How to Use Board Portals for Meetings

A governance portal or board portal software solution that provides directors and administrators with a secure digital workspace for collaboration on confidential information, documents and meetings. The most effective portals make it simple for members to prepare for and participate in board meetings, while also managing the work that takes place between meetings. Modern portals facilitate meeting planning and collaboration between committee members, board members, key stakeholders, and external partners.

It is essential that the board management software is user-friendly and intuitive. Ask the software vendor if it is user-friendly and if there’s videos or other resources to assist members with their use. Also, consider how it’s for directors to start with their first meeting and how the platform will automatically sync with their calendars.

Modern board portals are designed to be as efficient as boards themselves, increasing the level of engagement and productivity by offering features like task management that allow members to stay on top of their tasks between meetings. Additionally modern portals have electronic signatures and voting for quick, secure document approval and a simple method to create and edit agenda items, documents, and minutes of meetings.

The latest generation of portals for board members also lets administrators and directors continue to work in the cloud, which makes it possible for an accountant in Chicago and an IT manager in Washington DC to update a board book simultaneously. This maximizes the effectiveness of a meeting and ensures that all board members have access and are updated with the latest information.

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