What Are the Essential Features of Board Portals for Meetings?

Board portals for meetings are technology that aids in streamlining meeting management processes. In contrast to the early software that granted access to board books modern portals provide more capabilities. If you’re arranging demos with various portal vendors, you want to have a list of important questions to ask.

What are the main characteristics of a board-portal?

Board portals let you create and distribute agendas with the appropriate documents. Portals make it easy to track voting, resolutions and actions items.

Boards can make comments on documents and collaborate in real-time regardless of the device or platform, during a meeting. Portals that are focused on security can offer eSignatures that speed up document signatures, preventing sensitive data from getting into the hands of the incorrect individuals.

Meeting minutes are automatically created in the portal, removing the requirement for secretaries to manually take notes as the meeting progresses. This allows your board to spend more time on strategic issues and less time on administrative tasks.

Ask about the ease of use when considering a new portal for board members, or upgrading an existing one. Board members are busy and don’t want to waste time figuring out a new system. Look for features that will make it easier for them to adopt including how-to videos and FAQs, remote training sessions and a single contact for technical support. Also, consider the way that your vendor’s pricing is compatible with your budget.

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