What Are the Essential Features of Board Portals for Meetings?

Board portals are a technology which streamlines the management of meetings. Modern portals are a lot more functional than the early software, which provided access to books for board meetings. You should have an inventory of questions you can ask during demos.

What are the essential features of a board portal?

Effective meeting management starts before the meeting, using board portals that allow you create agendas and distribute them with relevant documents. Portals also provide a simple way to track actions, votes, and resolutions.

During the meeting, board members can be able to comment and collaborate on documents in real-time across any device and platform. Portals that prioritize safety can provide eSignatures to speed document signatures, preventing sensitive data from falling into the hands unintentional individuals.

Meeting minutes are automatically generated within the portal, eliminating the requirement for secretaries to manually record boardroom-online.blog/nonprofit-board-term-limits notes as the meeting advances. This means that your board will be able to concentrate on strategic matters and less on the administrative tasks that come with being a director.

Ask about the user-friendliness of the tool when considering a new portal for board members, or upgrading an existing one. Board members are busy and don’t want time figuring out a new system. Consider features that will help ensure their adoption for your board, such as instructional videos or FAQs, remote learning sessions, and a single point of contact for technical support. Also, think about the way in which your vendor’s pricing structure will affect your budget.