How to Choose a Board Portal

Board portals make the process of planning meetings easier by allowing members to view materials for meetings, emails from fellow directors as well as organizational policies and assignments all in one place. They also save the company considerable amounts of document management money by removing the requirement to send materials for meetings via email or postage.

When selecting a board portal pick one that has an user-friendly design. This will make it easy for your board members and leadership to navigate through their preferred devices. Review the reputation of the vendor and service, too. See if they can answer any questions, offer training or address any issues regarding the software.

Meeting preparation is made easier by using a board portal’s agenda builder, and it’s easy to secure private pages, linkable outline templates and more. It’s also possible to take the agenda and create a meeting’s minutes template, which can cut down on preparation time even more.

It is important for you to be able to access documents immediately during meetings. having the most current information accessible allows for better decision-making and helps avoid frustrating delays in meetings. Board portals let members access all relevant documents and information on their tablets, smartphones or laptops, eliminating the requirement to request and then receive paper packets or courier them to the location of the meeting.

The transition to a paper-free board meeting systems also promotes more sustainable business practices as well as enhancing ESG goals. When compared to traditional boards, board management software can reduce environmental impact by up to 95 percent.

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