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What Are the Essential Features of Board Portals for Meetings?
Board portals are an innovation which streamlines the management of meetings. Contrary to early software that offered access to the board books, modern portals offer much more functionality. You should have a list of questions you can ask during demos.
What are the key characteristics of a board portal?
Effective meeting management starts well before the meeting, with boards portals that let you create agendas and distribute them with relevant documents. Portals also provide an easy way to monitor the actions items, votes and resolutions.
Boards can add comments to documents and collaborate in real-time regardless of the device or platform, during the course of a meeting. Portals that are focused on security can provide eSignatures to speed up document signatures, preventing sensitive data from getting into the hands unintentional people.
The site automatically generates minutes of meetings, removing the need for secretaries manually taking notes during the meeting. This allows your board to focus more on strategic issues and less time dealing with administrative tasks.
If you’re considering adopting an entirely new board portal or upgrading your current one, inquire about how easy the software is to use. Board members are busy and don’t want time learning a new system. Find features that will make it easier for them to adopt like how-to videos or FAQs, remote learning sessions and a single contact for technical assistance. Also, think about the way your vendor’s pricing is compatible with your budget.