Key Features to Look for in Board Management Software

Board Management Software

In all businesses, effective communication and team collaboration among board members are crucial for the success of the company. Gone are the days of relying solely on in-person meetings and paper-based processes. 

Instead, board portal software has become essential for streamlining governance operations, enhancing productivity, and facilitating faster decision-making.

However, with the countless options available in the market, selecting the right board management software can be a daunting task. To help you navigate through the many choices, we have this article for you. 

We have created a list of key features to look for when evaluating board management software:

  • Meeting Scheduling Tools

Efficiently managing board meetings is crucial for maximizing productivity and ensuring that all members can participate. Look for software that offers robust meeting scheduling tools, allowing administrators to easily create, send and track meeting invitations to board members. 

The software should also provide reminders and notifications to keep everyone informed about upcoming meetings. When you have such software, it will help in reducing the risk of scheduling conflicts.

  • Video-Conferencing Integration 

In an increasingly globalized world, virtual meetings have become the norm rather than the exception. Board management software equipped with video-conferencing integrations ensures seamless virtual meeting attendance by enabling board members to join a virtual meeting from anywhere in the world within the secure board portal. 

No matter what video conferencing tool you already use, continue to use features such as screen sharing, chat functionality, and recording capabilities right from Aprio. You’ll enhance the effectiveness of virtual meetings, fostering meaningful discussions and your decision-making processes.

  • Meeting Agenda Feature

A well-structured agenda is essential for keeping board meetings focused and productive. Look for software that offers a built-in meeting agenda feature, allowing administrators to create and distribute agendas to all participants ahead of time. 

The agenda should include details such as meeting date, time, location (virtual or physical), a list of topics to be discussed and any necessary file attachments or reports. This ensures that all board members are prepared and can contribute meaningfully to the discussions.

  • File-Sharing Options

Collaboration often involves sharing documents, presentations, and other files among board members. Therefore, it’s essential to choose board management software that offers robust file-sharing options. 

Look for features such as cloud storage integration, version control, and permission settings to ensure secure and efficient file sharing. This enables board members to access relevant documents anytime, anywhere and ensures that everyone is working with the most up-to-date information.

  • Note-taking Feature

Effective board meetings rely on accurate documentation of discussions, decisions, and action items. Look for software that offers robust note-taking capabilities, allowing users to easily capture meeting minutes, annotate documents, and collaborate in real time. 

A built-in note-taking feature ensures that important information is recorded and easily accessible to all board members, facilitating transparency and accountability.

  • Task Management

Board members often have diverse responsibilities and tasks to fulfill outside of meetings. A board management software with integrated task management capabilities enables users to assign, track, and prioritize tasks efficiently. 

Whether it’s preparing reports, following up on action items, or conducting research, task management tools help keep everyone organized and accountable, fostering productivity and ensuring deadlines are met.

  • Meeting Minutes

Accurate and comprehensive meeting minutes are essential for documenting decisions, tracking progress, and informing future discussions. Look for software that automates the process of capturing and distributing meeting minutes, allowing users to easily record key points, assign action items, and generate professional-looking minutes with minimal effort. 

Seamless integration with note-taking and task management features ensures that meeting minutes are synchronized with other board activities, providing a centralized repository of information for reference and review.

  • Task  Management Tools

Many board activities involve overseeing various tasks and initiatives, from strategic planning to fundraising campaigns. Board management software that offers task management tools enables users to plan, assign tasks and track task completions effectively. 

When board members log in to Aprio, upcoming and due action items appear on the dashboard including action items for individual responsibilities and committees. Board administrators can also send reminders to board members on specific action items, ensuring your board is always on top of their tasks and nothing falls through the cracks.

  • Extra Features

Beyond the core functionalities, consider additional features that can enhance the user experience and add value to your board management processes.

Considercustomizable templates for meeting agendas and reports, voting and polling capabilities for decision-making, and security features. Some of these security features to expect include role-based access controls encryption, and mobile accessibility for on-the-go collaboration. 

Evaluate the scalability and flexibility of the software to accommodate your organization’s evolving needs and ensure compatibility with existing workflows and systems.

What Should You Expect From Board Portal Software?

Here are the benefits:

  • Enhanced Efficiency and Productivity

Traditional methods of organizing board meetings involve countless hours of preparation, printing, and distributing physical documents. With board portal software, these tedious tasks become a thing of the past. Board members can access meeting agendas, documents, and reports in real-time, from any location, using their preferred device.

  • Improved Security and Compliance

Protecting sensitive information is a top priority for any organization, especially when it comes to board communications. Traditional methods of sharing confidential documents, such as email or printed materials, pose significant security risks, including data breaches and leaks.

Board portal software provides a secure environment for storing and sharing confidential documents. Advanced encryption techniques, multi-factor authentication, and role-based access controls ensure that only authorized individuals can access sensitive information. 

Streamlined Governance & Decision-Making

Effective governance relies on transparent communication and informed decision-making. Board portal software empowers organizations to streamline governance processes by providing a centralized platform for all board-related activities.

From scheduling meetings to conducting votes and recording minutes, board portal software simplifies every aspect of board governance. Board members can access relevant documents and information whenever they need it, enabling them to make well-informed decisions on time.


Selecting the right board management software is a critical decision that can significantly impact the efficiency and effectiveness of your governance processes. By prioritizing features such as note-taking, task management, meeting minutes, project management, and extra features, you can ensure that your board has the tools it needs to collaborate seamlessly, make informed decisions, and drive organizational success. 

Take the time to evaluate different software options, request demos, and gather feedback from key stakeholders to make an informed decision that aligns with your organization’s objectives and priorities. With the right board management software in place, you can empower your board to focus on what matters most – driving positive change and achieving shared goals.