What is board management software?

Board management software is a secure, shared digital platform that enables directors to access critical information and support effective board governance. Also known as a board portal, it streamlines communication and collaboration between board members and management, while replacing traditional paper-based workflows with efficient, centralized processes.

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How Board Management Software Works

Board management software is a powerful tool to improve board processes and corporate governance. It provides a centralized platform for managing Board management software is a powerful digital solution designed to streamline board operations and strengthen corporate governance. It provides a centralized platform to organize board meetings, manage documents, record minutes, and track action items—all in one secure space.

From building agendas to ensuring compliance with governance best practices, the software automates workflows, enhances collaboration, and significantly reduces administrative burdens.

These capabilities help organizations save time, reduce costs, improve efficiency, and support better, faster decision-making—making it an essential tool for boards of all sizes.

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How Organizations Benefit from Board Management Software

Investing in board software requires evaluating what it can bring to the table. Board management software is a dynamic tool designed to redefine board meetings and processes. One of its key benefits is streamlining board communication and simplifying the meeting cycle. The platform provides an intuitive interface that enables board members to access information, share ideas, and collaborate on documents in real-time. This can help increase transparency and accountability, which are critical factors in ensuring effective governance.

Board meeting software also promotes board efficiency by having all the phases of the meeting on one platform. This ensures administrators can prepare and document meetings instantly while board members are accessing information securely.

Speaking of security, board management software is your partner in data protection. With advanced measures, such as multi-factor authentication, cloud hosting, and role-based permissions, all your documents and information are centralized and protected at all times.

To top it off, board management software also provides flexibility for board members who are always on the go. Having everything in one place wherever and whenever can bring about effective decision-makers.

Hooked on all these advantages? Well, the right board platform for your company can have all these while addressing your needs. Luckily, you can have a sneak peek at Convene board software and what it can do for you.

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    How can a board portal support the efficiency of meetings and board processes?

    The right software should promote collaboration and productivity throughout the meeting cycle. You need to ensure that the digital board portal is designed with easy-to-use tools that can hold secure and strategic discussions whenever and wherever your board members are. They should have immediate access to meeting documents and last-minute updates, so they’re ready to partake in fruitful discussions.

    Moreso, corporate secretaries can build agenda packs within minutes as every piece of information can be retrieved in a secure centralized repository. Minutes and action items can easily be communicated and tracked by assistants within a board portal software.

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    Is the board portal easy for board members to use?

    For a platform to be adopted and embraced by the board, it should be accessible to members across multiple devices and browsers. Tools don’t have to be complicated. The goal is to provide better functionality without sacrificing convenience. Your directors must be able to navigate and annotate documents on a board portal the way they do with a hard copy.

    The right solution must offer intuitive tools accompanied by 24/7 product support and training for users.

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    How secure should a board portal be?

    Security is one of the concerns of boards when going digital, due to data breaches and scams. For industries like financial services that demand enterprise-grade security, it’s crucial to have features such as document encryption, role-based access controls, auto purge capabilities, and robust device security.

    Look also for government-approved cloud hosting offerings, enterprise continuity measures, and industry-compliant data processing procedures, such as GDPR.

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    How is the service and support of the board portal provider?

    Is the vendor known in the board management space? Are existing clients satisfied with the service and support of the vendor? Beyond smart tools, a board of directors’ portal is the better choice when its vendor provides tailored customer support at any time.

    Check also the vendor’s reviews, awards, and accreditations. These are key indicators of reliability and customer satisfaction. Azeus Convene, for instance, is a CMMI Level 5-accredited company with various awards from authorized review platforms like G2 and Capterra.

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    What is the return on investment with the board portal?

    Besides board portal pricing, part of evaluating your choices is considering what value you can get from what you spend. Look for a solution that can ensure savings in time, paper costs, and even labor. Also, look into how it can support your goals. Can it boost operations for a more agile board? Will it ensure better decision-making and governance outcomes? Will this reduce paper consumption and support sustainability?

    The right board software should take you closer to achieving your corporate goals and success.

Everything You Need for Modern Governance

Streamline governance and collaboration with ready-to-use tools for faster, smarter, and more effective leadership.

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    Meeting Scheduler

    Invite participants and schedule one or recurring meetings with just a click. Collect RSVP responses to confirm meeting attendance.

  • Conceptual icon about agenda builder

    Agenda Builder

    Create your meeting agenda within minutes with its drag-and-drop feature for documents and agenda items.

  • Conceptual icon about video connferencing and integration

    Video Conferencing and Integrations

    Conduct seamless remote meetings with video conferencing capabilities within the board portal. No need to switch between apps.

  • Conceptual icon about live meeting tools

    Live Meeting Tools

    Present and review documents in meetings with Page Synchronisation, Laser Pointer tool, and Shared Annotations.

  • Conceptual icon about minutes taker

    Minutes Taker

    Take minutes before, during, and after the meeting. Action items, votes, and meeting notes are synced in real-time.

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    Annotations

    Collaborate on documents offline or online with annotation tools. Share your ideas to selected people in real time or create private annotations for your personal notes.

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    Voting and Approval

    Cast votes in and out of meetings and oversee all decisions in a dashboard. Review and sign off documents for approval.

  • Conceptual icon about digital signature

    Digital Signature

    Affix your signature and initials on documents instantly. Or sign with your preferred local signature provider for compliance.

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    Document Library

    Access and manage confidential data in a centralized hub within your board portal. Set permissions on who can access each file and folder.

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    Task Management

    Assign tasks and track the progress of action items throughout the meeting cycle.

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    Dashboard

    With just a glance, you’ll have a clear overview of your board responsibilities, ensuring you never miss an important deadline or meeting.

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    Audit Trail

    Enhance transparency and accountability by generating comprehensive audit reports that provide insights into meeting activities and information access.

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Discover the Value of Convene for Your Board

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    Improve Boardroom Performance

    Experience efficiency through streamlined board meetings from preparation to actions management.

  • Graphic illustration for achieved digital collaboration

    Achieve Digital Collaboration

    Meet and communicate through intuitive tools available whenever and wherever you are.

  • Graphic illustration for enhanced compliance and security measures

    Enhance Compliance and Security Measures

    Protect confidential data with Convene’s robust security features designed to comply with governance policies and guidelines.

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    Promote Transparency and Accountability

    Track and audit activities within and beyond meetings and on documents.

Designed To Bring Out The Best In You

With streamlined processes, smart tools, and robust security, Convene is the perfect board platform for all users in your team.

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    Members of the Board of Directors

    Getting everyone on the same page isn’t easy, you need Convene, which is a comprehensive and engaging meeting solution.

  • A C-suite executive leading a productive discussion

    Executive

    As decisions become more important, it is important that these executives are equipped with the right meeting tools that allow them to lead.

  • A corporate secretary engaged in a discussion with her boss

    Corporate Trustees

    Staying on top of everything, finding a tool to save time and resources in managing meeting preparations is a must for you to stay effective.

  • A dedicated IT professional intently working in front of his computer

    Information Technology Officer

    Apart from handling various IT projects, you should be on the lookout for the latest technologies that can improve your company’s internal processes.

DISCOVER HOW CONVENE WORKS FOR YOU

Keeping Your Data Safe And Secure

Convene treats your security as its first priority. Thus, we offer world-class security capabilities to let you focus on things that matter.

  • Cloud Infrastructure and Network Security

    Government-approved cloud hosting, cloud data separation and availability, intrusion detection and prevention system around the clock, seven days a week, backup, and recovery.

  • Application Security

    Convene gives its users full system ownership – from managing user roles and devices to setting system and security preferences.

  • Security Governance

    Convene defined security policies, assigned security team, GDPR-compliant data processing procedures, business continuity measures, incident detection mechanisms, vulnerability management procedures, and employee security.

EXPLORE CONVENE SECURITY FEATURES

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See why organizations worldwide are making the switch to board portal for improved board governance. Convene has been rated the top board management software by several trusted sources of technology reviews.


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Capterra Best Value 2024
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