When choosing software for board meetings look for a company which offers a free trial or demo account. You can then test how easy the software is to use and what it has to offer. You should also ask about customer service and how fast they respond to your queries or concerns.

Board management tools can cut down on meeting preparation time by automating processes like finding the most efficient meeting times, collecting RSVP responses, and setting up meetings for regular meetings. By having documents stored in a central location they make it simpler to collaborate and share documents. Board meeting software is able to help reduce travel costs since it lets your members attend meetings from anywhere.

Board members must be able to access their notes and meeting materials immediately regardless of whether they are in the office or traveling. Find a portal that offers mobile support, so that directors can access the information from anywhere and anytime. Accessing their meeting materials on their phone or tablet makes it simpler for them to remain connected with the board even when they’re not in the office or in an unfamiliar location.

The best boards portals come with increased security features to keep sensitive information secure. Look for SOC-II certification to ensure that confidential documents the board reviews stay in the virtual boardroom, and don’t fall prey to fishing expeditions or frivolous lawsuits. They should also permit anonymous voting on sensitive issues to ensure that everyone’s opinions are heard.


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