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How to Choose Board Portals for Meetings

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Board portals are a crucial tool to streamline and automate meeting management. This is particularly the case for companies who want to go digital. Board members can access documents and information during and after meetings, and work with other directors in real time. Boards that utilize these tools see an improvement in the effectiveness of their meetings as well as their productivity and efficiency throughout the week.

In order to choose the best board portal for your company be sure to consider the features it has and how simple it will be for all of your board members to use. Make sure that the portal has a user-friendly interface to ease the learning curve and is accessible from tablets, desktops, and mobile devices.

Some important features to look for are document management as well as calendar and scheduling integration and meeting minutes creation and tracking. Some portals allow e-signatures and voting to enhance their functionality and conform to regulations.

Another aspect that is essential to have is the ability to share documents and links with other team members so they can collaborate on them too. This helps save time and allows everyone to work on the identical version of the document, which is particularly important for boards that require approval or sign off on decisions.

Make sure that the board software you select integrates with your videoconferencing platform, and lets your directors easily join remote meetings from their dashboards. Aprio integrates with popular platforms like Zoom, Microsoft Teams and GoToMeeting and allowing you to simply click to connect.

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