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.

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.

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.

Does Board Intelligence use or share my data for AI training?

No, never. We don’t use your data for training purposes, and we don’t ever share it with other Board Intelligence customers.

We administer all our own AI models, rather than relying on external solutions, and have designed these models to keep no record of your data once processing is done and the AI’s results have been returned to you.
How does Board Intelligence’s AI protect my data?
Our AI development is governed by our ISO 27001-audited Information Security Management System, as are all our products. We are fully committed to following data protection laws and best practices.
- Information submitted to our AI tools is:
- Always kept within our secure ecosystem, never shared with third parties.
- Kept separate from all other customers’ data.
- Encrypted in transit and at rest.
- Never saved by our AI models.
- Never used for training.
Ultimately, your data leaves no trace of itself within the AI.
Does Board Intelligence’s AI access my personal data?
We don’t pass any personal customer data to our AI models.

In cases where a customer decides to include personal data in the information they send to our AI tools, we provide extra protections:
- Where appropriate, pseudonymize personal data before it is sent to the AI for processing (and depseudonymize afterwards).
- Use targeted prompts and safety checks to prevent the AI from adding or changing any personal data.
- Check outputs for any personal data that wasn’t present in the input, preventing data leakage from the AI’s training data.
How does Board Intelligence’s AI work?

Our AI is based on large language models (LLMs), AI models that are trained on large sets of text, allowing them to simulate human-like understanding and use of language and provide answers to prompts and questions. For more information on how this works, see our guide to AI.

When used correctly and with the right protections, AI is a powerful tool. See our AI Explained document for more details on how we develop and maintain our AI tools to be safe, secure, and fit for purpose.

Rooted in board science. Driven by AI