### Contents

- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Board Management Software Resources

##### Discussions and Reports to expand your knowledge on Board Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [discussions](#resources-discussions) from users like you and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Board Management Software Discussions

0

Question on: Convene
[Is a board portal an app or a separate software?](/discussions/is-a-board-portal-an-app-or-a-separate-software)

I'm trying to find out how a board portal can help our company's directors and executives.

Hi Kayla, a board portal is a centralized platform that allows board administrators to distribute digital board packs and documents to their directors in a secure environment. Board directors would then have an app installed in their devices that is connected to their portal site to be able to safely receive their documents. This then allows them to digitally meet and collaborate with each other, allowing for remote meetings and work. In addition, through their app they have instant access to features that allows them take notes, vote, etc. just like in real life board meetings! To find out more visit: https://www.azeusconvene.com/board-portal that explains all the benefits of a board portal for your board. Thanks!

Answered: Michael Lui on August 3, 2021

[Your answer](/discussions/is-a-board-portal-an-app-or-a-separate-software/comments/new?remote=true)

0

Question on: BoardPro
[Is there a space to have minutes recorded in real time?](/discussions/is-there-a-space-to-have-minutes-recorded-in-real-time)

Diversity can be included, especially when what was said may take on a different meaning when read, one month later. Our members are always on Boardpro during our hui, so when motions, amendments, and recommendations are noted, those who made them can be assured that what is written in the minutes, is what they mean. I really like the Action List also. Those who need to action matters or issues, can then be notified straight away, rather than having to rely on memory.

The Action workflow feature is often commented on. Often it falls to the administrator/PA/EA to follow up on actions assigned by the board. This can sometimes be an arduous job. Using Action workflows takes the action away from the individual with BoardPro creating the follow-up tasks and them sending regular reminders to the assignee until the action has been completed. 

Answered: Sean McDonald on July 29, 2021

You can absolutely record minutes in real time, as well as action items and decisions. Our organisation does not usually record in real time, but this depends on who is taking the minutes. Our main minute taker preferences to take handwritten notes, so types up the minutes following the meeting. Our back up minute taker records directly in to BoardPro during the meeting.

Answered: Rachel Thompson on August 5, 2021

Yes, I have a number of boards where minutes are taken in real time.

Answered: Debra Hall on August 5, 2021

[See more answers (2)](javascript:void(0);)

[Your answer](/discussions/is-there-a-space-to-have-minutes-recorded-in-real-time/comments/new?remote=true)

0

Question on: OnBoard Board Management Software
[Does anyone else think examples of the dashboard setups with other organizations would be helpful?](/discussions/52135-does-anyone-else-think-examples-of-the-dashboard-setups-with-other-organizations-would-be-helpful)

I'm often wondering how to best utilize the dashboard and thought it would be nice to see other setups to inspire or offer a new way highlight resources.

Yes!

Answered: Shonda White on November 17, 2022

Hi Michelle, I love that you asked this question and would like to share some examples with you. We can also use our Community to have customers submit their use cases & examples. Please contact me at jwashington@onboardmeetings.com. Jenni Washington Enterprise Account Manager | OnBoard

Answered: Jenni Washington, MBA on June 12, 2021

[See more answers (1)](javascript:void(0);)

[Your answer](/discussions/52135-does-anyone-else-think-examples-of-the-dashboard-setups-with-other-organizations-would-be-helpful/comments/new?remote=true)

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## Board Management Software Reports

Mid-Market Grid® Report for Board Management

Summer 2026

G2 Report: Grid® Report

Grid® Report for Board Management

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Board Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Board Management

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Board Management

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Board Management

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Board Management

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Board Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Board Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Board Management

Spring 2026

G2 Report: Momentum Grid® Report