Board portals for meetings are technology that can help streamline meeting management processes. Modern portals are a lot more efficient than the earlier software, which provided access to the board books. You should have an inventory of questions you can ask during demos.

What are the main advantages of a portal for boards?

Effective meeting management begins before the meeting, with board portals that allow you make agendas and distribute them along with the relevant documents. Portals also provide an easy way to track actions, votes and resolutions.

During the meeting, boards can participate in discussions and comment on documents in real time on any device and platform. Websites that focus on security can even provide electronic signatures to speed up document signing, preventing sensitive information from falling into the improper hands.

The website automatically creates minutes of meetings, eliminating the requirement for secretaries to take notes during meetings. This means that your board can concentrate on strategic issues and less on the administrative tasks that are part of being a director.

If you’re considering adopting an entirely new portal for your board or upgrading your current one, make sure you know how easy it is to use. Board members are busy and don’t want to spend time figuring out how to use a new system. Consider features that will ensure adoption like how-to videos and FAQs, remote training sessions and a single contact for technical assistance. Think about how the pricing structure of your vendor will fit into your organization’s budget.

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