Choosing a Board Meeting Software

Posted on: January 21st, 2024 by Cathy Caldwell No Comments

Every organization has its own protocol for board meetings. Some are strictly closed and require the members to be present in person. Other meetings may be open but move into a confidential mode for sensitive discussions. Whatever the purpose of your meetings, it’s imperative that you select the right board meeting software to facilitate discussions.

There are a myriad of types of portals for board members on the market, each with their distinct set of features and tools. Some are more user-friendly and others are better suited for process management, such as collaboration and management of documents. The right choice for your requirements will depend on how well it works with your existing digital tech stack. Your board portal should be able integrate with your most commonly used tools for sales, marketing, CRM, and HR.

A good program for managing your board will also be robust and secure, making sure that your private discussions stay just that: private. It should also feature features that promote best practices, like adding safety and health-related topics to the agenda or automatically approving minutes from previous meetings.

Start narrowing your options once you’ve decided what the “must-have” items for the perfect board software. While you’re doing this make sure to look for companies that offer a trial or demo that you can use to determine if their software is the perfect choice for your company’s needs.