The Benefits of a Board Portal Solution

A board portal that's properly selected can provide a multitude of benefits for organizations that are looking to optimize their meeting workflows, collaborate with confidence, and enhance governance. It is important to carefully analyze each feature and avoid over-engineer with unnecessary features which will increase the cost. It's also essential that your board portal provider has a track record of success and offers prompt customer support in the event of a problem. Asking potential vendors for feedback and references from clients who have used their software successfully in the past may prove useful.

Streamlined Meeting Process

Modern portals allow board members to access agendas, documents and meeting notices as well as digital board packs on their tablets and smartphones. They permit online note-taking and direct communication between board members on specific issues. All communication is securely recorded on the portal. These discussions are automatically converted into meeting minutes and it is easy to add an electronic signature to any board document.

Board members are able to easily add notes to documents prior to meetings to better prepare for discussions and to participate. Meetings can also be held in a hybrid format, either in person or via virtual. The ability to create board books from these meetings is vital as is the ability to have previously distributed copies updated automatically when lines change. Additionally, the option of conducting a briefing following the meeting allows leaders to decide what the best next steps are and to document any decisions made.

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