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A guide to choosing and implementing board management software

As an increasing number of organisations implement technology to run their business, the use of board management software, also known as board portals, have also increased in popularity.

This technology offers board directors and key staff members access to digital governance documents on a wide variety of devices.

Because of its widespread use, an optimal board portal experience is crucial. If you are unfamiliar with board portals, the guide walks you through everything you need to know, from the benefits of board portals to when to adopt the technology to how to determine which software best suits your needs and how to successfully adopt board management software.

Board software buyers guide

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#1 Highest User Adoption Board Management Software

What Our Customers Say on G2

"We use BoardPro for all our meetings and not only is it easy for us, it's proven to be easy to navigate with our not so tech savvy members as well! It's organized, it looks amazing when auditors need to confirm our minutes, and it's just THAT useful. All around amazing!"
Ericka P
Secretary, Small-Business (50 or fewer emp.)
"This is an excellent board tool. Mobility, no paper, ease of navigation, brilliant note options. The ability to quickly find previous papers and minutes is also very helpful for accountability."
Paul M
Chairman, Mid-Market (51-1000 emp.)
"BoardPro has proven itself indispensable. The structured approach makes it easy to compile agendas and Board packs and then use this same structure for creating well-organised minutes. Being able to search for previous decisions and minutes, as well as easily keep tabs on actions is fantastic. The reminders that BoardPro sends out keep everyone on task, without the Board Secretary needing to be too involved."
Virginia C
Board Secretary, Mid-Market (51-1000 emp.)
Staying at the top of your professional game! In the past, preparations for Board meetings were a nightmare as there were always literally mountains of paperwork to prepare, photocopy and share with Board members. This was such a tedious task, not to mention not great for the environment. Now, with BoardPro, all meeting documents are virtual and there is no longer any need for photocopying and wasting so much paper. This has cut our meeting cost down significantly.
Arieta D
Human Resource & Compliance, Small-Business (50 or fewer emp.)
Completely changed our board meetings! The software drastically improves organization of documents and communication before and after meetings. It gives us a central place for recording and reviewing minutes. We use the action items feature extensively, which automates everything so nothing slips through the cracks. The technical support is impressive.
Peter K
President, Mid-Market (51-1000 emp.)