How to Choose Board Portals for Meetings

Board portals are a vital instrument for streamlining and automating meeting management. This is particularly the case for companies who want to move to digital. Board members can access documents and information prior to and after meetings, and work with other directors in real time. Boards that use these tools will see positive effects on the effectiveness of their meetings as well as their productivity and efficiency throughout the week.

Think about the features it has and the user-friendliness for your board members when selecting the right portal for your board. The site should have an intuitive design that will reduce the learning curve. It must also be accessible via desktops and tablets.

Some of the features you should look out for include document management the ability to schedule and integrate calendars, and meeting minute creation and tracking. Some portals also allow electronic signatures and voting for more robust functionality and compliance with rules.

Another important feature to have is the capability to share documents and links with other team members so that they can be working on them as well. This reduces time and allows everyone to work on the same version of the document which is particularly important for boards that require approval and signing off on decisions.

Make sure that the board software you select is compatible with your videoconferencing system, and allows your directors to easily join remote meetings directly from their dashboards. Aprio can do this by integrating with popular applications like Zoom, Microsoft Teams and GoToMeeting and allowing you to simply click to connect.

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