How to Use Board Portals for Meetings

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A governance portal or a board portal software solution provides administrators and directors with a secure, digital workspace to collaborate on confidential documents, information and meetings. The best portals make it easy for members to prepare for and attend board meetings, while also managing the ongoing work between meetings. Modern portals facilitate meeting preparation and collaboration among committee members, board members as well as key stakeholders and external partners.

Boards are limited in time so it’s crucial that a software for managing boards solution is designed to be easy and intuitive for members to use. Ask the vendor about their user experience and whether they have videos or other tools to help members navigate the new platform. You should also explore how it is easy for directors to begin on their first meeting, and how the platform will automatically integrate with their calendars.

Modern board portals are designed to be as effective and efficient as the boards they represent. They boost member engagement and productivity by offering features such as task management that make it easier for members to manage their responsibilities between meetings. Additionally, modern portals allow e-signature and voting capabilities for fast, secure document approval and a simple way to create and edit agenda items, documents and meeting minutes.

The most recent generation of board portals also lets administrators and directors continue to work from the cloud, making it simple for an accountant in Chicago and an IT director in Washington DC to update a board book simultaneously. This increases the effectiveness of a board’s meeting, and ensures that all relevant members have access to the most current information.