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Each organization has a unique protocol for board meetings. Some meetings are closed and require that all members be in attendance and others are open, but shift to confidential mode when sensitive topics are being discussed. Whatever the reason for your meetings, it’s imperative that you choose the right board meeting software that can facilitate discussions.

There are a myriad of board portals that are available with distinct tools and features. Some are designed to be more user-friendly while others are better at facilitating organizational processes like collaboration and management of documents. The best choice for your needs will depend on how it integrates with your existing digital tech stack. Your board portal should be able integrate with the most popular tools for sales, marketing, CRM and HR.

A good board management software will also be robust and secure, making sure that your private conversations remain just that private. It should also include features that encourage best practices, including adding health and safety topics to the agenda or automatically approving minutes from previous meetings.

Once you’ve established what your’must-have’ items are for the perfect board software, begin narrowing down your choices. As you narrow down your options keep an eye out for companies that offer a no-cost trial or demo version that you can use to determine if their software is the best choice for your company’s needs.