Best Board Management Software
Board management software provides a workspace for board members, chief executives, and other professionals in charge to stay organized, make timely decisions, and plan progress in a cohesive manner. These collaborative 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 executed among leadership teams, whether that be a parent committee or board of a large corporation. Board management software can be used alongside structured or team collaboration tools that are open to involvement from 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
- Overview
- Pros and Cons
- User Satisfaction
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
- CEO
- Banking
- Financial Services
- 42% Enterprise
- 38% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
NOW AVAILABLE: Microsoft 365 Integration. The G2 category leader in Board Management and the most reviewed solution on Capterra, OnBoard makes board meetings simpler, more secure, and more effective.
- Executive Assistant
- Executive Assistant to the President
- Non-Profit Organization Management
- Higher Education
- 47% Mid-Market
- 46% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
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 lead
- Business Analyst
- Information Technology and Services
- Financial Services
- 45% Mid-Market
- 35% Enterprise
- Overview
- Pros and Cons
- User Satisfaction
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
- Non-Profit Organization Management
- Hospital & Health Care
- 51% Mid-Market
- 34% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
Ease board meeting management headaches with Nasdaq Boardvantage®, the award winning board portal from Nasdaq. With a sleek, user-friendly interface our board portal offers a seamless and consistent e
- Executive Assistant
- Hospital & Health Care
- Banking
- 40% Mid-Market
- 39% Enterprise
- Overview
- Pros and Cons
- User Satisfaction
BoardPro offers board management software for Small Enterprise to Small Caps and Nonprofits. The BoardPro board portal is so easy to use, saving board administrators up to 75% of their time by digital
- CEO
- Director
- Non-Profit Organization Management
- Civic & Social Organization
- 66% Small-Business
- 34% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
Board Intelligence is trusted by over 40,000 leaders and 3,000 organisations to create and securely publish beautiful, insightful board and management reports. Our client base spans the FTSE 350 and F
- Financial Services
- Education Management
- 60% Mid-Market
- 21% Enterprise
- Overview
- Pros and Cons
- User Satisfaction
Boardable empowers nonprofit boards to do more by removing friction and renewing focus for positive change. Our board management software allows seamless collaboration, streamlined operations, and inc
- Executive Director
- President
- Non-Profit Organization Management
- Education Management
- 60% Small-Business
- 38% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
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
- Overview
- Pros and Cons
- User Satisfaction
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
- Banking
- Financial Services
- 45% Enterprise
- 38% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
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
- 61% Small-Business
- 39% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
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
- 54% Enterprise
- 23% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
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
- 38% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
At Decisions, we aim to make meetings the most productive part of the day. Our award-winning app empowers workplace leaders to maximize every meeting, whether remote, in-person, or hybrid, using the l
- Hospital & Health Care
- Non-Profit Organization Management
- 44% Small-Business
- 38% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
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
G2 Grid® for Board Management
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.
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.
