Board management software, which makes use of new mobile hardware and cloud technology that is constantly improving, replaces emails and paper as the primary tool administrators and directors use to access meeting material and fulfill their governance obligations. The most effective solutions are those that satisfy the needs of both groups. They offer tools to save time for administrative staff and tools to help administrators and directors to look over and digest information prior to, during meetings, and afterwards.

Board members must first decide what they must have in the solution. Finding the key features, like note-taking on board documents or secure document storage will help narrow the options and simplify the evaluation process. With the right set of tools ensures that directors can focus on delivering value to the business.

Then, the administrative aspect of the equation needs to be considered. It is important to choose a provider who has a long history of providing board portals that meet the needs of numerous organizations. Find providers with an established track record of success, as well as an in-depth understanding of the business.

Meeting preparation is made easier for administrators by using simple tools that let them make agendas, and share documents make surveys and votes and create minutes. Meetings run more efficiently when agenda items are linked to relevant documents, and one click transforms those documents into draft meeting minutes that can be approved on any device. Security features that are enhanced, such as real-time notifications as well as the ability to share annotations with selected people or to hide them completely make sure that information is always accurate and up-to-date.

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