There are a range of benefits that come with using board portal software to manage your board meetings. Firstly, they provide a location where board materials can be securely stored, making it easy for directors to access what they need at any time. It also improves meeting preparation, by enabling Corporate Secretaries and administrators to build board books within a digitalized location and send these out virtually to directors. A board portal also helps with compliance and governance, by ensuring accurate records are maintained in a secure, centralized system.

Typical board portal users will be board of directors, executives, Corporate Secretaries, governance professionals, and administrators. Boards across all industries can benefit from board portal software, regardless of whether it’s a non-profit or corporation.

A well-designed board portal should include features that support board engagement, collaboration, meeting preparation and management among other things. There should be built-in tools such as agenda planning, board book creation, secure messaging, in-app surveys, and document annotations. The portal should also be extremely secure, offering security features such as encryption and two-factor authentication. Most of all, it should be user-friendly and easy-to-navigate to encourage adoption by board members.