Best Board Management Software
Board management software provides a workspace for board members, chief executives, C-level executives, corporate secretaries, committee chairs, and other professionals in charge to stay organized, make timely decisions, and collaborate cohesively.
Board members can annotate documents, review materials beforehand, and attend the virtual meeting while accessing all materials in a centralized location. These 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 used by leadership teams, such as a parent committee or board of a large corporation. Executive leaders use board management software to track the progress of strategic initiatives, assign responsibilities, and review updates during monthly meetings.
Board management software can be used alongside other team collaboration tools that facilitate collaboration among employees or participants at varying levels of authority.
To qualify for inclusion in the Board Management category, a product must:
Featured Board Management Software At A Glance
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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
4,524 Twitter followers
OnBoard unites agendas, materials, minutes, votes, approvals, and actions in one secure record. No PDFs or version sprawl, so directors prepare faster, and leaders decide with confidence. Prep time dr
1,071 Twitter followers
Nasdaq Boardvantage® is a comprehensive board management platform designed to support the full lifecycle of board and committee work. Built for corporate boards, governance teams, and organizations ac
173,736 Twitter followers
BoardEffect is an AI-powered board management software designed for mission-driven organizations. It equips volunteer boards with the tools to streamline board processes, enhance communication and pro
4,524 Twitter followers
OUT NOW: Upgrade to Convene 9.0 Today Convene is a board management software designed to facilitate seamless and efficient meetings for organizations of all sizes. Developed by Azeus, a CMMI Level
1,180 Twitter followers
Board Intelligence is a type of board technology solution designed to help organizations enhance the effectiveness and efficiency of their governance processes. This innovative platform is tailored fo
3,002 Twitter followers
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
Boardable is a type of board management software solution designed to help nonprofit organizations enhance their operational efficiency and foster collaboration among board members. By streamlining va
966 Twitter followers
BoardPro is a board management software solution designed to help small enterprises, small caps, and nonprofit organizations streamline their board meeting processes. This innovative platform simplifi
118 Twitter followers
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
Easy Board is the #1 rated Easy to Use board meeting management software solution for nonprofits and CEOs, designed to help your entire board and committees streamline organization and boost engagemen
Diligent Community is the next-generation board management and governance software designed specifically for public and elected boards, by the trusted team who brought you BoardDocs and iCompass. With
4,524 Twitter followers
AI powered governance, connecting everything your Board needs to govern. Future proof your Board with Knowa's plug-and-play governance platform, delivering AI enabled knowledge discovery, meetings
Decisions is an AI-driven meeting management solution built for enterprise teams that rely on Microsoft Teams and Office 365. Designed to transform the way organizations meet, Decisions brings structu
472 Twitter followers
Stellar Boards is built for directors who want to lead with clarity, confidence, and efficiency. Our secure board management platform centralizes everything you need—agendas, board packs, minutes, act
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.
Which is the Best Software for Managing Board Documents Efficiently?
- Boardable: Provides a clean, easy-to-navigate platform for organizing board materials, scheduling meetings, and securely sharing documents—ideal for small teams needing streamlined board collaboration.
- Govenda: Offers centralized document management, real-time board book updates, and secure access controls, helping small businesses keep board operations organized and compliant.
- Nasdaq Boardvantage: Delivers secure board document sharing, annotations, and meeting prep tools with a focus on governance and efficiency, well-suited for small businesses with high accountability needs.
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.
Which Board Software Has the Best Features for Executives?
- Diligent Boards: Comprehensive governance platform with secure communication, real-time document sharing, and analytics for enterprise-level boards.
- OnBoard: Intuitive and user-friendly with agenda building, secure messaging, and AI-powered insights, ideal for executive collaboration.
- BoardEffect: Designed for nonprofits and healthcare, offering scheduling, document management, and performance tracking in a simple interface.
- Convene: Secure platform featuring real-time annotations, voting, and video conferencing, perfect for sensitive board discussions.
- BoardPro: Affordable and easy-to-use board management for small to mid-sized organizations, with scheduling, minutes, and action tracking.
