25 Board Reporting Software Options

Most organizations expend a lot of effort on board meeting prep—it takes considerable time and resources to gather the right data, craft focused agendas, and build insightful reports meeting after meeting.

If you’re currently in the market for board reporting software, think carefully about your needs before making a choice. Some tools—like file-sharing solutions, virtual meeting platforms, and agenda and meeting management software—were developed to support specific, meeting-related needs. These can be helpful, but keep in mind that their usefulness may be limited.

Other tools were designed for strategy management and reporting. ClearPoint, for example, is an integrated strategy reporting system that both houses your strategic data and handles all the tasks associated with board meetings—in other words, it’s an all-in-one solution that support execution at every level.

‍To help you get more out of your board meetings, first review the best practices below. Then take a look at our roundup of some of the best board management software options available for every need to see which one might be right for you.

How To Keep Your Board Informed On Strategy

Board meetings should be all about strategy, but they can easily run off the rails and turn into a giant waste of time. As a meeting organizer, you have the power to keep them focused and productive. Here’s what you need to know to get the job done right:

What To Cover

Only a few discussion items are necessary for attendees to understand performance and make strategic decisions. Board meetings should cover:

• A review of the previous meeting’s discussion. What was covered? How are you progressing on the plan of action that was developed as a result of that meeting?
• Performance reports for the organization at large. In which areas was performance good and bad? Look at the organization’s high-level objectives, as well as the most important KPIs (those that are clear indicators of progress) and projects.
• Possible courses of action. Considering performance and the organization’s intended goals, what strategies can be employed to stay on track and grow the organization further? Consider potential opportunities and how to capitalize on them.
• Potential problems. This includes performance-related problems or a looming external problem.
• A plan of action. Create a plan of action to address the issues that were discussed, and identify the people responsible for carrying out and overseeing each item.

When To Meet

Meeting times will vary based on the company’s stage of growth and its individual preferences. New companies should expect to have more meetings due to constantly changing business needs and more frequent challenges. For most organizations, a good cadence is once every quarter. (Annual meetings tend to get overloaded, and monthly meetings take up a lot of time unnecessarily.)

Note that there may be a need to hold additional meetings in case of emergencies; you can also change the cadence if circumstances change.

How To Present The Information

Here are some tips on how to prepare for the meeting, including how to develop a presentation that’s both informative and engaging:

• Create and share an agenda to make sure everyone knows the purpose of the meeting and what will be discussed. Along with this, provide any important documents or reports in advance so attendees can review past performance and come prepared.
• Adopt a common decision-making process. Will everyone work on an issue until you all agree? Or will an executive make the final decision with input from team members?
• Prepare a presentation to guide the discussion. Many of the board management tools listed in the section below can be used as meeting aids, showing the agenda and key data points. However, they may not offer you the option of drilling down into supporting data in real-time because they do not house all of your strategy data. ClearPoint does, which means you can use it to further explain performance during meetings as needed. In addition to showing current performance data, you could also show:

          - How high-level goals, metrics, and important projects align with one another

          - A timeline of what is to come in the next period

          - Visual trends in performance over time

• Find a way to take meeting notes. Again, most board management systems allow you to take notes in real time within the software.

ClearPoint is board reporting software PLUS.

If you’re serious about achieving your strategic goals, why not invest in a software tool that does more than simply facilitate board meetings and manage document sharing? As a hub for all your strategic data, ClearPoint delivers a more insightful view of your performance than typical board management tools, and helps you stay on track even outside of meetings.

ClearPoint puts you in a better position to successfully implement your strategy because:

• Your strategic data isn’t scattered across systems, which means you have access to a more complete performance analysis.
• You can clearly see the links between projects and your larger goals, which helps you stay focused for the long term.
• You (and anyone else of your choosing) can quickly view your metrics anytime, which increases engagement.

And when meeting time comes around, ClearPoint’s automation features make report-building quick and easy. You can also conduct board meetings right within the software, take meeting notes, and capture action items, recommendations, and decisions.

25 Board Reporting Software Options To Consider

1. Admincontrol

Industries It Serves:

• Financial Services • Higher Education • Hospital & Health Care • Real Estate

Top Features:

• Board portal
• Data room
• Document sharing
• E-signature

Average G2 Rating: 4.6/5.0 stars (6 reviews)

2. Aprio

Industries It Serves:

• Financial Services • Credit Unions • Government • Healthcare • Corporations • Nonprofits • Education • Indigenous Organizations

Top Features:

• Digital board packages
• Agenda builder
• Minutes builder
• Virtual meeting platform
• Document management
• Surveys

Average G2 Rating: 5.0/5.0 stars (13 reviews)

3. Azeus Convene

Industries It Serves:

• Public & private sectors

Top Features:

• Scheduling
• Agenda builder
• Meeting minutes
• Document management
• Voting/polls
• Task manager

Average G2 Rating: 4.7/5.0 stars (124 reviews)

4. Boardable

Industries It Serves:

• Associations • Nonprofits  • Community Organizations  • Education • Government • Healthcare • Real Estate • Technology

Top Features:

• Document center
• Agenda builder
• Meeting scheduler
• Task manager
• Discussions
• Board packet quick print
• Broadcast announcements
• Annotations

Average G2 Rating: 4.8/5.0 stars (100 reviews)

5. BoardEffect

Industries It Serves:

• Community Banking • Healthcare • Higher Education • Nonprofits • Associations • Foundations

Top Features:

• Board portal
• Document storage
• Online board books
• Scheduling
• Meeting scheduler
• Surveys & polls

Average G2 Rating: 4.2/5.0 stars (14 reviews)

6. Boardlogic

Industries It Serves:

• Computer Software • Financial Services • Nonprofits • Aviation • Computer & Network Security

Top Features:

• Meeting scheduler
• Digital board packs
• Task tracking
• Agenda builder
• Annual report
• Minutes builder
• E-signature requests
• Meeting archive
• Minutes review
• Voting and Approvals

Average G2 Rating: 4.7/5.0 stars (13 reviews)

7. BoardPAC

Industries It Serves:

• Associations • Higher Education • Nonprofit • Healthcare • Technology • Banks • Government • Credit Unions

Top Features:

• Scheduling
• Agenda builder
• Document management
• Meeting archives
• Video sharing

Average G2 Rating: 4.7/5.0 stars (51 reviews)

8. BoardPro

Industries It Serves:

• Commercial • Education • Nonprofit • Schools

Top Features:

• Agenda builder
• Board packs
• Minutes/actions
• Decision register
• Automated workflows
• Governance repository

Average G2 Rating: 4.8/5 stars (150 reviews)

9. BoardSpot

Industries It Serves:

• Nonprofit

Top Features

• Document storage
• Member directory
• Voting
• Meeting RSVP
• Attendance tracking

Average G2 Rating: 4.8/5.0 stars (13 reviews)

10. Boardvantage

Industries It Serves:

• Hospital & Health Care • Banking • Biotechnology • Financial Services • Automotive • Executive Offices • Government • IT and Services • Mining & Metals • Nonprofit

Top Features:

• Information security
• Board portal dashboard
• Meetings workflow
• Approvals & signatures
• Virtual meetings

Average G2 Rating: 4.6/5.0 stars (62 reviews)

11. ContractZen

Industries It Serves:

• Mining & Metals • Nonprofits • Pharmaceuticals • Real Estate • Telecommunications • Utilities

Top Features:

• Board portal
• Contract management
• Entity management
• Virtual data room

Average G2 Rating: 4.9/5.0 stars (7 reviews)

12. Diligent

Industries It Serves:

• Nonprofit Boards • Higher Education & K-12 Boards • State & Local Government Boards • Energy • Healthcare • Retail • Real Estate • Transportation

Top Features:

• Board portal
• Centralized board communication
• Board benchmarking
• Board education

Average G2 Rating: 4.6/5.0 stars (30 reviews)

13. DocSend

Industries It Serves:

• Venture Capital • Investment Management • Media Sales • Technology Sales • Professional Services • Nonprofit

Top Features:

• Document management
• Electronic signature
• Collaboration tools

Average G2 Rating: 4.6/5.0 stars (466 reviews)

14. eScribe

Industries It Serves:

• Government • School Boards

Top Features:

• Electronic agendas
• Minutes
• Webcasting
• Closed captioning services
• Board management
• Electronic voting
• Internet publishing

Average G2 Rating: 4.4/5.0 stars (22 reviews)

15. Govenda

Industries It Serves:

• Nonprofit • Government • Healthcare

Top Features:

• Scheduling
• Agenda builder
• Meeting minutes
• Document management
• Voting/polls/questionnaires
• Task manager
• Digital board books

Average G2 Rating: 4.4/5.0 stars (53 reviews)

16. GOVRN

Industries It Serves:

• Financial Services • IT • Venture Capital & Private Equity • Food & Beverage • Health • Wellness & Fitness • Investment Management • Market Research

Top Features:

• Document management
• Legal document repository
• Voting and polling
• Task management
• Agenda builder
• Minutes builder
• Knowledge base
• Private board chat
• Certified e-signature

Average G2 Rating: 4.9/5.0 stars (12 reviews)

17. Huddle

Industries It Serves:

• Accounting & Consulting • Government • Marketing & Media • Managed Services • Transportation & Logistics • Construction & Engineering • Utilities

Top Features:

• Document management
• Polls/voting
• Electronic signature
• Calendar management
• Minutes management
• Collaboration tools

Average G2 Rating: 4.2/5.0 stars (85 reviews)

18. iDeals Virtual Data Room

Industries It Serves:

• Financial Services • IT • Banking • Private Equity • Biotechnology • Computer Software • Oil & Energy • Pharmaceuticals • Investment Management • Legal Services • Management Consulting • Mining & Metals • Automotive • Capital Markets • Hospital & Health Care • Marketing and Advertising • Transportation/Trucking/Railroad • Insurance • Logistics and Supply Chain • Machinery • Retail • Telecommunications • Utilities

Top Features:

• Document management
• Document security
• Interactive board portal
• Reports

Average G2 Rating: 4.7/5.0 stars (186 reviews)

19. Indeqa

Industries It Serves:

• Education • Computer Software • Hospital • Health Care • IT • Law • Nonprofits

Top Features:

• Meeting templates
• Agenda generator
• Task & decision overviews
• Automatic tasks generator
• Meeting documents
• Minutes generator

Average G2 Rating: 4.6/5.0 stars (10 reviews)

20. Loomio

Industries It Serves:

• Businesses • B-Corps • Cooperatives • Nonprofits

Top Features:

• Document management
• File sharing
• Forum/discussion board
• Group management
• Ideation
• Minutes management
• Polls/voting
• Prioritization

Average G2 Rating: 4.2/5.0 stars (6 reviews)

21. nBoardportal

Industries It Serves:

• Banking • Financial Services • Information Technology • Events Services • Mental Health Care • Construction • Hospital & Health Care • Insurance • International Trade and Development • Marketing and Advertising • Pharmaceuticals • Publishing • Telecommunications

Top Features:

• Document management
• Electronic signature
• Calendar management
• Minutes management
• Polls/voting
• Collaboration tools

Average G2 Rating: 4.6/5.0 stars (105 reviews)

22. nucleus

Industries It Serves:

• Accounting • IT • Education Management • E-Learning • Hospital & Health Care • Telecommunications • Apparel & Fashion • Arts & Crafts • Civic & Social Organizations • Computer & Network Security • Computer Software • Consumer Goods • Food & Beverages • Higher Education • Hospitality • Insurance • Legal Services

Top Features:

• Meeting agendas & notes
• Meeting timers
• Branded video conferencing
• Attendance tracking
• Group management
• Goal tracking

Average G2 Rating: 4.2/5.0 stars (32 reviews)

23. OnBoard

Industries It Serves:

• Associations • Higher Education • Nonprofit • Healthcare • Technology • Banks • Government • Credit Unions

Top Features:

• Zoom integration
• Minutes builder
• Voting & approvals
• Meeting analytics
• Agenda builder
• D&O questionnaires
• Secure messenger
• Task management

Average G2 Rating: 4.7/5.0 stars (303 reviews)

24. Parabol

Industries It Serves:

• Computer Software • IT • Entertainment • Retail • Consumer Goods • Farming • Food & Beverages • Higher Education • Insurance • Nonprofit • Telecommunications • Utilities

Top Features:

• Digital boards
• Summaries & documentation
• Remote retrospectives
• Online meetings
• Distributed collaboration

Average G2 Rating: 4.6/5.0 stars (29 reviews)

25. Sherpany

Industries It Serves:

• Financial Services • Human Resources • IT

Top Features:

• Agenda builder
• Document management
• Meeting minutes
• Voting
• E-signatures
• Annotations
• Tasks & decisions

Average G2 Rating: 4.3/5.0 stars (5 reviews)

Better Software Leads To Better Meetings

Effective, consistent board meetings are vital to your organization’s future success; board reporting software plays a key role in making those meetings possible. When you find a tool that’s easy to use, fits with your reporting style, and supports excellent decision-making, you’ll know you’ve made the right choice.

If there’s anything we can do at ClearPoint to help clarify your needs or answer questions, please don’t hesitate to let us know!