Board portals for meetings are technology that helps streamline meeting-management processes. As opposed to the nascent software which only offered access to the board books, modern portals offer much more functions. During your demos with different portal vendors, you’ll want to have a checklist of important questions you can ask.

What are the main characteristics of a board-portal?

Effective meeting management starts before the meeting, using board portals allowing you to create agendas and distribute them with relevant documents. Portals make it simple to keep track of votes, resolutions and other action items.

During the meeting, boards can participate in discussions and comment on documents in real-time, across any device and platform. Portals that are focused on security can provide eSignatures to speed up document signatures, preventing sensitive information from falling into the hands of incorrect individuals.

Meeting minutes are automatically created within the portal, eliminating the necessity for secretaries note notes manually as the meeting advances. This means that your board can concentrate more on strategic matters and less boardroom-online.blog on the administrative tasks associated with being a director.

Ask about the user-friendliness when contemplating a new board portal or enhancing an existing one. Board members don’t have the time to waste learning a new tool So, seek out features that will guarantee that they are able to use the tool, including how-to videos, FAQs, on-going remote training sessions, and a single contact person to get technical assistance. Consider how the pricing structure of your vendor fits into your organization’s budget.