Board management software can help directors of boards manage meetings, share information and resources and make informed decisions. However, not all software is created to be the same. Before selecting a software application, buyers should determine their needs and develop an inventory of features they “must have” and “nice to have”.

If all the resources are available in one place it makes it easier for employees and members to prepare for meetings. They can also share ideas in real-time, and make informed decisions. Look for software that permits members to access documents online, collaborate online and take notes using annotation tools. The ability to synchronize them with personal email and/or calendar applications is also helpful.

The right board portal can increase efficiency in every stage of a meeting cycle. It should cut down on the time spent preparing by making it easy to upload and change agenda items, utilize agenda templates that have been pre-populated with important discussions and decisions, create meeting minutes and insights after the meeting, and allow for voting simultaneously. The software should enable admins to save time by automating the routine tasks like creating surveys, distributing board packages and communicating via videoconference or email with members.

It is also essential that the software is user-friendly and user-friendly for all kinds of users. It’s beneficial if the team is experienced in working with users from various technological backgrounds and is able to provide assistance for users, tutorials and workflow training. If the software is used as part of a digital transformation plan it will be simpler to get buy-in.