Desiree Ashton Logo

A board portal that is well-chosen can offer a number of advantages for companies seeking to streamline their meeting workflows, work in a safe manner, and improve governance. It is important to carefully analyze each feature and avoid over-engineering with features that can increase the cost. It is also important that your provider of a board portal has a good track record and is able to provide prompt customer service in the event of an issue. It’s helpful to ask potential vendors for references and feedback from previous customers who have had success using their software previously.

A Streamlined Meeting Process

Modern portals allow board members to access documents, agendas as well as meeting notifications and board packs via their tablets and smartphones. They permit online note-taking and direct messaging between board members on specific subjects. All communications are securely recorded on the portal. Meeting minutes are automatically created from these discussions, and it’s simple to add electronic signatures to any of the documents that your board has.

Board members can easily annotate documents prior to a meeting to better prepare for discussions and to participate. Meetings can also be held in a hybrid format, either in person or remotely. It is important to be able to create boards from the meetings, and to have previous copies automatically updated when line items are changed. Also, the option to conduct a post-meeting discussion helps leaders determine the best path for the next steps, and record any agreed upon decisions.