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A good board portal choice offers a host of benefits for organizations seeking to improve meeting workflows and collaborate securely with secure features in place and improve governance. It’s important to evaluate every feature with care and avoid get over-engineered with unnecessary features that increase the cost of a solution. It is also important that the company you choose to use for your board portal has a good track record and is able to provide prompt customer service in the event of a problem. Inquiring about feedback from potential vendors and references from customers who have used their software successfully in the past can be useful.

Meeting Process Consolidated

Modern portals allow board members to access agendas, documents, meeting notifications and digital board packs from their smartphones and tablets. They permit online note-taking and direct messaging between board members on specific subjects. All communications are secure recorded on the portal. Minutes of meetings are automatically generated from these discussions, and it’s easy to add electronic signatures to any of the documents that your board has.

Board members can also note notes on documents prior to the meeting to prepare and engage in the discussion. Meetings can also be conducted in person, online, or in the form of a hybrid. It is crucial to be able to create boardbooks from these meetings, and also to have the previous versions automatically updated whenever line items are changed. Additionally, the option of conducting a discussion following the meeting allows leaders to decide what the best next steps are, and also to record any decisions taken.