How to Evaluate Board Management Software for Business

Board management software is a very popular way for business executives to keep on top of agendas, papers, and more. These software programs are designed to increase efficiency in the boardroom and to streamline processes that can be costly and time-consuming.

When evaluating a portal that is suitable for a board, it is essential to identify the pain points of the entire board cycle. This covers everything from meeting planning to record-keeping. To do this, take a look at the following areas –

Meeting preparation & access

Board directors should be given meeting information in advance, including an online link for the meeting, as well as a PDF version of the book for board members. This will allow them to make annotations online and be fully prepared for the meeting without having to physically attend. During the meeting, directors can use an iOS application to keep up with the presentation and browse through the board book simultaneously while keeping an eye on their annotations.

The system should offer a central, virtual space for sharing documents, and the ability to limit access to only certain users or groups. This feature allows businesses to protect sensitive information and prevents people who are not authorized from accessing confidential information.

Furthermore, the system should be able to track documents from creation to distribution and storage. This will ensure that if the company is audited, they won’t need to spend the time looking through files which were distributed across several folders.

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