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How to Use Board Portals for Meetings

A board portal, or a governance software solution, offers a secure digital environment for administrators and directors to collaborate on confidential documents, meetings, and information. The best portals make it easy for members to prepare for and participate in board meetings, as well as managing the work that takes place between meetings. Modern portals facilitate meeting preparation and collaboration among board members, committees important stakeholders, key stakeholders, and external partners.

It is vital that the board management software is easy to use and user-friendly. Ask the vendor if their program is user-friendly and if there are any videos or other resources available to assist members with their use. It is also worth looking into how it’s for directors to get started on their first meeting, and how the platform will automatically integrate with their calendars.

Modern board portals are built to be as effective as boards themselves, boosting member engagement and productivity through features like task management that make it easier for members to stay on top of their responsibilities between meetings. Modern portals also offer the use of e-signature and voting capabilities to accept documents quickly and securely. They also allow users to edit and create agenda items, meeting minutes, and documents.

The newest generation of board portals allows administrators and directors to continue working in the cloud, making it easier for an accountant in Chicago and an IT leader in Washington DC to update a board book simultaneously. This can increase the effectiveness of a board’s meeting and ensures all members are able to access to the most up-to-date information.

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  • Calendar icon January 18, 2024
  • Category icon Blog

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