Boards employ a variety of tools in order to prepare for meetings, such as sending documents via email and file-sharing websites. These tools are useful in organising and sharing documents however they are not able to provide the flexibility or security necessary to meet the requirements of boards. A proper board document solution can improve the efficiency of meetings and cut down on the administrative burden. Examine the requirements of your board members and administrators, and then search for a solution that matches those needs.

Explore solutions that allow directors to design their own agenda templates or use a drag and drop tool, for example, if your primary challenge is virtual meetings experience coming up with the agenda items and your board book. If the main issue is that directors have everything they need prior to and during meetings, look for a solution that includes complete library of materials for boards and that permits secure sharing with other stakeholders (such auditors and lawyers).

The most effective boards utilize technology to streamline their meetings and enhance collaboration. At first, the solutions were developed to convert meeting materials that were printed into digital formats. However, in recent years, board portals have transformed into a fully integrated platform that is equipped with advanced capabilities that permit efficient meetings and governance. Choose a software provider with a cloud-first engineering approach and a track record of working with international clients to maximize the return on investment. Ask prospective suppliers how they will protect confidential data and provide 24 hour customer support for you and team. During the evaluation process be sure to inquire about how the board software is designed to grow to meet your needs as you expand your business and your community of users.