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How to Use Board Portals for Meetings

A governance portal or board portal software solution provides administrators and directors with a safe digital workspace for collaboration on confidential documents, information and meetings. The best portals allow members to easily prepare for board meetings and participate, while also managing the work that takes place between meetings. Alongside facilitating meetings preparation, modern portals enable the easy collaboration between board members and committees as well as key stakeholders and partners from outside.

It is essential that the software used for board management be user-friendly and intuitive. Ask the vendor about their user experience, and if they have videos or other resources that can assist members in using the new platform. Also, consider how it’s for directors to get started on their first meeting and how the platform will automatically connect to their calendars.

Modern board portals are designed to be as effective as boards themselves, enhancing member engagement and productivity through features such as task management, which enable members to keep track of their responsibilities between meetings. Modern portals also have electronic signature capabilities and voting to authorize documents quickly and safely. They also make it simple to create and edit agenda items, meeting minutes, and documents.

The newest generation of portals for board members also allows administrators and directors to continue working in the cloud, which makes it possible for CFOs in Chicago and an IT leader in Washington DC to update a board book simultaneously. This can increase the efficiency of the board’s meeting and ensures all relevant members have access to up-to-date information.

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