A well-chosen solution for board portals provides a variety of benefits for organizations seeking to improve the workflow of meetings and collaborate securely when is a board resolution necessary with secure features and improve governance. It is important to assess each feature carefully and not get over-engineered with unnecessary features that could add cost to the solution. It’s also essential that your board portal provider has a solid track record and is able to provide prompt customer service in the event of an issue. It can be helpful to ask prospective vendors for references and feedback from previous clients who have used their software previously.

Meeting Process Streamlined

Modern portals allow board members to access agendas, meeting notifications and digital board packs and other documents using their smartphones or tablets. They allow for online note-taking and direct communication between board members about specific topics. All communications are secure logged on the portal. These discussions are automatically converted into meeting minutes, and it is easy to add electronic signatures to any board document.

Board members can also easily make notes on documents prior to the meeting to prepare and engage in the discussion. Meetings can also be held in a hybrid format, in person or online. It is essential to be able to create boardbooks from these meetings, and also to keep previous copies updated when line items are changed. Finally, the option to conduct a post-meeting debrief allows leaders to decide on the best course of action to follow next, and to record any agreed-upon decisions.

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Di Porto Architecture & Design