Software for board portals offers an easy and secure way to store, share and manage critical information. It can be used to support all aspects of meeting management – from agenda creation and sharing to voting and distribution of documents in real time. Board portals also facilitate easy and flexible collaboration that can be accessed via any device.
A top board portal provides directors with fast, secure access to relevant information. It also enables directors to focus more engaged discussions and debates. This means that less time is spent on non-essential tasks such as studying board books on paper or scouring email threads for important information.
A quality portal can offer an array of tools to assist boards in achieving better governance with less time, for example, a comprehensive board book prepping feature that makes it easy for board managers to prepare digital board packages in minutes and re-use templates from previous meetings. A gen 3 portal also makes it easy for board members to carry on their work after meetings. Action items can be tracked and approved in the portal and draft minutes are automatically linked to relevant documents.
It is crucial to carefully examine and evaluate all options before selecting the most effective board portal. We recommend involving key stakeholders (board admins, IT staff and board members) early in the process so that you understand their concerns and needs. Then, you can communicate a clear idea of the potential benefits of using a board portal to support your organization’s governance procedures and ensure that everyone is on board for the project. A well-designed board portal will offer a user-friendly interface that is user-friendly and accessible by users with varying levels technological knowledge.