The Benefits of a Board Portal Solution

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A good board portal choice has a myriad of benefits for organizations seeking to improve the workflow of meetings and collaborate with confidence using secure features, and improve governance. It’s important to evaluate every feature with care and avoid get over-engineered with unnecessary features that can add cost to a solution. It’s also vital that the vendor of your board portal has a good reputation and provide prompt customer support when issues arise. It’s helpful to inquire about references and feedback from previous clients who have been successful using their software previously.

Streamlined Meeting Process

Modern portals allow board members to access agendas, meeting notifications, digital board pack, and other documents, from their tablets or smartphones. In addition to providing online note-taking they also allow direct messaging between directors regarding specific topics and have all communications logged within the portal. These discussions are automatically transformed into meeting minutes and it is easy to add an electronic signature on any board document.

Board members are also able to annotate documents ahead of an event to better prepare and participate in the discussion. Meetings can also be conducted in a hybrid format, either in person or virtually. It is essential to be able to create a boardbook from these meetings, and have previous copies automatically updated whenever line items are changed. Finally, the option to conduct a post-meeting debrief allows leaders to determine the best path for the next steps and to record any agreed-upon decisions.

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