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The Benefits of a Board Portal Solution

A board portal that is carefully selected can provide a variety of benefits to organizations looking to improve their meeting workflows, collaborate with confidence, and improve governance. It is crucial to consider each feature in detail and to not be over-engineered with features that could increase the cost of the solution. It is also important that your provider of a board portal has a track record of success and has a quick response to customer inquiries in the event of an issue. Requesting feedback from potential vendors and references from clients who have used their software successfully in the past could prove helpful.

Meeting Process A Streamlined Meeting Process

Modern portals allow board members to access agendas, documents, meeting notifications and digital board packs on their tablets and smartphones. They permit online note-taking and direct communication between board members regarding specific topics. All communications are securely logged on the portal. These discussions are automatically converted into meeting minutes and it is easy to add an electronic signature on any board document.

Board members can also easily make notes on documents prior to the meeting to prepare for and participate in the discussion. Meetings can also be conducted in person, online, or in the form of a hybrid. The possibility of creating a board book from these meetings is vital as is the possibility to have previously distributed copies that are automatically updated when the line items change. Additionally, the possibility of conducting a debrief after the meeting allows the leaders to decide on what the best next steps are and to document any decisions made.