Utilizing new mobile devices and rapidly evolving cloud technology board management software replaces paper and emails as the primary way for directors and administrators to access meeting materials and execute their governance duties. The most effective solutions are those that meet the needs of both groups. They provide tools to save time for administrative staff, and tools to facilitate administrators and directors to review and digest the material prior to, during meetings, and after.

Board members must first decide the features they’ll need in a solution. The identification of key features, such as note taking on board papers or secure document storage will help narrow the options available and make it easier to evaluate. With the appropriate tools, directors can focus on delivering the best value to the company.

The administrative aspect of the equation needs to be analyzed. Choosing a provider with an extensive track record of supplying board portals that satisfy the requirements of a wide variety of companies is important. Find a company that have a track record of success as well as an in-depth understanding of the field.

Meeting preparation becomes easier for administrators with simple tools that let them create agendas and share documents make surveys and votes and also prepare minutes. Meetings run faster when agenda items are linked to relevant documents, and a single click converts those documents into draft minutes that are able to be approved by any device. The enhanced security features, like real-time notifications, the ability to share annotations with others or hide them completely, as well the option of sharing with specific people, ensure that the information you share is accurate and up-to date.


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