Board portals are a system that helps streamline meeting management. Modern portals are more user-friendly than the older software, which provided access to books for board meetings. When you are demonstrating with different portal vendors, you’ll want to have a checklist of important questions you can ask.
What are the main characteristics of a board portal?
Board portals let you create and distribute agendas with the necessary documents. Portals make it simple to keep track of term limits for non profit board members voting, resolutions and other actions items.
During the meeting, the board can discuss and collaborate on documents in real time across any device and platform. Portals that value security can offer eSignatures to speed up document signatures, while preventing sensitive data from getting into the hands incorrect individuals.
The website automatically creates meeting minutes, eliminating the need for secretaries to manually take notes during the meeting. This allows your board to focus more on strategic issues and less time doing administrative tasks.
If you’re considering adopting a new board portal or upgrading your existing one, inquire about how easy it is to use. Board members are busy and don’t want to spend time figuring out a new system. Find features that will help ensure their adoption for your board, such as instructional videos and FAQs, remote training sessions and a single contact for technical assistance. Also, think about the way that your vendor’s pricing aligns with your organization’s budget.