How to Evaluate Board Management Software for Business

Posted On:05.04.2025

Board management software for business is becoming increasingly popular for company leaders to stay on top of agendas, meetings documents and much more. These software tools are designed to boost the efficiency of the boardroom and reduce the burden of processes that are lengthy and expensive.

The best way to begin when evaluating a portal how to write out your agenda for your next board meeting for board members is by identifying pain points throughout the board cycle, from meeting preparation to recording, and everything in between. To accomplish this, you must look at the following areas:

Meeting preparation and access

Board directors should receive meeting information before the meeting, such as a link to the online meeting as well as a pdf of the document for the board book. This will allow them to make notes online and be prepared for the meeting without needing to physically attend. Directors can utilize the iOS app to scroll through the boardbook and keep track with the presentation, while keeping track of their annotations.

The system should provide an online space central to sharing documents, and the ability to restrict access to certain users or groups. This feature lets companies keep confidential information safe, and also stops unauthorised people from accessing confidential information.

The system should also be able keep track of documents from the time they were created to their storage and distribution. If the company is audited they will not have to collect documents that were sent to different folders.