Board portals are a system that streamlines meeting management. As opposed to the nascent software which only provided access to board books Modern portals provide more capabilities. You should have the list of questions that you can ask during demonstrations.
What are the main features of a board portal?
Board portals allow you to create and distribute agendas using the necessary documents. Portals also provide an easy way to track the actions items, votes, and resolutions.
During the meeting, board members can comment and collaborate on documents in real-time, across any device and platform. Portals that value security can offer eSignatures to speed up document signatures, preventing sensitive data from home getting into the hands of the unintentional people.
The portal automatically generates minutes of meetings, removing the need for secretaries manually taking notes during meetings. This means that your board can focus more time on strategic issues and less on the administrative tasks associated with being a director.
Ask about the ease of use when contemplating a new board portal, or upgrading an existing one. Board members are busy and don’t want to waste time figuring out how to use a new system. Find features that will help ensure their adoption, such as how-to video as well as FAQs, remote training sessions and a single contact for technical support. Also, think about how your vendor’s pricing structure works with your organization’s budget.