A board portal that’s properly selected can provide a multitude of benefits for businesses that are looking to optimize their meeting workflows, collaborate with confidence, and enhance governance. It is essential to carefully assess each feature, and not add unnecessary features that will increase the cost. It is also important that your provider of a board portal has a good track record and has a quick response to customer inquiries in the event of an issue. It’s helpful to ask potential vendors for testimonials and reviews from other clients who have been successful using their software in the past.

Streamlined Meeting Process

Modern portals enable board members to access documents, agendas meetings, meeting notifications, and board packs via their tablets and smartphones. In addition to allowing for note-taking online they also allow direct messaging between directors on specific topics and all communications are when is a board resolution necessary logged within the portal. Meeting minutes are automatically created from these discussions, and it’s easy to add an electronic signature to any of the documents of your board.

Board members can easily annotate documents ahead of an event to better prepare for the meeting and participate in the discussion. Meetings can also be held in person, online, or in the form of a hybrid. The capability to create boards from these meetings is vital as is the ability to have previous copies that are automatically updated when lines change. Finally, the option of conducting a briefing after the meeting allows the leaders to determine what the best next steps are, and also to record any decisions taken.