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    How to Choose a Board Portal

    Board portals make preparing for meetings easier by allowing members to access the materials for meetings, messages from other directors the organizational policies, as well as their tasks all in one spot. They can save organizations money by not having the need for meeting materials to be delivered via mail or email.

    When choosing a portal for your board, choose one with an user-friendly design. This will allow your board members and governance leaders to navigate through their preferred devices. Also, look into the service and reputation of the vendor. Make sure they’re able to answer questions you have as well as provide training and help with problems with the software.

    Meeting preparation is made easier with agenda builders on boards and it’s easy to secure private pages, linkable outline templates and more. It’s also possible to design an agenda template using the agenda, which can reduce preparation time.

    It is essential for you to be able to access documents instantly during meetings. Having the most current information available allows for better decision-making and prevents frustrating delays in meetings. Board portals enable members to access the information and documents they require using their smartphones, tablets, or laptops. This eliminates the need to collect and request paper packets, or to transport them to a meeting location.

    A paper-free board-meeting system can also support more sustainable business practices and help to achieve ESG objectives. Board management software can reduce the environmental impact to up to 95% when compared with traditional board packs.

    Data Room Organization

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