Board portals are a method which streamlines the management of meetings. Unlike nascent software that only granted access to board books Modern portals provide more capabilities. During your demos with different portal vendors, you’ll want to have a checklist of important questions you can ask.

What are the primary features of a board-portal?

Effective meeting management begins before the meeting, using board portals allowing you to make agendas and distribute them with relevant documents. Portals make it easy to keep track of voting, resolutions, and action items.

During the meeting, the board can comment and collaborate on documents in real-time, across any device and platform. Security-focused portals can even offer electronic signatures to speed up document signing, which can prevent sensitive information from falling into wrong hands.

The portal automatically generates meeting minutes, eliminating the need for secretaries to manually take notes during the meeting. This means that your board will be able to spend more time on strategic matters and less time on the administrative tasks that come with being a director.

Ask about the ease of use when you’re evaluating a new boardroom-online.blog/data-room-investment-banking-for-specific-purposes board portal or enhancing an existing one. Board members don’t have time to learn about a new program, so seek out features that will guarantee that they are able to use the tool, including how-to videos, FAQs, ongoing remote training sessions and one point of contact for technical support. Also, think about the way that your vendor’s pricing aligns with your organization’s budget.