How to Use Board Portals for Meetings

A board portal, or a governance software solution, creates an secure digital environment for directors and administrators to collaborate on confidential documents, meetings and other information. The most effective portals make it simple for members to prepare for and participate in board meetings, while also managing the work that takes place between meetings. Modern portals aid in meeting preparation and collaboration among board members, committees important stakeholders, key stakeholders, and external partners.

Boards have limited time, so it’s critical that a board management software solution is designed to be simple and easy for members to use. Ask the vendor about their user experience, and if they have videos or other resources that can aid members in navigating the new platform. You should also know how easy it will be for directors to set up their first meeting and how the platform will sync with their calendars.

Modern board portals have been created to be as productive and efficient as the boards they represent. They boost the engagement of members and increase productivity by offering features such as task management that make it easier for members to keep track of their responsibilities between meetings. In addition modern portals offer electronic signatures and voting for fast, secure document approval and a simple method to create and edit agenda items, documents and minutes of meetings.

The most recent generation of board portals also enables directors and administrators to continue to work in the cloud, making it easier for an accountant in Chicago and an IT leader in Washington DC to update a board book simultaneously. This increases the efficiency of a meeting and ensures that all board members have access to the most current information.

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