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A board portal that is well-chosen can offer a number of benefits for organizations seeking to streamline 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 will increase the cost of an option. It’s also crucial that the provider of your board portal has a track record of success and provides responsive customer service in the event of an issue. It’s helpful to inquire about feedback and references from other clients who have successfully used their software in the past.

Meeting Process The Meeting Process is Streamlined

Modern portals enable board members to access documents, agendas as well as meeting notifications and board packs via their tablets and smartphones. In addition to allowing online note taking and direct messaging between directors regarding specific topics and have all communications stored within the portal. These discussions are automatically converted into meeting minutes and you can add an electronic signature to any board document.

Board members can also note notes on documents prior to the meeting to prepare for and participate in the discussion. Meetings can also be conducted in a hybrid format, in person or via virtual. It is crucial to be able to create boards from these meetings, and to keep previous copies updated whenever line items are changed. In addition, the ability to conduct a debrief after the meeting allows leaders to decide on the best course of action to follow next, and also to document any negotiated decisions.