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 * Board Software Features
 * Paperless Meetings

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Best board portal software in canada

Learn more about the advantages of using board portal software and pick the
right provider for your business with our reviews of the best board management
solutions on the market

Keep your sensitive data perfectly safe with board portal software
Build the stable workflow and connection between directors and executives


BEST BOARD SOFTWARE PROVIDERS


1iDeals Board

Deployment Options
 * On-premise
 * Cloud-based

iDeals is one of the best virtual board room providers. It offers a truly
versatile and flexible solution that can fit different businesses with various
goals regardless of the scale. This board room has all the tools companies need
to improve important internal business processes and take board meeting
management to a whole new level.
Read more about iDeals Board
Visit Website View Profile
Deployment Options
 * On-premise
 * Cloud-based

2BoardVantage

Deployment Options
 * On-premise
 * Cloud-based

BoardVantage is a powerful virtual board of directors software that will improve
the work of executives and communication between them. This provider is trusted
by many companies and offers a flexible and extremely easy to use board app.
Read more about BoardVantage
View Profile
Deployment Options
 * On-premise
 * Cloud-based

3Loomio

Deployment Options
 * On-premise
 * Cloud-based

Loomio is an open-source virtual boardroom that offers numerous tools to help
directors collaborate and communicate. This board software is not like any other
board portal we’re used to. It’s more focused on providing teams with features
that will let everyone express their opinions and understand each other.
Read more about Loomio
View Profile
Deployment Options
 * On-premise
 * Cloud-based

4Diligent

Deployment Options
 * On-premise
 * Cloud-based

Diligent is a highly secure and extremely easy to use board portal software
tool. It provides directors with a convenient and, most importantly, safe
environment where they can keep and exchange files, interact with each other,
resolve minor issues, and keep an eye on the processes in the company.
Read more about Diligent
View Profile
Deployment Options
 * On-premise
 * Cloud-based

5BoardPaq

Deployment Options
 * On-premise
 * Cloud-based

BoardPaq is an efficient and complex corporate meeting software that is easy to
use. All the numerous board software features are organized neatly in a
straightforward and appealing interface. Thus, there is no need to go through
any training to understand how to work with this board of directors portal.
Read more about BoardPaq
View Profile
Deployment Options
 * On-premise
 * Cloud-based

6Azeus Convene

Deployment Options
 * On-premise
 * Cloud-based

Azeus Convene is the multi-awarded board management software provider. This
software is trusted by businesses from different fields around the world. Azeus
significantly simplifies the maintenance of the workflow of the board, providing
directors with all the tools they need for productive interaction.
Read more about Azeus Convene
View Profile
Deployment Options
 * On-premise
 * Cloud-based

7Directors Desk

Deployment Options
 * On-premise
 * Cloud-based

Nasdaq created its board portal to be suitable for all kinds of organizations
from different fields. Directors Desk is a quite versatile tool that allows
users to upload corporate documents to the virtual board room, share them, and
communicate with each other.
Read more about Directors Desk
View Profile
Deployment Options
 * On-premise
 * Cloud-based

8Aprio

Deployment Options
 * On-premise
 * Cloud-based

Aprio's board management software is packed with all the needed features and
comes at an affordable cost. With this board software, directors can improve the
results of the company by automating small management processes within the
board.
Read more about Aprio
View Profile
Deployment Options
 * On-premise
 * Cloud-based

9PassageWays

Deployment Options
 * On-premise
 * Cloud-based

PassageWays Board Portal is a simple yet effective board management solution.
This board software offers users all the tools they need to maintain the
streamlined workflow within the board of directors. PassageWays allows directors
to store and exchanging corporate documents, plan meetings, and cooperate with
each other.
Read more about PassageWays
View Profile
Deployment Options
 * On-premise
 * Cloud-based

10Directorpoint

Deployment Options
 * On-premise
 * Cloud-based

Directorpoint is a powerful board portal software that will be useful for any
company with a board of directors. Directorpoint is the board software with the
widest range of features, so it’s easy to find what suits you and take your
board’s meetings to the next level.
Read more about Directorpoint
View Profile
Deployment Options
 * On-premise
 * Cloud-based

11Boardable

Deployment Options
 * On-premise
 * Cloud-based

Boardable is a board management software tailored to non-profit organizations’
board members. This vendor’s solution allows focusing on significant things.
Non-profit leaders can use the valuable time for business improvement.
Read more about Boardable
View Profile
Deployment Options
 * On-premise
 * Cloud-based

BOARD PORTAL SELECTION GUIDE

Answers to these questions will allow you to select the most convenient board
portal

SELECT SUITABLE DEPLOYMENT OPTION

Hosted Cloud Both

SELECT THE NUMBER OF USERS

0 - 10 10 - 100 100 - 500 500+

MAIN GROUP OF USERS

Board Of Directors Committee Members Departments All Of Them

PREFERABLE SUPPORT LANGUAGES

English French Spanish German Multiple Languages
Checking your results...

Comparing your requirements with all propositions...

Your Best Provider is

Visit Website


WHAT IS A BOARD PORTAL?

A board portal is software that allows users to upload documents to the cloud
server, store, edit, share and review them there completely securely. Also, the
board portal app improves teamwork. Every director can not only work with
important documents but also communicate with other members of the board.
Various organizations use board portal software to manage the intense workflow
of their leading boards.


BOARD MANAGEMENT SOFTWARE SELECTION GUIDE

When a specific business understands all the benefits of board software
adoption, many new questions can appear. Which provider is the most reliable?
How much should we spend on the board software? Which deployment option to
choose? Will the provider meet all the requirements? These questions are right.
We will try to answer in our short but useful selection guide.

 1. Define the budget. Each business is unique, and has its own needs and
    possibilities. Board management software is like any service on the market:
    prices are pretty various. The best board portal software is not always the
    most expensive.
 2. Understanding what features of the board software are a must. No need to
    select the most known and reputable provider and pay for the features the
    business didn’t use.
 3. Choose a convenient board portal deployment type. The software is available
    both in cloud-based and on-premise options.  Each option has its pros and
    cons. In a nutshell, cloud-based board portals are more flexible. It’s easy
    for the client to increase or decrease the number of features of a
    cloud-based solution. On-premise board portal could be a more expensive
    option at the beginning. Plus, system maintenance and possible customization
    require extra spend.
 4. Read as many board portal reviews as you can. You can find many valuable
    insights about board software providers while reading reviews.
 5. Use free trial option. You will hardly find a provider that won’t offer a
    30-day free trial option. Even more, since the beginning of the pandemic,
    some board software can extend their free trial.
 6. Compare several best board portal software options before choosing the most
    convenient provider.


HOW TO CONDUCT BOARD PORTAL COMPARISON

When choosing tools for your business, you need to make sure they fit your needs
and goals. Before investing in new technology and committing to it long-term,
it’s recommended that you try out the software and fully understand all the
features it has to offer. 

The board portal software comparison starts as soon as you get free trials or
demo versions of several board portals. There are several aspects you need to
consider when choosing the right online board portal for your business. 

The comparison process usually consists of consideration of the following point:


BOARD PORTAL VENDORS COMPARISON 

During this stage of the board vendor comparison process, it’s important to
consider how the vendor interacts with a client, whether it offers 24/7 support,
the speed, and the quality of processing the client’s requests. You also need to
check if the provider offers training sessions, customization features, or the
ability to choose the most convenient settings, and the quality of the
interaction with a provider’s support team. Among other key factors to consider
during board portals comparison are:

 * Collaboration features 
 * Engagement convenience 
 * Intuitive interface 
 * Affordability 
 * Reliability and reputation 
 * Simple software setup and quick training


BOARD PORTAL FEATURE COMPARISON 

ProviderBest forIndustriesUser RatingsBest Tools 1 iDeals Board


effective board meeting management and remote collaboration improvement

 * Financial Organizations
 * Non-Profits
 * Healthcare
 * Businesses

Ease Of Use

5.0

Value For Money

4.6

 * Documents center
 * Agenda builder
 * Minutes builder
 * Task management

2 Boardvantage


boards of directors from multiple sectors

 * Businesses
 * Financial companies
 * Governments

Ease Of Use

4.5

Value For Money

4.3

 * Collaboration tools
 * Drag & Drop
 * Project management

3 Loomio


small businesses and nonprofits’ board management

 * Businesses
 * Nonprofits

Ease Of Use

4.2

Value For Money

4.0

 * For nonprofits
 * File sharing
 * Group management

4 Diligent


board governance optimization in different companies

 * Businesses
 * Nonprofits
 * Financial companies
 * Healthcare

Ease Of Use

4.5

Value For Money

4.3

 * Analytics
 * Task management
 * Collaboration tools

When you consider features of new software for your business, firstly, you have
to identify what you really need to improve the workflow and get the most
benefit out of using the new tool. Board portal feature comparisons allow you to
see what the online board portal offers with its document management and
collaboration features.

It’s good to take a closer look at board collaboration tools, as you will use
them a lot. These are important for better and more effective board meeting
management.

Typically, to ensure the best quality of meeting management, the board software
should have at least these features:

 * Analytics tools
 * Archives
 * Tasks set via agenda
 * Collaboration tools
 * Audit possibilities
 * Compliance with board meeting security standards
 * 24/7 technical support
 * E-signatures
 * Chats
 * Multi-factor authentication
 * Mobile and desktop access
 * PDF reports with meeting results
 * Standardized templates for meetings
 * Meeting process documentation




BOARD PORTAL PRICING COMPARISON 

VendorDeploymentFree TrialTrainingPricing ModelPrice 1 iDeals Board

 * On-premise
 * Cloud-based

Available
 * Documentation
 * In-person
 * Live online

Flat-rate

Not available

Request Price 2 Boardvantage

 * SaaS
 * On-premise

Available
 * Documentation
 * In-person
 * Live online
 * Webinars

Per feature

Not available

View Profile 3 Loomio

 * SaaS

Available
 * In-person
 * Live online
 * Documentation
 * Videos

Per feature

from $19

View Profile 4 Diligent

 * SaaS
 * On-premise

Available
 * Live online
 * Videos
 * Documentation
 * Webinars

Per user

Not available

View Profile

When looking for the right board portal, it’s important to compare the pricing
options. If not done correctly, you may be paying high costs for an average
product. Board portal pricing comparison allows you to find the best solution
for your business that suits your budget.

The secure board portal has up-front costs as well as ongoing expenses. It’s
always better to calculate the pricing annually, where you include all expenses
associated with the software like price per user, for example. 

You may also receive a discount if you have a specific number of users, but not
all vendors offer this. There are also certain additional costs to keep in mind
when calculating the overall price for an online board portal. These include:

 * The cost of the software setup (applicable for on-premise solutions)
 * Subscription payments
 * Training expenses (are often included in the total price)


COMPARISON OF BOARD MEETING SOFTWARE REVIEWS

It’s worth reading the board meeting software reviews to check if the quality
level of services is maintained beyond the free trial. Board portal reviews
serve as helpful resources for unbiased user insight.


BOARD MANAGEMENT SOFTWARE COMPARISON BY LIKELIHOOD TO RECOMMEND

On the chart above we’ve visualized board management software comparison by
likelihood to recommend. The data are from well-known software review websites,
plus our evaluation. This chart represents the average estimate. But do not
forget that reviews for each provider are written by specialists from different
organizations. Each client has their own requirements.

Board management software comparison by likelihood to recommend:

 1.  BoardMaps – 95% of customers will recommend this vendor.
 2.  iDeals – 90%
 3.  Boardvantage – 89%
 4.  Loomio – 87%
 5.  Diligent – 85%
 6.  BoardPaq – 81%
 7.  Convene – 80%
 8.  Nasdaq Directors Desk – 75%
 9.  Aprio – 73%
 10. OnBoard – 72%


BOARD PORTAL FEATURES AND BENEFITS

There are various features implemented in this software. Let’s review some of
the most important ones.

 * In-app voting and decision making. For example, most board meeting software
   providers allow their customers to create votings within the virtual
   boardroom. Using this feature, board directors can make decisions on details
   and solve some minor issues without holding an offline event.
 * In-app commenting and communication. Also, users can leave notes and
   communicate with other users of board meeting software. These features of
   corporate meeting software allow creating a steady workflow and communication
   between directors. Thus, everyone will be aware of what is going on and what
   actions do other members of the leading board perform.
 * Secure space for virtual meetings. Board portals also allow companies to hold
   paperless board meetings. In fact, directors can even set a convenient date
   and time for the event to improve attendance.
 * Convenient document management. Board rooms provide all the necessary
   functionality for working with documents before, during, and after virtual
   meetings. Since all documents are uploaded to the repository in advance and
   every member of the board can access them, participants can study the
   information before the meeting. Using their devices, directors can go through
   documents during the event. Once the meeting is over, all information about
   it goes to the virtual boardroom’s repository.
 * Task and progress management. During and after the meeting, directors can
   create tasks for themselves, other members or executives. This data allows
   keeping a better track of the work of the board.

As you can see, board portal software allows you to keep all the essentials in
one place: from meetings to decision making and performance tracking – all in a
virtual working space.


BOARD MANAGEMENT SOFTWARE AND ITS SECURITY

One of the best benefits the board management software provides its users with
is the perfect security of the data. Once documents are uploaded to servers of
the boardroom software provider, they are highly protected. Let’s observe some
security features in the table below:

 * 256-bit AES Encryption
   The essence of encryption is to convert board software content into ciphers.
   Decryption without keys is beyond the power of third parties or malicious
   programs. Before data is sent to AES, a random number generator creates a
   key. A host does not take part in decryption.
 * ISO Certified Software
   ISO-certified virtual boardroom software indicates a vendor that follows the
   standards of the International Organization for Standardization. The
   certificate is proving the high quality and commitment of a provider to
   customers. For both parties, the ability to receive a certificate is
   guaranteed protection against threats that arise.
 * Multi-factor Authentication
   Multi-factor Authentication prevents unauthorized entry into board management
   software better. A user receives a message with a randomly generated code
   after entering their password. The risk of third-party interference is
   significantly reduced.
 * SOC-2 Compliance
   SOC-2 indicates the board portal provider adheres to the information security
   policy. The software that received the auditor’s report meets the current
   parameters and requirements. SOC-2 differs from others since it implies
   constant internal security practices.
 * Remote Locking
   Remote locking makes it possible to restrict access to files after sending
   them. In this way, directors control all processes during and after
   transactions. Usually, the feature is available from any device.
 * 4096-bit RSA Encryption
   4096-bit RSA is based on long keys. Once the authentication process is
   finished, a key is created specifically for the current session. Each of the
   parties sends parameters, but none of them can have access to the equation.
 * Access Controls
   Paperless board meetings can be protected from third-party access with access
   controls. Directors or administrators track actions after granting
   permissions for access on the platform. Monitoring is possible from any
   location and device.
 * E-Signature
   Best board portals offer an e-signature feature for long-distance
   interactions. Parties do not need to meet to sign the document. In this
   operation, security mechanisms work to protect confidentiality.


WHY IT’S BETTER TO AVOID FREE BOARD PORTAL SOFTWARE

Security is one of the most important aspects you need to look for in board
meeting management software. High-quality security features require significant
investment during the development stage as well as for the further maintenance
of high safety standards. 

Sipmle meeting conduction
Secure for sensitive data
Paperless meetings
Nobody wastes the time
Improved efficiency
Progress tracking features

That’s why almost all reputable board portal vendors are fee-based. Among other
reasons why you need to avoid free board portal software are:

 * Free software provides less data security than a premium app. In fact, free
   board of directors portal software offers only basic features. 
 * A board portal provider may not have any additional products to consider. To
   benefit from a software’s full power, you need to pay for additional features
   — you may even end up spending more on add-ons using free software than
   subscribing to any industry-leading paid software solution.
 * Free software may not offer all of the needed features to boost the
   productivity of your meetings. The purpose of using additional tools for your
   business, like board collaboration software, is to make processes more
   efficient and productive. Free board of directors management software may not
   meet your expectations, and you risk wasting time on tools that won’t meet
   your needs or expectations. 

Those are the reasons for investing in high-quality industry-leading board
meeting management software to get the most out of its functions and features.
However, to protect your files and experience the benefits of high data
security, it’s best not to skimp on service. As the old saying goes, “You get
what you pay for.”


MEETING MANAGEMENT WITHIN BOARD SOFTWARE

Arranging meetings online is not only an option but also a necessity these days.
For busy members of boards of directors, these meetings should be productive,
convenient, and completely confidential. Luckily, you can do all these meeting
management functions within a board portal software.


HOW TO CREATE BOARD MEETING AGENDA

Board meeting software offers ready templates of a board meeting agenda. All you
need to create the document is to fill in all necessary information, approve (if
needed) and share it with the participants. The virtual boardroom will provide
everyone with a ready agenda. Also, board software users have an option to
customize the template according to their needs.

The board meeting agenda typically includes:

 * what topics will be discussed
 * who will take part
 * what is the agenda of the next meeting

An ideal board meeting agenda template covers such board functions as:

 * voting and proposing
 * discussing KPI and metrics
 * revision of previous decisions and their results
 * solving of possible problems
 * strategies setting




HOW TO TAKE MINUTES AT A BOARD MEETING

Using a board portal software, it’s possible to use a board meeting agenda to
prepare the clearest structure of board meeting minutes. Board of directors
software will automate this process and help its users create documents faster
and with more effectiveness.

A board meeting minutes is a corporate and legal document. It is evident that
the board has made a certain decision at a certain time.

Meeting minutes include:

 * a list of the board members present and absent
 * topics
 * ideas
 * dates
 * steps to take after board meeting
 * date and the time of the next meeting

Board meeting minutes help shareholders understand what went through during the
decision-making process. The meeting minutes should be clear even for those
who’ll read or view the documents years after.


ORGANIZE VOTING USING A BOARD PORTAL

Board meeting software is a great option for remote work. You can organize
meetings and voting even for people from different countries. Board portals help
organize anonymous, fast, and easy voting.

Follow these four steps for painless voting:

 1. Set the goal and object of the voting.
 2. Make sure everyone understands the process and has internet connection prior
    to voting.
 3. Let people make their choices.
 4. Get statistics and an error-free result.


AUTOMATE BOARD RESOLUTIONS

Board meeting minutes can be used as a source of information for board
resolutions. Board management software provides a convenient feature of
template’s using or creation of your own document. Anyway, having organized
documents in your virtual boardroom leads to faster and more efficient work on
board resolutions than the processing of paper documents.

The board meeting resolution is drawn at the end of a board meeting. It’s a
document with the final decisions of the company’s directors. Board resolution
templates usually include:

 * the date of the meeting
 * the name of the company
 * a clear context for the decision
 * a well-defined prescription


TEN TIPS FOR A SUCCESSFUL AND PROFESSIONAL BOARD MEETING

 1.  Assign roles before a board meeting
 2.  Create a board meeting agenda
 3.  Send participants of an upcoming board meeting a PDF template with a
     schedule to cut the time for unnecessary reporting
 4.  Check if everybody has an Internet connection during the meeting
 5.  Allot a specific amount of time for each topic to be discussed
 6.  Set targets for each topic you have to discuss. Should this inform your
     team, or vice versa – do you need to enlighten some information?
 7.  Create a space where people can communicate with one another
 8.  Make sure everybody knows exactly what is going on
 9.  Add a little description to each decision if possible
 10. Sum up everything, and announce the time of the next meeting

 * Table of contents:
 * What is a board portal?
 * Board software selection guide
 * Board portal software comparison
 * Board portal features and benefits
 * Board management software and its security
 * Why it's better to avoid free board portals?
 * Meeting management within board software

 * Terms of Use
 * Privacy Policy
 * Cookie Policy
 * About Us

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