Best Board Management Software Reviews 2022

Find the best board management software available on the market, compare board portals, and learn more about board portal software vendors. Becoming a board portal guru you can take your board meeting management skills to the next level.

Top Board Management Software

1. BoardMaps

BoardMaps is a board meeting software that is fully focused on solving the most common board meeting issues. Although Boardmaps offers essential features for scheduling, agenda management, and meeting preparation, it also provides a unique tool for a deadline management. The board portal users can annotate meeting materials, manage reminders, chat privately, and access action items after the board meeting.

2. iDeals

Board management software from iDeals was customized for directors and managing boards. iDeals helps reduce the time and effort spent on organizing and holding meetings. The biggest advantages of this board of directors software are accessibility, support, and collaboration. iDeals provides 24/7 customer support accessible via phone or email. Lastly, iDeals offers messaging tools, agenda managing, document annotation, and various templates.

3. BoardEffect

Boardeffect is a popular board software for healthcare and higher education boards because of its security, analytics tools, and efficiency. This boardroom software provides unlimited cloud storage and compatibility with Mac, Linux, and Windows. The board of directors software provides data protection through encryption, access settings, and multi-factor authentication.

4. Boardable

Board portal from Boardable includes all necessary meeting management features like scheduling, calendar management, agenda management, and many others. Because Boardable prioritizes board documents security, it provides permission management and multi-factor authentication. Additionally, the board software is easy to use because of its intuitive interface and videos for training users.

5. Boardvantage

Board management software solution from Boardvantage helps board directors to structure and organize their work. The users of this board of directors portal utilize it for both meetings and daily paperwork. With a free demo available, one can try out the option to see how suitable it is for your company.

6. Diligent

Diligent board meeting app is used by boards that value portability and accessibility. One of the greatest features of this board software is the ability to securely store information with the help of the e-signature and TouchID features. The board members are able to manage the documents in both online and offline mode.

7. DirectorsDesk

Directors Desk is a simple yet efficient paperless meeting software. Essential options include scheduling, voting, agenda managing, annotation, and much more. Directors Desk’s numerous servers ensure easy and quick updates of data as well as and access to documents. In addition, it is great for working on the go, thanks to its cloud-based nature.

8. BoardBookIt

Companies of any industry can use the board portal software from Govenda (rebranded from BoardBookit) for their board meetings. It’s an online board portal with a repository for important documents and an interactive agenda with attached files and minutes. Alongside its user-friendliness, Govenda board software has excellent customer support. Most importantly, the data are safely stored and protected by reliable encryption and gradual permissions.

9. OnBoard

OnBoard Passageways is board management software that helps improve user performance. Its document management features provide board members with document templates and annotations, management of minutes, and the ability to vote. During the meetings, board directors can use polls, control the access of members, and hold multi-company meetings. Moreover, it provides a 90-day free demo.

10. Aprio

The virtual boardroom from Aprio simplifies and improves the board meeting process. Businesses can use this software on any device and integrate Google, Outlook, or iCloud accounts. All well-protected board documents are available online and offline. Lastly, the Action feature allows supervising the process of Action items progress through completion.

What is board management software?

Board management software, also known as a board portal, is a secure digital solution for administrators and board of directors to optimize each meeting phase. It helps streamline board communication, provides continuous access to materials, and improves board document management.

Board software features allow companies to conduct paperless board meetings. This online board meeting alternative provides businesses with a wide range of tools necessary for each meeting step in the virtual boardroom.

With online board meeting software, every user of the board of directors software can easily control all stages of task performance. Paperless board meeting software enables board directors to eliminate paper documents for meetings. Board collaboration software provides video integration tools, it helps meeting members stay focused throughout the board meeting.

Board management software selection guide

As soon as you’re sure about the implementation of a board portal, it’s time to choose one. However, you might face a challenge at this stage as the board portal software selection process isn’t a piece of cake. Numerous board software reviews should be helpful. But before starting the board portals comparison, there’re a couple of significant steps to consider to pick the most convenient boardroom software.

  1. Define the budget
    Subscription fees of board meeting software vary broadly. To understand which price point best suits your company, you should define a clear budget. Setting a budget will quickly shortlist your board software options.
  2. Choose the deployment model of the virtual board software
    Before taking steps towards using board management software, the main task for each board of directors is to choose its implementation model. Currently, two of the most popular deployment options are SaaS and on-premise. Typically, a SaaS software can offer a better cost-effectiveness and security, quick deployment. On-premise solutions require more investments, but this type of software is much more customizable.
  3. Decide on vital features
    The board portal market offers a wide range of board room software solutions. You’ll want to decide on which features your company needs, or you’ll find yourself overwhelmed with options. Besides, it’s the main, most prominent features that affect the price of boardroom software.
  4. Check the board software vendors’ reputation
    After deciding on the budget and main features, your primary task should be to check the reliability of board portal vendors. The best way to monitor their performance is to check user feedback to see what others are saying about their services.
  5. Test the board portal software during the free trial period
    Even after all of your research, there is still a possibility of choosing a low-quality provider. To help prevent incompatibility, choose a board meeting app or platform that provides a free trial. This will help you make sure whether this board software meets your requirements and expectations.

Board portals comparison

The market for board meeting providers is overloaded with various products designed for different types of companies. Despite such a wide range, many company’s main features differ slightly. Therefore, it’s crucial to conduct a board portal software comparison.

As stated, the necessary step before evaluating board meeting providers is realizing your company’s needs. Only after defining exactly what is crucial for your business can you start comparing options for the best board portals.

To conduct comparisons, start monitoring the market, analyze all the features each provider offers, compare them, and pay attention to board portal reviews. While doing so, take into consideration several important aspects:

  1. Administrative and management tools
  2. Variety of collaboration tools
  3. Security level for confidential data
  4. Technology innovations implemented
  5. Reputation on the global market
  6. Support services and their availability

Board software pricing

Board portal solutions are complex products, so dozens of aspects affect and determine their pricing structure. The most significant being the variety of tools the software provides, its reputation, and, of course, the level of security. The last aspect is the most important.

As board meetings involve the transfer of large amounts of confidential company data, neglecting the protection level makes the system more susceptible to hackers or access by third parties. That’s why it’s better to avoid choosing a free board portal.

Besides, free board portal solutions can’t provide companies with the number of needed management and collaboration tools as paid board portal software companies. All of these aspects end up with inefficient processes.

Benefits of the board meeting management software

  1. High level of security
    Ensuring a bank-grade level of security is the main advantage of online board meeting software. Mainly, it’s provided by administrators who give or restrict access to the document or its specific sections. Moreover, there are many encryption protocols that protect sensitive information from unauthorized access.

  2. Better engagement
    Additionally, the proper design of platforms boosts the engagement of every board meeting member.

  3. Improved document management
    Board directors or committee members can organize the documents in the most convenient way. They’re free to change formats, add edits, annotate documents, and use e-signatures. Also, the ability to use basic templates or create your own versions additionally enhance board document management.

  4. Easy voting procedures
    All aspects of board voting procedures, including polls and their results, can be automated. Hence, board directors can easily learn about voting details as they are automatically saved and added to needed documents.

  5. Efficient task management
    It allows anyone to create and assign tasks to the needed person and then monitor the success of its implementation and compliance with deadlines.

  6. Paperless format
    First, it reduces the cost of purchasing material. Secondly, the online format provides the necessary documents in one click. Thirdly, it is much more environmentally friendly.

  7. Simplified meeting management process.
    Thanks to a wide range of tools, board portals provide an opportunity to automate all stages of the meeting process, including preparation and conduction.

Board meeting management workflow

Here is a simplified example of a board meeting workflow with practical steps that can be easily executed within a board portal software:

Before the meeting

  • Schedule meetings with each team member
  • Create a board meeting agenda
  • Publish the agenda with one click
  • Share and/or restrict access to the agenda

During the meeting

  • Track attendance
  • Ensure a high level of document protection
  • Arrange virtual voting procedures
  • Enable e-signatures

After the meeting

  • Create and distribute board meeting minutes
  • Create attendance reports
  • Provide tools for task tracking
  • Archive all needed materials

Board management software use cases

Most companies look for a way to optimize meetings. While large corporations need a tool for easy management of many people, small organizations seek affordable and useful software for conducting meetings. Here is how various organizations can use board portals for their own benefit.

Board portals for nonprofits

Such organizations may consist of volunteers who are often involved in several projects. In such cases, time efficiency is paramount. Using board portals for nonprofits helps to organize meetings easily and quickly. Moreover, with board portals, nonprofit organizations increase cybersecurity by investing in a well-protected online platform.

Board management software for healthcare organizations

The use of board portal software helps healthcare workers spend less time arranging meetings and more on helping people. With health workers often on the go, it is crucial to use an online tool that’s available from anywhere.

Moreover, because of the fast-paced nature of the industry, information changes or is updated often. That is why printing or sending paper copies of board materials is inefficient as opposed to storing them in a board portal.

Virtual boardrooms for financial institutions

Financial companies greatly benefit from using board portal software by reducing the time spent on printing and organizing materials. With board portals, team members can upload necessary documents once and change them within minutes.

Additionally, board portals are extremely helpful for board directors with features for storing meeting materials, bylaws, archives, board rosters, and electronic surveys. For employees, it is beneficial to share agendas, post materials, and link documents.

Board portals for government organizations

Quite often, civil servants have to travel to meetings to solve state and local issues. This increases the time commitment and inflates the spending of taxpayer money. However, government organizations can use board meeting management software as a more time- and finance-efficient tool.
In addition, as far as board portal software is well-protected from hacker attacks, it can store both public and confidential information.