How to Choose Board Meeting Software

You should look for a company that provides an opportunity to try a demo or a free trial account when choosing board meeting software. This will give you a chance to experience how easy it is to use and the advantages it has to offer. You should also know what kind of customer service they offer, and how they take to respond to your questions or issues.

Board management tools can reduce the time required to plan meetings by automating tasks such as determining the best time to meet, obtaining RSVPs, and scheduling meetings. They also allow you to share and collaborate on documents by putting them in a central place. Board meeting software may also help reduce travel costs since it lets your members take part in meetings via remote.

If they’re at the office or traveling board members need access to documents and meeting notes in real-time. Look for a portal with mobile support, so that directors can access the information from anywhere and at any time. Accessing their meeting materials through their tablet or phone allows them to remain engaged with the board even when they are away from their office or in a remote location.

The best board portals have enhanced security features that help keep confidential information secure. Make sure to look for SOC-II certifications to ensure that confidential documents that the board reviews stay within the virtual boardroom and don’t fall prey to legal battles or fishing trips. They should also permit anonymity in voting on sensitive issues to ensure that everyone’s opinions are heard.