When it is time for board meetings, each company has its own procedure. Some are strictly closed and require members to be present in person. Some may be open but go into a confidential mode for sensitive discussions. It is essential to select the appropriate software for your board meetings regardless of the nature of the meeting.
There are a variety of boards portals available on the market, each with its own set of tools and features. Some are designed to be more user-friendly, while others excel in facilitating organizational processes such as collaboration and document management. Choosing the right one for your requirements will depend on how it integrates with your current digital technology stack. In the ideal scenario, your board portal should be able to connect with the most common tools that you use to manage your CRM, marketing, sales and HR.
A good software for managing your board will also be robust and secure, making sure that your private discussions remain that – private. It should also have features that encourage best practices, for example, adding safety and health issues to the agenda, or automatically approving minutes of previous meetings.
Once you’ve determined what your “must-have’ items are for the perfect board software, begin narrowing down your options. While you’re doing this keep an eye out for providers who provide a free trial or demo you can use to determine if their software is a good option for your needs.