How to Choose a Board Portal

Board portals streamline the preparation for meetings by giving members access to meeting materials, messages that are sent by fellow directors, organizational guidelines, and their respective tasks in one location. They also save organizations considerable amounts of money because they eliminate the requirement to send meeting materials via email and postal mail.

When choosing a portal for your board pick one that has an intuitive design. This will make it easy for your board members and leaders to navigate using their preferred devices. Be sure to check the reputation of the company and support, too. Check to see if they can answer any concerns, provide training or solve any issues with the software.

The agenda maker of a board portal makes it easy to plan meetings. It also lets you to add security, linkable outline templates, and much more. It’s also possible to create a template for meeting minutes based on the agenda, which can reduce the time spent on preparation.

During meetings, the ability to instantly access documents is crucial. The most up-to-date information is essential to make better decisions and avoiding delays. Board portals enable members to access the information and documents they require via tablets, smartphones, or laptops. This eliminates the need to receive and request paper packets, or to transport them to a meeting location.

The transition to a paper-free board meeting systems can also support greener business practices and enhances ESG objectives. Board management software can reduce environmental impact by up to 95% when compared to traditional board packs.

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