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BoardEffect is a board portal software that helps leaders in modern governance. It is designed for organizations such as nonprofits, healthcare systems, higher education institutions, and community banks/credit unions. It provides tools, analytics, and ins...Read more about BoardEffect
As a cloud-based board management solution, Easy Board is designed to assist organizations with managing board meetings and is built from the ground up for non-profits and other governing boards. Key features include multiple boards, questions and polls, f...Read more about Easy Board
Diligent Boards is a content management solution for creating, distributing and collaborating on board meeting materials. Designed for small and large businesses, Diligent Boards aids in creating digital materials to support any organization with a board. ...Read more about Diligent Boards
OnBoard is a premier board management software designed to streamline governance, enhance security, and boost board engagement. OnBoard consistently ranks higher than its competitors in the board management space. According to the G2 Crowd's quarterly repo...Read more about OnBoard
iDeals Board is a powerful board meeting management and portal software that provides businesses with an efficient and pragmatic way of organizing and running meetings. With this solution, corporate secretaries can enjoy a more efficient and streamlined a...Read more about iDeals Board
Nasdaq Boardvantage is a comprehensive board management software and portal. It is designed to enhance efficiency, productivity, and collaboration for boards, committees, and leadership teams. This solution caters to a wide range of industries. It helps co...Read more about Nasdaq Boardvantage
Convene is a board management platform designed to streamline the meeting workflow for organizations. It caters to a range of industries, including corporate, non-profit, and government. The platform offers features to enhance productivity and collaboratio...Read more about Convene
CivicPlus Agenda and Meeting Management is a comprehensive software solution that facilitates the automation and streamlining of agenda creation, minute recording, and the overall management of public meetings for municipal clerks. Key features include ver...Read more about CivicPlus Agenda & Meeting Management
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Aprio is a comprehensive board management software that streamlines the board meeting process. The software caters to a wide range of industries, including credit unions, banks, healthcare institutions, educational organizations, corporations, government a...Read more about Aprio
Computershare BoardWorks is a board portal software. It is designed to help corporations manage their board responsibilities more effectively and efficiently. The software caters to a wide range of industries, such as financial institutions and healthcare ...Read more about Computershare BoardWorks
BoardPro is a cloud-based board management platform to manage board workflows, daily enterprise functions and documentation. It caters to nonprofits and small to midsize enterprises. Features include meeting management, agenda management, minutes manageme...Read more about BoardPro
**Awarded Most Recommended and Best Customer Support Board Management Platform 2024** Knowa is a board collaboration and governance platform that's designed as a plug-and-play solution, making it effortlessly adaptable to your existing processes while pavi...Read more about Knowa
BoardPAC is a board governance solution that provides a set of tools to manage, schedule, and monitor board activities. The platform has transformed virtual and hybrid board meetings, facilitating coordination, planning, communication, and execution of boa...Read more about BoardPAC
Govenda is a cloud-based board success platform designed to be a corporation's trusted technology partner in meeting modern governance challenges. Offering unmatched ROI, user-experience focused design, and premium support, Govenda is the answer to comple...Read more about Govenda
adam.ai is an all-in-one meeting management software designed to simplify and enhance your board, committee, and project meetings. Ideal for leaders who prefer personalized guidance, adam.ai offers an easy-to-use platform that helps you manage every aspect...Read more about adam.ai
BoardDocs is cloud-based board management software for small and midsize municipalities, schools and governments. Primary features include meeting agenda management, policy management, event management, advanced search, document management and voting. The...Read more about BoardDocs
Decision Time Meetings is a cloud-based solution designed to help small to large businesses organize meetings and manage multiple participants. Key features include secure data access, audit control, scheduling, progress tracking and event log management. ...Read more about Decision Time Meetings
Twelve Directors’ Portal helps businesses organize and manage online meetings via engagement, collaboration and secure communication among board members. The platform lets organizations store documents and files in a centralized location for future referen...Read more about Twelve Directors' Portal
Aptien is a cloud-based solution designed to manage the work environment. The software allows organizing various work topics such as office and employee equipment, contracts, assets, policies, and more through a single portal. Companies can also handle emp...Read more about Aptien
Boardable is a nonprofit board software that allows boards and committees to collaborate seamlessly, streamline operations, and increase engagement. The features work together to give you a comprehensive board management experience before, during, and afte...Read more about Boardable
BoardSpot is a cloud-based board management platform that allows nonprofit organizations to manage their board members, meetings, and voting. BoardSpot provides a reservation and attendance tracking tool that helps facilitate productive meetings by giving ...Read more about BoardSpot
Shaparency is more akin to CRM with and exciting list and growing of integrations. The system alows enterprises to meet, draft minutes, vote, sign documents, run surveys, share files and chat from one platform. Additionally, the Shaparency provides remind...Read more about Shaparency
Simbli Board Meeting Management is a cloud-based collaboration tool, which allows users to manage meetings, planning sessions, board policy and board performance evaluations. Users can create various meeting types and manage them from a single interface. ...Read more about Simbli
Secure governance software with advanced contract management, board meeting management, entity management, e-signature, and VDR that is utilized by hundreds of customers. It offers the following features: - Easy-to-use and secure contract management softw...Read more about ContractZen
Ncontracts is a risk management solution designed for banks, credit unions and other financial institutions. It provides an integrated risk management platform that continuously measures and manages risk, helping organizations turn complexity into a strate...Read more about Ncontracts
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Buyers Guide
This detailed guide will help you find and buy the right board management software for you and your business.
Last Updated on March 03, 2025Corporate board management is a complicated, time-sensitive process with very high stakes. It requires scheduling many (often geographically separated) parties, and demands meticulous communication and record keeping. In addition, companies and their boards can face serious consequences for any omissions or oversights.
Thankfully, there's board management software. It makes life easier for the managers of boards of directors, helping ensure efficient, organized and timely board management. But for it to do any of that, it needs to be selected with care and matched well to your company and your board's specific requirements.
This guide will help you more carefully select board management software. In it, we discuss:
What Is Board Management Software?
Common Features of Board Management Software
What Is Board Management Software?
Board management software is a software platform used to help with all aspects of corporate board management and governance. From scheduling meetings to sharing documents and minutes, board management software is designed to streamline processes, prevent oversights and ensure best practices are followed.
Board management software is also commonly referred to and marketed as board portal software. Functionally speaking, there is no clear distinction. Board management platforms usually contain all the applications to also function as board portals and vice versa. Buyers should focus on each individual product's specific applications and not get sidetracked by terminology.
Common Features of Board Management Software
The following table shows common applications and tools included with board management and board portal software. Keep in mind these are just descriptions and that vendors may use different terms to describe similar or identical functions.
Scheduling tools | Enable board managers to coordinate and schedule board meetings with board members, often with visual aids like calendars and simple automation tools that, for example, send and receive emails about proposed meeting times. |
Committee management | Facilitates organization and communication with various board committees, like audit committees, executive committees or committees associated with mergers and acquisitions. |
Board member directory | Provides a listing of all board and committee members with accompanying contact, position and biographical information. It is sometimes integrated with scheduling tools to easily determine availability and travel preferences. |
Virtual rooms | Virtual rooms are used to hold online meetings and discussions. They can be used to hold board or committee meetings and they offer controls for access and permissions. |
Document management | Allows for the uploading and selective sharing of documents used during, before or after board meetings. Provides greater security than many commonly used alternatives, such as sharing documents by email. |
Collaboration tools | These tools let stakeholders work together on documents and proposals, featuring tools like commenting, task assignment, change tracking and document version histories. |
Mobile compatibility | Board management software offering mobile compatibility is designed to be used, either with full or partial functionality, from mobile devices such as smartphones and tablets. |
Feedback collection | Provides tools to help automate the process of feedback solicitation and compilation. This helps improve the user experience for board and committee members. |
Security features | Security features such as document and communications encryption, secure document storage and virtual data rooms help ensure privacy, IT security and compliance with various governmental regulations. |
Guest management | Allows for creation and management of guest accounts to extend various rights and access privileges to non-members, auditors and others on a temporary or permanent basis. |
Key Considerations
Start with a list of needed features. Board management and board portal software is typically purchased as a stand-alone product as opposed to being part of a larger integrated suite. However, the applications and tools included in any particular solution can vary quite a bit. Buyers are encouraged to make a list of "must-have," "nice-to-have," and "not needed" features before beginning their search.
User experience should be a central consideration. The user experience of board and committee participants should be considered and weighed prior to making a purchase decision. Companies that have historically used more traditional methods (mail, email, phone calls) to arrange board meetings need to ensure that any new system won't “rock the boat" too much. The move to digital tools is often welcomed with open arms, but it's wise to consider any potential culture clashes prior to committing to a new system.
Consider how software fits into your overall corporate strategies and goals. Implementing a new board portal or board management system can be part of a company's strategic digital transformation. When stakeholders are asked for input during the research and product selection stages and understand that the new software is part of a larger corporate strategy, then buy-in is easier to obtain and the process of transitioning to the new system will go more smoothly.
Benefits and Potential Issues
Speaking generally, efficiency is the primary benefit of board management software. But that efficiency takes many different forms. Your search for board management software should include an assessment of which efficiencies are most needed and which would be most impactful. For example,
If your board meetings require a lot of document collaboration, then you'll find the best ROI with board management solutions that support collaborative workflows.
Board members can leave comments and suggestions on PDFs with BoardPaq's collaboration tools
* If scheduling of meetings is your most time-consuming task, then solutions with simple, visual calendar tools will be most beneficial.
Simple calendar tool provided by Board Management (Source)
* If your company's board meetings are cyclical, then board management solutions with meeting templates can be used to save time with meeting follow-ups and other related tasks.