How to Choose a Board Portal

Board portals make the process of planning meetings easier by allowing members to view the meeting materials, communications from fellow directors along with organizational policies and assignments all in one place. They also save organizations a great deal of money by eliminating the need to distribute meeting materials via email or postal mail.

When selecting a board portal select one with an easy-to-use interface. This will allow your board members as well as your governance leaders to navigate using their preferred devices. Also, look into the quality of service and reputation of the company. Make sure they can answer questions you have as well as provide training and help with issues with the software.

Meeting prep is made simpler by using agenda builders on boards and it’s simple to add security to private pages, outlines that can be linked and more. It is also possible to create a template for meeting minutes based on the agenda, which will cut down on the time needed to prepare.

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During meetings, being able to access board meeting decorum documents instantly is vital. The most up-to-date information is crucial for making better decisions and avoiding delays. Board portals let members access all necessary information and documents via their smartphones, tablets or laptops, eliminating the need to request and receive papers or mail them to the meeting location.

Transitioning to a paperless board meeting system also supports greener business practices and improves ESG goals. Board management software reduces environmental impact by as much as 95% when compared to traditional board packs.