A well-chosen solution for board portals can provide a wealth of benefits to organizations looking to optimize meeting workflows, collaborate confidently with secure features in place, and improve governance. It is important to assess each feature thoroughly and not get over-engineered with unnecessary features that add cost to the solution. It is also important that your provider of a board portal has a track record of success and is able to provide prompt customer service in the event of an issue. Asking potential vendors for feedback and references from customers who have used their software successfully in the past may prove helpful.

Meeting Process A Streamlined Meeting Process

Modern portals allow board members to access agendas, documents, meeting notifications and digital board packs via their tablets and smartphones. In addition to providing online note taking they allow direct communication between directors regarding specific topics, with all communication securely logged within the portal. Minutes of meetings are automatically generated from these discussions, and it’s simple to add an electronic signature to any of the documents of your board.

Board members can also easily annotate documents ahead of the meeting to prepare and participate in the discussion. Additionally, meetings can be held in person, via a virtual meeting, or in the hybrid format. It is important to be able create boardbooks from the meetings, and to have previous copies automatically updated whenever line items are changed. Also, the option to conduct a post-meeting review allows leaders to decide on the best path for the next steps and also to document any https://liveboardroom.com/how-to-run-effective-remote-board-meetings/ negotiated decisions.