What is a Board Portal?

A board portal is a secure online platform that houses all the documents related to your board and other information. It gives non-profit boards the ability to access meeting announcements agendas, agendas and digital board packs, and other relevant board documents from any device at any time. Board members can also share, edit documents, make comments and sign them electronically via the portal, removing the need for physical signatures and saving valuable meeting time.

When you are comparing board portals, it’s important to consider the features that most effectively meet your requirements for governance. How do you make it easy for your organization to set up the software? Does it sync with the board calendar? Can you easily create meetings using this software? How do you track progress and prioritize actions between meetings? These features, as well as a variety of others can assist board members in preparing for and fulfill their duties efficiently.

Another important factor to consider is the quality of the platform. Choose a vendor that has an established reputation in the market and a customer service that is responsive to any issues that could arise. Also, ensure that the platform you select is accessible from any device with an internet connection.

The best boards portals give centralized access to all meeting materials, communications from fellow members and policies of the organization. This gives directors the context they need to talk about governance issues and allows them concentrate on the issues at hand. 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 board portal helps in this by sending the right information at the appropriate time.

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