A board portal is an online platform that securely houses all of your board’s documents and information. Non-profit boards have access to meeting notifications, agendas and digital board packs, along with other documents for the board on any device at any time. Board members can also share, edit documents, make comments and sign them electronically via the portal, removing the requirement for physical signatures and saving precious meeting time.

When comparing board portals, it’s important to consider the features that will best meet your needs for governance. For instance, how easy is it to install the software in your company? Does it integrate with your board’s agenda and can you easily create meetings? How do you monitor progress and prioritize action items between meetings? These features, as well other options can assist board members in preparing for and fulfill their duties efficiently.

The platform’s reputation is an additional important aspect to take into consideration. Find a vendor who has an established reputation in the market and a customer service that is responsive to any issues that might arise. Also, make sure the platform you choose is accessible from any device with an internet connection.

The best boards portals provide central access to meeting materials, messages from other members, and the policies of the organization. This gives directors the appropriate context for discussion and lets them concentrate on governance issues. It is vital that board members have access to documents they created prior to the meeting to ensure that they are on the right track. A well-functioning portal for board members allows this to be done by delivering the correct information at the appropriate time.

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