Selecting a Board Management Software

A board management software (or board portal) is digital solution to facilitate governance, improving productivity and transparency. These tools are used widely across sectors and can assist boards make better decisions.

A quality board software should provide a user-friendly and simple interface for administrators as well as members. It should /perfectboardroom.com/why-board-portal-software-is-crucial/ be scalable and feature-rich, with advanced features like meeting summaries, annotations and voting. Additionally, it should incorporate a feature that helps with the day-to-day tasks of scheduling meetings, building agendas creating surveys, and approving minutes.

It’s important that you choose one that has a strong customer support when choosing a board portal. Many providers offer free trials so you can test the software yourself. Ask for recommendations and testimonials from other users of the software. Also, make sure to determine how secure the system is. Some providers, like, offer SOC-2 certification and multi-factor authentication.

A good board management application will include a variety of security measures to protect against unauthorized access and data loss. A dashboard protected by passwords, for instance, allows for controlled permissions, while an encrypted message protects sensitive documents. Certain vendors also provide remote locking also, which gives directors the ability to decide who can access and edit documents even after sharing them. Some also allow you to tag team members on actions items, thereby increasing accountability and transparency. Some providers also integrate with popular tools like Slack and Trello to make collaboration easier.