board document sharing, annotations, and meeting prep tools with a focus on governance and efficiency, well-suited for small businesses with high accountability needs.
Who Uses Board Management Software?
As the name implies, board management tools are intended for executive boards. However, any high-level group within an organization can find use in board management tools since their base features have broad applicability to any meeting setting. This can include middle management within a company, such as managers or coordinators who meet with one another often. However, the base functions of the software will look the same regardless of what level of management is handling it.
Some board management software is intended specifically or has functions tailored for specific types of executive boards, most notably those for nonprofit organizations. Extra features could provide lists of donors and integrate with other types of nonprofit software. Board meetings will look different across disciplines, and board management software can offer specialized features based on use case. It’s crucial for a board to ensure that board portal software provide all the discipline-specific features they require if they want an effective solution.
Board Management Software Features
Document Storage and Sharing — Documents can be shared and stored within most board management portals. These documents can be pulled from an outside content management system or uploaded and stored in the portal itself. Documentation can then be viewed by board members in the portal or attached to agendas and meeting notes later.
Meeting Agenda — One of the staple features of board management software is meeting agenda creation. An agenda can be set and viewed by board members before the meeting takes place, which can help them stay on track. Documents related to meeting talking points can also be attached to an agenda for easy access.
Meeting Notes — It can be inconvenient to move to a separate application to take notes during a meeting, so many board management tools provide note-taking capability. Notes can either be private or shared with other members in the portal. Some board management tools will even automate the note-taking process and send meeting minutes to members once a meeting has ended.
Surveys — Surveys are an excellent tool to streamline decision-making during a meeting, and board management solutions will sometimes provide a survey function within their offering. Survey results can be attached to a meeting’s minutes or stored elsewhere in the portal to be referred to later.
Additional Board Management Features
Comments and Annotations — Users can record notes publicly or privately throughout the meeting to be shared with team members or attached to documents. These notes help users remember details of the meeting and can be used later for reference. These features are helpful for team members who like to have a record of their individual perception of meeting details.
Offline Availability — For board teams that are frequently able to gather in full, offline capabilities might not matter as much. For those that are often operating from separate corners of the globe, this feature could help keep members in the loop.
Integrations — Some board management solutions won’t offer some of the features listed here and instead integrate with outside software to provide them. This can actually be beneficial in the case of calendars or content management systems, since most businesses already have these in place.
Which Board Software Has the Best Features for Executives?
- Diligent Boards: Comprehensive governance platform with secure communication, real-time document sharing, and analytics for enterprise-level boards.
- OnBoard: Intuitive and user-friendly with agenda building, secure messaging, and AI-powered insights, ideal for executive collaboration.
- BoardEffect: Designed for nonprofits and healthcare, offering scheduling, document management, and performance tracking in a simple interface.
- Convene: Secure platform featuring real-time annotations, voting, and video conferencing, perfect for sensitive board discussions.
- BoardPro: Affordable and easy-to-use board management for small to mid-sized organizations, with scheduling, minutes, and action tracking.
