Each company has its own protocol for board meetings. Certain meetings are closed and require all members attend; others may be open, but they switch to a confidential setting when sensitive topics are being discussed. Whatever the purpose of your meetings, it’s imperative that you select the right software for your board meetings to facilitate your discussions.

There are numerous types of boards portals available on the market, each with their distinct set of tools and features. Some are more user-friendly, while others are better suited to the organization of processes like document management and collaboration. The right choice for you will depend on the compatibility of your current digital tech stack. Ideally, your board portal should be able to connect with the most popular tools that you use to manage your CRM, marketing, sales, and HR.

A good program for managing your board will also be durable and secure, ensuring your private conversations remain exactly as private. It should also include features that promote best practices, including adding health and safety topics to the agenda or automatically approving minutes of previous meetings.

Once you’ve identified what your “must-have essentials are for the perfect board software, begin narrowing down your options. While you’re doing this keep an eye out for providers who offer a trial or demo that you could test to determine if their software is the best fit for your organization’s needs.

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