What is board management software?

Board management software is a secure digital platform designed to streamline and simplify the management of boards of directors and executive teams. It provides tools for scheduling meetings, distributing agendas, sharing documents, recording minutes, and ensuring secure communication. The software helps boards to operate more efficiently, collaborate seamlessly, and maintain better oversight and governance. Read our guide to board portals for more information.

How does board management software improve board operations?

Board management software enhances board operations by centralising key tasks and documentation in a single, easy-to-use platform. It improves efficiency by reducing time spent on administrative tasks like document distribution and meeting scheduling. It also supports better communication and collaboration between board members, enabling them to access up-to-date information anytime, anywhere. Ultimately, it leads to more informed decision-making and smoother, more effective meetings. Find out why boards benefit from using purpose-built board management software versus generic collaboration tools.

What are the key features of Board Intelligence’s board management software?

Board Intelligence’s board management software comes with a range of value-adding features, all of which have been designed and built with the governance team and board’s workflows and needs in mind. These features include: • Secure document sharing: Safely store, share, and access critical documents, including meeting agendas, minutes, and reports. Board Intelligence’s board portal uses the highest-quality UK data centres, approved for hosting UK Government data. • Meeting scheduling and calendar integration: Effortlessly plan meetings and synchronise with members’ calendars. Board meeting software from Board Intelligence integrates with your chosen video conferencing app, making it easy and secure to access everything you need for your board meetings in one safe place. • Agenda creation and distribution: Easily create, customise, and distribute meeting agendas to all participants. Drag and drop agenda items and files and see timings and page numbers update automatically. • Real-time collaboration: Collaborate on documents and notes in real-time during meetings. Use e-Signatures to approve and sign documents remotely and Annotations to make and share secure notes. • Task management: Governance professionals can request papers from management, assign owners and send reminders within the platform, to ensure accountability and the timely and efficient gathering of documents. • Secure access: Robust security measures to protect sensitive information, whether directors are meeting in-person or virtually. The Board Intelligence board portal offers biometric login, for example, with FaceID or TouchID on any compatible IOS/MacOS device. • Mobile access: Access all features and documents on-the-go through mobile apps for Windows 10 and above, MacOS, iPad and iPhone. • 24/7 service: True 24/7 support from BI24, our specialist support team. They’re there to help you get the most from your board portal software, and ensure you’re up to date with all that’s happening in the world of governance. Find out more about how board management software keeps your most sensitive and mission-critical information safe.

Can the board management software handle different types of meetings and documents?

Yes, Board Intelligence’s board management software is flexible and can handle a wide variety of meeting types, such as regular board meetings, committee meetings, and executive sessions, as well as hybrid, virtual, and in-person meetings. It also supports a range of documents including meeting agendas, minutes, reports, financial statements, and governance policies. The board portal software allows you to organise and manage these materials in a way that suits your board's needs.

What analytics and reporting capabilities are included?

Board Intelligence’s board management software includes built-in analytics and reporting tools to help track board performance and engagement, and to optimise your organisation’s use of the platform. It can generate reports on meeting attendance, task completion, document access, and more. These insights can help you measure board effectiveness, identify areas for improvement, and ensure that all members are staying informed and involved.

Built on board science - Powered by AI

Technology is always changing. The problems in board effectiveness stay the same.

For the past two decades, we’ve been using cutting-edge technology to deliver our science-based methods and help boards perform at their peak. That’s why, since 2021, we’ve offered the only AI built on the science of board effectiveness — and the expertise to help you use it where it matters most.

“

Efficiency alone is yesterday’s game. Our AI goes beyond, redefining board effectiveness with data-driven insights and transformative impact.”
Pippa Begg, CEO, Board Intelligence

Get more value

Turn information into insights to get more from your board and committees.

Save time

Save valuable time and money to deliver ROI by automating admin processes.

Build trust

Develop trust with regulators and investors by following best practice.

Report Writer

Go from blank page to great paper in a blink, with AI built on 20 years of report writing expertise.

Learn more

Minute Writer

Speed up the minuting process from start to finish and stay in control throughout.

Learn more

Action Tracker

Build packs with a portal that grants 25% time back and gets top marks from governance teams and boards alike.

Insight Driver

Get your board up to speed and down to business with an AI that knows what matters to directors.

Learn more

Improve reports in real time

Highlight blind spots, get advice on what to include or rework, and summarize your papers in one click.

Save hours on meeting minutes

Turn notes or transcripts into fit-for-purpose meeting minutes, with the writing style and formatting tailored for each forum.

Focus and analyze your agendas for the whole year

See your forward calendar’s focus on topics and stakeholders to discover where you’re spending the most time.

Faster and smarter meeting preparation

Recap the top insights from a board pack, highlight any gaps, and get suggestions on what to discuss.

Automate admin tasks for streamlined processes

Automatically remind and help authors to write reports, follow up on outstanding tasks, and build board packs.

Reports that offer peace of mind

Pull out your papers’ key messages into one consistent framework, so you can easily check that nothing is missing.

Supercharge your management team’s thinking

Provide live feedback on papers that need to be more candid, forward-looking, or focused on big-picture goals.

Automatically track action items

Extract the next steps and task owners from your meeting minutes, and supervise them all from an action tracker.

Sharp reports and meetings

Reduce word count, cut out jargon, and rephrase unclear sentences in no time.

Newsletter Sign up

What you need to know, when you need to know it

Register for our newsletter to get a monthly compilation of our latest chair interviews, governance research, and upcoming webinars and events, along with weekly round-ups of the top news that matter to board members.

Artificial intelligence, human ingenuity

Our engineers are more than coders; they’re former consultants with experience in the boardroom. They build AI to fix the issues they’ve seen hinder thousands of boards.

This means our AI helps you address the root cause of your board effectiveness problems, not just the symptoms. Rather than simply summarizing your board pack, it helps you improve the content from the start.

How is Board Intelligence AI different from ChatGPT, Copilot, or Gemini?

Generic AI tools are good at compressing information, summarising documents, drafting text, answering broad questions. But they don't understand what boards need. Where generic AI asks, "what's in this document?", ours asks "what should a board be thinking about here?" Our AI is designed around our proven governance methodology developed over 20 years and trusted by 27% of FTSE 100 boards. That's why Report Writer steers authors towards the questions boards need answered, Insight Driver surfaces what's missing rather than just what's there, and Minute Writer captures the substance of a discussion rather than just the words. Research by INSEAD and Wharton found that directors who tried generic AI for board work found the outputs largely irrelevant to what boards need to discuss.
Which of your products use AI?

Three products are AI-powered today: Report Writer (AI-assisted report drafting and expert feedback), Insight Driver (AI-powered meeting preparation and gap analysis), and Minute Writer (AI-powered minute drafting from recordings, transcripts, or notes). All AI features are clearly labelled. AI is only enabled when your organisation has agreed to its use, and every AI output is presented as a starting point; your people review, refine, and own the result.
How does Board Intelligence handle data security and AI?
Board materials are among the most sensitive documents in any organisation. Our AI architecture is designed for trust on three levels.
- Your data stays yours. Data is held in temporary memory only during processing. Once results are returned, no record is kept, nothing is saved, and nothing is used for model improvement. All data is encrypted in transit and at rest, fully isolated at the project level, and segregated between organisations. Our information security management system is ISO 27001 audited.
- The outputs are reliable. We don't send your documents to a single AI model and hope for the best. Our architecture breaks complex tasks into smaller, verifiable steps with checks at key points. We select the best model for each task, craft bespoke prompts informed by our consulting methodology, and have our boardroom consultants review output quality on an ongoing basis.
- You stay in control. AI is only enabled when your organisation has opted in. Every AI feature is clearly marked. Every AI output is labelled as a starting point and requires human review before adoption.
Do you use our data to improve your AI models?

No. We never use customer data to develop, refine, or improve our AI. We select pre-trained models, craft bespoke prompts informed by our consulting methodology, and have our boardroom consultants review the quality of outputs. Your data is held in temporary memory only during processing and leaves no trace within the AI.
Our board isn't ready for AI. Where should we start?

Your board may not be ready for AI, but AI may already be in your boardroom. Directors are experimenting with generic tools, often uploading confidential materials to unapproved platforms. The question isn't whether AI enters the boardroom, but whether it enters on your terms. We help on both fronts: secure, purpose-built tools that give your governance team a controlled alternative, and development programmes that give your directors the knowledge to oversee AI across the organisation. Our Board AI Readiness Radar is a good first step; it's a free, five-minute assessment that shows where your board stands and where to focus.
Can we opt out of AI features?

Yes. AI can be disabled at the organisation level. Much of the value of our products comes from AI-powered features, but we recognise that some organisations need time to work through internal governance around AI adoption. When AI is enabled, every feature is clearly identified and accompanied by training resources. Every AI output is labelled and requires explicit user action to adopt. No AI feature runs silently or makes decisions on your behalf.
What makes your AI different from other board portal providers?

We strengthen the full board cycle, not just the last mile. Our AI starts with the thinking that shapes what reaches the board: steering authors towards the right questions, surfacing gaps in the pack, connecting papers to past discussions. No competitor's AI improves the quality of information before it reaches directors. Moreover, our proprietary methodology is the architectural basis of our AI. Competitors' AI is built by software companies; ours is built on governance science.
How was your AI built?

We select the best pre-trained models for each task, craft bespoke prompts informed by our consulting methodology, and have our boardroom consultants review the quality of outputs on an ongoing basis. We break complex tasks into smaller steps with checks at key points to ensure predictability and accuracy. The expertise is in the prompt design and the multi-stage architecture — not in training on your data. We've been developing AI tools for board and governance applications since 2021 — well before generative AI entered the mainstream.

Rooted in board science. Driven by AI

Technology is always changing. The problems in board effectiveness stay the same.

“

“

It's not ChatGPT, it's a custom-built AI designed to boost board effectiveness

Get more value

Save time

Build trust

What do we offer?

AI that powers effective boards

What our AI offering means for you

Improve reports in real time

Save hours on meeting minutes

Focus and analyze your agendas for the whole year

Faster and smarter meeting preparation

Automate admin tasks for streamlined processes

Reports that offer peace of mind

Supercharge your management team’s thinking

Automatically track action items

Sharp reports and meetings

Artificial intelligence, human ingenuity

Keeping you ahead of the curve and in control

Wondering how?

FAQs

Trusted by 75,000+ directors and executives across the Fortune 500, FTSE 100, and OMX 30.