Look for a company that offers the option of a trial or demo account when selecting software for board meetings. This will give you a chance to test how easy it is to use and what advantages it has to offer. You should also ask about the quality of customer service and how fast they respond to your queries or concerns.
Board management tools can cut down the time needed to prepare for meetings by automating tasks like determining the best times to meet, obtaining RSVPs and scheduling meetings. By storing documents in a central location they make it simpler to collaborate and share documents. Board meeting software can cut down on travel expenses because it allows your members to attend meetings remotely.
If they’re at the office or out on the road, board members need access to documents and meeting notes in real-time. Look for a board portal with mobile support, which allows directors to work from anywhere, at any time. Having access to their meeting materials from their phones or tablet makes it easier for them to stay connected with the board, even when they’re away from the office or in a different location.
The top board portals have enhanced security features that help keep confidential information safe. Make sure to look for SOC-II certifications to ensure that confidential documents the board reviews stay within the virtual boardroom and don’t become the subject of legal battles or fishing trips. The board should also be able to allow confidential voting on sensitive matters to ensure that everyone’s opinions are heard.