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When it comes to board meetings each organization has its own unique protocol. Certain meetings are closed and require that all members attend; others may be open, but shift to confidential mode when sensitive topics are discussed. No matter the type of your meetings, it’s crucial to choose the best board meeting software to facilitate discussions.

There are numerous types of board portals on the market, each with its unique set of tools and features. Some are more user-friendly whereas others are more suitable for organizing processes such as document management and collaboration. The best choice for your needs will depend on how it works with your existing digital tech stack. In the ideal scenario, your board portal should be able to integrate with the most commonly used tools used for marketing, CRM, sales, and HR.

A good board management software will also be durable and secure, making sure that your private discussions remain exactly that: private. Furthermore, it should have built-in features to encourage the best practices, for example, including discussions on health and safety in the agenda or automatically making it easier to approve minutes from previous meetings.

Begin to narrow your choices once you’ve decided what the “must-have” items for the perfect board software. While you’re doing this keep an eye out for providers who provide a free trial or demo you can use to determine whether their software is a good option for your needs.

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