Board management software assists boards to manage meetings, share resources and information and make smart decisions. But not all software is to be the same. It is crucial for users to define their needs and make a list with “must-have” and “nice-to-have” features before settling on a software.

It’s easier for members to prepare for meetings, discuss ideas in real time, and make informed decisions when all the necessary resources are in one place. Software that allows members to access documents online and collaborate with each other, as well as to make notes using annotation tools majority shareholders and company control is ideal. The ability to sync these with personal email accounts and/or calendar applications is also useful.

The right board portal can enhance efficiency at all stages of the meeting process. It will reduce the time required to prepare by making it easy to upload and change agenda items. It should also be easy to create agenda templates using already-populated discussions and decisions. The software should allow the admin to save valuable time by automating the routine tasks like creating surveys, distributing board packages and organizing via videoconference or email with members.

It’s also essential that the software is user-friendly and user-friendly for all types of users. It’s helpful to ensure that the team behind the product has previous experience working with people of various technological backgrounds. They can also provide tutorials, workflow education and user support. Additionally, if software is rolled out as part of a comprehensive digital transformation strategy, buying in is much more straightforward.