How to Use Board Portals for Meetings

A board portal, or governance software solution, provides an encrypted digital environment for directors and administrators to collaborate on confidential documents, meetings, and information. The best portals allow members to easily prepare for board meetings and take part in ongoing work between meetings. Modern portals facilitate meeting planning and collaboration among board members, committees as well as key stakeholders and external partners.

Boards are limited in time so it’s crucial that a board management software solution is designed to be easy and intuitive for members to use. Ask the vendor if their product is user-friendly and if they have videos or other resources to assist members in their navigation. It is also important to know how easy it is for directors to start their first meeting and how the platform will sync with their calendars.

Modern board portals have been designed to be as efficient and efficient as the boards they serve. They boost participation and efficiency of members by providing features such as task management, which makes it easier for members to manage their responsibilities during meetings. Modern portals also offer the use of e-signature and voting capabilities to accept documents quickly and securely. They also make it easy to edit and create agenda items, minutes of meetings, and documents.

The newest generation of board portals also allows directors and administrators to continue working in the cloud, making it easy for CFOs in Chicago and an IT director in Washington DC to update a board book simultaneously. This helps maximize the effectiveness of the board’s meeting and ensures that everyone involved has access to the most up-to-date information.