Quick Reminder!

My workshop, “Where to Start? Implementing AI for Small & Medium Businesses,” is coming up next week on October 17th at 3 pm MST.

If you want to learn practical AI strategies to streamline your business, this session is for you. We’ll cover everything from choosing the right tools to implementing AI confidently without disrupting your daily operations.

If you haven’t signed up yet, don’t miss out!

👉 Secure your spot here

I look forward to seeing you there… now let’s dive in!

CONTEXT

Board management is a big deal.

With spending on board software in North America expected to reach approximately $2.4 billion by 2031, companies are looking for ways to make their board meetings simpler, safer, and faster. And for a good reason—keeping everyone on the same page can save time, improve decisions, and secure sensitive information.

The stakes are high for companies to stay ahead. Boards face rising pressure to be more transparent, efficient, and adaptable, especially with the growing demands for data security and compliance.

The right tools can transform your meetings from a chaotic sprint into a well-oiled machine. When your board runs smoothly, your company can focus on big-picture goals instead of getting stuck in the weeds.

Let’s check out three essential tools that can make your board meetings seamless and efficient.

THE TOOLS

OnBoard: Your All-In-One Boardroom Platform
↳ OnBoard makes meeting prep, collaboration, and follow-up a breeze by bringing all the essentials into one place. It’s perfect for boards that need an easy, secure way to manage documents, communicate, and track updates.

Key Features:

• Agenda Creation: Quickly build and share meeting agendas that keep everyone informed and on track.

• Document Management: Securely upload and organize files, so board members can access what they need in one central location.

• Real-Time Notifications: Stay updated on document changes, so everyone is always on the same page.

Boardable: Streamlined Collaboration
↳ Boardable focuses on easy communication and task tracking. It’s ideal for boards that need to engage members and stay organized without cluttering their inboxes.

Key Features:

• Scheduling & RSVPs: Say goodbye to endless scheduling emails. Boardable lets members RSVP and confirm availability directly in the app.

• Task Assignments: Easily assign and track tasks to ensure accountability and avoid any loose ends.

• Polling & Voting: With built-in voting, you can quickly gather input on important decisions, even between meetings.

Diligent: The Secure Platform for Collaborative Governance
↳ Diligent is built for boards that need both secure communication and robust compliance tools. It’s perfect for managing high-stakes discussions where data protection and regulatory oversight are essential.

Key Features:

• Secure Document Sharing: Protect sensitive documents with top-notch encryption, allowing board members to collaborate without worrying about data breaches.

• Compliance Tracking: Keep your board compliant with industry regulations, while easily managing tasks like audits and documentation within the platform.

• Insightful Reporting: Generate customizable reports to help board members make data-driven decisions, ensuring everyone has the information needed for effective collaboration.

MY SUGGESTION

• Need an all-in-one tool? Go with OnBoard for complete control over meetings and document management.

• For easy collaboration, try Boardable to keep tasks, scheduling, and voting all in one place.

• Have strict security needs? Diligent is your best bet for secure data and compliance management.

THE ART

Mastering board management is all about building a smooth and secure environment where real collaboration can happen. With the right tools, your board can go beyond routine tasks and focus on what truly matters.

Here’s how this approach transforms your board:

• Strategic Focus: When everything is organized and easy to find, your board can stop worrying about details and start planning big-picture goals. Fewer distractions mean better focus on what’s important.

• Empowered Members: When board members have simple, secure access to information, they can contribute more confidently. This leads to more active engagement, better ideas, and thoughtful discussions.

• Cohesive Governance: The right tools give structure to decisions and accountability to tasks. This builds a culture of reliability, helping your board to respond well to challenges and opportunities.

By embracing board management as an art, you’re setting your board up for smooth collaboration, strong leadership, and a focus on the future.

WHY IT WORKS

Well-prepared boards make better decisions, and investing in the right tools makes that possible. By integrating board management software, you’re not just streamlining tasks—you’re enhancing how your board operates.

Here’s why these tools are effective:

• Time Savings: Beyond simplifying meeting prep, board management software automates repetitive tasks, like setting up recurring meetings or compiling reports. According to the OnBoard report, 69% of boards report greater efficiency by using board management tools, freeing up valuable time for strategic planning.

• Data-Driven Agility: These tools make it easy to pull up-to-date information from various sources, giving your board quick access to data that enhances strategic responsiveness. With 63% of boards reporting increased collaboration, it’s clear that quick access to real-time insights facilitates timely decisions.

• Compliance with Ease: Meeting compliance doesn’t have to be complex. With 85% of board members confident in data security, board management software provides secure storage and audit trails, supporting adherence to governance and regulatory requirements without added stress.

By adopting the right board management software, you’re empowering your board to work smarter, respond with agility, and maintain security and compliance with ease.

This way, your board can shift focus from routine tasks to impactful, strategic decisions—driving your organization towards a more successful future.

Ready to streamline your board’s operations?

Now is the perfect time to invest in tools that will keep your board ahead.

Until next time,

Shawn

P.S. Need help choosing the right board management software or advice on optimizing your board’s workflow? I’m here to help! Feel free to reach out and DM me on LinkedIn—I’d be happy to offer any insights or guidance you need.