Board Portal Basics | Tips for Beginners

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Do not know how to apply a board portal to your meetings? It's easy! Get a quick guide from this blog.

The Beginner’s Guide to Boardroom Software

Today’s businesses have an exceptional opportunity to develop thanks to the latest technologies and numerous tools that allow simplifying and improving governance processes. One of these tools is a virtual boardroom.

This multifunctional software can serve as an example of a ready-to-use instrument that can save directors’ time and money, help them to improve the control of the important documentation, and enhance their business activities in general.

However, Internet innovations and online techs often scare away users. In the case of the virtual board software, such a phobia is absolutely groundless. Even a newbie to all those upstart techs can easily get in and cope with this useful tool. The following guide will help you with it.

What Your Boardroom Software Is

A board portal is a complex set of tools that serves to arrange any online directors’ meetings from the preparation stage up to that of the sizing-up. Your vendor can offer it in form of an app or an online platform.

However, do not confuse this instrument with video conferencing programs, task management software, scheduling tools, file sharing soft, and such likes. With board management software, your abilities will be more massive. You will be able to seamlessly interact with the C-suite as well as manage the whole business.

Key Features Worth Your Attention

How does paperless meeting software work? In fact, the whole process is very simple. To understand it, you need to know all the features your board portal has. Be aware that there are different vendors that offer different options in this respect. However, most of the products have the minimum set of the following features.

Security Tools

When you hold or participate in an online board meeting, you can expect the highest level of security. This means you can upload and share any information via the Internet and it won’t come into the wrong person’s hands. To ensure this, your virtual portal vendor employs only industry-standard equipment with the right certificates (ISO 27001). When you have to use a messenger or share private documents via embedded cloud storage, your data is protected with the help of the top-advanced encryption methods available today.

At least, an indeed nice vendor should offer these options. And not only these. You can use other tools to maintain security in your virtual boardroom. There can be multiple options to regulate online and offline access, downloads, printing, etc.

Useful Functions

When a directors’ meeting is concerned, the finest brands of the board portal software offer numerous handy options. They are designed to make meetings run smoothly. For instance, such tools will be at your disposal:

Voting Room;
e-Signature;
an adjustable Documentation Library;
Task Manager;
Minutes Builder;
Documents Builder;
D&) Questionnaire;
Graphs & Analytics options;
Offline options, and many more.

It is important to have the exact features your meetings need within your paperless meeting solution. You should make sure they will be available in your board meeting software-to-be before you purchase it.

Customizability

One more nice feature of the best virtual boardrooms is their ability to fit any business. No matter which industry you are in, how large or small your company is, and what budget it has, you should not encounter any problems with adapting your paperless meeting software to your management model.

Support & Tutorials

Even a beginner can easily grasp the essentials of managing a board portal. However, it would be a good idea for the vendor to offer you tutorial materials as well as 24x7 support. And many providers do offer them both.

Free Trials

You won't make a mistake when opting for a vendor of paperless management software that allows the free trial option. Thus, you will be able to check how convenient and operational this brand is. After this, you can easily decide whether to purchase it or not.

Mobile Options

Many vendors offer their virtual boardroom software in the form of a dedicated app for Android and iOS. This option can significantly simplify your business activities and governance.

How to Start Using Your Virtual Portal?

A leadership meeting is not a place for setting up experiments. So, you will need to organize it beforehand so that everything runs perfectly. Simply follow these steps:

Prepare all the necessary documents.
Upload them to the library with the help of the Drag-and-Drop tool.
Define who can access your files.
Now the meeting materials are ready to be downloaded, reviewed, and discussed. While the meeting unfolds, you can watch updates and other activities in the boardroom.
You can download important files that other members have shared.

So, you can see that using a virtual boardroom is very easy. You can cope with multiple tasks in no time. There’s no need to gather and print piles of papers anymore. You do not need to go anywhere and spend your money and time on it.

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[{:section_type=>"rich_text", :content=>"Do not know how to apply a board portal to your meetings? It's easy! Get a quick guide from this blog.\n<h1>The Beginner’s Guide to Boardroom Software</h1>\nToday’s businesses have an exceptional opportunity to develop thanks to the latest technologies and numerous tools that allow simplifying and improving governance processes. One of these tools is a virtual boardroom.\nThis multifunctional software can serve as an example of a ready-to-use instrument that can save directors’ time and money, help them to improve the control of the important documentation, and enhance their business activities in general.\nHowever, Internet innovations and online techs often scare away users. In the case of the virtual board software, such a phobia is absolutely groundless. Even a newbie to all those upstart techs can easily get in and cope with this useful tool. The following guide will help you with it.\n<h2>What Your Boardroom Software Is</h2>\nA <a class=\"external\" href=\"https://board-room.org/\" target=\"_blank\">board portal</a>&nbsp;is a complex set of tools that serves to arrange any online directors’ meetings from the preparation stage up to that of the sizing-up. Your vendor can offer it in form of an app or an online platform.\nHowever, do not confuse this instrument with video conferencing programs, task management software, scheduling tools, file sharing soft, and such likes. With board management software, your abilities will be more massive. You will be able to seamlessly interact with the C-suite as well as manage the whole business.\n<h2>Key Features Worth Your Attention</h2>\nHow does paperless meeting software work? In fact, the whole process is very simple. To understand it, you need to know all the features your board portal has. Be aware that there are different vendors that offer different options in this respect. However, most of the products have the minimum set of the following features.\n<h3>Security Tools</h3>\nWhen you hold or participate in an online board meeting, you can expect the highest level of security. This means you can upload and share any information via the Internet and it won’t come into the wrong person’s hands. To ensure this, your virtual portal vendor employs only industry-standard equipment with the right certificates (ISO 27001). When you have to use a messenger or share private documents via embedded cloud storage, your data is protected with the help of the top-advanced encryption methods available today.&nbsp;\nAt least, an indeed nice vendor should offer these options. And not only these. You can use other tools to maintain security in your virtual boardroom. There can be multiple options to regulate online and offline access, downloads, printing, etc.\n<h3>Useful Functions</h3>\nWhen a directors’ meeting is concerned, the finest brands of the board portal software offer numerous handy options. They are designed to make meetings run smoothly. For instance, such tools will be at your disposal:\n<ul>\n<li aria-level=\"1\">Voting Room;</li>\n<li aria-level=\"1\">e-Signature;</li>\n<li aria-level=\"1\">an adjustable&nbsp; Documentation Library;</li>\n<li aria-level=\"1\">Task Manager;</li>\n<li aria-level=\"1\">Minutes Builder;</li>\n<li aria-level=\"1\">Documents Builder;</li>\n<li aria-level=\"1\">D&amp;) Questionnaire;</li>\n<li aria-level=\"1\">Graphs &amp; Analytics options;</li>\n<li aria-level=\"1\">Offline options, and many more.</li>\n</ul>\nIt is important to have the exact features your meetings need within your paperless meeting solution. You should make sure they will be available in your board meeting software-to-be before you purchase it.\n<h3>Customizability</h3>\nOne more nice feature of the best virtual boardrooms is their ability to fit any business. No matter which industry you are in, how large or small your company is, and what budget it has, you should not encounter any problems with adapting your paperless meeting software to your management model.\n<h3>Support &amp; Tutorials</h3>\nEven a beginner can easily grasp the essentials of managing a board portal. However, it would be a good idea for the vendor to offer you tutorial materials as well as 24x7 support. And many providers do offer them both.\n<h3>Free Trials</h3>\nYou won't make a mistake when opting for a vendor of paperless management software that allows the free trial option. Thus, you will be able to check how convenient and operational this brand is.&nbsp; After this, you can easily decide whether to purchase it or not.\n<h3>Mobile Options</h3>\nMany vendors offer their virtual boardroom software in the form of a dedicated app for Android and iOS. This option can significantly simplify your business activities and governance.\n<h2>How to Start Using Your Virtual Portal?</h2>\nA leadership meeting is not a place for setting up experiments. So, you will need to organize it beforehand so that everything runs perfectly. Simply follow these steps:\n<ol>\n<li aria-level=\"1\">Prepare all the necessary documents.</li>\n<li aria-level=\"1\">Upload them to the library with the help of the Drag-and-Drop tool.</li>\n<li aria-level=\"1\">Define who can access your files.</li>\n<li aria-level=\"1\">Now the meeting materials are ready to be downloaded, reviewed, and discussed. While the meeting unfolds, you can watch updates and other activities in the boardroom.</li>\n<li aria-level=\"1\">You can download important files that other members have shared.</li>\n</ol>\nSo, you can see that using a virtual boardroom is very easy. You can cope with multiple tasks in no time. There’s no need to gather and print piles of papers anymore. You do not need to go anywhere and spend your money and time on it."}]