How to Choose an Online Board Portal

board meeting software

An online board portal is a program that houses and manages information on meetings for a corporation or a group. Board members, committees and administrators can utilize it. Portal software is often promoted by the secretary or administrator of the board however, the CEO, executive director, or chairperson of the board can also be supportive. Everyone who is in a leadership position should be advocates for the new platform, in order to ensure its acceptance and success by board members.

Whether you are running either a large business or a small non-profit, software for managing meetings for board members will help you streamline meetings, increase productivity, and improve governance practices. A robust solution supports collaboration and communication before and during the meetings and allows your board to work from anywhere, on any device.

Modern board portals are accessible for everyone to use, regardless of your level of technical expertise. They allow you to schedule and share meetings, create agendas and documents, and perform eSignatures/approvals. Board admins can also easily check member engagement, which includes document views and attendance at meetings.

When selecting a service, make sure they offer 24/7/365 client service. This extends beyond password resets, and includes How-To videos. Select a company that has a proven track record of client satisfaction. This will ultimately facilitate the adoption and implementation process easier for your company.

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