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A good board portal choice can provide a wealth of advantages to companies looking to optimize meeting workflows, collaborate confidently with secure features in place, and improve governance. It is essential to review each feature carefully and not be over-engineered with features that can add cost to a solution. It is also essential that the vendor of your board portal have a good standing and offer prompt customer service in the event of issues. It’s helpful to ask potential vendors for feedback and references from other clients who have successfully used their software previously.
Meeting Process A Streamlined Meeting Process
Modern portals let board members access meeting notifications, an agenda, digital board pack, and other documents via their tablets or smartphones. Apart from allowing note-taking online, they enable direct messaging between directors regarding specific issues and have all communications stored in the portal. Minutes of meetings are automatically generated from these discussions, and it’s easy to add electronic signatures to any of the documents of your board.
Board members can easily add annotations to documents prior to a meeting in order to better prepare for the discussion and be able to participate. Meetings can also be conducted in an hybrid format, either in person or remotely. It is important to be able to create boardbooks from these meetings, and also to keep previous copies updated when line items are modified. Additionally, the possibility of conducting a debrief following the meeting allows leaders to decide what the best next steps are and document any decisions taken.