What Are the Essential Features of Board Portals for Meetings?
Board portals are a method that streamlines meeting management. As opposed to the nascent software which only offered access to the board books, modern portals offer much more features. When you are demonstrating with different portal vendors, you want to have a checklist of important questions to ask.
What are the essential characteristics of a board portal?
Board portals allow you to create and distribute agendas using the relevant documents. Portals also offer an easy method of tracking actions, votes and resolutions.
Boards can add comments to documents and collaborate in real time, regardless of the device or platform during a meeting. Security-focused portals can even provide electronic signatures to speed up document signing, thus preventing sensitive information from getting into wrong hands.
The site automatically generates minutes of meetings, eliminating the need for secretaries manually taking notes during the meeting. This means that your board can spend more time on strategic matters and less time on the administrative tasks that come with being director.
If you’re considering implementing a new board portal or upgrading your current one, ask about how easy it is to use. Board members are busy and don’t want time figuring out how to use a new system. Find features that will ensure adoption like how-to videos and FAQs, remote training sessions and a single contact for technical assistance. Also, think about the way in which your vendor’s pricing structure will affect your budget.
