How to Choose Board Meeting Software

When you are choosing a software for board meetings you should look for a firm that offers a free trial or demo account. You will be able to see how easy the software is to use, and what it can offer. You should also inquire about the customer service and how fast they respond to your queries or concerns.

Board management tools can cut down on the time spent on meeting preparation by automating processes like finding the best meeting times as well as collecting RSVP responses, and setting up meetings for recurring meetings. By having documents stored in a central location they allow you to collaborate and share documents. Board meeting software may also reduce the cost of travel because it lets your members take part in meetings online.

Board members must be in a position to access their meeting materials and notes instantly regardless of whether they are in the office or on vacation. Look for a board portal that has mobile support which allows directors to work from anywhere and at any time. Accessing their meeting materials via their phone or tablet allows them to remain engaged with the board even if they are not in their office or new location.

The top board portals come with security enhancements to keep sensitive information secure. Check for SOC II certification to ensure that confidential documents the board reviews are kept in the virtual boardroom and aren’t a target for litigation or fishing expeditions. They should also allow anonymous voting on sensitive issues to ensure that all opinions are heard.

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