How to Choose Board Portals for Meetings

Board portals are an essential tool for streamlining and automating meeting management. This is especially true for organizations that want to move to digital. Board members can access documents and information prior to and after meetings, and communicate with other directors in real-time. Boards that utilize these tools see an improvement in the effectiveness of their meetings, and also their productivity and efficiency throughout the week.

To choose the right board portal for your organization, consider the features that it provides and how easy it will be for your board members to use. Make sure the portal has an easy-to-use interface to minimize the learning curve and is accessible on tablets, desktops and mobile devices.

Some important features to look for include document management the ability to schedule and integrate calendars as well as meeting minute creation and tracking. Some portals also allow e-signature and voting for more robust functionality and to ensure compliance with rules.

Another feature that is crucial to have is the capability to share documents and links with other team members so they can be working on them as well. This feature saves time by allowing everyone to work on the same document. This is crucial for boards that require approval and signatures.

Make sure that the software for your board you choose is compatible with your videoconferencing system, and allows your directors to connect to remote meetings directly from their dashboards. Aprio is able to do this by integrating with popular solutions such as Zoom, Microsoft Teams and GoToMeeting and then you can simply click to connect.

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