A board portal that’s well-chosen will provide a range of benefits to organizations seeking to streamline their meeting workflows, collaborate with confidence, and enhance governance. It is crucial to carefully assess each feature, and not over-engineering features that can increase the cost. It’s also essential that the provider of your board portal has a proven track record and is able to provide prompt customer service in the event of a problem. Asking prospective vendors for feedback and references from clients who have successfully used their software in the past is helpful.
Meeting Process The Meeting Process is Streamlined
Modern portals let board members access agendas, notifications for meetings as well as a digital board pack and other documents, from their smartphones or tablets. In addition to allowing note-taking online they also allow direct messaging between directors on specific topics, with all communication securely logged within the portal. These discussions are automatically converted into meeting minutes and it is easy to add electronic signatures to any board document.
Board members are also able to make notes on documents prior to a meeting to better prepare and participate in the discussion. Additionally, meetings can be conducted in person, virtually or in the hybrid format. It is crucial to be able to create boards from these meetings, and to have the previous versions automatically updated when line items change. Finaly, the option of conducting a discussion after the meeting allows the leaders to decide what the best next steps are, and also to record any decisions made.