Board portals provide a safe environment for the board of directors and administrators to do all tasks related to managing a meeting. This involves having access to all meeting materials, timely communication with one another, and execute their respective responsibilities. Choosing the best board portal software will help you achieve success quickly.
By incorporating new mobile hardware and the latest cloud technology, you can avail of the best board portal software there is. This can help you eliminate traditional paper, printing, and even emails.
There are two sets of tools to prepare this. First, one tool is for the admin staff who runs the whole procedure behind the scenes. Second, another tool that is for the board members who are tasked to make important decisions. In the end, this board portal will simplify each step of the board meeting and everything that goes with it.
Before The Board Meeting
Administrators can arrange everything before it gets busy. Organizing includes preparing information, uploading the minutes of the meeting, checking the availability of each director attendee, and actively updating all information relevant to the meeting.
Reports will be distributed to the board. The admin then gathers the data and creates and agenda. Invites will then be given to the board of directors and the board book is published.
Directors accept the board book and prepare their review. Then can then share their notes or annotate on their copies, reference documents, review past materials, and/or chat with any of their colleagues.
During the Board Meeting
The directors and admin arrive and discover no last-minute additions or changes to the agenda. The board meeting commences with just one tap navigation in between sections to keep the meeting on track.
Directors can use the board portal software to vote whenever decisions are needed. Other activities that can be done include setting deadlines, signing paperwork, assign tasks, and/or follow up on any unfinished tasks or questions.
After the Board Meeting
Notifications and reminders alert on the app are then visible to each director’s account if there are pending tasks that need their attention or action. E-Signing of documents, casting of votes for outstanding approvals, or replying to surveys are just some of the tasks possible after the meeting.
Each action, attendance report and upload can be tracked to make sure that everything is governance compliant.
On the whole, this workflow plus the strict security measures employed comprise the basic functions that a board portal software must-have. There are more functions that you can avail of for your own software to better address your company’s needs and requirements. To avail of the best board portal software with customized functions, contact Shaparency now!
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