Selecting Board Management Software

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Board management software can aid organizations simplify the management of documents and meetings for board members, and also enable members to collaborate and communicate more effectively. It’s also an alternative to email when sharing sensitive information. However, not all board management software is created in the same way, and it’s crucial to consider your organization’s specific needs when selecting a solution.

Many think of board portals as serving primarily the needs of boards of directors however, they can be modified to meet the requirements of committees for governance and working teams as well. Choose a partner that provides group training and assistance to help you extend the value of your technology in the boardroom to other departments within your organization.

For efficient meetings, look for a portal for boards that includes meeting management tools such as calendars that include scheduling features and the capability to eSignature. This makes it easier to track, audit, and manage. Another important feature is a solid document storage system which automatically uploads agendas and minutes into a central repository, and gives ample space for corporate documents to reference. To enhance collaboration and understanding, look for annotation tools that let team members highlight, share and comment on documents, either online or off.

A central repository for all documents and communications helps you plan a successful event. The ability to immediately access meeting materials, messages from colleagues, organizational policies, and assignments on your tablet, computer or smartphone allows you to always be up-to date on what’s happening.